In April, China issued window guidance to restrict datacenter construction to avoid overbuilding: https://www.cls.cn/detail/2005527 https://www.cls.cn/detail/20

In April, China issued window guidance to restrict datacenter construction to avoid overbuilding: https://www.cls.cn/detail/2005527 https://www.cls.cn/detail/2005527 The article you link mentions similar capacity cuts in the car industry, but apparently the author didn't research the datacenter boom deeply enough to realize that it's being curtailed as well.