China CN
Advanced-chip exports face extensive restrictions. The January 2026 rule provides conditional case-by-case review for qualifying US exports, including H200 and MI325X. Chinese-designed alternatives require their own legal assessment.
36 of 56 facility records have capacity figures or a description
Facility detail
64.3% with capacity data or a site description
- 36 with capacity or a description
- 20 with neither
- 16.8% globally
- 12.3% median country (39 with 20+ records)
Power on record, by what it measures
100% is operating plant
- 733 MW operating
- 0 MW under construction
- 0 MW announced
- 31.6% operating worldwide, licence-withheld records excluded
Facility detail requires a positive power, GPU or FLOP figure, or a site description. Operating plant counts operational records only.
Solid reference lines show the global shares. The dashed line is the median across 39 countries with at least 20 facility records. Data retrieved October 13, 2026.
52,000 accelerators are recorded on 3 operating facility records in China.
Infrastructure summary
- Facility records
- 5636 have capacity data or a site description
- Operating capacity
- ~733 MWAcross 3 operating records, all estimated
- Operating AI accelerators
- 52,000Summed across disclosed counts.
- Export-control access
- Heavily RestrictedCurated from country-group membership and licensing policy. Reviewed July 17, 2026.
- Entity List designations
- 1,068Against organisations located here — see the designations
- Sovereign programmes
- No funding amount recorded1 programme; no disbursement figure published
- Supply-chain relationships
- 11275 as supplier, 65 as customer · $2.9B disclosed value
Facilities
50 of 56 facility records: operating records first, by power, then records under construction, announced or retired. A figure the operating total does not count says why: its status, or a note beside the figure where the site operates. A dash marks an unrecorded figure.
| Facility | Type | Status | Power | Accelerators | Organisation and role |
|---|---|---|---|---|---|
| Huawei Horinger | AI Training | Operational | 278 MW | — | Huawei Technologies · AI hardware owner |
| VNET Bayin Ulanqab | AI Training | Operational | 252 MW | — | VNET Group ADR · AI hardware owner |
| Alibaba Zhangbei | AI Training | Operational | 203 MW | — | · AI hardware owner |
| Alibaba Cloud Hangzhou Yuhang Super Data Center | Hyperscale DC | Operational | — | — | — |
| Alibaba Cloud Nantong Super Data Center | Hyperscale DC | Operational | — | — | — |
| Alibaba Cloud Ulanqab Super Data Center | Hyperscale DC | Operational | — | — | — |
| Baidu Xi'an Cloud Data Center | Hyperscale DC | Operational | — | — | Baidu · Developer (announced) |
| Baidu Cloud Computing (Yangquan) Center | Hyperscale DC | Operational | — | — | Baidu · Developer (as last stated) |
| China Mobile Intelligent Computing Center — Harbin | Hyperscale DC | Operational | — | 18,000 | — |
| China Mobile Smart Computing Center — Hohhot (Horinger Campus) | Hyperscale DC | Operational | — | 20,000 | China Mobile · Site operator |
| China Telecom Guizhou Information Park (Gui'an Cloud Computing Base) | Hyperscale DC | Operational | — | — | — |
| China Telecom Cloud Computing Inner Mongolia Information Park | Hyperscale DC | Operational | — | — | — |
| China Unicom Guian Cloud Data Center | Hyperscale DC | Operational | — | — | China Unicom · Site operator |
| China Unicom Hohhot Yun Data Center | Hyperscale DC | Operational | — | — | — |
| China Unicom Zhongwei Data Center | Hyperscale DC | Operational | — | 14,000 | China Unicom · Site operator |
