ComputeLabs Research

China Telecom intelligent-compute revenue rose 95% with 94% utilization; China Unicom compute revenue reached ¥41.9 billion, up 13%.

· ComputeLabs Research · from the August 23, 2026 edition

China Telecom reported that first-half intelligent-computing revenue increased 95% year over year. It also reported a 94% utilization rate for intelligent-computing capacity.

China Unicom reported total compute revenue of ¥41.9 billion, an increase of 13%. Within that business, intelligent-computing-center revenue rose 11%, while intelligent-computing revenue increased 9%.

These figures distinguish broad compute revenue from the narrower intelligent-computing categories. The source did not report corresponding absolute intelligent-computing revenue for China Telecom or provide accelerator counts, megawatt capacity or precision-adjusted computing performance for either operator.

The data appeared alongside results for China Mobile in a review of the three state-owned telecommunications operators. The review identified AI data centers, intelligent-computing services and token-based operations as areas of business transition.

Additional reporting

  • China Telecom
  • China Unicom

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