China · Microsoft · Meta · CNBC Technology
China wants in on U.S. AI data center boom
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China and the U.S. may be competing for dominance in artificial intelligence, but some Chinese manufacturers are eyeing the U.S. data center buildout as an opportunity.
Key facts
- Even with public backlash over the AI data center buildout growing, the U.S. boasts more AI data centers than any other country, with 5,427 in 2025, according to data published by the Stanford
- U.S. tech giants like Alphabet, Microsoft, Meta and Amazon are estimated to spend around $765 billion combined this year on AI infrastructure
- Chinese companies are not generating as much revenues from their AI services," said Jeffrey Ding, AI expert and assistant professor at The George Washington University
- Chinese President Xi Jinping's visit to Washington has brought renewed focus on the China-U.S. trade dynamic, and AI was a prominent part of talks between Xi and President Donald Trump
Summary
"We can see big potential in the U.S. market," said S.K. Lee, a global vice president with Singapore-registered Brightray, an AI infrastructure company. Brightray's sole manufacturer is Chinese firm PrefabDC, which makes prefabricated data centers. Even with public backlash over the AI data center buildout growing, the U.S. boasts more AI data centers than any other country, with 5,427 in 2025, according to data published by the Stanford Institute for Human-Centered Artificial Intelligence. U.S. tech giants like Alphabet, Microsoft, Meta and Amazon are estimated to spend around $765 billion combined this year on AI infrastructure.