China just dropped one of the largest single-nation AI infrastructure commitments in history. The plan: roughly 2 trillion yuan, or about $295 billion, poured into AI data centers and computing hubs over five years.
The blueprint for a domestic AI superpower
The initiative, spearheaded by China’s National Development and Reform Commission (NDRC), aims to stitch together a patchwork of regional AI resources into a unified national computing network. The target completion date is around 2028.
Two state-owned telecom giants, China Mobile and China Telecom, will operate the facilities.
At least 80% of the core technology powering these facilities must come from domestic suppliers. Huawei sits at the top of that list.
