China vaults to No. 2 in AI data center buildout

China has become the world's second-largest builder of AI data centers as Big Tech capex races toward US$100 billion. ByteDance holds about one-fifth of the country's delivered data center capacity.

• China ranks No. 2 globally in AI data center construction
• Big Tech capex is approaching US$100 billion
• ByteDance holds about 20% of China's delivered data center capacity