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Latest / Chips, compute and energy

ReportComputeFrontierChina USConfirmed

China’s AI compute access expected to double in 2027, with US-designed chips about 65 per cent

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Source: South China Morning Post

The Institute for Progress projects that AI compute available to Chinese entities will expand from about 4.6 million to 8.8 million H100-equivalents in 2027, with US-designed chips accounting for about 65 per cent of that capacity. Remote access via overseas cloud networks is forecast to reach 2.8 million H100-equivalents by the end of 2027, up from roughly 1 million in 2026. The Washington-based institute tallied domestic chips, legal imports, smuggled processors and remotely accessed compute to reach these figures.

Why it matters

US-designed chips are projected to supply about 65 per cent of the AI compute available to Chinese entities in 2027, an indication of continued reliance on foreign hardware.

When
24 Oct 2026
ID
WTA-N-2026-0388
Who
Institute for Progress

Summary by wheresthe.ai, from South China Morning Post. Checked against the source on 25 Oct 2026.

Read the original at South China Morning Post

Source copy: download the page text as saved on 24 Oct 2026 (PDF). Also held by the Internet Archive.

Cite this story

WTA-N-2026-0388: “China’s AI compute access expected to double in 2027, with US-designed chips about 65 per cent.” wheresthe.ai, 24 Oct 2026. https://wheresthe.ai/d/cn-china-s-ai-compute-access-expected-to-double-in-2027-with-2026-10/ (source: South China Morning Post).

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