ComputeLabs Research
Edition of · 19 stories
NVIDIA disclosed the SpaceX position for the first time in a Form 13F filed with the U.S. Securities and Exchange Commission. The filing showed that NVIDIA held 122.8 million SpaceX shares at the end of the second quarter on June 30.
Harvard Management Company, the organization that manages Harvard University’s investments, reported a SpaceX position valued at $2.2 billion in a regulatory filing made on Friday. SpaceX was the largest disclosed single holding in its $4.3 billion U.S.-equity portfolio.
The U.S. Court of Appeals for the District of Columbia Circuit ordered a lower court to reconsider DJI’s inclusion on the Pentagon’s list of “Chinese military companies.” The appellate court found fault with the earlier ruling because it relied only on unclassified information.
Fujian’s 15th Five-Year Plan for emerging and future industries sets 2030 targets for multiple industrial clusters. The province aims for its integrated-circuit and optoelectronics cluster to exceed RMB 300 billion and for artificial intelligence to become an RMB 100 billion-class cluster.
Hefei Guizhen Chip Technology (合肥硅臻芯片技术有限公司), referred to in the source as Guizhen Chip (硅臻芯片), completed a Series B financing exceeding RMB 100 million. The report described it as China’s only company producing general-purpose photonic quantum-computing systems.
The Bank of England warned that rapid growth in artificial-intelligence computing capacity was raising the cost of memory chips used in mobile phones, laptops, and game consoles. The report presented AI-related memory demand as an additional source of price pressure alongside higher energy costs.
Fujian’s provincial plan identifies integrated circuits, compound semiconductors, advanced displays, and optoelectronic components as four semiconductor and optoelectronics development tracks. The tracks are intended to address major industrial requirements, including demand associated with artificial intelligence.
Lenovo Executive Vice President and China President Liu Jun said the company’s AI-PC sales in the global market increased 86% year over year. In China, AI PCs accounted for more than 50% of Lenovo’s total laptop sales.
The KYY X90D portable-monitor system includes two 15.6-inch in-plane switching, or IPS, displays. When positioned around a laptop’s existing screen, the setup provides a three-screen workspace.
Électricité de France, or EDF, reported a planned outage for the 1,335-megawatt Saint-Alban 2 nuclear reactor. The stated reason was maintenance associated with environmental issues.
Hungarian Prime Minister Márton Nagy said controlled sinking of barges had begun near the Paks nuclear power plant as the Danube’s main-channel water level continued to fall. The intervention increased the water level at the plant’s pumping station by one centimeter.
More than 1,000 long-idle photovoltaic projects in China were terminated, had their registrations revoked, or had their accounts canceled during 2026. The affected projects had held development quotas for extended periods without starting construction or had failed to proceed by required deadlines.
Jereh Group (杰瑞股份), Shenzhen-listed under ticker 002353, said its data-center business remains at an early stage. The company stated that the business currently has only a limited effect on its operating results.
Fujian’s provincial plan calls for an integrated province-wide computing-power network and improved artificial-intelligence infrastructure. It specifically directs development of public intelligent-computing centers (公共智算中心) in Fuzhou, Xiamen, and Zhangzhou, alongside a rational distribution of edge-computing nodes.
The Nantong Digital Vision OPC Community (南通数视界 OPC 社区) began operations on August 14 with an initial group of 12 resident companies. Operated by the Gangzha Economic Development Zone, the community covers more than 20,000 square meters.
Shenzhen’s Longgang District reported 949 autonomous-delivery routes served by 288 unmanned vehicles. Of those routes, 265 are dedicated nighttime routes, and nighttime deliveries account for 40% of total delivered cargo volume.
Xiaohongshu released the open-source dots3-note preview model on August 14, 2026. The supplied source did not provide the model’s parameter count, architecture, training corpus, license terms, benchmark results, or intended workload.
Lenovo Executive Vice President and China President Liu Jun said the company is accelerating the introduction of Skills into Tianxi AI (天禧 AI). The stated objective is to strengthen its L3-level task-execution capability.
The Beijing Economic-Technological Development Area launched the 2026 E-Town Robot Consumption Festival (2026 E-Town 机器人消费节) on August 15. Its theme is “Buy and sell robots, come to Beijing E-Town” (买卖机器人，到北京亦庄).