| GDS BJ-1 Beijing | Colocation | Operational | — | — | GDS Holdings Limited · Site operator (last stated Dec 2022) |
| GDS BJ-2 Beijing | Colocation | Operational | — | — | — |
| GDS BJ-3 Beijing | Colocation | Operational | — | — | — |
| GDS CS-1 Changshu | Colocation | Operational | — | — | — |
| GDS CD-1 Chengdu | Colocation | Operational | — | — | — |
| GDS GZ-1 Guangzhou | Colocation | Operational | — | — | — |
| GDS LF-8 Langfang | Colocation | Operational | — | — | — |
| GDS SH-1 Shanghai | Colocation | Operational | — | — | — |
| GDS SH-4 Shanghai | Colocation | Operational | — | — | — |
| GDS SH-8 Shanghai | Colocation | Operational | — | — | — |
| GDS SZ-1 Shenzhen Guanlan | Colocation | Operational | — | — | — |
| GDS TJ-1 Tianjin | Colocation | Operational | — | — | — |
| Huawei Dongguan Cloud Data Center (Songshan Lake) | Hyperscale DC | Operational | — | — | — |
| Huawei Cloud Gui'an Data Center | Hyperscale DC | Operational | — | — | — |
| Huawei Cloud Ulanqab Data Center | Hyperscale DC | Operational | — | — | — |
| JD Cloud North China (Langfang) Cloud Data Center | Hyperscale DC | Operational | — | — | — |
| JD Cloud East China Data Center (Suqian) | Hyperscale DC | Operational | — | — | JD.com, Inc. · Site operator |
| Kingsoft Cloud Tianjin Yixianyuan Cloud Computing Data Center | Hyperscale DC | Operational | — | — | Kingsoft Cloud Holdings Limited · Developer (announced) |
| Agricultural Bank of China (Data Center) | Class not stated | Operational | — | — | — |
| GDS Shanghai Data Center | Class not stated | Operational | — | — | — |
| 醫院管理局支援服務中心 Hospital Authority Supporting Services Centre | Class not stated | Operational | — | — | — |
| HKCOLO | Class not stated | Operational | — | — | — |
| MEGA Gateway | Class not stated | Operational | — | — | — |
| 湖南移动衡阳分公司5G云数据中心 | Class not stated | Operational | — | — | — |
| 澳門檔案館 Arquivo de Macau | Class not stated | Operational | — | — | — |
| 万国数据深圳3号数据中心 | Class not stated | Operational | — | — | — |
| 1A | Class not stated | Operational | — | — | — |
| 1B | Class not stated | Operational | — | — | — |
| 4 | Class not stated | Operational | — | — | — |
| Apple iCloud Gui'An data center | Class not stated | Operational | — | — | — |
| GDS Beijing | Colocation | Operational | — | — | GDS Services Ltd · PeeringDB listing holder |
| Equinix SH3 - Shanghai | Colocation | Operational | — | — | Equinix, Inc. · PeeringDB listing holder |
| Shenzhen Baiwangxinyun Datacenter | Colocation | Operational | — | — | Shenzhen Yixin Technology Co., Ltd. · PeeringDB listing holder |
| Telehouse - Beijing BDA | Colocation | Operational | — | — | Telehouse - Global Data Centers · PeeringDB listing holder |
| Telehouse - Beijing BEZ | Colocation | Operational | — | — | Telehouse - Global Data Centers · PeeringDB listing holder |
Corporate traceability
Corporate traceability of organizations linked to facilities in China, weighted by operating power capacity. Announced and under-construction figures are not counted here.
- Tier 1
- 27.7%203 MW operating across 1 of 20 facilities · company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- Tier 2
- 0.0%No facilities · parent linked through licensed ownership data
- Tier 3
- —No operating figure across 3 facilities · parent linked through other sources
- Tier 4
- 72.3%530 MW operating across 2 of 21 facilities · company identified; parent unrecorded
- Data Gap
- —No operating figure across 12 facilities · no company linked
Facilities by ownership tier
Open a facility for its ownership relationships and sources.
