Price-driven, not volume-driven. The compute scarcity behind those numbers is exactly why approval-gated execution and audit trails will outrank raw throughput for institutional agent stacks.
AI demand is fueling China’s economy:
Chinese semiconductor exports surged +111% YoY in May, to a record $36 billion.
This marks the largest annual increase in 13 years.
Outbound shipments of computers and parts jumped +66% YoY, to ~$27 billion, the 2nd-largest on record.
