2026 Enterprise AI Infrastructure in China: Current State and the GPU Procurement Boom
May 7, 2026
From the Cloud Back to the Server Room: The Return of Enterprise AI Infrastructure At the end of 2025, a manufacturing client in Beijing with annual revenue of RMB 300 million came to us, saying they planned to migrate their AI quality-inspection model from the cloud back on-premises. “The monthly inference bill costs more than the combined salaries of three of our engineers,” said Lao Zhang, the technical lead, counting on his fingers, “and GPU utilization is still under 30% — such a waste…