On the evening of May 2, 2026, Beijing Time, the Berkshire Hathaway annual shareholders' meeting was held in Omaha, Nebraska, USA. At the meeting, CEO Greg Abel stated that the large-scale construction of data centers and their electricity demand on the power grid are creating significant growth opportunities for the utilities industry. Taking Iowa's hyperscale data centers as an example, current energy demand is far from reaching the peak capacity of the power grid, with data centers already accounting for 8% of actual electricity consumption, falling within the industry's target range (5% to 10%). Abel expects that over the next five years, the scale of this business could grow by an additional 50% or even more. Currently, half of Berkshire's energy companies have begun to meet AI-related electricity demands and are continuously tracking industry trends and the actual potential for business implementation.

China has officially launched its inaugural large-scale, collaborative direct green power supply project tailored for computing and electricity needs. The project features a 500,000-kilowatt photovoltaic power station situated at China Datang's Zhongwei Cloud Base. This milestone achievement directly links desert-based wind and solar energy with digital computing infrastructure, aligning with the broader 'Compute East, Store West' strategy.

Nestled in Zhongwei, Ningxia, the project seamlessly integrates a photovoltaic power station, a wind farm, and essential energy storage systems. Once operating at full capacity, it is projected to generate a staggering 4.3 billion kilowatt-hours of electricity annually. This will not only slash carbon emissions by 3.65 million tons but also cater to 2.29 billion kilowatt-hours of the electricity requirements for the Zhongwei Cloud Base. In doing so, it successfully accomplishes the twin objectives of promoting green power consumption and ensuring grid stability.

On May 1, 2026, NVIDIA announced that GeForce NOW Ultimate members can now directly tap into RTX 5080-class virtual gaming station performance across nearly the entire Ready-to-Play game library. Following this upgrade, members can by default enjoy significantly improved frame rates and visual quality across thousands of games, supporting up to 120 FPS at 5K resolution or 360 FPS in competitive mode at 1080p resolution. The cloud also features NVIDIA DLSS 4 multi-frame generation technology and Reflex low-latency technology, further enhancing visual details and reducing operational latency. Additionally, GeForce NOW revealed 16 new games set to be added to the library in May.

After the four major U.S. tech giants released their first-quarter 2026 financial results and updated their capital expenditure outlooks, the team of Bank of America Securities analyst Vivek Arya raised its forecast for global hyperscale cloud computing enterprise capital expenditures in 2026 to over USD 800 billion, representing a year-on-year increase of 67%. It is also expected to surpass USD 1 trillion in 2027, marking a year-on-year increase of approximately 25%.

During the latest quarterly earnings call, Microsoft CEO Satya Nadella announced that Windows now has 1.6 billion monthly active devices, and Bing has also surpassed 1 billion monthly active users for the first time. He emphasized that Microsoft is refocusing its strategic priorities on Windows, aiming to enhance user engagement with core products such as the Edge browser and Bing search by optimizing the fundamental system experience. Specific measures include reducing ads, improving the setup process, and supporting customizable taskbar placement, all aimed at addressing user feedback, enhancing system stability, and boosting user satisfaction.

On April 30th, Beijing time, Microsoft (NASDAQ: MSFT) unveiled its financial results for the third quarter of fiscal year 2026, which concluded on March 31st. As per the report, calculated in accordance with U.S. Generally Accepted Accounting Principles (GAAP), Microsoft's total revenue for the quarter soared to $82.886 billion, reflecting an 18% year-on-year surge (or a 15% increase at constant currency). Meanwhile, its net profit climbed to $31.778 billion, representing a notable 23% year-on-year hike (or a 20% rise at constant currency).

After the market closed on Wednesday, Eastern Time, Alphabet released its earnings report. Chief Executive Officer Sundar Pichai stated during the conference call that despite a substantial backlog of orders and surging customer demand, the company still faces a shortage of computing power resources in the short term. If all demand could be met, cloud business revenue would be even higher. Alphabet is actively addressing the issue by increasing investments and has a well-defined long-term planning framework.

From April 28 to May 4, the 9th Digital China Summit took place in Fuzhou. On April 30, Ke Ruiwen, the Chairman of China Telecom, addressed the main forum of the Intelligent Cloud Ecosystem Conference. He highlighted that this year has witnessed a rapid evolution in artificial intelligence technology, characterized by a decline in Token costs and a significant uptick in demand. China Telecom is set to intensify the development of its intelligent cloud infrastructure, streamline Token operations, expedite the creation of a computing power network, and enhance value at both the MaaS (Model as a Service) and DaaS (Data as a Service) levels. Additionally, the company aims to offer a wider array of AI products at the SaaS (Software as a Service) layer, thereby fostering the widespread adoption of artificial intelligence.

On April 30th, ZTT declared on its interactive platform that it has successfully accomplished the batch shipment of 800G high-speed optical modules. Moreover, its present optical fiber production is operating at full capacity.

