DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - China, Georgia Butler, DatacenterDynamics
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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JD Cloud and Moore Threads team up on cluster of 100,000 GPUs
Will use Chinese hardware
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GLP begins development of 200MW data center in Foshan, China
First phase comprises 40MW
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Alibaba raises $10.2bn in Hong Kong share sale
Company selling 710 million shares in an equity placement
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Alibaba Cloud plans to lean on its self-developed chips moving forward
Hopes this will improve its margin and profitability
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AI lab Moonshot leases 20,000 Nvidia GPUs from Alibaba Cloud - report
Makes up a significant proportion of Moonshot's overall compute capacity for Kimi models
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Alibaba announces new AI chip for training and inferencing workloads
Zhenwu M890 has 144GB of GPU memory
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Alibaba Cloud needs 10x its 2022 compute capacity, says CEO Eddie Wu
While Tencent Cloud struggles to generate an ROI from GPUs
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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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Alibaba ships 470,000 AI chips, predicts $100bn in cloud and AI revenue in the future
But investors remain unimpressed
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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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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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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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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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TikTok US spin-off finalized, led by Oracle, Silver Lake, and MGX
ByteDance retains 19.9 percent stake
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ByteDance ramps up cloud computing offering in China
Company has been expanding its cloud team and undercutting rivals on prices
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Baidu and Huawei account for 70% of China's GPU cloud market
Report covers the first half of 2025
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Alibaba Cloud revenue grows 34%, company can't keep up with AI demand
Alibaba dismisses concerns about an "AI bubble"
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Tencent's capex down 24% YoY due to lack of access to GPUs
Expects capex to continue to decline
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Alibaba Cloud claims it can reduce GPU use by 82% with pooling system
Enables a 9x output increase, says company
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China Unicom builds "massive" data center with locally-developed AI chips in China
Chips provided by Alibaba and other companies
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Alibaba seeks $3.2bn raise in convertible bonds for cloud unit
Will be used to fund international expansion and strengthen its cloud computing business
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Bosch and Alibaba sign cloud and AI agreement
Will focus on cloud migration and AI cooperation
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Alibaba's cloud unit sees 26% revenue growth YoY
Compared to company-wide revenue growth of just two percent
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Tencent says it doesn't need more GPUs for training and upgrading existing models
Politics be damned, Tencent has enough GPUs to be getting on with
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Microsoft stops using China-based engineers in US military cloud computing systems
Defense Secretary Pete Hegseth orders review of Pentagon cloud deals
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Cloud computing spend in China reached $11.6bn in Q1 2025
Alibaba Cloud takes the lion's share, followed by Huawei and Tencent Cloud
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China aims to build data centers housing 115,000 Nvidia chips in Xinjiang desert - report
Bloomberg analysis finds filings showing Chinese companies aiming to get thousands of restricted chips