Huawei's flagship data center has just 7% of xAI Colossus 2's compute, Epoch AI estimates
kimmonismus · x · 2026-11-15
Citing a new Epoch AI satellite-imagery analysis, METR's kimmonismus breaks down the US-China compute gap: Huawei's Horinger AI data center in Inner Mongolia holds roughly 81,000 H100-equivalents (105,000 Ascend 910C chips), only about 7% of the capacity of xAI's Colossus 2 in Tennessee — a 14x gap. A new building could lift Horinger to 141,000 H100e by early 2028, when Colossus 2 should exceed 1.8M.
Key takeaways: China's edge is energy, its bottleneck is chips (US data centers get 2.5x more AI compute per watt); the US bottleneck will soon be energy. That makes what Chinese labs shipped in the past two years even more impressive.
Related event: Huawei's Horinger AI compute is only about 7% of xAI Colossus 2(3 posts)→
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