At JDDiscovery 2026, JD.com said JD Cloud has built a China-based 10,000-GPU cluster with partners including Moore Threads and plans to deploy a 100,000-GPU cluster to provide an independently controllable, ultra-large-scale compute base for large-model training and production AI applications.

Digitimes reports that as major tech firms increase spending on custom AI chips, competitive focus is shifting to network technologies that connect ever-more complex compute systems. AI infrastructure is moving toward multi-architecture deployments — GPUs alongside proprietary AI accelerators — boosting demand for advanced interconnects. The shift should create opportunities across the supply chain, from switch and interconnect-chip makers to cable, connector and optical-component suppliers, particularly within Taiwan’s hardware ecosystem.

現貨黃金日內漲幅達1%，現報4398.91美元/盎司。