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Key Takeaways Accelerating AI and cloud demand, along with scalable construction and pre-committed projects, drive growth and revenue visibility while improving cost efficiency and margins. Strategic focus on green energy, modular tech, and innovative financing strengthens sustainability, financial flexibility, and competitiveness amid shifting regulations and client needs.

Key Takeaways Overexpansion risks underused assets and squeezed margins amid maturing digital demand, increasing competition, and regulatory pressures in China's data center market. High debt levels and heavy capital needs heighten refinancing and dilution risks, while tightening tech and compliance restrictions threaten innovation and long-term profitability.