// Global Analysis Archive
At AMD’s AI Developer Day in Shanghai, CEO Lisa Su projected that around five billion people could use AI daily by 2030, describing AI as a foundational technology rather than hype. She also highlighted AMD’s R&D footprint in Greater China and forecast a 100-fold increase in computing demand toward the 10 yottaFLOPS scale.
China Telecom has launched nationwide trial commercial Token subscription plans for generative AI usage, offering tiered packages for developers/SMBs and household users. The move reflects a broader telecom strategy to monetize computing power services as AI infrastructure investment and demand accelerate in China.
Technode reports that Intel warned major Chinese cloud providers of severe server CPU shortages over Q2–Q3, citing surging AI infrastructure demand and slower-than-expected 18A yield ramp-up. Lead times could reach six months, prompting some buyers to shift to alternatives or slow data center expansion, with analysts suggesting constraints may persist into early 2027.
Alibaba Cloud increased prices for select AI computing and storage products by up to 34%, citing surging AI demand and higher supply chain costs, according to a website notice. The source suggests rising token usage and rapid growth in its Bailian Model-as-a-Service platform are driving a reallocation of limited AI compute toward token-based services.
At AMD’s AI Developer Day in Shanghai, CEO Lisa Su projected that around five billion people could use AI daily by 2030, describing AI as a foundational technology rather than hype. She also highlighted AMD’s R&D footprint in Greater China and forecast a 100-fold increase in computing demand toward the 10 yottaFLOPS scale.
China Telecom has launched nationwide trial commercial Token subscription plans for generative AI usage, offering tiered packages for developers/SMBs and household users. The move reflects a broader telecom strategy to monetize computing power services as AI infrastructure investment and demand accelerate in China.
Technode reports that Intel warned major Chinese cloud providers of severe server CPU shortages over Q2–Q3, citing surging AI infrastructure demand and slower-than-expected 18A yield ramp-up. Lead times could reach six months, prompting some buyers to shift to alternatives or slow data center expansion, with analysts suggesting constraints may persist into early 2027.
Alibaba Cloud increased prices for select AI computing and storage products by up to 34%, citing surging AI demand and higher supply chain costs, according to a website notice. The source suggests rising token usage and rapid growth in its Bailian Model-as-a-Service platform are driving a reallocation of limited AI compute toward token-based services.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-4751 | AMD’s Lisa Su in Shanghai: AI to Reach 5 Billion Daily Users by 2030, Driving a New Compute Arms Race | AMD | 2026-05-19 | 0 | ACCESS » |
| RPT-4739 | China Telecom Tests Token-Based AI Subscriptions, Signaling Telecom Shift Toward Compute Monetization | China Telecom | 2026-05-18 | 0 | ACCESS » |
| RPT-4261 | Intel Signals Near-Term Server CPU Tightness in China as AI Buildout Accelerates | China | 2026-04-27 | 0 | ACCESS » |
| RPT-2828 | Alibaba Cloud Raises AI Compute and Storage Prices Up to 34% as Token Demand Surges | Alibaba Cloud | 2026-03-18 | 0 | ACCESS » |