China's AI Competition Shifts from Buying Compute to Running It Profitably
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A TMTPost opinion analysis argues China's AI competition is shifting from acquiring compute toward operating it as a capital-intensive business, where model prices adjust in months but data center investments take years to recoup. Citing Financial Times reporting, the piece notes 89 contracted data center projects in Ulanqab, Inner Mongolia. It also cites DeepSeek's permanent 75% API price cut for its V4-Pro model announced in May, and a Silicon Data index showing token prices down more than 52% from their May highs. On the spending side, the analysis points to Alibaba's quarterly results: RMB 67.678 billion in capital expenditure, up 75% year over year, alongside RMB 48.437 billion in AI cloud and compute revenue, up 45%.
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- 钛媒体China AI starts doing the math on compute: data centers, price cuts and Alibaba's capex
An opinion analysis argues China's AI competition is shifting from acquiring compute to operating it as a capital-intensive business. It cites FT reporting on 89 contracted data center projects in Ulanqab, DeepSeek's permanent 75% API price cut for V4-Pro announced in May, a Silicon Data index showing token prices down over 52% from May highs, and Alibaba's quarterly results of RMB 67.678 billion capex up 75% year over year alongside RMB 48.437 billion AI cloud and compute revenue up 45%. The piece notes model prices can adjust in months while data center investments take years to recoup.
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