AI Markets

Tipster SmartPikachu said the ROBOT PHONE would begin mass production in the first half of 2026. Honor said it would reveal more details at MWC 2026; the device features a movable camera arm that folds back into place.

ByteDance's Doubao, Alibaba's Qwen and DeepSeek rank first, second and third, respectively, based on user scale, API usage and open-source ecosystems. The report forecasts China's AI foundation model market will exceed RMB 70 billion in 2026 as competition shifts toward efficiency and ROI.

The MI325X combines CDNA 3 compute with 256GB of HBM3E memory. Reserved capacity offers rates well below on-demand pricing and guarantees scheduled availability for memory-bound inference and very-large-context LLM workloads.

As of the 2026-07-28 07:00 update, the OCPI H100 rental rate was $2.60/hr, up +39.0% over 3 months but falling on the week.

GPU compute became cheaper in 2025, but low prices can lead to higher overall costs when performance is unstable; effective cost depends on stable throughput and effective training steps. The article expects further market segmentation, with more complex supply, delivery increasingly priced into services and compliance becoming a firm requirement.

The measures encourage data centers to connect to Fujian’s integrated public computing resource service platform under unified standards and promote interconnection with telecommunications operators’ computing resource platforms. By 2027, the platform aims to serve over 1000 enterprises.

Liquid-based cooling is expected to be the fastest-growing cooling technique in the coming years. Hyperscale data centers held the largest market share by data center type in 2025.

In 2025, liquid cooling as a service (LCaaS) began deployment at scale, allowing customers to pay monthly per kilowatt of cooling capacity without purchasing liquid-cooling equipment. Adoption among small and medium-sized data center users reached 19%.

In January 2026, Alibaba formed a 250 million yuan ($35.9 million) joint venture with state-owned China National Nuclear Power Co. to secure a stable and reliable electricity supply for its expanding AI data centers.

Data centers are complex facilities for centralized data processing, storage, transmission, exchange and management. Favorable developments in AI and cloud computing are driving growth in data center market demand.

Released in December 2025 by YHResearch, the report analyzes the global and Chinese data center power equipment markets, covering market size, growth trends, major manufacturers, geographic distribution, product types and applications.

The report lists the data center power market size for 2026 at 2.56 billion US dollars and forecasts 7.17 billion US dollars for 2034, with a compound annual growth rate of 15.6% for 2026-2034.

Digitalization and EcoStruxure solutions helped EcoDataCenter become one of the most sustainable data centers in the Nordics and worldwide.