Financial Times ·

SemiAnalysis: China has 24 GW of operational compute capacity and another 50 GW planned or under construction, compared to 56 GW operational in the US

Beijing is rolling out AI infrastructure at breakneck speed in Inner Mongolia

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Financial Times — SemiAnalysis: China has 24 GW of operational compute capacity and another 50 GW planned or under construction, compared to 56 GW operational in the US ↗

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SemiAnalysis: Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages

South China Morning Post: China says its AI compute capacity rose 177% YoY to 2,185 eflops by the end of June, and is targeting 9,800 eflops by 2030 via ~$532B in IT infrastructure spend

Bloomberg: Analysis: constructing and equipping a 1GW AI data center in Abilene, Texas, could cost ~$30B, including $17B on chips, $3B on power, and $2.4B on construction

Bloomberg: Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips

The Information: Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade

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