Postaus

China is spending $295 billion to build a nationwide AI infrastructure network and Nvidia is not invited. The announcement today confirms China Mobile and China Telecom will operate a new national AI data center network over the next five years. At least 80% of all chips must come from domestic suppliers, primarily Huawei. Nvidia and AMD are locked out by design. Jensen Huang confirmed the reality of this shift last month. "We've largely conceded that market to them," he told CNBC. China once accounted for at least 20% of Nvidia's entire data center revenue. That market is now gone permanently. Huawei's new Ascend 950PR chip already outperforms the only Nvidia chip Washington allows China to buy, the H20, by 2.8 times. ByteDance has committed $5.6 billion to Huawei chips in 2026 alone. Alibaba and Tencent have placed significant orders on top of that. The $295 billion is just the government portion. Private spending is separate. When power grid integration is included, total projected investment reaches at least $800 billion by 2030. For context, the US committed $725 billion to AI this year alone. Two superpowers. Two completely separate AI ecosystems. Zero shared infrastructure. The technology world is splitting in real time and the split is now permanent. #ChipRallyOnCeasefire