Key developments: China’s AI compute capacity is now estimated at 24 GW and is set to add another 50 GW across more than a thousand new data centers, narrowing the gap with the United States’ 56 GW total. The surge …

Key developments: 1) China’s operational AI compute has reached 24GW and another 50GW is under construction, putting it within striking distance of the U.S.’s 56GW capacity. 2) In the United States, a bipartisan bill fast‑tracks energy permits, clearing a major …