这项计划将重塑全球AI基础设施格局，关注中国科技政策的读者值得深入了解其对芯片、云计算和电信行业的深远影响。
中国正在筹备一项价值2950亿美元的国家级AI基础设施计划，旨在将数据中心、电信运营商和国产芯片整合成一个由国家支持的统一计算网络。中国移动和中国电信等国有企业将运营该系统的绝大部分，使AI基础设施更像铁路、电网或电信网络，而非普通的私有云扩展。该计划要求至少80%的技术（包括AI芯片）依赖华为等本土供应商。这标志着中国在AI领域加速自主可控，减少对外部技术的依赖。
China is preparing a $295B national AI infrastruct…
China is preparing a $295B national AI infrastructure plan that would turn data centers, telecom carriers, and domestic chips into one state-backed computing network.
State firms like China Mobile and China Telecom would operate much of this system, which means AI infrastructure becomes closer to railways, power grids, or telecom networks than normal private cloud expansion.
The idea is to rely on local suppliers, including Huawei Technologies for at least 80% of technology such as AI chips.
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reuters .com/world/china/china-prepares-295-billion-plan-fund-nationwide-ai-buildout-bloomberg-news-2026-06-09/