# China AI Data Center Market

> China AI Data Center Market: USD 12.04 billion in 2026, USD 37.67 billion by 2035, 16.18% CAGR from 2025, as liquid-cooled AI halls move west.

Publisher: DC Market Insights  
Author: Amit Jain, DC Market Insights  
Published: 2026-10-07  
Last updated: 2026-10-21  
Next review: Apr 2027  
Page: https://www.dcmarketinsights.com/report/china-ai-data-center-market

## Key takeaways

- Alibaba Commits at Least 380 Billion Yuan to Cloud and AI Infrastructure
- Direct-to-Chip Liquid Cooling Reaches 59.1% of Spend by 2035
- Export Controls Make GPU Supply the Pacing Item
- Wholesale Colocation Grows to USD 12.32 Billion by 2035

**Frequently Asked Questions**

**What is the size of the China AI Data Center Market in 2026?**

USD 12.04 billion in 2026, up 43.13% from USD 8.41 billion in 2025, according to DC Market Insights estimates. The market is projected to reach USD 37.67 billion by 2035, a CAGR of 16.18% from 2025.

**How fast is the China AI Data Center Market growing?**

16.18% a year from 2025 to 2035, after 71.38% a year from 2020 to 2025, when AI training moved from pilot clusters to campus-scale halls. Growth slows because the base is larger and facility cost per MW starts to fall.

**Which is the fastest-growing China AI data center segment?**

Racks above 100 kW, growing 31.75% a year from USD 731.74 million in 2025 to USD 11.53 billion in 2035 (DC Market Insights estimate), because liquid-cooled GPU pods and Huawei Ascend SuperPoDs pack more power into each rack.

**Which component leads the China AI Data Center Market?**

Power and electrical infrastructure, with USD 2.66 billion or 31.7% of 2025 value. DCIM and orchestration software grows fastest among components at 20.53% a year.

**How much does an AI data center cost per MW in China?**

About USD 4.57 million per MW of IT load in facility infrastructure in 2025, excluding servers, land and shell, plus about USD 0.338 million per MW each year in software and services (DC Market Insights estimates).

**Which region leads the China AI Data Center Market?**

Inner Mongolia and Gansu-Ningxia, with USD 2.21 billion or 26.3% of 2025 value, also the fastest-growing region at 19.77% a year as training clusters move to the western computing hubs. Beijing-Tianjin-Hebei follows with 21.3%.

**How fast is liquid cooling growing in China's AI data centers?**

22.46% a year for direct-to-chip liquid cooling, from USD 2.94 billion in 2025 to USD 22.26 billion by 2035, when it reaches 59.1% of value. Immersion cooling grows 24.24% a year.

**Who are the leading companies in the China AI Data Center Market?**

About 37% of 2025 spending comes from ByteDance, Alibaba and Tencent together (DC Market Insights estimate). GDS Holdings, VNET Group, Chindata Group, Huawei, Baidu AI Cloud, Envision, China Telecom, China Mobile and China Unicom also compete.

**How large is the enterprise and edge segment of China's AI data center market?**

USD 714.91 million in 2025, growing 18.66% a year to USD 3.96 billion by 2035, the fastest of the four operator types, as banks, carmakers and manufacturers place inference capacity near their own data.

**How is the China AI Data Center Market different from the China Data Center Market?**

USD 12.04 billion in 2026 covers only AI-dedicated halls: their power, cooling, racks, networking, software and services. Non-AI data centers, servers, accelerators, land and colocation rent sit outside it and are covered by the wider China Data Center Market report.

## Market by region (USD million)

## Dataset

| Series | Value | Unit |
| --- | --- | --- |
| Market size 2025 | 8,410 | USD million |
| Revenue CAGR | 16.18 | % |
| Market size 2035 | 37,670 | USD million |

## Frequently asked questions

### What is the size of the China AI Data Center Market in 2026?

USD 12.04 billion in 2026, up 43.13% from USD 8.41 billion in 2025, according to DC Market Insights estimates. The market is projected to reach USD 37.67 billion by 2035, a CAGR of 16.18% from 2025.

### How fast is the China AI Data Center Market growing?

16.18% a year from 2025 to 2035, after 71.38% a year from 2020 to 2025, when AI training moved from pilot clusters to campus-scale halls. Growth slows because the base is larger and facility cost per MW starts to fall.

### Which is the fastest-growing China AI data center segment?

Racks above 100 kW, growing 31.75% a year from USD 731.74 million in 2025 to USD 11.53 billion in 2035 (DC Market Insights estimate), because liquid-cooled GPU pods and Huawei Ascend SuperPoDs pack more power into each rack.

### Which component leads the China AI Data Center Market?

Power and electrical infrastructure, with USD 2.66 billion or 31.7% of 2025 value. DCIM and orchestration software grows fastest among components at 20.53% a year.

### How much does an AI data center cost per MW in China?

About USD 4.57 million per MW of IT load in facility infrastructure in 2025, excluding servers, land and shell, plus about USD 0.338 million per MW each year in software and services (DC Market Insights estimates).

### Which region leads the China AI Data Center Market?

Inner Mongolia and Gansu-Ningxia, with USD 2.21 billion or 26.3% of 2025 value, also the fastest-growing region at 19.77% a year as training clusters move to the western computing hubs. Beijing-Tianjin-Hebei follows with 21.3%.

### How fast is liquid cooling growing in China's AI data centers?

22.46% a year for direct-to-chip liquid cooling, from USD 2.94 billion in 2025 to USD 22.26 billion by 2035, when it reaches 59.1% of value. Immersion cooling grows 24.24% a year.

### Who are the leading companies in the China AI Data Center Market?

About 37% of 2025 spending comes from ByteDance, Alibaba and Tencent together (DC Market Insights estimate). GDS Holdings, VNET Group, Chindata Group, Huawei, Baidu AI Cloud, Envision, China Telecom, China Mobile and China Unicom also compete.

### How large is the enterprise and edge segment of China's AI data center market?

USD 714.91 million in 2025, growing 18.66% a year to USD 3.96 billion by 2035, the fastest of the four operator types, as banks, carmakers and manufacturers place inference capacity near their own data.

### How is the China AI Data Center Market different from the China Data Center Market?

USD 12.04 billion in 2026 covers only AI-dedicated halls: their power, cooling, racks, networking, software and services. Non-AI data centers, servers, accelerators, land and colocation rent sit outside it and are covered by the wider China Data Center Market report.

## How to cite

Data Center Market Research & Consulting | DC Market Insights, "China AI Data Center Market", updated 2026-10-21, https://www.dcmarketinsights.com/report/china-ai-data-center-market
