China's daily AI token calls exceeded 500 trillion as of June, and global
intelligent-compute capacity is already showing signs of tight supply. Multiple
Chinese regions are accelerating build-out of domestic token factories and
smart-compute complexes, shifting the domestic compute supply chain from product
validation toward mass delivery. A 9.5 billion yuan smart-compute complex in
Guangzhou Huangpu Comprehensive Bonded Zone has been approved; the project will
serve AI workloads including text-to-video generation and code writing, and
facilitate Chinese token exports. Liu Miao, founder of Guangzhou Turing New
Intelligence, said demand could be more than ten times current supply and that
firms are decisively turning to domestic ecosystems this year. Zhang Chen,
deputy general manager of market development at China Power Engineering
Consulting Group, said orders for domestic chips have surged and lead times may
stretch out to around a year.
