The 2026 China AI Computing Power Development Assessment Report projects that active AI agents will scale rapidly as agent technology matures. Global active agents are forecast to rise from 79.4 mln in 2026 to 2.216 bln by 2030. China’s active agents, at 4.95 mln in 2026, are forecast to reach 197 mln by 2030, a 2026–30 CAGR of 151.2%. The report says compute investment underpinning AI applications is accelerating: the global AI compute market is projected at $1.25 tln in 2030, with China at $15

The 2026 China AI Computing Power Development Assessment Report projects that active AI agents will scale rapidly as agent technology matures. Global active agents are forecast to rise from 79.4 mln in 2026 to 2.216 bln by 2030. China’s active agents, at 4.95 mln in 2026, are forecast to reach 197 mln by 2030, a 2026–30 CAGR of 151.2%. The report says compute investment underpinning AI applications is accelerating: the global AI compute market is projected at $1.25 tln in 2030, with China at $150.1 bln, each about four times 2025 levels.