CITIC Construction Investment: The inflection point of the IDC industry is imminent, and is expected to enter a new cycle

Jinshi data news on February 18th, CITIC Construction Investment Research Report pointed out that the three major operators, cloud vendors, various industry-related software/application companies, etc., successively announced the listing or deployment of DeepSeek, DeepSeek as an Open Source AI large model, cloud vendors or application vendors can choose to localize or deploy in the cloud, which is expected to further drive demand for Computing Power infrastructure. The IDC industry turning point is approaching, with the consumption of existing old data centers combined with the release of high-power new demand, expected to start a new round of cycles. Focus on IDC industry opportunities, IDC operators, IDC construction and Computing Power equipment-related chain manufacturers are expected to benefit. It is recommended to focus on IDC enterprises with high listing rates of existing data centers and new businesses focusing on GPU Computing Power. In the construction process, in the construction cost per kilowatt of IDC, cooling, diesel power generation, and UPS have relatively high value, it is recommended to follow the business flexibility of related manufacturers. With the completion and listing of IDCs, the related server, switch, and supporting product segments will also benefit from the overall rise in demand.