China's MIIT Targets 9,800 Eflops of AI Compute by 2030 Behind $532B in Infrastructure Spend
South China Morning Post·high signal
China's Ministry of Industry and Information Technology set a target of 9,800 exaflops of intelligent computing capacity by 2030, more than a fourfold increase from the 2,185 eflops recorded at the end of June 2026, itself up 177% year over year. The plan calls for ¥3.8 trillion ($532B) in cumulative information infrastructure investment across 2026-2030. It explicitly funds inference facilities adapted for domestic chips, alongside clusters of 10,000 GPUs or 100,000+ accelerator cards; 52 facilities with 10,000+ cards already exist.