China Mandates $532B AI Infrastructure Spend to Quadruple National Compute by 2030

China's Ministry of Industry and Information Technology (MIIT) outlined a five-year mandate to expand the country's intelligent computing capacity to 9,800 eflops by 2030. The strategic plan requires $532B (3.8 trillion yuan) in cumulative information infrastructure investment between 2026 and 2030. National compute capacity already hit 2,450 eflops by the end of July, representing a 177% year-over-year growth rate from the previous summer. The government is actively directing the deployment of massive intelligent computing clusters containing 10,000 to 100,000 graphics processing cards. Current infrastructure relies on 52 operational facilities, with state planners pushing to adapt these new deployments specifically for home-grown computing chips. The buildout leverages the 2022 "East Data, West Computing" project, shifting power-intensive workloads from densely populated eastern regions to western areas with cheaper energy and land.