Big Take Asia

China's Plans to Make AI a Utility

12 snips
Jul 8, 2025
In this episode, data reporter Andy Lin from Bloomberg sheds light on China's ambitious AI initiatives in Xinjiang's deserts. He discusses the construction of data centers powered by over 115,000 high-tech Nvidia chips, despite U.S. export bans. The conversation explores the geopolitical ramifications of China's AI race and how this region is transforming into a tech powerhouse, leveraging renewable energy and state support. Lin also highlights innovative strategies for sustainable computing that aim to further China's global tech competitiveness.
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INSIGHT

NVIDIA Chips Are Critical

  • NVIDIA chips are essential for high-end AI training globally and considered the industrial standard.
  • China’s AI ambitions heavily depend on access to these chips despite U.S. export bans.
INSIGHT

Massive Data Center Plans Revealed

  • Chinese government approved projects planning over 115,000 NVIDIA chips despite U.S. restrictions.
  • This scale suggests China aims to develop AI models competitive with top global players.
ANECDOTE

Firsthand Data Center Visit

  • James Mayger visited remote Xinjiang and saw massive data centers typical of high-security server facilities.
  • These buildings have minimal windows and focus heavily on temperature control for optimal operation.
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