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Epoch estimates Huawei Horinger has 7% of Colossus 2's compute

Epoch AI senior researcher Ben Cottier estimates that Huawei's Horinger campus in Inner Mongolia holds about 7% of the computing capacity of Colossus 2 in Tennessee, putting Horinger at 81,000 H100-equivalents with a 90% confidence interval of 36,000 to 141,000, according to a report published November 6th. Cottier's satellite-derived estimate suggests China's constraint on frontier-scale AI training is chip supply and efficiency rather than land or power.

read1 min views2 publishedNov 6, 2026
Epoch estimates Huawei Horinger has 7% of Colossus 2's compute
Image: Runtimewire (auto-discovered)

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](https://runtimewire.com/author/runtimewire-staff)
        · Published 
        · Updated 

Primary source: [Aligned News — AI Intelligence](https://x.com/EpochAIResearch/status/2118794979384676509)

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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