Live from WAIC 2026: 100,000-GPU-scale computing power becomes reality as AI competition shifts from 'chips' to 'systems and use cases'

① The 2026 World Artificial Intelligence Conference reached a record scale, with total exhibition space exceeding 100,000 square meters for the first time, bringing together over 1,100 leading enterprises in the industry and showcasing more than 4,000 exhibits, including 349 world premieres and 201 China debuts. ② Multiple industry insiders told reporters from The Science and Technology Innovation Daily that single-card performance is no longer the sole benchmark; effective computing power utilization has emerged as a new evaluation metric.

cls.cnJul 19 17:07

Gigawatt-scale AI computing centers accelerate deployment: How to overcome curtailment challenges and close the industrial loop?

① Traditional computing infrastructure is facing unprecedented demands for upgrades. ② In the second and third quarters of 2026, gigawatt-scale intelligent computing center projects led by local governments have shown a clear acceleration trend. ③ Yuegangwan Intelligent Computing has secured cumulative new AI computing orders exceeding RMB 15 billion; its net profit for the first half of 2026 is expected to surpass RMB 240 million, and the company’s total order backlog has now exceeded RMB 30 billion.

cls.cnJul 19 16:46

Baidu Group-SW (9888.HK): Internet Leader with Full-Stack AI Deployment

Baidu is positioned as a leading internet company with a full-stack AI strategy, with its core AI-driven new businesses providing additional growth momentum. The company's core business, Baidu Intelligent Cloud, leverages a fully self-developed 'chip-cloud-model-application' stack and the group’s extensive application ecosystem to build competitive advantage.

China Merchants SecuritiesJul 19 00:00

From Token to DAA: Baidu Reassesses the Economics of Agents

The AI industry is seeking new metrics. As agents gradually enter real-world business scenarios, the industry is beginning to focus on how many intelligent agents are actually being deployed...

wallstreetcnJul 17 20:52

Express News | IDC: The number of active agents worldwide is projected to exceed 2.2 billion by 2030.

BreakingsJul 17 20:38

Express News | Baidu Inc : JP Morgan Cuts Target Price to $205 From $230

BreakingsJul 17 11:54