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China AI Surge Triggers Computing Shortage, Firms Reallocate Resources

5/26/2026

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Story summary
  • China’s tech industry is experiencing a computing-power shortage as AI demand outpaces supply.
  • JD.com chief economist Shen Jianguang suggested efficiency and capacity growth as possible solutions in a People’s Daily commentary.
  • Staff at a Shanghai data-acquisition center trained humanoid robots on March 20, 2025, highlighting practical AI deployment.
  • Companies are reallocating computing resources to revenue-generating segments because chip-manufacturing limits and power-grid constraints restrict capacity.