Overview
- Local governments in Gansu, Guizhou and Inner Mongolia have expanded programs that cover up to 50% of data-center power bills for facilities using domestically made AI chips, according to people familiar with the policy.
- ByteDance, Alibaba and Tencent are among the intended beneficiaries as authorities push major operators to run workloads on Chinese processors.
- Facilities equipped with Nvidia’s advanced GPUs are excluded, reflecting ongoing U.S. export restrictions and China’s purchase ban earlier this year.
- Sources say some combined power and cash support could offset roughly a year of operating expenses after firms flagged higher costs from less efficient local hardware.
- The reporting relies on unnamed sources and the overall fiscal scope and degree of national coordination have not been disclosed.