They are really making a run for it. My understanding is that there was a big push for data center build a few years ago in China but demand didn't rise as expected so there was a lot of unused compute capacity already sitting idle and that's giving these companies super cheap access to readily available compute and they are sure taking advantage of it.
They are really making a run for it. My understanding is that there was a big push for data center build a few years ago in China but demand didn't rise as expected so there was a lot of unused compute capacity already sitting idle and that's giving these companies super cheap access to readily available compute and they are sure taking advantage of it.