Maahir Panchal says India funds nuclear, green hydrogen, solar and shipping containers, but has no plan for the heavy-engineering shops that must build the equipment. It is the same bottleneck the US has with transformers and turbines, seen from a fabrication operator.
Ryan Hart lists the 20 most active general contractors he tracks on US data center projects, with 60 named projects such as DPR on Crusoe Stargate Abilene and Turner on Meta Hyperion. It is a ready who-is-building-what list for anyone selling into data center megaprojects. Hart sells a paid project tracker, and the article promotes it.
China Southern Power Grid and Huawei signed a deeper pact covering AI, power and compute coordination, and Dianhong, an OpenHarmony-based power IoT operating system that runs on 2,600+ Shenzhen grid terminals. China is standardizing the software under its grid devices. Many US utilities still stitch vendors together device by device.
Shenzhen's AI2 Robotics is mass-producing and shipping AlphaBot 2, including a three-year agreement for 1,000+ robots in display manufacturing at HKC and work at Dongfeng Liuzhou. Humanoids are getting real factory orders in China, not just demos.