Sept. 11 — NVIDIA’s Grace Blackwell shipments rose 27% month-on-month, sources said, signaling continued strong demand from cloud service providers and AI infrastructure firms for high-end AI compute chips. Grace Blackwell pairs NVIDIA’s Grace CPU with a Blackwell GPU and is used in GB200 NVL72 liquid-cooled rack systems. NVIDIA has previously said Blackwell demand exceeds supply.

ORACLE (ORCL.N) expects Q2 cloud revenue to increase 46%–70% YoY, or roughly 65%–71% on a constant-currency basis.

On Sept. 11, the Haidian District Market Regulation Bureau said it has issued the nation's first specialized pharmaceutical business license for intelligent-robot drug dispensing, creating a regulatory compliance pathway for the new retail format. Robotic pharmacy services are already operating in residential communities, industrial parks and office buildings, providing 24-hour access to medicines.