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Word on the street: major Chinese internet giants are pouring cash into AI infrastructure right now. Not just talking about it—actual budget allocations going up.
Interesting angle here? The local tech ecosystem players who supply chips, cloud services, and data processing might catch some serious tailwinds. Always worth watching who's building the picks and shovels when everyone's rushing into a gold mine.
Anyone tracking which specific names could ride this wave? The second-order effects in this space tend to surprise people.