The evaluations of Advanced Micro-Fabrication Equipment (AMEC) tools focus on Samsung Electronics' NAND flash facility in Xian, SK Hynix's NAND plants in Dalian, and SK Hynix's DRAM facility in Wuxi

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BofA Global Research stated on October 23, 2026 that growing demand for and development of artificial intelligence services is driving global data center expansion

BofA Global Research reported that data center spending has become a fast-growing revenue source for industrial manufacturers of generators, construction equipment, switchgears, and chillers

BofA Global Research reported that servers are the costliest component at $31.4 million per megawatt, followed by networking at $4.8 million per megawatt

BofA Global Research estimated that non-IT data center functions, including switchgear, power distribution, generators, backup power, chillers, and cooling, cost between $100,000 and $1.1 million per megawatt

BofA Global Research estimated data center construction costs at $49 million per megawatt, with information technology expenses representing 78% of total spending

BofA Global Research projected that artificial intelligence demand will fuel a 37% compound annual growth rate in the data center market from 2025 to 2030

BofA Global Research estimated on October 23, 2026 that global data center spending, $275 billion in 2022, will reach $1 trillion in 2026, $2.1 trillion by 2028, and $2.93 trillion by 2030

BofA Global Research estimated that AI-focused neocloud data centers cost about $57 million per megawatt but require less physical space than traditional facilities

BofA Global Research identified United States chipmakers and server developers as major beneficiaries of the artificial intelligence-driven data center expansion

Meta expects its 2026 capital expenditure to range between $135 billion and $145 billion as it expands AI infrastructure, narrowing its previous guidance of $130-145 billion

Tata Consultancy Services reached an annualized AI revenue of $3.1 billion and partnered with OpenAI to build AI data centers

Block trained the Dessa AI model using a single NVIDIA GB200 NVL72 unit

Kimi K3.1 Pro Highspeed API pricing is set at $4.00 per million input tokens and $20.00 per million output tokens, compared to Kimi K3's rates of $3.00 input and $15.00 output

Moonshot AI set API pricing for Kimi K3.1 Pro at $2.00 per million input tokens and $10.00 per million output tokens, with cache hits costing $0.20 per million tokens

Meta Platforms Inc. expects capital expenditures of $135 billion to $145 billion in 2026, narrowing its previous bottom range from $130 billion to fund data center and AI infrastructure buildouts.

China's proposed export controls announced on October 16, 2026 offer simplified licensing for open-source technology exports and Chinese companies operating their own computing centres overseas

China's proposed export control regulations announced on October 16, 2026 exempt API access, web applications, and software-as-a-service features from export restrictions even when powered by restricted underlying models

Artificial intelligence startup DeepSeek successfully completed Chinese state registration, open-sourcing, and authorization procedures for overseas deployment of its AI models on October 22, 2026

Chinese regulatory revisions to the technology export catalog announced on October 16, 2026 aim to define boundaries rather than simply restrict the export of AI technology, according to Yuyuantantian

China's Ministry of Commerce proposed export controls covering 23 artificial intelligence technologies on October 16, 2026, targeting tools involving models, agents, and computing clusters