China Tower, the state-owned wireless infrastructure company based in Beijing, announced it is converting its nearly 2. 1 million tower sites into intelligent digital nodes to support applications such as AI, IoT, low-altitude drone operations, edge computing, and underground. At the height of the demand, a single Nvidia H100 chip, a kind that is essential to training AI models, could sell for up to 200,000 yuan ($28,000) on the black market. Now, his WeChat feed and industry group chats tell a different story. Traders are more discreet in their dealings, and prices have. Ever since China's DeepSeek artificial intelligence (AI) chatbot made headlines in January, the country's cloud computing and internet industries have been racing to develop AI for consumers and businesses, according to Goldman Sachs Research. Our analysts expect power demand from China's data. From AI's fast payoffs in OSS/BSS to China Tower's infrastructure shift, telcos are chasing efficiency, innovation and sustainability. As revealed in a procurement notice, the carrier wants the boxes to come online sometime before 2025. The purchase could be split between up between seven vendors. Local media has. China Tower says 5. 1 million tower sites in China are being revamped for AI.