China's AI Compute Surge Heavily Reliant on US Chips

China’s access to artificial intelligence computing power will double next year, but US-designed chips will account for about 65% of that capacity.

Total compute available to Chinese entities was expected to expand in 2027 from about 4.6 million to 8.8 million H100-equivalents.

While the US maintains a roughly 16-fold advantage in AI training compute over China, leading Chinese models lag their American rivals by only 6.5 months.