这项2950亿美元的计划直接决定了全球AI芯片供应链的未来格局，做半导体投资或AI基础设施的团队需要关注国产替代的加速趋势。
据彭博社报道，中国计划在未来五年投资约2950亿美元建设全国性AI数据中心网络。该计划要求至少80%的技术来自华为等国内供应商，这将进一步锁定美国芯片出口。同时，台湾正考虑首次将向中国走私AI芯片定为刑事犯罪。此举显示中国在AI基础设施上加速自主可控，减少对外部供应链的依赖。
Beijing's $295 billion AI buildout would require 80 percent domestic chips, locking out US suppliers
China plans to invest roughly $295 billion in a nationwide AI data center network over the next five years, Bloomberg reports. At least 80 percent of the technology would come from domestic suppliers like Huawei. Meanwhile, Taiwan is considering making AI chip smuggling to China a criminal offense for the first time. The article Beijing's $295 billion AI buildout would require 80 percent domestic chips, locking out US suppliers appeared first on The Decoder .