China's AI computing capacity will remain heavily reliant on US-designed chips through 2027 despite a projected surge in total capacity.

China's AI compute is set to double in 2027, from 4.6 million to 8.8 million H100-equivalents, but US-designed chips will still cover about 65 per cent. A Washington report says remote access via overseas clouds will reach 2.8 million H100-equivalents by end 2027, and urges tighter controls on chip smuggling and cloud use. https://www.scmp.com/tech/tech-war/article/3371929/chinas-ai-compute-surge-heavily-reliant-us-chips-offshore-cloud-access-report #Tech #Startup #News #AI

US-designed chips are set to make up roughly 65 per cent of China's AI computing capacity as total access doubles in 2027, new research shows. Capacity for Chinese entities is forecast to rise from about 4.6 million to 8.8 million H100-equivalents, combining domestic output, legal imports, smuggled chips and offshore cloud access. https://www.scmp.com/tech/tech-war/article/3371929/chinas-ai-compute-surge-heavily-reliant-us-chips-offshore-cloud-access-report #China #Tech #AI