NDRC says China’s AI industry grew more than 30% in the first half as computing capacity surged, with enterprise-led infrastructure spending expected to create room for private capital.
China’s National Development and Reform Commission, or NDRC, said the country’s AI-related industries grew more than 30% in the first half, supported by rapid gains in computing infrastructure, large models and data resources. At a July 31 press conference, NDRC spokesperson Jiang Yi said institutions estimate computing power network construction during the 15th Five-Year Plan period could generate 4 trillion yuan in new direct investment. He said most computing infrastructure spending is enterprise-led, which should create significant room for private investment, while authorities strengthen planning guidance and factor support. The NDRC also said China’s first fully domestically produced 100,000-card AI supercomputing cluster has entered operation, national intelligent computing power reached 2.8 times the year-earlier level by end-June, Chinese firms including DeepSeek and Moonshot AI launched trillion-parameter open-source large models, and cumulative global downloads of China’s domestic large models exceeded 10 billion.