- Tier 4China Mobile Intelligent Computing Center — HarbinChina MobileCompany identified; parent unrecorded—view →
- Tier 4China Mobile Smart Computing Center — Hohhot (Horinger Campus)China MobileCompany identified; parent unrecorded—view →
- Tier 4China Telecom Guizhou Information Park (Gui'an Cloud Computing Base)China TelecomCompany identified; parent unrecorded—view →
- Tier 4China Telecom Cloud Computing Inner Mongolia Information ParkChina TelecomCompany identified; parent unrecorded—view →
- Tier 4Huawei Dongguan Cloud Data Center (Songshan Lake)Huawei TechnologiesCompany identified; parent unrecorded—view →
- Tier 4Huawei Cloud Gui'an Data CenterHuawei TechnologiesCompany identified; parent unrecorded—view →
- Tier 4Huawei Cloud Ulanqab Data CenterHuawei TechnologiesCompany identified; parent unrecorded—view →
- Tier 4JD Cloud North China (Langfang) Cloud Data CenterJD.com, Inc.Company identified; parent unrecorded—view →
- Tier 4JD Cloud East China Data Center (Suqian)JD.com, Inc.Company identified; parent unrecorded—view →
- Tier 4Kingsoft Cloud Tianjin Yixianyuan Cloud Computing Data CenterKingsoft Cloud Holdings LimitedCompany identified; parent unrecorded—view →
- Data GapAgricultural Bank of China (Data Center)—No operator, site owner or hardware owner linked—view →
- Data Gap醫院管理局支援服務中心 Hospital Authority Supporting Services Centre—No operator, site owner or hardware owner linked—view →
- Tier 4Shenzhen Baiwangxinyun DatacenterShenzhen Yixin Technology Co., Ltd.Company identified; parent unrecorded—view →
- Tier 3Telehouse - Beijing BDATelehouse - Global Data CentersParent linked through other sources—view →
- Tier 3Telehouse - Beijing BEZTelehouse - Global Data CentersParent linked through other sources—view →
- Tier 3Telehouse - Shanghai ZhangjiangTelehouse - Global Data CentersParent linked through other sources—view →
- Tier 4Tencent Gui'an Seven Star Data CenterTencent Holdings Ltd.Company identified; parent unrecorded—view →
- Tier 4Tencent Tianjin Cloud Data CenterTencent Holdings Ltd.Company identified; parent unrecorded—view →
- Tier 4ByteDance Volcano Cloud Taihang Computing Centre II (Datong)ByteDanceCompany identified; parent unrecorded—view →
Ownership tiers over time
Operating-capacity-weighted shares at each recorded snapshot. Dates refer to when the distribution was captured; the underlying ownership evidence can be older.
21 snapshots weighted by operating capacity, from 2026-09-23 to 2026-10-13. 144 earlier snapshots weighted every recorded power figure and are listed under Snapshot values.
Snapshots from 11 July 2026 to 23 September 2026 count Epoch’s records at IT power, which Epoch derives by dividing facility power by a peak PUE of 1.2 or 1.4; the snapshots on either side count facility power. The steps at those dates are that change of basis, not a change in capacity. A dashed line marks the step.
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- Tier 2 — parent linked through licensed ownership data
- Tier 3 — parent linked through other sources
- Tier 4 — company identified; parent unrecorded
- Data Gap — no company linked
Snapshot values
Displayed MW are rounded to two decimal places. Operating capacity counts operational records only; a snapshot taken before operating weighting began lists only the figure it recorded, every status summed. Download values (JSON) for the full inputs used to calculate the shares. Consecutive snapshots showing the same figures are listed once, under their first and last dates; the download keeps every date.
