Over 50% of China's new data center projects target remote northern regions with cheap power, as Ulanqab emerges as a 12.5 GW AI infrastructure

US hyperscalers committed over $650B for AI data centers in 2026, but critical dependence on Chinese transformers and optical components

China's EDWC strategy is shifting data center dominance to northern and western regions, with $295 billion in backing and 12.5 GW committed in