[SMM Computing Power News] Renovation of Existing Data Centers Accelerates, with Diverging Paths Between Eastern and Western Regions

Published: Sep 3, 2026 09:48

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SMM has learned that demand for retrofitting existing data centers is heating up, with paths showing regional divergence. Existing projects along the eastern coast tend to be retrofitted into high-power intelligent computing cabinets or localized edge Token factories, taking on nearby localized deployment of large models for central state-owned enterprises and large enterprises. Existing projects in the west are more suited to offline large-model training and inference, with retrofit windows needing to avoid current business operation cycles and prioritize stable operation of in-service businesses. SMM believes that retrofit costs and downtime risks are becoming the core constraints on releasing existing inventory, and short-term new effective supply may fall below market expectations.

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