Data released by the Ministry of Industry and Information Technology indicates that, in the first quarter of 2026, China's software and information technology service sector demonstrated robust performance. Software business revenue soared to 3,492 billion yuan, reflecting an 11.6% year-on-year surge. The total profit reached 389.4 billion yuan, up by 1.0% compared to the same period last year. Additionally, business exports climbed to 15.60 billion US dollars, marking a 12.7% year-on-year increase.

On April 30, Alibaba Cloud released an announcement about the price adjustment for its domain name products. Owing to a rise in costs imposed by the upstream domain name registries, the renewal and transfer-in fees for the .icu, .cyou, and .bond domain extensions will be revised to 125 yuan per year, effective from 00:00 on May 12, 2026. Additionally, with the promotional campaign for the .我爱你 (Wo Ai Ni, meaning "I Love You") domain extension coming to an end, the prices for registration, renewal, and transfer-in will return to the standard rate of 175 yuan per year.

The 'Chongqing Action Plan to Elevate the Development Tier of the Chengdu-Chongqing Twin-City Economic Circle (2026-2030)' has been formally unveiled. This plan sets forth a series of strategic actions aimed at fortifying and enhancing the modern infrastructure framework, while also fostering the renovation, digitalization, and intelligent transformation of traditional infrastructure. By the year 2030, concrete objectives will be established for expressways, high-grade waterways, external power transmission into Chongqing, water supply sourced from water conservancy projects, and the total length of the Sichuan-Chongqing railway network. In tandem, the plan also delineates the development of cutting-edge infrastructure, encompassing network enhancements, the promotion of novel technologies, the initiation of 6G commercialization, as well as the harnessing of industrial internet identification and parsing nodes to construct facilities like blockchain and Beidou navigation systems. Furthermore, it advances the establishment of low-altitude intelligent networked systems and intelligent computing centers.

The People's Government of Chongqing Municipality has unveiled the Action Plan for Enhancing the Development Energy Level of the Chengdu-Chongqing Economic Circle (2026-2030) in Chongqing. This plan puts forward the initiative to reinforce the national integrated computing power network hub node within the Chengdu-Chongqing region. It aims to establish a core chengzaiqu (carrier zone) for the "Compute East Data in West" strategy and drive the development of local high-performance intelligent computing infrastructure.

The plan also encompasses the upgrading and expansion of the Chongqing (Xinjiang) Computing Base. It involves iterating the National (Western) Computing Power Scheduling Platform to enable flexible scheduling and unified services for a variety of heterogeneous computing resources.

Simultaneously, the plan underscores the need to enhance coordination between "Xinjiang Electricity to Chongqing" and "Xinjiang Computing to Chongqing." It promotes the direct supply of green power to data facilities, ensuring that 80% of the computing resources in newly constructed computing facilities are eco-friendly. Additionally, it accelerates the adoption of technologies such as green energy conservation and the integration of source-grid-load-storage.

Microsoft CEO Satya Nadella acknowledged during the fiscal third quarter 2026 earnings call that the company is striving to regain consumer trust, particularly in winning back general users in its Windows business. After Microsoft reported earnings that exceeded analysts' expectations, Nadella mentioned Windows multiple times during the call—a rarity in high-level communications with the capital markets, as such occasions have traditionally focused more on enterprise and government client business. Nadella stated that Microsoft is actively advancing foundational work to win back fans and enhance user engagement across key platforms such as Windows, Xbox, Bing, and Edge. Currently, Windows has 1.6 billion monthly active devices, and Microsoft plans to reinvigorate user loyalty by prioritizing quality and core user needs. Additionally, Microsoft is driving an internal long-term initiative codenamed 'Windows K2,' aiming to comprehensively address performance, reliability, and user experience issues in Windows 11, and seeking to regain trust from users and enthusiasts for the operating system platform.

On April 30th, reports emerged that a delegation, headed by Fu Xinfeng, General Manager of the Computing Power Division at China Mobile Communications Group Tibet Co., Ltd., paid a visit to SuperComm on April 29th. Representatives from both entities toured the intelligent computing exhibition hall together and delved into comprehensive discussions covering the evolution of the intelligent computing sector, synergistic initiatives between computing and energy sectors, and the strategic distribution of computing capabilities across regions (the term "layout" is kept as is for HTML context). Both parties acknowledged that SuperComm’s technological prowess in intelligent computing hardware research and development, along with its expertise in operating computing power centers, perfectly complements the resource strengths of China Mobile Tibet’s Computing Power Division, particularly in network infrastructure, data center management, and extensive regional reach. This synergy points to a substantial potential for collaborative ventures. Moving forward, both sides are committed to enhancing communication, expediting consultations on project proposals, and collectively advancing the implementation of the national digital economy strategy in border areas.

