# Digital Infrastructure
Latest news and articles about Digital Infrastructure
Total: 13 articles found
Beijing’s New Compute Mandate: China Pushes for Unified National AI Infrastructure
Seven Chinese ministries have launched a three-year action plan to integrate and open up the nation's computing resources, aiming to lower costs for SMEs and optimize AI infrastructure. The move accompanies a massive surge in capital expenditure by Chinese tech firms, with 2025 investment in compute-related assets projected to reach record highs.
Guangdong’s Digital Pivot: China’s Economic Engine Bets on Network-as-a-Service and Satellite Internet
Guangdong has launched a comprehensive plan to modernize its service sector by prioritizing advanced digital infrastructure like satellite internet and Network-as-a-Service. The initiative aims to support AI and industrial internet growth through specialized computing-network integration, reinforcing the province's status as a leader in China's digital transformation.
China’s Silicon Silk Road: Qingdao Launch Signals a New Era in AI-Ready Connectivity
China has launched the world's first S+C+L three-band multi-core optical fiber line, marking a breakthrough in data transmission capacity. This infrastructure upgrade coincides with a global market 'super cycle' driven by AI and 5G-A infrastructure demands.
The Strait of Digital Strife: Iran’s New Gambit to Tax the Global Internet
Iran is asserting sovereign control over the seabed of the Strait of Hormuz, aiming to charge 'sovereignty fees' to US tech giants for subsea cables. While the legal and technical basis is contested, the threat to obstruct maintenance vessels could cause long-term digital disruptions between Europe and Asia.
Shanghai’s 5G-A Leap: Bridging the Gap Between Connectivity and the Robot Revolution
China Mobile Shanghai has officially launched commercial 5G-Advanced (5G-A) 'Super Uplink' services, achieving 1Gbps peak speeds to support a new era of humanoid robotics and AI-driven productivity. In partnership with Tencent, the carrier is also commoditizing AI tokens, signaling a strategic shift toward integrating embodied AI and affordable large-language models into urban digital infrastructure.
The Commoditization of Intelligence: China’s Telecom Giants Pivot to ‘Token’ Subscriptions
China's major telecommunications carriers are transforming AI access into a standard utility by offering massive LLM token bundles at highly subsidized prices. This shift positions state-owned telcos as central brokers of AI compute, signaling a new phase of mass-market AI adoption in China.
China’s Digital Bedrock: Why Telecom ETFs are Defying Market Volatility
As China's semiconductor ETFs undergo high-volume adjustments, investors are flocking to telecommunications ETFs, which rose over 2% in mid-day trading. This shift reflects a strategic pivot toward infrastructure-backed growth in AI, cloud computing, and IoT as part of the nation's 'New Productive Forces' mandate.
Compute as Currency: China’s AI Infrastructure Stocks Surge Amid Domestic Demand
China's AI Computing Power Index rose 2% as investors pivoted toward hardware and data center infrastructure. The rally, led by firms like Foxconn Industrial Internet, underscores the critical role of domestic 'compute' capabilities in sustaining China's AI ambitions despite global supply chain pressures.
Shanghai’s Silicon Powerhouse: Inside the Quest for a Sustained AI Infrastructure
Shanghai is rapidly scaling its AI infrastructure through '10,000-card clusters' like the Songjiang Intelligent Computing Center to meet a 1000-fold increase in token demand. Despite chip procurement challenges, engineers are focusing on the extreme systems engineering required to maintain these clusters, where even microscopic dust can disrupt massive training tasks.
Feeding the Algorithm: Meituan Bets on 'Ground Truth' Data to Dominate China's AI-Driven Service Economy
Meituan is pivoting its strategy to focus on 'ground truth' data, investing 3 billion RMB to ensure physical stores are accurately represented for AI models. This move aims to transform the platform into the primary information foundation for AI-driven local service recommendations.
Orbital Intelligence: China’s MIIT Charts Path for Integrated Space Computing to Fuel the Low-Altitude Economy
China's MIIT has outlined a new strategic focus on 'space computing' to integrate satellite communication, navigation, and remote sensing with on-orbit data processing. This initiative is specifically designed to provide the real-time infrastructure needed for the low-altitude drone economy and emergency response systems.
China’s Telecom Giants Bet on the 'Token Economy' to Drive Next-Gen Growth
China Mobile is transitioning to a 'Token-based' revenue model, aiming to double its computing income by 2030. This strategy leverages AI agents and cloud-integrated models to monetize the growing demand for AI inferencing across various sectors, including agriculture.