In November, the 2026 Mobile Network Conference arrived in Guangzhou as scheduled. Over the past two years, operators have been shifting from traffic-based operations to experience-based operations. Therefore, I was particularly interested in the progress of 5G-A experience-based operations during this trip. Do you also want to know: How can the differentiated network capabilities that operators have heavily invested in over the past few years be transformed from backend capabilities into produc
November 10, 2026
Amid the surging wave of artificial intelligence (AI) and the transitional gap between legacy and new businesses, the telecommunications industry faces Socrates' "three fundamental questions": Who am I? Where do I come from? Where am I going? Between June and November, through two major conferences, China Mobile provided an operator's answer amidst deep reflection: The mobile network is a trusted force delivering intelligent services and a solid foundation supporting the intelligent economy; the
November 10, 2026
On October 31, Moore Threads signed a strategic cooperation agreement with Wuxi Huishan Investment Promotion (Group) Co., Ltd. and Neolix Technology Co., Ltd. (hereinafter referred to as "Neolix"). Relying on the Wuxi (Huishan) Domestic AI Computing Center and leveraging Moore Threads' full-function GPU computing power, Neolix will conduct larger-scale autonomous driving model training to accelerate the implementation of Physical AI, with computing demand approaching the ten-thousand-card level.
November 10, 2026
Integrated space-air-ground-sea 6G R&D achievements, low-orbit direct-to-handheld satellite connectivity, Wuzhen 5G-A super uplink, 4K high-definition live streaming of Wuzhen canals, and a computing-network infrastructure foundation supporting thousands of industries... These were the impressive scenes I witnessed at the China Mobile booth during the 2026 World Internet Conference Wuzhen Summit. Starting from Wuzhen, I subsequently visited frontline sites such as Minth's future factory in J
November 6, 2026
As a key substrate material in compound semiconductors, indium phosphide (InP) is experiencing a surge in demand driven by the AI computing wave, leveraging its luminescent properties that are well-suited for fiber optic communications. In 2026, with the continued ramp-up of 800G and 1.6T high-speed optical modules, the supply-demand balance for upstream InP substrates remains tight. Delivery lead times have lengthened, while new production lines typically require 2 to 3 years to build, making i
November 6, 2026
As AI large models, intelligent computing clusters, and agent applications expand rapidly, computing power networks have evolved into integrated infrastructure for hierarchical coordinated scheduling. Computing interconnects are divided into three tiers: Scale-Up (vertical expansion within super-node racks), Scale-Out (horizontal expansion across multiple racks within a data center), and Scale-Across (inter-regional wide-area computing interconnect), as shown in Figure 1. With core advantages of
November 5, 2026
Quantum technology, with quantum computing, quantum communication, and quantum precision measurement as its core directions, is expected to drive disruptive technological breakthroughs and industrial transformation. It has currently entered a critical stage where technological R&D, engineering implementation, and industrial cultivation are advancing in synergy. Major global economies continue to intensify their efforts in the quantum sector, leading to increasingly fierce competition for lea
November 4, 2026
According to foreign media reports, DeepSeek's second round of financing has expanded to CNY 105.5 billion, with a post-money valuation of approximately CNY 615.5 billion, involving nearly 30 investors. The most striking aspect of this round is not Tencent and CATL continuing to double down, but rather two telecom operators appearing simultaneously on the investor list. It is reported that China Mobile plans to invest CNY 8 billion, while China Telecom plans to invest between CNY 2 billion and C
November 4, 2026
As large model parameters, training data, and GPU (Graphics Processing Unit) cluster sizes continue to grow, east-west traffic in intelligent computing networks is increasing rapidly. Intelligent computing business is evolving from single DC (Data Center) operations to cross-DC collaboration and end-edge-cloud coordination, expanding communication scope from within DCs to campus, metro, and cross-region networks. Traditional electrical interconnects are limited by transmission distance, power co
November 3, 2026
In 2009, China Unicom introduced the first-generation iPhone, ushering in the era of 3G smartphones in China. On October 23, 2026, at its Xidan business hall, Apple's first pure eSIM foldable iPhone Duo launched its initial sales here. This reunion spanning 17 years also marked the one-year anniversary of the domestic commercial trial of eSIM-enabled phones. At this "eSIM Reunion" launch carnival, Chen Fengwei, Deputy General Manager of China Unicom Huasheng Company, was interviewed by a reporte
November 3, 2026