Microsoft predicted on Wednesday that its Azure cloud business sales will exceed Wall Street expectations this year. Meanwhile, Microsoft unveiled a capital expenditure plan of $190 billion for 2026, also surpassing expectations. Microsoft anticipates that, at constant currency, revenue from Azure and other cloud services will grow by 39% to 40% in the fourth fiscal quarter, higher than the previous forecast of 36.7% by Visible Alpha.

On April 29 (local time), Microsoft unveiled its financial results for the third quarter of the 2026 fiscal year. Bolstered by robust revenue growth from Azure and other cloud services that exceeded expectations, Microsoft's stock price experienced a modest uptick in after-hours trading. During the quarter, Microsoft's revenue soared to US$82.9 billion, marking an 18% year-on-year increase. Its net profit, calculated under US GAAP standards, reached US$31.8 billion, up 23% from the previous year. Notably, the annualized revenue from its artificial intelligence (AI) business surpassed US$37 billion, skyrocketing by 123% year-on-year. In terms of capital expenditure, the company spent US$31.9 billion in the quarter, and Microsoft anticipates its full-year capital expenditure for 2026 to reach a staggering US$190 billion. The gross profit margin stood at 68%, experiencing a slight year-on-year decline.
Breaking down the revenue by division, the Intelligent Cloud segment contributed US$34.7 billion, up 30% year-on-year. The More Personal Computing segment, on the other hand, saw a 1% year-on-year decrease, generating US$13.2 billion in revenue. Meanwhile, the Productivity and Business Processes segment reported a 17% year-on-year increase, with revenue reaching US$35 billion.
Furthermore, on April 27, Microsoft and OpenAI updated their cooperation agreement, refining the exclusivity content clauses. Since 2019, Microsoft has poured over US$13 billion into OpenAI and asserts that it has reaped returns approximately 10 times the initial investment. It's worth noting that OpenAI announced a partnership with Amazon in February. On March 17, Microsoft also revealed its plans to merge its commercial and consumer Copilot teams, streamlining operations and enhancing synergy.

Amazon has unveiled its financial results for the first quarter of 2026, reporting total revenue of $181.519 billion—a 17% increase compared to the same period last year. Net profit surged by 77% year-over-year to $30.255 billion, propelled in part by a substantial $16.8 billion gain from its investment in the AI firm Anthropic. Following the release of these financial figures, Amazon’s stock price climbed 2.52% in after-hours trading. In terms of performance, operating profit witnessed a 30% rise, while diluted earnings per share jumped by 75%. Breaking down the business segments, AWS cloud computing, along with North American and international operations, all posted growth in both revenue and operating profit. Looking ahead to the second quarter of 2026, Amazon anticipates revenue will fall between $194 billion and $199 billion, marking a year-over-year increase of 16% to 19%. Operating profit is projected to range from $20 billion to $24 billion, up from $19.2 billion during the same period the previous year.

As a pivotal platform within the developer ecosystem, GitHub has maintained its upward growth trajectory since its acquisition by Microsoft. In early 2025, the ascent of AI programming delivered a significant boost to GitHub's utilization. With intelligent agents becoming increasingly mainstream, GitHub witnessed an unprecedented surge in its user base. To accommodate this surge, GitHub initiated a scaling initiative in October 2025. Yet, by February 2026, it became apparent that GitHub's operational scale could potentially balloon to 30 times its current magnitude. The colossal growth pressure precipitated a decline in platform stability, leading to several major outages and minor service interruptions. The GitHub team elucidated in a blog post that they were undertaking a comprehensive restructuring of portions of their core infrastructure, establishing clear priorities to guarantee service availability, augment capacity, and refine new features iteratively. Presently, GitHub has executed several optimizations, shifted some computational resources to Microsoft's Azure cloud platform, segregated core critical services from other business operations, and made strides in constructing a multi-cloud architecture. Furthermore, GitHub divulged specifics about two outages, extended apologies at the conclusion of the post, and pledged to further enhance service quality.

Alphabet, the parent company of Google, has unveiled its financial results for the first quarter of 2026, showcasing a remarkable performance. The company reported total revenue of $109.896 billion, marking a 22% increase year-on-year. Net profit soared to $62.578 billion, reflecting an impressive 81% growth compared to the same period last year, significantly surpassing market expectations. Notably, revenue from cloud services reached $20 billion, a milestone that contributed to a 5.56% surge in the company’s stock price during after-hours trading.

During the first quarter, Google’s diverse business segments, including advertising, services, cloud, and others, demonstrated a mixed performance, with some areas experiencing growth and others seeing declines. Total traffic acquisition costs rose by 11%, while operating profit witnessed a 30% increase. Additionally, diluted earnings per share (EPS) grew by 82%, underscoring the company’s strong financial health.

Looking ahead, Alphabet anticipates capital expenditures for 2026 to range between $180 billion and $190 billion, with a substantial increase projected for 2027. In a move to reward shareholders, the board of directors declared a quarterly cash dividend of $0.22 per share, payable on June 15, 2026.