US AI spending is 5.6 times China’s, but capacity gap is only 2 times
AI Summary- Moody’s finds US AI infrastructure investment far exceeds China’s despite a narrower capacity gap.
- US hyperscalers are projected to spend $785 billion this year, versus approximately $140 billion for Chinese IT companies.
- China’s data-center capacity is projected to grow 19% annually through 2030, compared with 14% in the US.