2026-04-25
221.8 MW recorded, every status · 22 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 203 MW · 3 facilities · 91.5%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 3 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 18.8 MW · 6 facilities · 8.5%
- Data Gap — no company linked
- 0 MW · 10 facilities · 0.0%
2026-04-27 – 2026-05-05 · 9 snapshots
221.8 MW recorded, every status · 22 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 221.8 MW · 4 facilities · 100.0%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 3 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 0 MW · 5 facilities · 0.0%
- Data Gap — no company linked
- 0 MW · 10 facilities · 0.0%
2026-05-06 – 2026-05-16 · 11 snapshots
221.8 MW recorded, every status · 22 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 221.8 MW · 4 facilities · 100.0%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 3 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 0 MW · 3 facilities · 0.0%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
2026-05-17
221.8 MW recorded, every status · 34 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 221.8 MW · 16 facilities · 100.0%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 3 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 0 MW · 3 facilities · 0.0%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
2026-05-18 – 2026-06-02 · 16 snapshots
221.8 MW recorded, every status · 55 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 221.8 MW · 21 facilities · 100.0%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 7 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 0 MW · 15 facilities · 0.0%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
2026-06-03 – 2026-06-30 · 22 snapshots
203 MW recorded, every status · 54 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 203 MW · 22 facilities · 100.0%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 5 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 0 MW · 15 facilities · 0.0%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
2026-07-01 – 2026-07-10 · 10 snapshots
203 MW recorded, every status · 54 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 203 MW · 20 facilities · 100.0%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 7 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 0 MW · 15 facilities · 0.0%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
2026-07-11 – 2026-09-22 · 74 snapshots
631.8 MW recorded, every status · 56 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 169 MW · 20 facilities · 26.7%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 3 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 462.8 MW · 21 facilities · 73.3%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
2026-09-23
631.8 MW operating · 56 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 169 MW · 20 facilities · 26.7%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 3 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 462.8 MW · 21 facilities · 73.3%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
2026-09-24 – 2026-10-13 · 20 snapshots
733 MW operating · 56 facilities
- Tier 1 — company has an SEC identifier or a parent linked through filing, registry or supply-chain data
- 203 MW · 20 facilities · 27.7%
- Tier 2 — parent linked through licensed ownership data
- 0 MW · 0 facilities · 0.0%
- Tier 3 — parent linked through other sources
- 0 MW · 3 facilities · 0.0%
- Tier 4 — company identified; parent unrecorded
- 530 MW · 21 facilities · 72.3%
- Data Gap — no company linked
- 0 MW · 12 facilities · 0.0%
Sovereign programme
China: National AI Programs / Big Fund III / Eastern Data Western Computing
China’s national compute plans combine regional data-centre development with investment in domestic chips and AI companies. Big Fund III has RMB344B in registered capital and helped establish the RMB60B National AI Industry Investment Fund. Its contribution to the latter is not separately disclosed, so the two fund sizes have no additive total here.
Partners: Huawei, Biren Technology, Alibaba, ByteDance, Tencent, Baidu, MIIT.
China on the sovereign dashboardProgramme stages and funding methodologyAllied coordination gaps for this country
Export-control posture
A curated summary of country-level restrictions and selected chip statuses. Recipient and end-use conditions can change the outcome of a transaction. Classification review: July 17, 2026.
Accelerator access
- A100restricted
- A800restricted
- H100restricted
- H800 SXM5restricted
- H800 PCIerestricted
- H200case by case
- B200restricted
- B300restricted
- NVIDIA Rubin GPUrestricted
- B30AUnclassified
- MI300Xrestricted
- MI325Xcase by case
- MI350Xrestricted
- MI355Xrestricted
- MI400restricted
- Ascend 910BUnclassified
- Ascend 910CUnclassified
- Ascend 910DUnclassified
- Ascend 920Unclassified
Chip-specific conditions and sources
- A100
- Oct 2022 rule (87 FR 62186)
- A800
- October 2023 rule (88 FR 73458): revised TPP and performance-density criteria under ECCN 3A090.
- H100
- Oct 2022 rule (87 FR 62186)
- H800 SXM5
- October 2023 rule (88 FR 73458): revised TPP and performance-density criteria under ECCN 3A090.Source for H800 SXM5
- H800 PCIe
- October 2023 rule (88 FR 73458): revised TPP and performance-density criteria under ECCN 3A090.Source for H800 PCIe
- H200
- January 2026 rule: case-by-case review for qualifying US exports to China or Macau. Conditions include a cap on aggregate TPP exported to China/Macau: at most 50% of TPP shipped to US customers for US end-use for the same commodities, from first commercial US shipment through application. Supply, end-use, security and independent US testing requirements also apply.Source for H200
- B200
- Exceeds TPP threshold (21,000) and DRAM bandwidth threshold (6,500 GB/s). No case-by-case pathway for Blackwell-class.
