Show Me the Tokens

SenseTime teamed up with ~20 partners to scale China's domestic AI chips. The pitch: we'll process 10 trillion tokens a day by 2026, beat Nvidia on cost, and even put compute in space.
The catch? Every number is self-reported. No independent checks. Test-cluster math has a habit of wilting in real production.
The plan: Build one "token factory," five clusters, a satellite constellation by 2030, and China's first overseas compute base in Saudi Arabia.
Watch one number: 10 trillion tokens/day by Q4 2026. Until that quarter closes, it's all vendor poetry.

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