Alibaba Cloud needs 10x its 2022 compute capacity, says CEO Eddie Wu
While Tencent Cloud struggles to generate an ROI from GPUs
News - China (EN)
The latest news from the AI, data center, telco, chip, and cloud sector
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China's Cold Atom Technology unveils 200-qubit dual-core neutral atom quantum computer
The company claims the Hanyuan-2 system is the first of its kind globally
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Chinese cloud infrastructure spend up 26% in Q4 2025
Spending in Mainland China reaches $14.7bn in quarter
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Huawei predicts 60% revenue boost from sale of its AI chips in 2026
Company is forecasting $12bn worth of sales
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China’s National Supercomputing Center announces plans for two exaflops CPU-powered machine
The LineShine system will comprise entirely of Chinese-made hardware
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DARPA Smash: Agency hopes to recover all elements from ore, render China’s rare earth supply chain stranglehold obsolete
Would also solve copper shortages and other supply challenges
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GDS launches pilot with EcoCeres to trial use of HVO at data center in northern China
One of the first instances of HVO use in the Chinese market
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Chindata and HEC break ground on 7.5MW data center in Hubei Province, China
Campus will include "AI showcase and academic exchange center"
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Legrand acquires Keydak in China and TES in UK
Industrial firm continues data center-related acquisition spree
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Construction begins for data center in new Hong Kong tech hub
Will see $3bn investment
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China’s SMIC shipping chipmaking equipment to Iranian military – report
US-sanctioned chipmaker is believed to have been shipping tools to Iran for about a year
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Chinese utility Yuneng acquires $160m stake in shareholder of data center operator
Heying Data gets a boost
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Supermicro cofounder resigns from board following China GPU smuggling charge, shares down 33%
US claims $2.5bn of servers shipped to China
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Alibaba ships 470,000 AI chips, predicts $100bn in cloud and AI revenue in the future
But investors remain unimpressed
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Three at Supermicro charged with smuggling Nvidia GPU servers into China, including company co-founder
One of the defendants is a co-founder of the server manufacturer
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Chinese cloud providers hike up prices for cloud and AI services
Alibaba Cloud, Tencent, and Baidu hop on the bandwagon
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GDS Holdings hits $1.6 billion in revenue for 2025
Expects revenue to rise to $1.8 billion in 2026
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Alibaba Cloud pushes ahead with Shanghai data center, will house custom Zhenwu chips
Chinese cloud provider signs new agreement with Jinshan District government for project
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Nvidia reallocates China H200 manufacturing capacity for Vera Rubin chips - report
Decision results from lack of meaningful GPU sales to Chinese customers
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TikTok owner ByteDance signs 500MW data center deal with Vnet in China- report
As Vnet raises money to expand its Mainland China footprint
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Tencent Cloud launches availability zone in Frankfurt, Germany
Marks the Chinese cloud company's third zone in Germany
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China Mobile CEO He Biao resigns
He resigns after less than two years in charge
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Applied Materials reaches $252m settlement with US gov’t over illegal shipments to Chinese chipmaker SMIC
Penalty is twice the value of the illegal shipments made by the company
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ByteDance in talks with Samsung for production of 350,000 AI inferencing chips – report
Chinese tech company expecting to receive sample chips by end of March
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Intel and AMD warn Chinese customers of CPU delays due to supply shortages - report
Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
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Alibaba considers increasing AI data center capex spend to $69bn over three years - report
Company said to have even purchased large amounts of consumer graphics cards to create clusters
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China approves Nvidia H200 purchases for ByteDance, Alibaba, and Tencent - report
Government is reportedly weighing up conditions under which additional purchases will be greenlit
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Modular data center provider EPG secures $100m Series B funding
Round led by Forebright and Silicon Peak