- B300
- Exceeds all BIS advanced computing thresholds (ECCN 3A090/4A090)
- NVIDIA Rubin GPU
- Preliminary NVIDIA individual-GPU specifications yield TPP 140,000 (17,500 dense FP8 TFLOPS × 8 bits, tied by 35,000 dense FP4 TFLOPS × 4 bits), above the 4,800 3A090.a parameter.
- B30A
- Designed to fall below BIS Performance Density thresholds. No formal BIS ruling as of Q3 2025. Jensen Huang (Aug 2025): "That's not our decision to make. It's up to the United States government."
- MI300X
- Exceeds compute and memory bandwidth thresholds
- MI325X
- January 2026 rule: case-by-case review for qualifying US exports to China or Macau. Subject to the same aggregate-TPP cap and additional application requirements as H200; see the cited rule.Source for MI325X
- MI350X
- At 8,000 GB/s, memory bandwidth exceeds the 6,500 GB/s ceiling for conditional case-by-case review of US exports to China or Macau under the January 2026 rule.Source for MI350X
- MI355X
- Exceeds BIS advanced computing thresholds
- MI400
- The announced 19,600 GB/s memory bandwidth exceeds the 6,500 GB/s ceiling for conditional case-by-case review of US exports to China or Macau under the January 2026 rule.Source for MI400
- Ascend 910B
- Named in BIS’s May 2025 guidance on chips presumptively subject to General Prohibition 10.Source for Ascend 910B
- Ascend 910C
- Named in BIS’s May 2025 guidance on chips presumptively subject to General Prohibition 10.Source for Ascend 910C
- Ascend 910D
- Named in BIS’s May 2025 guidance on chips presumptively subject to General Prohibition 10.Source for Ascend 910D
- Ascend 920
- Chinese-designed accelerator. The cited reporting does not establish whether particular items or transactions are subject to the EAR.
- Access basis
- ~0.35A dated comparison of dense BF16 peak throughput: SemiAnalysis reported 780 TFLOPS per Ascend 910C chip/package in April 2025; NVIDIA lists 2,250 TFLOPS for B200 without sparsity. The quotient, 780 ÷ 2,250, rounds to 0.35. Country-level compute availability is not quantified by this chip comparison.Ascend 910C: 780 dense BF16 TFLOPS, April 2025B200: 2,250 non-sparse BF16 TFLOPS
- The January 2026 pathway applies to qualifying US exports to China or Macau below 21,000 TPP and 6,500 GB/s total DRAM bandwidth. H200 and MI325X are examples, not an exhaustive eligibility list.
- The rule caps aggregate TPP exported to China and Macau against 50% of TPP shipped to US customers for US end-use for the same commodities, from first commercial US shipment through application. Supply, end-use, security and testing conditions also apply.
- BIS’s May 2025 guidance lists Ascend 910B, 910C and 910D as PRC advanced-computing chips subject to the presumption that General Prohibition 10 applies: they “were likely developed or produced in violation of U.S. export controls”, so using them without BIS authorization risks violating those controls.
Access routes and alternatives
- Domestic production
- Huawei’s Ascend 910C provides a Chinese-designed accelerator alternative.SemiAnalysis estimated CloudMatrix 384 at 300 PFLOPS of dense BF16 in April 2025: about 1.7 times GB200 NVL72 throughput at 4.1 times all-in system power, including networking and storage. These are analyst estimates of system specifications.SemiAnalysis, April 16, 2025
- Cloud routing
- March 2026 reporting described plans for ByteDance to access 36,000 Blackwell GPUs through Aolani Cloud in Malaysia.The report concerns planned remote access to overseas hardware. It does not establish that the full cluster was operational.Tom’s Hardware, March 13, 2026, citing the Wall Street Journal
- Compliant variant
- TrendForce reported a proposed China-focused B30A Blackwell variant in August 2025.Its report described possible September 2025 test samples. This announcement does not establish later product availability or BIS approval.TrendForce, August 19, 2025
- Stockpile
- The sources recorded in this profile do not establish the size or composition of pre-control accelerator stockpiles.
