Key Takeaways

• China's MIIT wants 9,800 exaflops of intelligent computing capacity by 2030, up from 2,185 exaflops at FP16 as of the end of June 2026
• The plan carries 3.8 trillion yuan, roughly 532 billion dollars, in cumulative information infrastructure investment across 2026 to 2030
• 52 intelligent computing facilities in China already run more than 10,000 accelerator cards each, and the plan calls for clusters at 100,000 cards and above
• The document asks for greater efforts to adapt infrastructure to domestically produced chips, which makes it a compute plan written around export controls rather than in spite of them