AI Compute
Data centers · chips · modelsEvery story across China’s AI compute stack — infrastructure, supply chain, foundation models, and the companies behind them.
A Look at the 2026 Top 30 AI Chip Companies: These Six Are Already in the IPO Sprint
A Look at the 2026 Top 30 AI Chip Companies: These Six Are Already in the IPO Sprint
In 2026, AI Investing Will Need to Beat Expectations
Produced by | Miaotou App Author | Dong Bizheng Editor | Guan Xuejing Lead image | AI-generated Looking back at 2025, technology became the main theme in A-shares. Within tech, the standout was AI. AI computing power names such as “Yi Zhong Tian” (Eoptolink, Zhongji Innolight, TFC Communication) and “Ji Lian Hai” (Cambricon, Foxconn Industrial Internet, Hygon Information) carried much of the market’s technology trade. AI applications and AI edge devices, by contrast, lagged AI computing power. Wind code Securities short name Gain/loss since 2025 (%) 8841678.WI AI Computing Power Index 46.67% 8
2026 China AI Chip Industry Watch: A Latest Analysis of AI Computing Power Chip Companies Planning Listings
In 2026, the "Xingyuan Agent," built on "Starlight Smart No. 5," was officially released. Based on a self-developed multi-core heterogeneous XPU processor architecture, the agent offers full domestic controllability, high security, and broad compatibility. It can work with mainstream open-source large models, support standalone operation or cluster expansion, and quickly build industry-specific AI data center systems. ...
ByteDance Raises 2026 Capex to More Than $30 Billion, Deepening AI Push and Shifting Toward Domestic Chips
C114 News: ByteDance has raised its 2026 capital expenditure plan by 25% to more than $30 billion, driven by AI investment and rising memory costs. The company plans to spend about $14 billion on NVIDIA GPUs and is increasing its budget for domestic chip purchases.
2026 Semiconductor M&A Wave: 250 Deals Reshape the Supply Chain
2026 Semiconductor M&A Wave: 250 Deals Reshape the Supply Chain as Domestic Substitution Enters an Accelerated Consolidation Phase, production lines, supply chain, M&A wave, semiconductor devices
China's Optical Chips Enter a Golden Window to Move Upmarket
China’s optical chip sector has been gaining momentum recently, with supportive signals from policy, industry and capital markets. In June 2026, the Ministry of Industry and Information Technology formally issued the Implementation Opinions on Innovative Development of “AI + Information and Communications,” calling for stronger R&D in core technologies including high-end optoelectronic chips, CPO and all-optical switching. Overseas giants such as NVIDIA and Meta have committed billions of dollars to secure optical interconnect capacity. Falling prices and rising shipments of 800G optical modules, together with pilot production of 1.6T modules, are helping meet the bandwidth demands of AI computing power networks...
2026 China AI Chip Inference Acceleration Test: An Analysis of Inference-Specific, Full-Stack Self-Developed, and General-Purpose Technology Paths
Introduction
Can Meta, Branded an “AI Darling” and Then a “Spendthrift,” Fight Its Way Back?
This article is from the WeChat public account Dolphin Research, written by Dolphin. The lead image is from VCG.
Liang Wenfeng Raises 50 Billion Yuan and Starts Building Infrastructure
This article is from the WeChat public account Phoenix Tech, written by Phoenix Tech and edited by Dong Yuqing.
Alibaba Cloud’s 2026 Goal: Capture 80% of China’s Incremental AI Cloud Market
AI infra is cloud computing itself.
Top embodied intelligence brain company raises another several hundred million dollars in funding! World model path draws 15 VC firms eager to invest
With 2026 now past the halfway mark, embodied AI remains one of the hottest sectors in the primary market.
Domestic GPU Direct-Connect Test Shows Throughput Surge and Latency Halved Without NVIDIA NICs
From July 17 to 20, the 2026 World Artificial Intelligence Conference and High-Level Meeting on Global AI Governance (WAIC 2026) opened simultaneously across “three zones and four venues” in Shanghai: the World Expo area, Zhangjiang, and West Bund.
