21Vianet

21Vianet is a niche in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in China. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).

Chinese carrier-neutral data-center and cloud operator.

Ticker
NASDAQ: VNET
Headquarters
China
Revenue
$544M (FY2019) · +10.0% YoY
Net income
$-36M
Operating margin
20.5%
Market position
niche
Value-chain segment
Data Center Operators (Colo)
Key products
wholesale IDC (Internet Data Center) services, retail IDC colocation cabinets

About 21Vianet

21Vianet, headquartered in China, operates in the Data Center Operators (Colo) segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include wholesale IDC (Internet Data Center) services, retail IDC colocation cabinets. wafergraph maps 4 tracked suppliers and 5 tracked customers for 21Vianet across the value chain. It has a supply-chain criticality score of 6/100, with 19 companies downstream of it.

Key products

  • wholesale IDC (Internet Data Center) services
  • retail IDC colocation cabinets

Suppliers

Customers

More AI & Data Center companies

Sources

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