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China accelerates data center buildout in energy-rich interior to boost AI ambitions
Valor Econômico·CN·1 day ago
Analysts warn that AI-related revenue must reach hundreds of billions of dollars by end-2027 to justify the current massive infrastructure buildout, or a drastic market adjustment could occur. The claim is an analyst projection, not a confirmed event, and the risk hinges on whether monetization keeps pace with capital expenditure.