The northern coal city of Ordos has re-entered China's top 50 by GDP after the first three quarters, growing 5.6 percent and edging past Harbin and Nanning. Its rebound rests on coal, but the city is trying to convert mining wealth into other industries.
ByteDance is sounding out developers for a second phase at its Pecém port data center campus in Ceará, Brazil, where the first phase is already under construction. Latin American governments are courting such projects with tax breaks and infrastructure.
Researchers disclosed that China's national intelligent computing supply is about 8 billion card-hours but actual use is only 1.4 billion, a utilization rate below 36.8 percent. Scholars blame data locked inside provincial borders and computing centers competing for position instead of connecting.
Resident AI agents like Anthropic's Claude Duet are pushing workloads into cloud data centers, rewriting the mix of CPUs, storage and networking inside server rooms. In China, cross-platform agents face obstacles, so infrastructure vendors are booking orders before the application layer proves itself.
DayOne Data Centers, a Singapore-based operator with major Chinese backing, has filed for a Nasdaq listing that could raise up to $5 billion. The move highlights how AI infrastructure is becoming one of the decade's biggest capital markets stories.
Mark Zuckerberg says Meta will keep raising spending as it races to close the gap with rivals in frontier AI models. Investors briefly pushed the stock up nearly 5 percent before the gain cooled.
Washington is pouring $4.2 billion into nuclear power in Pennsylvania and Ohio, backing a French loan for a Texas plant upgrade. The money buys reliable baseload electricity and thousands of jobs.
A new wave of analysis argues that AI data centers, not just deficits or oil, are driving long-term bond yields to two-decade highs. The theory links electricity demand, grid investment and government borrowing into one story.
Google has launched a prototype satellite carrying a Tensor Processing Unit chip to see whether AI hardware can survive and work in space. The company says the satellite is communicating normally, part of long-term research into orbital machine-learning infrastructure.
Seoul will fund eight American nuclear reactors and a Texas gas plant built to power AI data centers, while weighing a stake in Westinghouse. The deal marks one of the largest cross-border energy investments of the year.
Optical module maker Zhongji Innolight has completed a 1.747 billion yuan purchase of a 10.47% stake in Shenzhen-listed Zhongshi Technology. The deal closed on September 29, 2026, making Innolight a major shareholder.
As AI data centers demand ever-faster memory, storage chips are emerging as the bottleneck that decides how efficiently computing power gets used. Chinese investors poured 1.93 billion yuan into the sector in a single day as DDR5, HBM and 3D NAND upgrades reshape the industry.
China's liquid-cooling suppliers for AI data centers report orders booked into 2027 and revenue growth above 400 percent as demand for artificial-intelligence computing surges. Companies are racing to expand factories, but analysts warn the crowded field could soon face overcapacity.
Samsung Electric's Chinese subsidiary secures major US contract for data center transformers amid market volatility and stock fluctuations.
Sanxing Electric, a Ningbo-based power equipment maker, surged its 10 percent daily limit after its subsidiary won a $132 million contract to supply oil-immersed transformers for a US data center energy storage project. The deal shows how the global AI building boom is pulling Chinese manufacturers into America's power infrastructure chain.
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