China promotes AI compute corridors with local grid contracts

November 11, 2025 · Financial Times

Local contracts are being used to guarantee power, cooling, and contingency planning for AI sites.

The model blends public planning with direct operator obligations on load and uptime.

By aligning corridor contracts, projects should face fewer midstream bottlenecks.

Analysts expect this to improve predictability for financing and deployment timelines.

The approach may become a template for other fast-growing AI jurisdictions.

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Local contracts are being used to guarantee power, cooling, and contingency planning for AI sites.

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