Developing story · 2 episodes · 23 Sept to 25 Sept
China's AI Infrastructure Surpasses Europe
The saga tracks the rapid expansion of Chinese AI infrastructure, highlighting ByteDance's dominant role in Nscale's revenue through Nvidia chip access. The latest episode reveals that China's total datacenter capacity has surged to 24GW, now surpassing the entire EMEA region.
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SemiAnalysis reveals China’s 24GW datacenter capacity, surpassing EMEA
China’s datacenter capacity now exceeds 24 gigawatts, surpassing EMEA and the rest of Asia combined, according to SemiAnalysis’ new China Datacenter Model. The report tracks over 1,000 facilities…
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ByteDance accounted for nearly 75% of Nscale's 2025 revenue via Norway data center access to Nvidia B200 chips
ByteDance, through its Singapore subsidiary Spring, accessed 2,304 Nvidia B200 AI chips at Nscale’s Glomfjord, Norway data center in May 2025, enabling use of restricted U.S. technology despite…
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