Strategic Pivot Towards AIDC

Range Intelligent is pivoting towards high-margin AIDC and GPUaaS services, supported by a massive 5.4GW capacity reserve and a successful C-REIT capital recycling model.

Key Takeaways

• 1.Range Intelligent has achieved a strategic revenue crossover where AIDC revenue now exceeds traditional IDC revenue as of 1Q26.
• 2.The company is expanding capacity with a 5.4GW reserve and plans to deliver over 300MW in 2026, primarily focused on AIDC.
• 3.Management has diversified its customer base, moving from reliance on a single major client to servicing China's top four hyperscalers.

Table of Contents

• Key Takeaways
• Strategic pivot towards AIDC
• Capacity expansion
• Customer dynamics
• Financing strategy and capex outlook
• Investment Thesis - Range Intelligent
• Price Target Risks and Methodology - Range Intelligent
• Disclosure Appendix
• Target price history table(s)
• Regulatory disclosures

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