Physix Frontier · News Briefing Card (IT Home · Sep 12, 2026)
Wu Hequan: China to Hit 30% Global Compute Share by 2030
KEY FACTS
- Academician Wu Hequan of the Chinese Academy of Engineering shared his views at the 2026 China Computing Power Conference.
- The widespread adoption of AI agents is driving token consumption, which reached a daily average of 140 trillion in March this year.
- Currently, China accounts for 21% of global computing power, while the United States holds 46%.
- According to national planning, China's share of global computing power is projected to rise to 30% by 2030.
KEY DATA
21%Current China Global Compute Share
46%Current US Global Compute Share
30%2030 China Compute Target Share
140 TrillionDaily Token Consumption (March)
PHYSIX OBSERVATION
Computing power is transitioning from infrastructure to the 'utilities' of the intelligent era. The surge in token consumption confirms accelerating AI deployment, yet the industry focus has shifted from mere capacity accumulation to optimizing unit efficiency and cost. China’s 30% global share target signals an attempt to lower application barriers through economies of scale to counter US technological restrictions, making it a critical variable in the next five years of Sino-US tech rivalry.
Source: IT Home report
Physix Frontier