Chinese Enterprises Shift 46% of AI Accelerator Budgets to Domestic Chips Within 12 Months

According to Bloomberg Industry Research monitoring by Beating, Chinese enterprises are accelerating their shift toward domestic AI accelerator budgets over the coming 12 months. A survey of 60 Chinese executives across software, finance, and manufacturing sectors shows domestic AI accelerator adoption in corporate budgets will rise from the current 30% to 46% within 12 months, driven by geopolitical constraints and government policy. Eighty percent of surveyed executives reported their infrastructure spending already exceeded budget this year.

The Chinese government plans to invest approximately 2 trillion yuan to build a nationwide data center network over the next five years, with a target of at least 80% domestic supply for core technologies including chips. However, high-bandwidth memory (HBM) supply chain constraints have emerged as a critical bottleneck; global memory chip shortages are limiting foundry expansion, creating opportunities for domestic memory manufacturers.