The computing capacity available to Chinese entities for artificial intelligence (AI) is expected to double in 2027, from about 4.6 million to 8.8 million H100-equivalents, a metric benchmarked against Nvidia's data-center graphics processing units, according to the South China Morning Post (SCMP).

US-designed chips will account for about 65 per cent of that capacity. Remote access through offshore clouds is expected to swell from roughly 1 million this year to 2.8 million H100-equivalents by the end of 2027.