24GW 规模超欧亚总和：中国数据中心真实底座曝光，巨头激进“扫货”透支现金流

星***

newsletter.semianalysis.com (https://newsletter.semianalysis.com/p/the-chinese-ai-infrastructure-boom)

The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China... (https://newsletter.semianalysis.com/p/the-chinese-ai-infrastructure-boom)
1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute

XieZhi***

看到就转：物美价廉只是一种营销手段，从古至今都是一分钱一分货，买萝卜的价格永远买不了人参。——销冠金句

Serene***

有没有星友在徐州的，一起出来聚聚啊

XiaoX***

资源更新速度太给力了！管理员是AI吧？