- China is preparing an investment plan of approximately 2 trillion yuan over the next five years to build AI infrastructure nationwide.
- The scale of the program is equivalent to about 295.43 billion USD, according to exchange rates cited by Reuters.
- China’s National Development and Reform Commission is one of the key agencies drafting the proposal.
- The objective is to create an interconnected network of data centers across the country to serve AI computing demands.
- The plan is part of Beijing’s new five-year strategy to accelerate AI adoption across the entire economy.
- China also aims to lead in emerging technologies such as quantum computing and humanoid robots.
- State-owned enterprises like China Mobile and China Telecom are expected to operate the majority of the data centers.
- The systems will be interconnected into a massive national computing network.
- Beijing wants to rely on domestic supply chains for at least 80% of core technologies, including AI chips.
- Huawei is viewed as one of the major suppliers benefiting from this strategy.
- The plan could significantly reduce the role of Nvidia and AMD in state-backed AI projects.
- Reuters recalled that China previously required state-funded data centers to use domestically produced AI chips.
- The report noted that the proposal is still in the early stages of discussion and is subject to change.
- Meanwhile, US tech giants are projected to spend over 700 billion USD on AI infrastructure in 2026 alone.
- 📌 Conclusion: The 2 trillion yuan (295.43 billion USD) plan demonstrates that China is shifting from isolated AI support to building a massive national computing infrastructure. The focus is not only on expanding data centers but also on increasing technological self-reliance, with a target to localize at least 80% of critical components such as AI chips. If fully implemented, this will be one of the largest AI investment programs globally, intensifying direct competition with the US in the global AI race.
