ファーウェイ、タイでのAI・クラウド投資拡大を検討　工業団地・発電所関連銘柄に追い風

Data center expansion increases electricity demand, benefiting power plant groups like GPSC.

Data center expansion increases electricity demand, benefiting power plant groups like Gulf Energy.

Data center expansion increases electricity demand, benefiting power plant groups like Gunkul.

Mentioned as benefiting from data center and digital economy theme attracting Chinese capital.

Chinese capital flowing into data centers and digital economy boosts demand for industrial estates like Amata.

Chinese capital flowing into data centers and digital economy boosts demand for industrial parks like Pinthong.

Listed as a positive beneficiary of Chinese capital flowing into Thai data centers and digital economy.