Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

DIGITIMESOctober 1, 2026en

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already delivered more than 24GW of data center capacity and will remain above that level by the end of 2026, making China the world's second-largest data center market after the US.

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