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China suppliers eye U.S. AI data center boom
CNBC • • business
Key Points:
- Chinese AI infrastructure company Brightray, with manufacturer PrefabDC, sees strong potential in the U.S. data center market due to higher demand compared to China.
- The U.S. leads globally with 5,427 AI data centers projected in 2025, far surpassing China’s 449, driven by massive investments from tech giants like Alphabet, Microsoft, Meta, and Amazon.
- Despite China’s government plans to invest $295 billion in data centers over five years, Chinese companies generate less AI revenue and invest less in data center buildouts than their U.S. counterparts.
- U.S.-China geopolitical tensions and cybersecurity concerns complicate supply chains, but China remains a key supplier of essential data center components to the U.S., offering favorable timing and integrated manufacturing.
- Brightray’s prefabricated data center construction, primarily done in China, can reduce build time by at least half compared to traditional U.S. methods, which typically take two to three years.
