DeepSeek is expanding its AI infrastructure by hiring civil engineers for data center teams in Hangzhou, Beijing, and Ulanqab. This move indicates a strategy to gain more control over their compute resources. Concurrently, ByteDance has established new subsidiaries in Zhongwei, with significant registered capital allocated for compute-focused real estate, highlighting a broader trend of AI companies investing in their own infrastructure. AI
IMPACT Companies are increasingly investing in owned AI compute infrastructure, potentially reducing reliance on cloud providers and accelerating development.
RANK_REASON AI companies investing in their own compute infrastructure. [lever_c_demoted from significant: ic=1 ai=0.7]
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