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AI Data Centers Trigger BBU Cell Rush

AI Data Centers Trigger BBU Cell Rush

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.

Moore Threads’ Growth Comes with Big Questions

Moore Threads’ Growth Comes with Big Questions

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.

虎嗅Media39m ago#gpu#domestic-chips#cash-flow
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