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.

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 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 https://x.com/benmcottier?ref=runtimewire , 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.… When you purchase through links in our articles, we may earn a small commission https://runtimewire.com/affiliate-monetization-standards . This doesn’t affect our editorial independence.