China’s computing power could reach 30% of global total by 2030, academician says

The gap Wu describes is the real story: China holds roughly half the US share of global computing power, and the 2030 figure is a projection tied to a national network plan rather than a market outcome. Token consumption at that scale signals that falling application costs, not capacity alone, are pulling usage forward — a demand-side dynamic that matters for anyone tracking where AI workloads and the compute that serves them actually settle. Whether the national compute network closes the hardware gap, or usage keeps outrunning it, is the open question.