Stories
Data Centers
Stories curated for Data Centers
Tech News
China's 24GW AI Compute Surge: Closing the Gap With 50GW More on the Way
A new SemiAnalysis report puts China's operational AI data center capacity at 24GW versus 56GW in the US, with another 50GW planned or under construction. The findings reveal a two-front infrastructure race shaped by chip shortages and aggressive state-backed power investment.
Tech News
The AI Infrastructure Boom Is Entering Its Payback Phase
AI investment is moving into a new phase as data centers, chips and power infrastructure scale rapidly. The key question is whether new AI applications can generate enough value to support the buildout.