ComputeLabs Research
Edition of · 19 stories
NScale was reported to be seeking as much as $3 billion through an initial public offering in the United States. The report described NScale as an AI-cloud company but did not provide a proposed exchange, ticker, valuation, share count, or pricing range.
The preliminary U.S. S&P Global composite Purchasing Managers’ Index reached 56 in August. That exceeded both the reported forecast of 54 and the previous reading of 54.5.
China’s Ministry of Finance said central-government funding during the 15th Five-Year Plan period would focus more heavily on basic research, applied basic research, and national strategic science and technology tasks. It also intends to guide local governments and private-sector participants to increase research and development spending.
South Korea’s economic authorities announced plans to establish a Future Fund (未来基金) using additional fiscal revenue linked to the artificial-intelligence and semiconductor boom. The government characterized the additional receipts as unexpected excess fiscal revenue.
Primemas reportedly plans to begin mass production of a “just a bunch of memory,” or JBOM, system with Micron Technology during the second half of 2026. The source describes collaboration with Micron; it does not identify an equity investment or other financial backing by Micron.
FADU said its PCI Express Generation 6 enterprise solid-state-drive controller completed chip-out during the first half of 2026, with shipments planned to begin in the second half. The FC-6161 is specified for sequential read throughput of up to 28.5 gigabytes per second.
Zhaolong Interconnect (兆龙互连) said its 112-gigabit-per-second-per-channel high-speed cables have reached stable volume supply. Its 224-gigabit-per-second-per-channel cables have reached small-batch delivery rather than full mass production.
ASUS established an AI Lab comprising several dozen employees. The team was described as an internal base for validating and developing AI servers.
Cloverleaf Infrastructure formed a partnership with NVIDIA to deploy the NVIDIA DSX platform at AI infrastructure sites. Cloverleaf described its intended U.S. development program as a gigawatt-scale AI-factory build-out.
China’s internet data services consumed 9.9 billion kilowatt-hours in July, an increase of 40.1% year over year. Charging and battery-swapping services used 16.4 billion kWh in the same month, up 50.3%.
PJM Interconnection is considering an option to accelerate its surplus interconnection pathway as it seeks additional capacity. Surplus interconnection service allows new generation to use unused portions of existing grid interconnection rights, subject to the applicable study and approval process.
ST Telemedia Global Data Centres withdrew from a planned data-center project in Ho Chi Minh City, Vietnam. The project had been structured as a joint venture involving Vietnamese technology company VNG.
Amazon Web Services made AWS Glue 6.0 available with a modernized runtime based on Apache Spark 4.1. The release also uses Python 3.12 and Scala 2.13.
Google Cloud made Compute Flexible Committed Use Discounts, or Flex CUDs, available for G2 virtual machines using NVIDIA L4 graphics processing units and G4 virtual machines using NVIDIA RTX Pro 6000 GPUs. The change extends flexible spend commitments to those two GPU-accelerated VM families.
Alibaba management said the latest T-Head (平头哥) Zhenwu M890 (真武 M890) chip had been commercialized through Alibaba Cloud. More than 650 external customers across over 20 industries were reported to be using services based on the chip.
Alibaba Cloud added the official versions of GLM-5.3 and DeepSeek-V4-Pro to the Qwen AI Platform (千问 AI 平台). Corresponding application programming interface services were opened so developers can call the models directly.
NVIDIA reported that AVO reached a score of 100% on ARC-AGI-3. NVIDIA presented the result as a demonstration of a frontier-level, general-purpose architecture for long-horizon autonomous agents.
SenseTime formally open-sourced SenseNova U1.5 Lite, describing it as a lightweight, natively unified multimodal model. The company said the model is now globally available for direct deployment by developers and creators.
Rice University received a $19.9 million award from the U.S. National Science Foundation for a national autonomous-laboratory initiative. SUNY Polytechnic Institute is participating as a project partner.
