Infrastructure
Data centers & powerData center construction, power, cooling, and the physical backbone of AI compute.
WorldSkills Shanghai: Skilled Workers Say Adaptability Still Beats AI
At the 48th WorldSkills Competition in Shanghai, 1,385 competitors from 68 countries and regions are competing across 64 skill categories as AI reshapes vocational work. Competitors and delegation heads argue human adaptability, judgment and care work remain hard to automate, with lifelong learning the key skill going forward.
Huawei Upgrades Xinghe AI Data Center Network Solution at HUAWEI CONNECT 2026
At HUAWEI CONNECT 2026, Huawei announced a comprehensive upgrade to its Xinghe AI Data Center Network solution, positioning it as a high-efficiency production network for AI compute centers. No article body was provided, so specifics of the upgrade remain unconfirmed.
Two Ministries Explain the 15th Five-Year Plan for the Electronic Information Manufacturing Industry: Revenue at Above 30 Trillion Yuan by 2030
The Ministry of Industry and Information Technology and the National Development and Reform Commission have jointly issued the 15th Five-Year Plan for the Development of the Electronic Information Manufacturing Industry. The plan calls for annual revenue at above 30 trillion yuan for large-scale electronic information manufacturing companies by 2030, R&D spending to reach 3.5% of revenue, and 17 key initiatives spanning integrated circuits, advanced computing, AI chips and terminals, among other areas.
Yigeyun Raises Nearly 100 Million Yuan in Series B+ Funding to Advance Enterprise AI Agent Governance Platform
Yigeyun announced on September 14 that it had raised nearly 100 million yuan in a Series B+ round co-invested by MTR Lab and Northern Light Venture Capital. The funds will support further development of its enterprise governance platform for employees and AI agents, as well as overseas expansion. The company aims to manage enterprise agents through asset discovery, permission controls, identity assignment, behavioral oversight and cost measurement.
Beijing-Tianjin-Hebei Releases AI Computing Supply and Demand Lists, Accelerating an AI Data Center Corridor Around the Capital
The 2026 China Computing Power Conference runs from September 11 to 13 at the Beijing-Tianjin-Hebei Big Data Innovation and Application Center in Langfang. As part of the program, the Beijing-Tianjin-Hebei Forum on AI Computing and Advanced Manufacturing was held on September 11. The forum saw the official release of the region's AI computing supply and demand lists, designed to connect buyers and sellers of computing power directly and to speed up the convergence of AI computing with advanced manufacturing across the three jurisdictions.
Rack Supply Tightens at China’s Western Computing Hubs
Data center construction is accelerating in Qingyang and Zhongwei as operators seek to meet strong demand for high-density racks. Builders still face thin leasing margins, rising infrastructure costs and estimated investment payback periods of eight to 10 years.
China Issues National Standard for Cold-Plate Data Center Cooling
China’s GB/T 48023—2026 standard establishes technical and testing requirements for cold-plate liquid cooling systems across data center design, deployment and operations. The standard is scheduled to take effect on February 1, 2027.
DeepSeek Pursues Maximum “Intelligence Density
DeepSeek is testing whether its new Flash model can replace Pro and will cut Flash prices on September 10. Following an earlier R1 upgrade, AI model companies are reshuffling their premium capabilities. DeepSeek is pursuing efficiency on several fronts, though the results remain to be seen.
China’s AI Compute Prices Rise as Demand Outpaces Hardware Supply
Some Chinese cloud and AI service providers have reportedly raised compute prices by more than 30% as inference demand grows and supplies of high-end chips and memory remain constrained. The effects are spreading across data centers, hardware suppliers, compute lessors and AI application developers.
Tencent Opens WorkBuddy Agent Platform to Developers and Hardware Makers
Tencent has launched the WorkBuddy open agent platform for developers, application providers and hardware manufacturers. The company says the ecosystem has more than 100 initial partners, nine co-branded hardware products and over 30 applications across more than 20 fields.
H3C Details Open Supernode and High-Speed Interconnect Plans at ODX 2026
H3C showcased supernode interfaces, high-speed interconnects, 800V HVDC power, liquid cooling and AI data center networking solutions at ODX 2026 in Beijing. Several performance figures and interoperability capabilities remain company claims or future development targets pending real-world validation.
Envicool Showcases Full-Rack Liquid Cooling Solution at ODX 2026, Covering Cold Plates, Piping and Cooling Systems
Envicool showcased a full-chain liquid cooling portfolio for high-density AI servers and data centers at Beijing’s ODX 2026, including cold plates, connectors, manifolds and prefabricated piping.
China's Compute-Leasing Boom Faces a Reality Check in 2026 Interim Results
A midyear review examines the performance of major players in China’s AI compute-rental market. The article body is unavailable, so specific companies, figures and results could not be assessed.
