State Order for Intelligence: China to Invest $532B to Quadruple AI Capacity

Beijing's technological sovereignty is taking the form of a five-year state plan. On September 8, 2026, China's Ministry of Industry and Information Technology (MIIT) approved a strategy for explosive growth in intelligent computing capacity to 9,800 EFLOPS by 2030 (a more than fourfold increase compared to current figures).

Total infrastructure investments will amount to 3.8 trillion yuan ($532 billion). China is not just flooding the sector with money; the plan requires adapting data center architectures to local semiconductors. The creation of megaclusters of 10,000 and 100,000+ accelerators, independent of American technologies, is planned. For the global AI market, this means a final schism. The Asian circuit is shifting to full hardware self-sufficiency, and Western hyperscalers will have to compete with a state-subsidized Chinese monopoly backed by unlimited CAPEX and cheap energy.

Source: MIIT / SCMP