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Pivoting from real estate

Text version: https://pivot-to-ai.com/2025/04/04/china-massively-overbuilds-empty-ai-data-centres/

China built hundreds of AI data centers to catch the AI boom. Now many stand unused https://www.technologyreview.com/2025/03/26/1113802/china-ai-data-centers-unused/

Tumbling prices end China's AI data center binge https://www.lightreading.com/ai-machine-learning/tumbling-prices-end-china-s-ai-data-center-binge

Exclusive: ByteDance plans $20 billion capex in 2025, mostly on AI, sources say https://www.reuters.com/technology/bytedance-plans-20-billion-capex-2025-mostly-ai-sources-say-2025-01-23/

How Malaysia's data centres became the engine powering China's AI ambitions https://www.thestar.com.my/tech/tech-news/2025/04/03/how-malaysias-data-centres-became-the-engine-powering-chinas-ai-ambitions

Previously on Pivot to AI:

DeepSeek slaps OpenAI, tech stocks crash https://pivot-to-ai.com/2025/01/28/deepseek-slaps-openai-tech-stocks-crash/

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