U will always get a wrong number if u try to use only Chinese tig tech numbers to size AI CAPEX First, drop the loser Baidu Second, add the Chinese SOEs & the telecom operators Also, ByteDance is spending over $100B next year
U.S. 2027 AI capex is projected at ~3.0% of GDP vs China at ~0.6%
Many users praised the analysis showing China AI capex estimates are too low by omitting SOEs, telecoms and firms like ByteDance, as it reveals larger scale and stronger competitive progress.
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U will always get a wrong number if u try to use only Chinese big tech numbers to size AI CAPEX First, drop the loser Baidu Second, add the Chinese SOEs & the telecom operators Also, ByteDance is spending over $100B next year
U.S. 2027 AI capex is projected at ~3.0% of GDP vs China at ~0.6%
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@zephyr_z9 Narrative is shifting pretty quick that US AI is over built and Chinese underinvested. That says the gap closes
@zephyr_z9 Using Baidu’s CAPEX to judge China’s AI is like using a broken ruler — ByteDance alone changes the math. 📉
@zephyr_z9 If we account for output, those numbers only make China shine.
@zephyr_z9 this changes the scale significantly
most estimates miss these layers completely
@zephyr_z9 Right. And they're not playing the same game. When state actors and telecoms spend on AI, they're solving for different things than profit. Changes the whole pattern.
@zephyr_z9 drop the loser Baidu is the harshest capex note i've seen all year
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@zephyr_z9 On the other hand, you can add CoreWeave, Nebius and others to the left
@zephyr_z9 Exactly. Miss the SOEs and telcos and you're basically guessing. ByteDance alone is reportedly dropping $100B next year. That $123B total looks like a floor, not a ceiling.
@zephyr_z9 The operators point is underrated imo.