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China has set a 2030 target of 9,800 EFLOPS of intelligent-computing capacity and 3.8 trillion yuan in cumulative information-infrastructure investment, giving its AI buildout a more explicit policy horizon.
DeepSeek is reportedly planning an Inner Mongolia data center built around at least 160,000 of Huawei’s next-generation Ascend 950DT accelerators, a scale that would make the facility one of the largest known collections of Huawei AI chips.
Huawei has used its second-generation trifold phone to introduce the Kirin 9050 Pro, placing a new domestic processor at the center of a premium-device launch. The Mate XT 2 was unveiled in Guangzhou on September 7 with a starting price of 19,999 yuan, according to the South China Morning Post.
Shenzhen HQVT Technology will become eligible for mainland investor access through Hong Kong Stock Connect after entering the Hang Seng Composite Index on September 7.
HuaYan Robotics will enter Hong Kong Stock Connect on September 7, giving mainland investors a direct route to trade the Hong Kong-listed robotics company just days after it announced a new embodied-intelligence control platform.
China’s largest technology companies are preparing to spend much more on AI infrastructure, but a new Moody’s analysis reported by the South China Morning Post argues that the country will still trail the United States by a wide margin in absolute capital expenditure and data-center power.
A newly published New York Times investigation has renewed scrutiny of how a Chinese technology group that appears on a U.S. trade blacklist remained connected to supplies of advanced American computing equipment.
China’s listed companies produced their strongest profit growth in years during the second quarter, but the results were not enough to sustain a market rally in AI-related stocks. Bloomberg reports that a China International Capital Corp.
ChangXin Memory Technologies has reached a new threshold in the global memory-chip market. TechNode reportes that CXMT held 10% of worldwide DRAM revenue in the second quarter of 2026, citing the latest data from Counterpoint Research.
ByteDance is reportedly considering one of China’s largest new AI computing projects, with preliminary plans to add between five and six gigawatts of capacity in Ulanqab, Inner Mongolia.
Moore Threads is using its latest results briefing to argue that a domestic GPU supplier can serve more than conventional model training. Eastmoney, carrying reporting from The Paper, said the Chinese company described a stack that stretches from large-model training and inference to simulation and deployment for embodied, or physical, AI systems.
China’s second-largest contract chipmaker is preparing a new investment in Wuxi that would deepen the country’s capacity in specialty semiconductor manufacturing.
The hard part of training a large language model is not limited to chips and algorithms. It also includes the work of collecting, cleaning, organizing, tracing, and revisiting enormous volumes of data.
The Shanghai Stock Exchange and China Securities Index Co. are launching a new benchmark for companies that build or deploy artificial intelligence applications, giving investors a defined way to follow part of China’s listed AI economy. The SSE STAR Market AI Applications Selected Index, code 950398, is scheduled for release on September 2.
Foreign institutional investors increased their disclosed holdings of mainland Chinese shares sharply during the second quarter, with companies tied to the AI supply chain among the sectors drawing attention.
Shanghai Aether Heart Technology has completed a seed financing round worth tens of millions of yuan for its AI-agent infrastructure work. Shanghai Securities News reported on August 30 that the investors include Shanghai Angel Association, Pudong Venture Capital, Gaoxin Capital, and Angel Qingfen.
Tencent Cloud and Elastic have expanded their collaboration around a technology problem that sits behind many enterprise AI projects: how to retrieve reliable internal information for a model or agent.
Reuters reported on August 31 that ChangXin Memory Technologies, or CXMT, has begun making HBM3E memory in small quantities. The report, which attributes the development to The Information and two people familiar with the matter, says Alibaba Group’s T-Head and Beijing-based Cambricon are testing the memory with their processors.
China’s AI chip industry has gained another financial marker as MetaX Integrated Circuits, known in some English reporting as Muxi, reported its first profitable half-year.
Huawei is preparing to push its partner-service platform further into the industrial AI workflow. At the 2026 Huawei China Government and Enterprise User Summit, the company said its O3 Partner Service Platform would bring more than 50 intelligent agents online and support more than 10 digital-employee scenarios in the second half of the year.
