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Digitimes November 11, 2026 By Levi Li neutral

China's AI data center boom reveals a missing link

AI / LLMSemiconductorsNVIDIA / GPUSupply ChainData Center
China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction. Once facilities begin operating, however, a central question is emerging: whether customer demand can sustain the installed capacity.
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