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Express News | Huawei and Tianxin Electronics held in-depth discussions on the market positioning of the 'Tianxin Kunpeng Server' based on the Kunpeng 920 module.
Express News | Pingzhi Information: Pre-selected as the winning bidder for China Mobile's RMB 137 million AI computing cluster project
Express News | The computing power leasing concept continued to adjust, with Hangyun Technology falling more than 15%.
Guosheng Securities: Anticipation for AI Developments at This Week's Google I/O Conference, Continued Optimism Towards the Token Economy
Gelonghui May 19 | A research report by Guosheng Securities stated that this week's focus is on Google's I/O Conference (where the Omni-model for all modalities might be unveiled), expressing optimism about the AI Token economy. ① Google will hold its 2026 I/O Conference on the 19th and 20th of this week, with key updates including the latest Gemini model; ② Recently, the three major telecom operators have accelerated their deployment in Token-related businesses. China Telecom announced a centralized procurement plan exceeding 15 billion yuan for its 'Token Factory' and launched a trial commercial Token package on May 17. China Mobile announced the establishment of a Token application ecosystem alliance in collaboration with Alibaba Cloud, Huawei Cloud, and others, and released the MOMA platform.
Express News | Pingzhi Information: The company's current total computing power scale is approximately 26,900 PFLOPS.
Express News | The concept of computing power leasing continued to rise in the afternoon, with Data Port hitting the price limit.