Caitong Construction: Modular data center industry situation and potential beneficiary targets

English summary

### Caitong Construction: Modular data center industry situation and potential beneficiary targets Time: 2026-07-31 00:12:36 Content: Caitong Construction: Modular data center industry situation and potential beneficiary targets According to SemiAnalysis, more than a year ago Meta shifted to a 'tent-style' ultra-fast data center construction strategy and rapidly rolled it out across the US. In H1 2026, Meta has signed over 5GW of data center and colocation capacity. AWS is widely promoting its modular design codenamed 'SAMDC' (Super AWS Modular Data Center), which can compress data center construction time from about 15 weeks traditionally to 2-3 weeks, while reducing tens of thousands of man-hours. Modular data centers use factory prefabrication and system integration, where core systems such as power distribution and cooling can be installed and tested before leaving the factory. On-site work mainly involves module hoisting and system commissioning, helping to reduce construction coordination workloads and improve delivery certainty. ...