Part 7/15:
Despite ongoing challenges, China’s domestic AI infrastructure development is accelerating dramatically. Goldman Sachs estimates that Chinese cloud service suppliers will ramp up capital expenditure by approximately 65% in 2025, investing over $70 billion in new data centers. While this is a fraction of the estimated $350 billion US hyperscalers plan to spend, it signifies a clear priority shift towards building energy-intensive infrastructure to support AI growth.