Chip industry. Huawei designs the Ascend family. SemiAnalysis’s April 2025 review of Ascend 910C described continued reliance on foreign memory and fabrication.
Compare country chip accessDesignations and cross-references
Chinese company chip observations
| Chip class / organisation | Quantity | Scope | Evidence |
|---|---|---|---|
| NVIDIA H20 | Unknown | Reported procurement Disputed report Quantity withheld; ByteDance denied the reported transaction. Period: 2025-Q1 | Source 2025-04-28 Tier 4 · quantity not established Evidence scopeSCMP on April 28, 2025 relays Caijing reporting about Tencent GPU purchases worth about 2 billion yuan, primarily H20. That amount does not establish an H20 unit count. The article also records ByteDance denying the report. Procurement report is disputed. No unit-price conversion or deployment quantity is inferred. |
| NVIDIA H20 | Unknown | Reported procurement Pending orders; company quantity unknown. Period: 2025-Q1 | Source 2025-04-15 Tier 3 · source reporting Evidence scopeIFP on April 15, 2025 discusses pending H20 exports across ByteDance, Alibaba and Tencent. It does not allocate the collective order to Alibaba or establish delivery. Company quantity unknown; orders do not establish installation. |
| NVIDIA H20 | Unknown | Deployment status unknown Disputed report Disputed press report; stock quantity, deployment and regulatory-freeze status unestablished. | Source 2025-04-28 Tier 4 · quantity not established Evidence scopeSCMP reports H20 holdings and proposed sales involving ByteDance, while also recording ByteDance’s denial of the report. No unit count, installed inventory or September regulatory freeze is established here. No inference of frozen or deployed inventory is made from the checked source. |
| NVIDIA H20 | Unknown | Reported procurement Orders only; quantity, delivery and aggregate membership unestablished. Period: 2025-01 | Source 2025-01-31 Tier 4 · quantity not established Evidence scopeH20 orders are mentioned; no H20-specific quantity is established by the checked article. The article mentions H20 orders without a quantity. These orders are not assigned to the 50,000-chip access aggregate. |
| Baidu Kunlun (generation unspecified) | ~30,000 | Reported deployed Press-reported cluster; generation and physical site unverified. Period: 2025-Q2 | Source 2026-01-06 Tier 3 · source reporting Evidence scopeThe cited January 6, 2026 article reports that Baidu brought a 30,000-chip Kunlun training cluster online in April 2025. Its cluster passage does not specify a Kunlun generation. This remains a press-reported cluster count. No building location or chip generation is inferred; a direct Baidu disclosure has not been verified. |
| Huawei AI chips (model unspecified) | Unknown | Planned use Planned inference use; chip model, quantity and deployment unestablished. | Source 2025-07-26 Tier 3 · source reporting Evidence scopeFootnote 19 of the July 26, 2025 Epoch article reports ByteDance planning to use Huawei chips for inference. It does not identify 100,000 Ascend 910B chips or an installed fleet. Retained only at the source-supported planned-use scope. The original 100,000-unit assertion is withheld. |
| NVIDIA Hopper (shared-access aggregate) | ~50,000 | Reported access (shared resources) Period: 2025-01 | Source 2025-01-31 Tier 3 · source reporting Evidence scopeSemiAnalysis estimates access to around 50,000 Hopper GPUs shared by DeepSeek and High-Flyer. Its H100/H800 observations describe parts of this shared aggregate. Shared resources across DeepSeek and High-Flyer, geographically distributed and used for several workloads. Component rows are nonadditive with the aggregate. |
| NVIDIA H100 | ~10,000 Component of shared aggregate; excluded from sums. | Reported access (shared resources) Period: 2025-01 | Source 2025-01-31 Tier 3 · source reporting Evidence scopeSemiAnalysis estimates access to around 10,000 H100 GPUs within the shared Hopper aggregate. This is not a per-run allocation or proof of exclusive ownership. Shared resources across DeepSeek and High-Flyer, geographically distributed and used for several workloads. Component rows are nonadditive with the aggregate. |
| NVIDIA H800 | ~10,000 Component of shared aggregate; excluded from sums. | Reported access (shared resources) Period: 2025-01 | Source 2025-01-31 Tier 3 · source reporting Evidence scopeSemiAnalysis estimates access to around 10,000 H800 GPUs within the shared Hopper aggregate. This is not a per-run allocation or proof of exclusive ownership. Shared resources across DeepSeek and High-Flyer, geographically distributed and used for several workloads. Component rows are nonadditive with the aggregate. |
Sums of recorded estimates, by scope
- Reported deployed
- ~30,000 recorded sum · 1 of 1 observations quantified
- Reported procurement
- Unknown · quantities unavailable for 3 observations
- Reported access (shared resources)
- ~50,000 recorded sum · 1 of 1 observations quantified
- Planned use
- Unknown · quantities unavailable for 1 observation
- Deployment status unknown
- Unknown · quantities unavailable for 1 observation
5 source records withheld: company–hardware association unestablished
Tencent / Huawei Ascend 910C: The recorded citations have not established this operator-specific hardware association. Product specifications or industry production do not establish a customer deployment.
