China's NDRC: AI sector growing over 30%, smart computing capacity up 2.8x YoY

国家发改委：人工智能相关行业保持 30% 以上高增长，全国智能算力规模达去年同期 2.8 倍

At a July 31 press conference, China's NDRC reported AI-related industries grew over 30% in H1, with national smart computing capacity hitting 2.8x the same period last year. The first fully domestic 100,000-card AI cluster is now operational. DeepSeek and Moonshot AI released trillion-parameter open-source models; domestic LLM downloads surpassed 10 billion globally. Over 120,000 high-quality datasets have been built. IC output rose 23.1% YoY, exports up 88.7%.

Why it matters: NDRC press conference delivered H1 AI sector growth of 30%+, 2.8x YoY smart compute, the first fully domestic 100k-card cluster online, plus DeepSeek and Moonshot trillion-param open-source models and 10B+ downloads. Hard numbers, authoritative source, all three HKR axes hit. ...