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Mapping the AI Compute Market: 96 Announced Gigawatts, 15 Live

July 29, 2026

Analysis China Supply Compute Demand AI Chips

The companies building artificial intelligence have announced data center projects totaling about 96 gigawatts of capacity. About 15 gigawatts of AI capacity is powered on today. This piece presents Mach33's accounting of the gap between those num...

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