Envision's Zheng on China's AI Data Center Buildout
THE SO WHAT
Renewables-first siting for AI data centers in Latin America, Southern Europe, and Africa means the next wave of compute will be constrained as much by grid interconnects and local politics as by GPUs. If you're planning large-scale training or inference, start mapping where clean, firm power and favorable permitting will actually exist over the next 3–5 years.
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