Alibaba / Huawei Ascend 910C: The recorded citations have not established this operator-specific hardware association. Product specifications or industry production do not establish a customer deployment.
Baidu / NVIDIA H20: No source is recorded for a Baidu–H20 association. Absence from a report about other buyers does not establish Baidu’s hardware strategy.
No source citation was recorded.
Huawei Cloud / Huawei Ascend 910B: The recorded citations have not established this operator-specific hardware association. Product specifications or industry production do not establish a customer deployment.
Huawei Cloud / Huawei Ascend 910C: The recorded citations have not established this operator-specific hardware association. Product specifications or industry production do not establish a customer deployment.
These observations cover selected organisations and different source dates. Sums cover recorded quantities only; they are not a census of current inventory. Purchases and shared access remain separate from deployed stock. Component observations remain visible but are excluded from sums when their reviewed aggregate is present.
5 organisations with publishable observations · 6 chip categories. Source dates: 2025-01-31–2026-01-06.
Compare countries by capacity, ownership and programme funding
Capacity over time
Reported power, at each snapshot, of the facilities operating in China today. Records not yet operating, campus build-out figures and earlier phases of operating clusters are not in the line. Changes can reflect new capacity, revised estimates or additional sources.
14 historical snapshots from 2025-06-01 to 2026-07-01. The dashed extension is a scenario, not operating capacity: the scheduled figures of these same facilities at 1 future construction date, if the schedule lands.
Each point sums the latest available power figure for every facility operating today with a snapshot by that date (3 facilities in the latest historical total). These are the timeline’s own readings, which can differ from a facility record’s current figure; the operating capacity stated above sums the records. Amber rings mark totals that include estimates; their tooltips use ~.
Bilateral supply-chain partners
Cross-border supplier and customer relationships involving companies in China. Counts include every tracked relationship; values sum the subset with disclosed amounts.
Customer countries
China → partner (top 9)
| Partner | Relationships |
|---|---|
| United States US | 24 |
| Taiwan TW | 9 |
| South Korea KR | 4 |
| Hong Kong HK | 4 |
| Germany DE | 2 |
| France FR | 1 |
| Ireland IE | 1 |
| Japan JP | 1 |
| Cayman Islands KY | 1 |
Annual values are unavailable for these relationships.
Supplier countries
partner → China (top 5)
| Partner | Relationships | Disclosed value |
|---|---|---|
| United States US | 23 | $2.9B |
| Taiwan TW | 9 | — |
| Netherlands NL | 1 | — |
| South Korea KR | 1 | — |
| Germany DE | 1 | — |
Organisations headquartered here
Across all industries; multiple identifiers may refer to the same company.
4 companies from 2,601 organisation records for China, listed alphabetically. Market capitalisation is unrecorded for this sample.
| Organisation |
|---|
| 360 SECURITY TECHNOLOGY INC |
| 4paradigm |
| Ant Group |