Epoch estimates Huawei Horinger has 7% of Colossus 2's compute
Epoch AI researcher Ben Cottier estimates Horinger's capacity at 81,000 H100-equivalents, with a 90% confidence interval of 36,000 to 141,000.
By RuntimeWire Staff · Published · Updated
Primary source: Aligned News — AI Intelligence
Why it matters
The 7% figure gives founders, operators, and investors a satellite-derived estimate of the US-China compute gap at the single-site level. Epoch's estimate suggests China's constraint is chip supply and efficiency rather than land or power, which shapes where frontier-scale training can realistically happen and how much capacity Chinese cloud customers can buy.
Ben Cottier (@benmcottier), a senior researcher at Epoch AI, estimates that Huawei's Horinger campus in Inner Mongolia holds roughly 7% of the computing capacity of Colossus 2 in Tennessee. Horinger is one of the largest AI data centers in China by computing capacity, according to his report, published November 6th.…
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