Infrastructure
Data centers & powerData center construction, power, cooling, and the physical backbone of AI compute.
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.
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.