A research report released by CICC highlights that overseas data centers are grappling with a severe scarcity of electricity resources, with waiting times stretching beyond seven years in certain grid-congested regions across Europe and the United States. The capacity of electrical grids has emerged as a pivotal determinant shaping the flow of capital, drawing keen interest from major developers in Northern Europe, Southern Europe, and burgeoning markets. Concurrently, in select areas within the US and European FLAP-D (Frankfurt, London, Amsterdam, Paris, Dublin) markets, the generation of one's own power has transitioned from a discretionary choice to an obligatory prerequisite, spurring the exploration of diverse novel power supply solutions. The pronounced imbalance between overseas supply and demand presents Chinese manufacturers with a golden opportunity to expedite their global outreach and seize highly responsive market prospects.
