IDC and Inspur Forecast 87.9% Jump in China’s AI Computing Capacity as Agent Workloads Lift Token Demand
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China’s intelligent computing capacity is projected to reach 2,576.5 EFLOPS in 2026, an 87.9% year-on-year increase, as AI agents push token consumption and inference demand sharply higher. The forecast comes from the 2026 China Artificial Intelligence Computing Power Development Assessment Report, jointly released by IDC and Inspur Information, which also projects the country’s AI computing market at $51.5 billion in 2026 and $150.1 billion by 2030.
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