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Moore Threads’ first post-IPO half-year report shows revenue rising 147% to RMB 1.736 billion, while attributable losses narrowed sharply. However, the improvement relies heavily on concentrated cloud-computing sales, government subsidies, investment gains, and IPO-funded cash reserves rather than a clear recovery in core operations.
Waymo has disclosed key details about the high-performance computers installed in the trunks of its robotaxis. The company shared processor specifications, chip architecture, internal components, and hardware suppliers for the first time.
AMACO’s $1.5 billion HERCULES project in Kenya combines electricity generation, cooling, and AI data-centre infrastructure. Its initial design uses liquefied natural gas to reduce reliance on the national grid, with future support for renewable energy and hydrogen.
China has approved five automotive-chip certification and accreditation standards built around a “1+4” framework, effective October 1, 2026. The standards aim to unify evaluations for chip design, certification, testing, and automotive computing, reducing duplicated validation and improving trust in domestic suppliers.
Rising AI server power density is turning cabinet-level Battery Backup Units from an optional component into a required part of data-center power architecture. Global BBU cell shipments reportedly reached about 276 million units in the first half of 2026, intensifying shortages and competition among Asian battery suppliers.
Alibaba Group reported a 9% revenue increase as growing AI development in China boosted demand for computing capacity from its cloud business. The results highlight how AI infrastructure demand is supporting Alibaba’s broader growth.
Skanska has signed a $1.2 billion contract to build four data centres for an unnamed existing customer in the southeastern United States. The facilities will cover approximately 75,000 square metres, or 808,000 square feet.
Lightelligence is shifting from computing with light to connecting with light, signaling a more pragmatic focus on photonic interconnects. Despite strong investor enthusiasm following a 383.62% first-day stock surge in Hong Kong, the company faces concentrated customers, slow receivables, declining margins, and supply-chain risks.
Zhongbo Juli is increasing its investment in Moonshot AI once again. The move underscores the continuing competition around AGI, computing limits, and engineering execution.
China is increasingly deploying supernodes—clusters of dozens or hundreds of chips and supporting hardware—to scale AI computing. By combining larger quantities of domestic chips, these systems aim to deliver competitive performance despite US export restrictions on advanced AI chips.