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KeyRank 88Beijing's $295 billion AI buildout would require 80 percent domestic chips, locking out US suppliers
China is architecting compute sovereignty through massive domestic capex and supply-chain localization, fundamentally reshaping the global AI hardware market and forcing Western suppliers to compete on non-price factors.
Why it ranks · · $295 billion planned investment in AI data center network over 5 years · 2026-06-09
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