China Mobile Bets Bigger on Data Centers as AI Demand Grows

Caixin Global · Qu Yunxu Published Nov 6 · 2026-11-06 00:00 UTC

The telecom operator plans to expand its gigawatt-scale data center campuses to seven next year as computing power becomes the biggest source of its incremental investment

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China Mobile Ltd. plans to invest more than 100 billion yuan ($15 billion) in computing infrastructure in 2027, as the country’s largest wireless carrier accelerates construction of gigawatt-scale data centers to meet surging AI demand.

Chairman Chen Zhongyue said Friday during an industry conference that computing power became the biggest source of the company’s incremental investment this year.

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