Forecast Chinese inference compute acquisition in 2026 (B300-equivalents)

B300-equivalents are calculated by aggregating memory bandwidth. Chinese AI chip making is likely HBM-constrained; it is assumed that Huawei uses SMIC-made GPU dies (domestic production) and foreign-made GPU dies (proxy fabrication) proportionally.
Chart: Erich GrunewaldGet the dataCreated with Datawrapper