ComputeLabs Research
Edition of · 19 stories
Enflame Technology (燧原科技) is scheduled for subscription on September 2 on the Shanghai Stock Exchange’s STAR Market. Its disclosed stock code is 688801, with online subscription code 787801.
Pujiang China (浦江中国; 01417.HK) disclosed in a voluntary announcement that its board had decided to expand into an AI-infrastructure business. The expansion is being pursued alongside, rather than as a replacement for, the company’s existing operations.
Guangdong’s first specialized financial product for the token economy, Token Loan (词元贷), was formally launched in Guangzhou’s Haizhu District. Bank of China, China CITIC Bank and Bank of Guangzhou are participating in the initiative.
A U.S. official said American forces struck two Iranian launchers on Larak Island near the Strait of Hormuz. The official said Islamic Revolutionary Guard Corps personnel had been observed preparing to use the launchers to send rockets carrying sea mines into the strait.
Shanghai Stock Exchange data showed that STAR Market companies generated combined first-half revenue of RMB 1.01 trillion. Revenue increased 38.6% year over year.
NVIDIA announced the Jetson Orin Nano 2 as a new entry-level edge-AI board. The product is positioned within the Jetson line for AI processing at the edge rather than as a data-center GPU or complete server.
University of Oxford researchers published a technical paper titled “Hardware-Managed Heterogeneous High-Bandwidth Memory and Flash in LLM Inference Systems.” The work examines a hybrid memory architecture for large-language-model inference.
TCL Technology (TCL科技; 000100) said during an institutional-investor survey that mainstream glass-based advanced packaging for high-compute and high-performance chips requires approximately 20 layers. The company’s planned sample for the second half of 2026 is expected to have approximately 12 layers.
MuXi (沐曦股份) reported first-half revenue of RMB 1,323.5937 million, equivalent to approximately RMB 1.324 billion. Revenue increased 44.67% year over year.
Purdue University researchers published a technical paper titled “Architecting the Next Generation of Asynchronous, Distributed GPUs for the AI Era.” The paper presents a cycle-level simulation framework for distributed GPU systems and AI workloads.
SpaceX is preparing a foundry in Bastrop, Texas, dedicated to manufacturing blades and vanes for large gas turbines. Blades and vanes are distinct turbine components, not complete turbines or generating plants.
Elon Musk said SpaceX and Tesla are each building solar-manufacturing capacity at an annualized target of 100 gigawatts. The statement describes separate capacity targets for the two companies rather than a combined 100-gigawatt figure.
Guizhou Province’s internet-data-service sector consumed close to two billion kilowatt-hours of electricity from January through July 2026. Consumption increased 101.15% from the corresponding seven-month period in 2025.
European Union gas storage was reported at 63% during the final week of August. That compares with an average of approximately 80% during comparable periods in recent years.
Beijing University of Posts and Telecommunications (北京邮电大学) said the space compute cloud it leads had entered regular operation, providing in-orbit computing services externally. It was described as the first space compute cloud to offer external in-orbit experimental services.
A Barclays research report estimated that AI model companies direct approximately $35–$40 of every $100 of revenue to inference-compute costs paid to Amazon Web Services, Microsoft Azure and Google Cloud Platform. The calculation concerns paid inference rather than model-training expenditure.
Ruijin Hospital (瑞金医院) and Huawei Cloud jointly released the RuiPath 2.0 pathology model at the 2026 Medical Artificial Intelligence Innovation Forum in Shanghai. The primary RuiPath 2.0 model has seven billion parameters.
Serbia’s first robot factory formally began production on August 29 in the western city of Šabac. The facility was jointly built by Chinese and Serbian parties and was described as Europe’s first mass-production base for humanoid robots.
Hanshow Technology (汉朔科技; 301275) said during an institutional-investor survey that its smart shopping carts had entered the batch-delivery stage. The disclosure distinguishes these commercial deliveries from other solutions that remain in testing.
