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Commentary: China's computing power market faces contract cancellations as AI bubble bursts

Staff reporter, Commentary; Charlene Chen, DIGITIMES Asia Thursday 2 October 2025 0

Credit: AFP

Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising AI demand and US GPU restrictions have led to supply shortages and...

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