DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - China
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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ByteDance takes up one-fifth of China's data center capacity
Majority of capacity is leased from third-party providers
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Qualcomm and Huawei sign multi-year patent license agreement spanning 5G, compute, AI, and networking technologies
Financial terms of the agreement have not been disclosed
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BrightRay plans 40MW data center in Macau
Company set to sell majority stake to BUUU
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Alibaba Cloud plans new cloud regions in Turkey, Finland, the Netherlands
Will also expand existing footprint in Malaysia, Germany, UAE, and elsewhere
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Amazon to acquire two data centers in Hong Kong
Cloud company buys leased facility from landlord
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Alibaba unveils Zhenwu V900, says cloud capacity will hit 20GW by 2032
New AI chip slated for release in Q1 2027
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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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Nvidia and South Korean chip startup Rebellions discussing potential collaboration – report
Comes as chip giant denies claims it's been developing China-specific LPU
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Nokia to shutter Hangzhou R&D site as its long-awaited Chinese job cuts begin
Vendor's Chinese market share has fallen to just three percent
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Chinese green tech company Envision says it has commissioned 2GW campus in Inner Mongolia
Envision joins the ranks of DeepSeek and RedNote
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Bridge DC launches prefabricated data center power module
Container contains transformers, power distribution, UPS, and cooling infrastructure
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China Unicom lands SHV-HK submarine cable connecting Hong Kong to Cambodia
Is the first direct line connecting Cambodia to Hong Kong
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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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RedNote could build 600MW data center campus in Inner Mongolia - report
DeepSeek also considering 1GW campus in Ulanqab
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DeepSeek planning 1GW data center in Inner Mongolia, China - report
Sources say campus could come online late 2027 or early 2028
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Chinese IT firm Maase could build data center in Kazakhstan with local telco
Details of project murky
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China to launch new cable laying vessel next month, Global Marine Group commissions new vessel
Will debut in 2026 and 2029 respectively
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State-backed Chinese company developing DUV lithography tools for domestic chip companies – report
Unnamed company aims to develop five systems this year, increasing to 20 in 2027
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Nvidia employee detained in Taiwan as part of ongoing chip smuggling investigation
Unnamed suspect questioned following searches of his home and workplace
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Defense authorization bill provision could ban private data centers on US DoD land from using Chinese equipment
Companies are already evaluating land at military sites
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Hong Kong's SmarTone to terminate 3G services from October
Only around one percent of SmarTone's customers use 3G as of last month
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Hong Kong property firm ITC inks memorandum to build 1GW data center near Shanghai
Data center would be developed in phases over five years
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China's Z.ai partially operating 1GW data center using Chinese-made chips - report
But source says data center is fully complete
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Huawei, China Unicom launch ‘world’s largest’ 5G-A network in Beijing
More than 10,000 base stations powering ‘seamless’ uplink for AI smart glasses workloads
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DeepSeek to develop its own custom AI chip – report
Inference chip will allow company reduce its reliance on Nvidia and Huawei