China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.

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The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through

Anthropic has signed a deal with SpaceX to access the latter's massive data center, which has over 220,000 Nvidia GPUs and 300 megawatts of computing power.