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Stories connected through a shared idea, actor, technology or theme.

7 SeptMoody’s finds Chinese AI firms narrowing the physical compute gapSCMP reported that Moody’s Ratings sees US hyperscalers spending far more on AI infrastructure, but a smaller gap in physical compute because Chinese buildouts are cheaper and benefit from policy incentives and lower-cost green power. The report projects Chinese technology companies’ capital expenditure will rise from about US$65 billion in 2025 to roughly US$140 billion in 2026 and US$165 billion in 2027.→