Beijing-based Z.ai has acquired Chinese infrastructure software developer XCore Sigma, a spin-off from the Chinese Academy of Sciences. This acquisition, alongside a new data center, aims to address computing power constraints and improve AI inference efficiency for Z.ai.
Moore Threads and Hygon project 135.1%-149.1% and 55.6%-70.2% revenue growth, respectively, in H1 2026, driven by China's surging demand for AI computing power amid US export controls.
US startup Orbital is developing space-based data centers to meet the growing demand for AI computing power. The company plans to launch its first data center satellite next year and aims for 100,000 satellites in low Earth orbit to deliver 10 gigawatts of compute, leveraging SpaceX's Starship for reduced launch costs.
Chinese telecoms companies, including Huawei and China Tower, are advocating for integrated "air-space-ground-sea" networks to support the burgeoning demand for AI computing, with Huawei's rotating chairman Wang Tao highlighting the need for 100% internet coverage by 2030.
Meta is partnering with Reliance Industries to build a 168-megawatt AI-enabled data center in Jamnagar, India. This collaboration highlights India's growing importance as a hub for AI infrastructure investments amid soaring global demand for computing power.
Google secures $30B deal with SpaceX for xAI computing power to support Gemini Enterprise AI demand, receiving 110,000 NVIDIA GPUs from October 2023 to June 2029.
HIVE Digital Technologies saw its Bitcoin holdings drop by 331 BTC to 150 BTC in Q4 2025, despite a 158% surge in annual revenue to $297.8 million, driven by mining and high-performance computing (HPC). The company is expanding into AI infrastructure.
NVIDIA announced the RTX Spark, a new SOC for laptops and small desktops, competing with AMD and Qualcomm. It offers 1 petaflop of AI power, 6,144 Blackwell RTX cores, and 20 Mediatek Arm CPU cores, with power draw up to 80W.
SoftBank commits up to €75 billion to build a vast AI computing network in France, marking its largest AI investment outside the US. The deal, brokered after a meeting between Macron and SoftBank CEO Son, includes €45 billion for 3.1 GW capacity by 2031 in Hauts-de-France, with a potential 5 GW complex in Dunkirk.
China is building a "national computing network" to treat AI infrastructure as a public utility. Tokens, the units processed by AI, are likened to mobile data, with daily calls exceeding 140 trillion in March. This initiative is part of Beijing's "six networks" plan, with expected investment over 7 trillion yuan this year.
Panthalassa aims to test floating AI computing nodes in the Pacific in 2026.
Technology secretary Liz Kendall has warned Britain must seize the initiative on artificial intelligence or risk being left at the mercy of technology shaped by others. Speaking about the UK's ability to develop its own capabilities, Kendall highlighted that 70% of global AI computing power is provided by just five US companies – Amazon, Google, Meta, Microsoft, and Oracle. She announced a state AI investment fund launched this month and revealed plans to become more influential in designing and manufacturing AI chips. The speech comes amid concerns the UK is struggling to develop its own path in AI despite producing academic talent and hosting companies like Google DeepMind.
Intel's strong CPU demand driven by AI infrastructure build-out sent shockwaves through Wall Street, boosting AMD shares over 12% as analysts upgraded the stock to buy. D.A. Davidson and Citi analysts cited Intel's better-than-expected server CPU growth outlook for 2026, with the CPU market emerging as an indispensable foundation of the AI era.
China's Ministry of Industry and Information Technology reports the country has reached 1,882 exaflops in AI computing power—over 6,000 times higher than recorded in the Top500 global supercomputer ranking. When adjusted to Top500 standards, China's capacity falls to 120-230 exaflops, still far above publicly known levels. China has stopped submitting its most powerful systems to global rankings amid US export controls and geopolitical tensions.
SpaceX’s IPO filing says orbital AI computing remains unproven and commercially uncertain despite Musk’s public push for space as AI’s next frontier.
