CITIC Securities says WAIC 2026 will be held in Shanghai July 17-20, with 112 AI forum sessions (64% of total) and two major tracks—AI compute and embodied intelligence—each attracting over 200 firms. Market-relevant takeaways: Tianshu Zhixin and others are set to unveil new compute chips that could speed commercialization; 10,000- and 100,000-card supernodes on display point to world-leading domestic system-level compute capacity, supporting cloud training; AI edge deployments and application r

CITIC Securities says WAIC 2026 will be held in Shanghai July 17-20, with 112 AI forum sessions (64% of total) and two major tracks—AI compute and embodied intelligence—each attracting over 200 firms. Market-relevant takeaways: Tianshu Zhixin and others are set to unveil new compute chips that could speed commercialization; 10,000- and 100,000-card supernodes on display point to world-leading domestic system-level compute capacity, supporting cloud training; AI edge deployments and application rollouts continue; large models and AI infrastructure tech will be showcased. CITIC Securities therefore maintains a bullish stance on China’s domestic AI compute supply chain.