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Asia Pacific Data Center Trends

· 25 min · Episode 274

Show notes

Market dynamics in data center buildouts and dealmaking are complex, but there are some common threads that are spanning the globe. Analysts Soon Chen Kang and Stefanie Williams join host Eric Hanselman to explore their research in the Asia Pacific market. AI demand is a driving force and concerns about power availability can be a headwind, but there are regional nuances that make the markets that comprise the APAC region unique. One treats the market as a cohesive whole at one's peril! Geopolitical concerns have a significant impact on both demand forces and capacity uptake. Access to GPU's…

Website: spglobal.com

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