China Computing Power Ranks Second Globally as AI Servers Overtake General Servers for First Time: Five Sub-Sectors Define the Future

TL;DR AI
2 min readKey summary
China’s total computing power reached 962 EFLOPS in 2025, ranking second globally.
AI server sales overtook general-purpose servers for the first time, marking a major market shift.
Demand is moving toward high-end AI infrastructure, liquid cooling, and greener data centers.
The report also points to stronger domestic substitution, Xinchuang adoption, and overseas expansion.
Computing services, rather than hardware alone, are becoming a bigger growth driver for the server industry.
