21Vianet Moving to Margins of Data Center Universe?

Microsoft’s China cloud services partner reports slowest revenue growth in first quarter among the country’s three major independent data center operators Key takeaways: 21Vianet’s latest results show it’s the slowest-growing among China’s three major independent data center operators The company’s relative laggard status could weigh on its stock as it focuses on boosting capacity at current facilities rather than opening new ones By Doug Young The latest leg in the horse race between China’s three main independent data-center operators has just concluded, with 21Vianet Group Inc. (Nasdaq: VNET) becoming the…

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Government Environmental Priorities Put the Heat on Datacenter Operators

Recently-listed Chinadata looks most advanced among China’s top three independent operators in heeding calls to reduce carbon emissions Key Takeaways GDS Holdings remains the market leader among China’s major independent datacenter operators Chinadata could be best positioned to respond government carbon-reduction demands that could radically alter land-use and operating-efficiency strategies By Eric Auchard A major shift is shaping up in the real-world land grab by China’s major datacenter operators. While they may seem techy, datacenter operators have much in common with property developers: Their strategy boils down to buying up…

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