Andy Yu's questions to VNET Group Inc (VNET) leadership • Q2 2025
Question
Andy Yu from DBS inquired whether the rapid client move-in momentum could be sustained in the second half and if AI chip supply constraints might impact new orders or customer movements.
Answer
VNet Management expressed optimism for the second half of 2025, expecting it to be stronger than the first. They affirmed that once orders are confirmed, the move-in pace is typically very fast. While monitoring the AI chip supply, they have confirmed with core clients that existing orders at hand will not be affected.