Multiple foreign investors say investing in China’s AI supply chain has become a
global consensus. China now manufactures over 1.5 billion chips per day, and
large models register daily token calls in the hundreds of trillions, the
highest globally. China’s AI core industry is expected to expand by more than
30% this year. Goldman Sachs values China’s AI sector at about $4 trillion and
sees substantial upside given its industrial advantages. UBS reports sustained
strong demand for Chinese AI tech components, with orders booked through
end‑2027.
