Analysis of China's Artificial Intelligence-Driven Industrial Real Estate Development in 2026

In recent years, my country's artificial intelligence (AI) industry has developed rapidly, and this emerging technology is profoundly reshaping the underlying logic and development direction of China's industrial real estate sector. As a core driving force of the new generation of information technology, AI has not only spawned new forms of industrial real estate such as computing infrastructure, but also promoted the comprehensive upgrading of existing industrial parks towards intelligence and intensification, extending the investment value of industrial real estate from physical space to data elements and operational services.

The large-scale application of AI highly depends on underlying computing power support. Intelligent computing centers, data centers, and supporting infrastructure have therefore become one of the fastest-growing new business formats in industrial real estate. According to information disclosed by the Ministry of Industry and Information Technology, my country's computing power maintained a steady growth trend from 2021 to 2024, increasing from 140 EFLOPS in 2021 to 280 EFLOPS in 2024, with an average annual compound growth rate of nearly 20% over the four years. According to the "2025 China Artificial Intelligence Computing Power Development Assessment Report" released by IDC, the preliminary calculation shows that my country's total computing power will jump to 400 EFLOPS in 2025, a year-on-year increase of 43.0%, which is significantly faster than the previous four years and has reached a peak in recent years.