China May Not Even Hit 10 GW Total Accelerator Output by 2028, Argues Analyst
teortaxesTex · x · 2026-10-15
Responding to claims that DeepSeek is building 10+ GW in Inner Mongolia by 2028, teortaxesTex estimates China's total accelerator output by 2028 may only be around 10 GW (20 GW optimistically) — implying DeepSeek hogging that much would consume most of domestic production, clashing with Alibaba's and Tencent's compute needs.
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