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China AI Hardware Exports Hit Record $720 Billion as Western Demand Accelerates

aiai-infrastructureai-compute-chipsworldchinabusinessmacroeconomics 2 posts · 2 accounts

China’s total exports of AI-related hardware and equipment reached a record $720 billion over the past 12 months. The figure is driven by sales of chips, computer components, and power equipment that have all set or approached 12-month highs.

Over the trailing year, chips accounted for the largest share at roughly $290 billion, a figure that has more than doubled in the past three years. Shipments of computers and components totaled about $240 billion, the highest level since 2022, while power equipment exports hit a record $190 billion with growth accelerating in the last two years. The figures reflect a broader acceleration in Western purchases of Chinese-manufactured AI infrastructure.

From the sources (2 posts)

@cointelegraph

🇨🇳 BIG: AI demand pushes China's AI-related exports to a record ~$720 billion over the past 12 months.

@kobeissiletter

AI demand is becoming a key driver of China's economy: China's chip exports are up to a record ~$290 billion over the last 12 months. This figure has more than doubled over the last 3 years. At the same time, computer and component shipm

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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