According to CNBC, Chinese manufacturers are targeting the U.S. data center buildout as demand for AI infrastructure grows, with Brightray saying it sees strong potential in the U.S. market. S.K. Lee, a global vice president at Singapore-registered Brightray, said the China market remains important but U.S. demand is stronger. Brightray's sole manufacturer is Chinese firm PrefabDC, which makes prefabricated data centers, while Brightray manages construction.

The U.S. had 5,427 AI data centers in 2025, compared with 449 in China, according to data from the Stanford Institute for Human-Centered Artificial Intelligence. U.S. tech giants Alphabet, Microsoft, Meta and Amazon are estimated to spend about $765 billion combined this year on AI infrastructure, and JPMorgan Chase CEO Jamie Dimon recently said that figure could reach $1 trillion next year. China has outlined plans to invest $295 billion in data centers over the next five years.

Jeffrey Ding, an AI expert and assistant professor at The George Washington University, said Chinese companies are generating less revenue from AI services and therefore cannot fund data center buildouts on the same scale as U.S. rivals. He also said demand for AI services in China is lower. Benjamin Boucher, principal analyst on supply chains for Wood Mackenzie, said the U.S. faces shortages in key components such as electrical equipment and that China can supply some items with shorter lead times. He said China is important to the U.S. data center supply chain at the moment.

Brightray said its prefabricated data centers with PrefabDC can cut construction time by at least half from the two to three years it typically takes to build a data center in the U.S. Chinese companies already supply transformers, batteries and fiber-optic cables to the U.S. market, and Lee said many of the materials and equipment used by Brightray are sourced from China because of the country's integrated supply chain.