According to KDC‘s Development of Third‑party Data Center Colocation Providers in China , Driven by generative-AI and agent-application iteration, third-party data center colocation providers in China face fundamental shifts in external environment and competitive logic. KDC released the Development of Third‑party Data Center Colocation Providers in China, evaluating vendor capabilities across five dimensions: resource, service, operation, green development and technology.
Competition within the computing-center sector is shifting from simple scale expansion toward reliable deliverable capacity. Large-scale customized orders exceeding 100 MW from major internet firms have become the primary market driver, raising higher requirements for high-power cabinets, liquid-cooling deployment, power guarantee and predictable project delivery timelines.
Technology and capital-tool innovation are reshaping vendor development paths. Liquid-cooling, high-voltage DC power supply and renewable-energy integration are being widely adopted, while publicly-traded data-center REITs launched in 2025 have opened new asset-exit channels and fostered a reusable capital cycle for the whole industry.
KEY TAKEAWAYS
Evolved competitive logic for third-party computing-center service providers. Pan-internet enterprises issue large customized orders above 100 MW. Cabinet power density upgrades from traditional 5-8 kW to 20 kW-40 kW and higher. Services shift from basic cabinet leasing to full-process integrated infrastructure delivery. The 2025 launch of data-center public REITs unlocks asset-exit channels and drives industrial-capital inflow.
Capability-building paths and real-world practices among leading service providers. Vendors build multi-hundred-MW to GW-level intelligent-computing bases in key hub regions. Runze Technology’s 2023 full-building liquid-cooling AIDC supports over 45 kW per cabinet. The 800 V high-voltage DC power-supply lifts power efficiency by 5% and cuts copper-cable consumption by 45%. The first-batch data-center REITs raised RMB 6.9 billion, with supplementary ABS financing of RMB 0.86 billion.
Future development outlook for third-party computing-center service providers. After project completion, operational indicators including occupancy and resource utilization become core evaluation metrics. Training and inference workloads show diverging requirements for cluster scale and regional latency. Legacy data-center assets will receive classified adjustment based on renovation feasibility. Capital instruments will be deployed in phases to realize full-lifecycle asset recycling.
Contact Us For report inquiries, purchases, or customized research:
LinkedIn: https://www.linkedin.com/company/kdc-digital-industry-consulting
Email: service @kzconsulting.cn
