Industry Newstransformersenergy storagedata centerschina exports
China Exports Power Equipment To Meet AI Demand
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8.3
Chinese suppliers of transformers, energy-storage systems and cooling equipment are seeing export booms in 2025 as global AI data-center spending surges. China’s transformer exports reached nearly RMB 58 billion (USD 8.1 billion) in the first 11 months, up 36.3% year‑on‑year, while UBS estimates AI capex at USD 423 billion in 2025, driving urgent grid upgrades and ESS demand.
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