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CITIC Securities: IDC Industry Poised for a Turning Point, Anticipating a New Cycle
2025-02-18 /
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Author：小编
A research report from CITIC Securities highlights that the implementation of the DeepSeek open-source AI large model will bolster demand for computing power infrastructure, propelling the IDC industry into a fresh cycle. Investors are advised to focus on IDC enterprises that exhibit high rack rates in existing data centers and new ventures centered around GPU computing power. Additionally, it is prudent to keep an eye on manufacturers whose products account for a significant portion of IDC construction costs, such as refrigeration systems, diesel generators, and UPS units. As IDCs are completed and racked, complementary products like servers and switches are also poised to benefit from the synchronous surge in overall demand.
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