From 30% to 46% in 12 Months – China’s Ai-Chip Budgets Go Local: BI Replay

China's AI-chip buying is going local. Our survey of 60 China CIOs and CTOs shows executives expect domestic chips to win 46% of AI-accelerator budgets within 12 months, up from 30% today. The catch is supply: we'll show where the real bottleneck sits, it isn't where consensus looks, and how long it caps China's ramp. We'll also cover what enterprise buyers really think of China's record-breaking AI-chip IPOs, the build-out beyond GPUs into servers, networking and optics, and where China's spending diverges from our matching US survey. AI software is repricing for digital labor: seat licenses have shrunk to 42% of firms, while 37% now pay only for completed tasks. Q&A follows.