On November 1, news of DeepSeek's latest funding round broke, revealing that two major telecom operators, China Mobile and China Telecom, appeared simultaneously on the investor list, planning to invest a combined total exceeding CNY 10 billion. Specifically, China Mobile plans to invest CNY 8 billion, setting a new record for the scale of investment by a telecom operator in a domestic large model company. How should we interpret this move? In my view, the significance of this transaction extend
November 2, 2026
On October 22, Guangzhou Tozed Kangwei Technology Co., Ltd. listed on the ChiNext board of the Shenzhen Stock Exchange with stock code 301718 and an issue price of CNY 26.88 per share. This brings the total number of domestic and overseas listed companies in Nansha to 18, marking another successful outcome from the "Kunpeng Plan" incubation system. For Nansha, which is reshaping its semiconductor landscape through a full-chain logic, the listing of Tozed Kangwei signifies more than just a capita
October 29, 2026
Leike Technology AI Hardware Group | Editor: Tianxing | Supervisor: Luo Chao On October 22, 2026, the International NearLink Alliance Industry Summit themed "NearLink AI · Smart Integration of All Things" was held in Shenzhen. During the summit, the NearLink 3.0 technical standard and several related industry standards were released together, marking that NearLink technology has officially entered a new era. On October 23, Leike Technology was invited to have a discussion with Zeng Guosong, Secr
October 29, 2026
The global AI computing infrastructure is currently entering a critical period of scaled deployment. Industry resources and attention are widely skewed toward chip performance, computing cluster scale, and large model algorithm iteration. However, few notice that the information highway supporting cross-regional flow of computing power and enabling compute-network synergy—the wide area network (WAN) foundation—is becoming an implicit bottleneck constraining the release of computing efficiency. R
October 28, 2026
"The end of AI is computing power, and the end of computing power is electricity," a saying widely circulated. However, another key element supporting the operation of computing power—water—has long remained out of the spotlight. The more intense the computing power, the faster the electricity meters and water meters run; heat dissipation in data centers and water consumption in power generation are becoming two rigid constraints on the expansion of computing power. On October 16, during an insp
October 28, 2026
Currently, AI has entered a phase of large-scale application. New technologies and businesses such as large models, agents, scientific computing, and intelligent manufacturing are iterating rapidly, driving the accelerated expansion of computing infrastructure. As of the end of June 2026, China's intelligent computing power scale reached 2185 EFLOPS (FP16), a year-on-year increase of 177%; 52 intelligent computing facilities with over 10,000 cards have been built. Computing infrastructure is acc
October 28, 2026
Yesterday, the National Data Group was officially unveiled. This marks a milestone in the market-oriented reform of data elements in China, signifying the creation of a national-level platform to coordinate public data resources and promote the circulation of data elements nationwide. Given the immense potential of the digital economy, market expectations are high. However, the higher the expectations, the more critical it is to calmly examine the strategic goals it bears, its market-oriented pa
October 22, 2026
At 19:40 on October 14, the Zhuque-2 carrier rocket Improved Y4 carrier rocket ignited and lifted off from the LandSpace Technology liquid oxygen-methane carrier rocket launch pad at the Dongfang Commercial Space Innovation Pilot Zone, successfully sending 10 satellites into their predetermined orbits, including Adaspace's Xing Shidai-39, Xing Shidai-44 to 50, as well as Lanta Zhineng's Guangchuan-03 and Guangchuan-04. "Xing Suan" Plan Leads in On-Orbit Computing Power Scale AI computing satelli
October 16, 2026
As the power consumption of AI servers continues to rise, liquid cooling has shifted from an optional choice to a mandatory requirement for data centers. This transition left a complete trace in the disclosure windows of the 2025 annual reports and the 2026 semi-annual reports: who is investing in R&D, where the investments are directed, and how far the progress has reached. Taking 16 A-share manufacturers with existing liquid cold plate R&D or products as samples, and based on the R&
October 16, 2026
On October 14, "Doubao Mobile Assistant" announced that the 30-day public notice period for the Screen Automation Declaration Protocol (SAEP) launched by Doubao Mobile Assistant has concluded, and it will now gradually open up screen automation operation permissions for third-party applications. After the public notice period, developers can still declare their refusal at any time, and the relevant operations will be promptly disabled. Doubao Mobile Assistant has listed the applications that hav
October 16, 2026