中国的AI热潮正惠及其庞大的工业基础，涵盖从硬体制造到发电等领域，这与美国主要由直接的数据中心支出推动增长的情况形成鲜明对比。
尽管AI相关产业表现出色（目前约占GDP的17%），但专家警告称，单靠这项技术无法完全解决中国面临的更广泛经济挑战，如劳动力萎缩和房地产行业的低迷。
Artificial intelligence has emerged as a crucial growth driver for China's struggling economy, with electronics and information technology contributing to over half of the GDP expansion in the second quarter of 2026. AI-related exports alone have significantly boosted nominal GDP growth.
The AI boom in China is benefiting its vast industrial base, encompassing everything from hardware manufacturing to power generation, which contrasts with the US where growth is primarily driven by direct data center spending.
Despite the impressive performance of AI-related sectors—which now account for about 17% of GDP—experts warn that this technology alone cannot fully resolve China's broader economic challenges, such as a shrinking workforce and the ongoing slump in the property sector.