GoKawiilChinese firms like Brightray and PrefabDC target U.S. AI data center market
Despite the U.S.-China AI rivalry, some Chinese companies are pursuing business in America's booming AI data center sector. Brightray, an AI infrastructure firm whose sole manufacturer is China's PrefabDC, says U.S. demand outpaces China's, where AI data center numbers trail far behind—449 versus 5,427 in the U.S. as of 2025, per Stanford HAI data. U.S. tech giants are projected to spend roughly $765 billion on AI infrastructure this year, dwarfing China's five-year, $295 billion government commitment to data center buildout.
GoKawiil's interpretation of the reporting above, not reported fact.
The gap suggests Chinese AI companies face weaker domestic demand and revenue from AI services, according to George Washington University professor Jeffrey Ding, pushing some to look abroad for growth even amid geopolitical tension. This could mean Chinese hardware and infrastructure suppliers become embedded in U.S. AI buildout despite broader efforts to limit Chinese tech involvement in strategic industries.
- Brightray, backed by Chinese manufacturer PrefabDC, sees stronger AI data center demand in the U.S. than in China.
- The U.S. had 5,427 AI data centers in 2025 versus China's 449, per Stanford HAI figures.
- U.S. private AI infrastructure spending this year (~$765B) dwarfs China's five-year $295B government data center investment plan.
Source: cnbc.com — Eunice Yoon, 2026-09-26
Published there as: “China wants in on U.S. AI data center boom. Here's why”
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