China Holds Over 24GW of Datacenter Capacity, Shifting Inland With AI Demand

SemiAnalysis's China Datacenter Model tracks over 1,000 facilities across 60+ operators and puts China's fleet above 24GW, larger than EMEA. The report attributes the buildout to the Eastern Data, Western Compute policy and hyperscale AI demand, which is moving capacity to western hubs such as Inner Mongolia at construction speeds it says the West cannot match.