Operator AIDC infrastructure investment monitoring: total budget for September exceeds 21.8 billion yuan

According to C114, in September 2026, the three major domestic telecom operators fully accelerated tenders for "wind, fire, water, and electricity" infrastructure in the AIDC and traditional data center sectors. According to incomplete statistics, China Mobile, China Telecom, and China Unicom launched a total of 66 related infrastructure tender projects in September, with a total budget of approximately RMB 13.7 billion. In terms of total volume, China Mobile had 27 projects with a budget of approximately RMB 10.579 billion, accounting for about 77% of the three companies' total; China Telecom had 26 projects with a budget of approximately RMB 1.616 billion; China Unicom had 13 projects with a budget of approximately RMB 1.514 billion.