This report provides a comprehensive analysis of the market's current state as of the 2026 edition, examining the complex interplay of domestic policy, technological innovation, supply chain constraints, and end-user adoption that is shaping its trajectory. China built hundreds of AI data centers to catch the AI boom. The country poured billions into AI infrastructure, but the data center gold rush is unraveling as. Ever since China's DeepSeek artificial intelligence (AI) chatbot made headlines in January, the country's cloud computing and internet industries have been racing to develop AI for consumers and businesses, according to Goldman Sachs Research. firms scale globally and invest more at home, while Chinese firms expand with self-developed chips, but both prioritize energy stability going forward. While intended to hinder China's technological progress, these restrictions may have had an unintended consequence – fueling even greater demand for. When China announced its “AI+” strategy this week, the ripple reached far beyond policy circles. The announcement not only spurred a flurry of investment, but also revealed a clear trajectory: a server‑chip market that is set to cross $100 billion by the end of the decade. For anyone watching the. The AI Computing Power Concept Index, compiled by Chinese financial data provider Wind and comprising 54 component stocks, hit a record high on Monday, with an increase of 166 per cent over the past 52 weeks. The frenzy was stoked by DeepSeek's hint last week that it has changed its data format to.