China's total installed compute is ~24GW; alleged 'data-center' runs are only 0.2% of it
teortaxesTex · x · 2026-11-13
Responding to claims of 'data-center-scale training runs,' teortaxesTex cites SemiAnalysis data: China's total installed compute, including small underutilized clusters, is roughly 24 GW. Even 5 labs with 10 MW clusters each would be 0.2% of that.
He criticizes Will Depue for calling 2-3K Blackwell clusters 'data center-scale' — exploiting laypeople's unawareness of relative scale. If that's all it is, this isn't 'export controls failing' but a disturbing triumph of them.
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