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The United States faces vulnerabilities in its data center infrastructure due to a heavy reliance on Chinese power equipment for AI development. As the U.S. economy and national security increasingly depend on AI, analysts warn of potential cost increases and supply chain shortages if Western suppliers struggle to replace Chinese manufacturing capacity quickly. The escalating battle for AI supremacy between Washington and Beijing has put the spotlight on American dependence on China for crucial components powering data centers. U.S. hyperscalers are rapidly constructing multibillion-dollar AI-focused data centers, with significant reliance on Chinese firms for essential parts such as transformers, switchgear,…
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