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AI × Crypto Macro

China Builds Over 70 Computing Corridors Around Hubs by End of June

China has built more than 70 major computing-power corridors around its national computing hubs as of the end of June, the National Bureau of Statistics said at a State Council Information Office briefing on August’s economic data. Investment in internet and related services tied to the “six networks” rose 42% year on year in the first eight months, while air transport and water transport investment grew 16.7% and 14.7% respectively and power supply investment rose 12.7%.

Original source

AI take

The corridor build-out is best read as infrastructure positioning ahead of demand rather than a response to it: the state is laying compute capacity around designated hubs, with the accompanying investment data showing where capital is actually flowing. The 42% jump in internet and related services tied to the "six networks" stands out against the mid-teens growth in transport and power, signalling that digital backbone spending is outpacing traditional infrastructure. What matters next is whether utilisation and private demand keep pace with the build.

Generated by AI for reference only.

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