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Friday, September 11, 2026The Morning Brief →Sign in
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James Zhang Jianzhong

In PWD coverage since September 9, 2026 · 1 story
PWD coverage
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JD Cloud and Moore Threads plan a 100,000-GPU domestic deployment

A tenfold scale-up on domestic silicon declares intent, but without a site, a power arrangement, or a named customer, the capacity isn't underwritable yet.
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