China's Chip-Equipment Makers Push Deeper Into Advanced Production
Chinese semiconductor-equipment makers are expanding from etching into deposition, cleaning, polishing and process-control tools as chipmakers seek more domestic suppliers. Progress remains uneven, especially in advanced lithography, but growing fab investment and AI demand are creating new opportunities for local equipment companies.
China AI Data Centers Move Toward Gigawatt Scale
China’s AI data center buildout is moving into gigawatt-scale projects, led by major hubs such as Ulanqab and Zhongwei. The article says demand is splitting into tiers, with large training campuses for national and internet companies and smaller local facilities for inference and everyday use.
Musk’s SpaceX Has Yet to Send Data Centers Into Space. China’s GobiX Has Already Landed in the Gobi
By Ma Shiqing
The Last Line of Defense for the Tech Bull Market Is Starting to Give Way
Capital spending was raised, yet the stock fell.
Google Says Gemini Prompt Uses About 9 Seconds of TV Power, but Experts Dispute the Math
Google published new figures on the energy, water and carbon footprint of a median Gemini text prompt, saying it uses 0.24 watt-hours of electricity and 0.26 milliliters of water. Experts say the report is incomplete, citing missing indirect water use, market-based carbon accounting and limited methodological detail.
The World’s Largest Data Center Falls Through
This article is from the WeChat public account Fenghuang Finance, by Fengbaoyan.
How Did AI Become a Business About Steel, Power and Land?
This article is from the WeChat public account Wang Zhiyuan, by Wang Zhiyuan. Original title: “AI Faith Has Turned Into FOMO, and Capital’s Patience Is Now on the Clock.” Header image: AI-generated.
Tokens Go Global, Selling China’s Electricity to the World
This article is from the WeChat public account Deep Tide TechFlow, written by Black Lobster. The header image is from Visual China Group.
Moonshot AI Denies Kimi K3 Is a Distilled Copy as Viral Model Demand Surges
Moonshot AI says Kimi K3 is based on original architectural work, not distillation, after the model’s strong benchmark results and rapid user demand drew praise from Elon Musk and scrutiny from rivals. The company also signaled that full weights for its open-source path are planned for release before July 27, 2026.
40,000 Agents Working Together, Multi-Model Teams: Agent Infrastructure Starts to Be Rebuilt
AI agents now have dedicated computing power.
Chinese 1,000-GPU Platform for 100B-Scale Model Training Goes Live, With 91% Linear Speedup From 70B to 130B Models
China’s first large-scale computing power cluster built on domestic full-function GPUs has officially gone live.
DeepSeek Starts Hiring Civil Engineers for Its Own GW-Scale Data Centers
You will have the opportunity to take part in planning and building infrastructure from the MW (megawatt) to GW (gigawatt) scale.
Converging Intelligence and Compute: A Deep Integration Architecture for AI and Crypto
Artificial intelligence is at a critical point in its shift from monopoly by centralized giants toward decentralized, transparent “open intelligence.” The crypto industry, meanwhile, urgently needs AI to address complex on-chain interactions, fragile security, and limited application utility after years of infrastructure buildout.
Decentralized AI in 2026: Five Core AI Crypto Infrastructure Projects
This article systematically reviews the five core projects leading decentralized AI in 2026, based on real-world adoption.
Cambridge AI Supercomputer Crashes in 37.7°C Heat, Halting 350 Research Projects
Recent reports about Europeans rushing to buy Chinese air conditioners have been everywhere. But here is another possibility:
Breaking Down Decentralized AI: How Incentive Mechanisms Coordinate Machine Intelligence
Imagine this scenario: thousands of AI models are generating results across a network at the same time, but no single company is there to tell you which outputs are “better.” Who judges them? Who allocates the rewards? And who is responsible when something goes wrong? This is the core challenge facing decentralized AI. Unlike centralized AI, it does not rely on an authority to endorse outcomes. Instead, it uses incentive mechanisms and evaluation rules to let machine intelligence operate on its own in an open environment. Intelligence is no longer an asset that is “owned...
China’s First 100,000-Card Cluster Is Complete: Domestic Computing Power Enters the 100,000-Card Era
China’s AI computing power has hit the accelerator and entered the 100,000-card era.
The Specter of Computing Power: AI Hegemony, Physical Limits, and the Inevitability of Decentralization
Computing power is showing an unprecedented tendency toward gatekept concentration.
In 2026, AI Investing Will Need to Beat Expectations
In 2026, AI Investing Will Need to Beat Expectations. Technology became the main theme in A-shares in 2025, with the AI sector standing out and AI computing power among the top gainers. AI computing power should remain a relatively certain theme in 2026, with related companies potentially delivering earnings growth and subsegments such as liquid cooling creating investment opportunities.
OpenAI and Anthropic Went Head to Head Last Night; Expert Says Agents Will Bloom Across Industries in 2026
If one word captures the AI industry in 2025, it is “threshold.
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
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.
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.