#AI infrastructure

On July 9, 2026, the National Supercomputing Internet core node officially went live in Zhengzhou, offering over 100,000 domestic AI accelerator cards as a pooled computing resource. This milestone marks the largest single domestic AI computing resource pool connected to China's National Supercomputing Internet, significantly boosting the country's sovereign AI compute capabilities and reducing dependence on foreign hardware. The node handles core functions such as operation management, resource scheduling, and integrates supply-demand matching and industry incubation services, aiming to build a nationwide coordinated computing resource system.

Anthropic has started developing its own AI chips and is in early negotiations with Samsung Electronics for manufacturing, aiming to gain more control over the compute infrastructure for its Claude model. This move signals Anthropic's strategic push toward vertical integration in AI hardware, reducing reliance on external chip suppliers like Google and Amazon. If successful, it could enhance performance and cost-efficiency for Claude, similar to OpenAI's chip efforts. The project is still in early stages, and Anthropic may ultimately decide to only purchase AI chips instead. Custom AI chip development is extremely costly, with R&D potentially exceeding $500 million.