China AI CapEx Tracker
China AI CapEx Tracker
Who is spending what on China's AI buildout — and where the money is going. A verified ledger of capital commitments, contracts, and capacity expansions.
The China AI CapEx Tracker documents the structural expansion of China AI capex since the birth of ChatGPT in late 2022, recording every major capital expenditure milestone in chronological order.
Latest CapEx Commitments
| Date | Entity | CapEx | Type |
|---|
Methodology & Sources
Each entry is sourced from official company filings, government announcements, or verified financial media. Amounts are converted to USD where originally reported in CNY (approximate rate). This database covers direct capital expenditure only — policy documents without specific spending commitments are excluded.
Disclaimer
This tracker is compiled from publicly disclosed filings, government announcements, and company statements.
It is for informational purposes only and does not constitute investment advice.
Ashare Insights is not a registered investment adviser.
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