Overview

• State broadcaster CCTV said China Unicom’s Xining facility has installed nearly 23,000 domestic AI chips delivering 3,579 petaflops, with a 20,000-petaflop goal.
• Alibaba’s T-Head supplied about 72% of the accelerators, with the balance from MetaX, Biren Technology and Zhonghao Xinying, and further purchases planned from Tecorigin, Moore Threads and Enflame.
• Tencent said its AI infrastructure is now fully adapted for Chinese-designed processors and is deploying mainstream domestic chips across services.
• Executives said Tencent is partnering with multiple local chip makers and prioritizing hardware-software co-design to lower computing costs.
• Alibaba shares rose after the CCTV report, while China’s market regulator said a preliminary probe found Nvidia violated antitrust rules and confirmed the investigation is ongoing.