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By 2030, China’s Server Chip Localization Rate May Hit 85%, with GPUs and ASICs Poised for Market Dominance
5 hour ago /
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Author：小编
According to Goldman Sachs’ AI investment outlook report, between 2026 and 2030, China’s AI-related capital expenditures are projected to total RMB 8.5 trillion, averaging roughly 17% of the total capital outlays of comparable U.S. firms annually. These investments will focus largely on building computing infrastructure and will directly fuel growth in power capacity. Domestically manufactured chips are expected to be the primary beneficiaries of this trend. The report predicts that shipments of Chinese AI chips will surge from 1.1 million units in 2025 to 11 million units by 2030, with the corresponding market size growing from RMB 94 billion to RMB 646 billion over the same period.
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