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  • NetForward 8Tbps Switch Chip Analysis: SerDes Breakthrough and AI Interconnect Localization

    Last week, CSC Financial released a report on the completion of the IPO counseling program for NetForward. Such milestones occur every year in the A-share market and are not exactly news in themselves. However, what NetForward does is worth highlighting—it develops network interconnect chips, which are the core components that transport data around the clock in switches, servers, and data centers. | Why This Chip Company Deserves a Second Look Over the past two years, computing power has been re

    September 14, 2026

    NetForward 8Tbps Switch Chip Analysis: SerDes Breakthrough and AI Interconnect Localization
  • Can Mountains "Sound the Alarm" Themselves Before a Debris Flow?The True Disaster IoT is About Staying Online When the Network is at Its Worst!

    On August 26, severe flash floods and debris flows struck the Himalayan region at the border of Nepal and Tibet, China. Following the collapse of glaciers and rock masses, massive amounts of ice, rocks, and mud surged into river channels, forming high-speed floods and debris flows that devastated villages, roads, bridges, and hydropower facilities along the way. As of August 28, the disaster had caused hundreds of deaths and nearly a thousand missing persons. The barrier lakes formed in the disa

    August 28, 2026

    Can Mountains "Sound the Alarm" Themselves Before a Debris Flow?The True Disaster IoT is About Staying Online When the Network is at Its Worst!
  • Computing-Power and Electricity Synergy: Why is Inner Mongolia Taking the Lead?

    In August, Hohhot already feels a hint of coolness in the morning breeze. On the vast wilderness of the Horinger New Area, cool north winds blow overhead, abundant coal lies beneath the feet, green electricity flows through the air, and surging computing power runs inside the data centers. Wind, solar, electricity, and computing power—four originally unrelated elements—have completed a historic handshake on the land of Inner Mongolia. From August 19 to 22, 2026, the media research tour on "Compu

    August 26, 2026

    Computing-Power and Electricity Synergy: Why is Inner Mongolia Taking the Lead?
  • Industry Insight: Communication Networks, the Indispensable "Neural Pathways" for Intelligent Robots

    At the beginning of this year, I reached out to the CMO of a leading robotics company, hoping to produce a special feature on the collaborative development of 5G-Advanced and humanoid robots. Unexpectedly, the request was directly declined. In his view, the company's current priorities are twofold: first, focusing on the R&D of the robot hardware and the iteration of large models, where refining the robot's "brain" and "cerebellum" is paramount; second, attracting more attention from the cap

    August 26, 2026

    Industry Insight: Communication Networks, the Indispensable "Neural Pathways" for Intelligent Robots
  • AC600V or DC800V? The Leap in Rack Power Density and High-Voltage Power Supply Revolution Driven by AI Computing Power

    The increase in computing power is driving rack power density ever higher. The single-rack power of NVIDIA's GB200 NVL72 is 120kW, and that of the GB300 NVL72 is 132kW. In the future, for the VR200 NVL series based on the Rubin architecture and the VR300 NVL series based on the Rubin Ultra architecture, the single-rack power will reach hundreds of kilowatts or even 1MW. China is advancing the domestic substitution of chips, giving rise to a series of technology companies such as Huawei, Cambrico

    January 28, 2026

    AC600V or DC800V? The Leap in Rack Power Density and High-Voltage Power Supply Revolution Driven by AI Computing Power
  • Are 'Space Data Centers' Really Viable?

    Driven by the AI boom, numerous global tech giants such as OpenAI, Google, Microsoft, Meta, and Amazon are aggressively building new AI data centers. However, they are also facing energy supply dilemmas, even needing to build their own power plants to ensure energy supply. This has led major spacefaring nations like China and the United States, along with leading tech companies, to set their sights on space, which boasts virtually limitless solar energy, hoping to build data centers in space. Sp

    January 26, 2026

    Are 'Space Data Centers' Really Viable?
  • Analysis of the Development Status and Trends of the Global and Centralized Cloud Service Industry in 2025: Green and Low-Carbon Becomes a Mandatory Requirement

    Overview of the Centralized Cloud Service Industry Cloud services refer to the addition, usage, and interaction models of internet-based services, typically involving the provision of dynamically scalable and often virtualized resources over the internet. Based on the location of data processing and computing, cloud services can be divided into centralized cloud services and edge cloud services. Centralized cloud services refer to a cloud computing model where data processing, computing, and sto

    January 26, 2026

    Analysis of the Development Status and Trends of the Global and Centralized Cloud Service Industry in 2025: Green and Low-Carbon Becomes a Mandatory Requirement
  • Comparative Analysis of Data Center PUE Policies Across Eight Countries Including the US, China, Germany, and Malaysia (Recommended for Bookmarking)

    In the era of intelligent computing, data centers, as critical infrastructure, are experiencing ever-increasing energy consumption. How to measure and optimize their energy efficiency has become a global focus. Against this backdrop, Power Usage Effectiveness (PUE), a core metric, has emerged and quickly become one of the most widely used indicators in the industry. It successfully simplifies complex energy consumption data into an intuitive ratio, enabling operators, investors, and regulators w

    January 9, 2026

    Comparative Analysis of Data Center PUE Policies Across Eight Countries Including the US, China, Germany, and Malaysia (Recommended for Bookmarking)

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