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Lead DevelopmentFACT · 4/5•25 Sept '26•Via SemiAnalysis

China's AI Datacenter Boom: 24GW Capacity, $20B BAT Capex

SemiAnalysis introduces its China Datacenter Model, revealing China's datacenter capacity to be over 24GW, larger than EMEA and rest of Asia combined. This is driven by massive capex from Alibaba, Tencent, Baidu (BAT), and ByteDance, with BAT's combined Q2 2026 capex reaching $20B, more than doubling YoY. The report highlights the shift from telecom-dominated retail to wholesale AI-driven buildouts, the impact of the 'Eastern Data, Western Compute' policy, and rapid construction speeds enabled by prefabrication. Despite high vacancy rates in legacy facilities, AI demand fills new wholesale capacity quickly. The model tracks over 1,000 facilities and over 60 operators, providing building-level data on capacity, tenants, and growth trajectories through 2032.

•China's datacenter capacity reaches over 24GW as of 2026, exceeding EMEA and APAC ex-China.
•Combined capex of Alibaba, Tencent, and Baidu (BAT) reached $20B in Q2 2026, more than doubling YoY, with all three posting negative free cash flow.
•ByteDance occupies roughly one-fifth of delivered datacenter capacity in China, making it the largest tenant.

Entities:Alibaba Group Tencent Baidu ByteDance Huawei Moonshot AI DeepSeek

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