China's AI Compute Market Projected to Quadruple to $150B by 2030
According to the latest China Artificial Intelligence Computing Power Development Evaluation Report, China's active AI agents are projected to grow from 4.95 million in 2026 to 197 million by 2030. Concurrently, China's domestic AI computing market is expected to quadruple from its 2025 level to reach $150.1 billion (approx. 1.01 trillion RMB) by 2030. This trend signals a major shift in artificial intelligence from passive content generation to autonomous task execution through AI agents. The massive surge in computing investment underscores China's commitment to supporting millions of agentic workflows across key industries. Worldwide active AI agents are expected to expand from 79.4 million in 2026 to 2.216 billion by 2030, propelling the global AI compute market to $1.25 trillion. Within China, active AI agents will grow at a compound annual growth rate (CAGR) of 151.2% over the same period.
## BACKGROUND
AI agents are autonomous systems powered by large language models (LLMs) that combine planning, memory, and tool usage to interact with their environment and execute complex tasks independently. The evaluation report on AI computing power, published annually by IDC and Inspur Information, tracks hardware capacity requirements and software trends driving intelligence adoption.