Tencent-Backed Chipmaker Heads for Listing: Enflame Technology’s IPO Accepted, Seeks 6 Billion Yuan for an All-In R&D Push
The first newly accepted A-share IPO application of 2026 has landed in China’s homegrown AI chip sector.
Alibaba Sharpens Its “Cloud + AI + Chips” Strategy as PPU Chip Shipments Reach Hundreds of Thousands
Alibaba has played a flush at the AI table.
The Chip Behind Luckin Can No Longer Stay Hidden
The chip behind Luckin Coffee can no longer stay hidden.
Huawei’s SpaceMind Tops a Leading Spatial Intelligence Benchmark: A Pure RGB Vision-Language Model Scores 70.6, Setting a New Record on Fei-Fei Li’s Leaderboard
Large models can now hold fluent conversations and recognize objects in images, but a more fundamental question remains unresolved: do they actually “understand” the three-dimensional world we live in?
China’s First Pure Inference GPU Unicorn Valued Above 10 Billion Yuan Is Born: Xiwang Co-CEO Wang Zhan on Why the Lowest Inference Cost Wins
Hangzhou speed” is becoming an increasingly weighty phrase.
Hong Kong’s First General-Purpose GPU Stock Is Also Racing Toward Market: Harvard PhD Founder, 20.9 Billion Yuan Valuation
China’s Domestic GPU Players Line Up for the New Year
A New Dark Horse Emerges in Chinese GPUs: Two Chips Reach Mass Production Less Than a Year After Founding
The Cards Are Here. Now What?
Huawei Open-Sources 7B Multimodal Model With Strong Visual Grounding and OCR, Bringing a New Ascend Edge “Sweet Spot
Models in the 7B parameter class have long been a favorite for edge deployment and individual developers.
Kimi K3 Sparks Heavy Demand as GPUs Struggle to Keep Up
Kimi K3 is drawing strong attention, with demand apparently outpacing available GPU capacity. The headline points to pressure on compute resources around the model, but the body provided is empty and details cannot be verified.
With a market value of 305.5 billion yuan, Moore Threads rings the bell as the first publicly listed domestic general-purpose GPU company.
Moore Threads made its STAR Market debut on Tuesday as China’s first publicly listed general-purpose GPU company, opening 469% above its offering price and valuing the company at more than 305.5 billion yuan. The company raised 8 billion yuan, with most of the proceeds slated for R&D in AI chips, graphics chips and AI SoCs.
2026 Domestic AI Inference Chip Comparison: A Review of Three Paths - Dedicated Inference, Full-Stack Self-Developed, and General-Purpose GPUs - IT Home
Introduction
Data centers: liquid cooling is becoming a must-have - Titanium Media official website
In AI data centers, liquid cooling is replacing air cooling.
1.6T optical modules hit a key inflection point for large-scale shipments in Q3 2026
1.6T optical modules hit a key inflection point for large-scale shipments in Q3 2026, CSI, communications, TMT, Invesco Great Wall, fund size
China’s supercooling breakthrough can drop temperatures 30 degrees in 20 seconds: a cooling revolution for AI data centers and the global computing power race
The Chinese Academy of Sciences has unveiled a new “dissolution-pressure cooling” technology that claims to cut temperatures by 30°C in 20 seconds, offering a new answer to the heat problem facing energy-hungry AI data centers. This article looks at how the technology works, where it could compete with immersion cooling, and what it could mean for lower TCO and China’s semiconductor self-reliance strategy, helping business leaders track the next wave of infrastructure.
2026-2032 AI Server Liquid Cooling Industry Segmented Market Research and Investment Feasibility Analysis Report
2026-2032 AI Server Liquid Cooling Industry Segmented Market Research and Investment Feasibility Analysis Report
Data Center Construction Update: June 2026
Demand for data center construction remains strong, with new projects announced every week. To help readers track the latest developments in data center design, construction and related fields, this article compiles the most important updates from the past month. In North America, reports this month said Texas has overtaken Northern Virginia to become the world’s largest primary data center market.