China AI compute to double by 2027, 65% reliant on US chips

A Washington-based report projects China's total AI compute capacity will nearly double to 8.8 million H100-equivalents by 2027, with US-designed chips still supplying about 65% of that capacity. This indicates that despite export controls, China's AI buildout remains heavily dependent on foreign hardware, likely via smuggling or offshore cloud access. The finding challenges the effectiveness of US restrictions and underscores the strategic gap between US policy intent and actual supply-chain outcomes.

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