AI is increasing demand for data centre capacity, while energy companies are looking for dependable customers for new power infrastructure. The potential connection is clear. The commercial model requires closer examination.
What would make compute–power coordination an investable business opportunity? China’s evolving policy and project experience provide a practical setting in which to examine these questions. For international businesses exploring China, Chinese companies expanding overseas and investors assessing the sector, the key is to identify which arrangements can work under the rules and conditions of a specific market.
There will be a series of articles related to energy transition released in the coming days. Please stay tuned.
