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AI × Crypto Macro

China’s Active AI Agents to Grow Over 150% a Year Through 2030: Report

China’s active AI agents reached 4.95 million in 2026 and are forecast to hit 197 million by 2030, a 151.2% compound annual growth rate, according to the 2026 China AI Computing Power Development Assessment Report. Globally, active agents are projected to rise from 79.4 million in 2026 to 2.216 billion in 2030, as AI shifts from content generation to task execution.

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AI take

The headline number matters less than the shift it describes: agents moving from generating content to executing tasks changes what compute demand looks like, since execution is continuous rather than episodic. China's projected share of the global agent base is the detail worth tracking, as it implies domestic infrastructure buildout at a scale that could diverge from Western deployment patterns. Whether enterprise adoption keeps pace with the forecast, or the growth stays concentrated in consumer-facing tools, is the open question for anyone watching RWA and on-chain automation demand.

Generated by AI for reference only.

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