Goldman Sachs reports that the total addressable market for 21 AI-related industries in China is expected to reach $3 trillion to $4 trillion by 2030, corresponding to a compound annual growth rate of approximately 28% from 2026 to 2030. Policy support covers the supply side, demand side, and capital markets, including 800 billion yuan in ultra-long-term special treasury bonds specifically allocated to support AI, among other initiatives.