China is drafting a $295bn plan to build AI data centres, and to lock Nvidia out of them
China wants to win the AI race on its own hardware. A new plan shows just how much it is willing to spend, and how far it will go to cut American chips out of the picture.
Beijing is drafting a blueprint to spend around 2 trillion yuan ($295bn) over the next five years building a national network of AI data centres, according to Bloomberg, citing people familiar with the matter.
The plan, led by the powerful National Development and Reform Commission, would knit the country’s scattered computing facilities into a single, interconnected grid by 2028, mostly operated by state telecoms giants China Mobile and China Telecom.
The most pointed detail is what those data centres would run on. The blueprint calls for local suppliers, including Huawei, to provide at least 80 per cent of the core technology, AI chips included, effectively squeezing out Nvidia and AMD.
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