NVIDIA has been a major beneficiary of the AI infrastructure wave since 2023; a $10,000 position bought at the start of 2023 would now be worth more than $131,000. Investors scouting alternatives point to AI supply-chain plays. Micron Technology has outperformed NVIDIA since 2023 — a $10,000 stake is now roughly $181,000, though most gains occurred in the past year. Micron, in a mid-stage expansion, says storage‑chip shortages driven by hyperscaler AI buildouts will persist beyond 2027, supporti

At the A-share close, the Shanghai Composite rose 1.65%, the Shenzhen Composite Index gained 3.07%, ChiNext was up 4.49% and the STAR Market 50 Index jumped 8.41%. More than 2,400 stocks advanced as the semiconductor sector led gains, with memory chips, advanced packaging and lithography equipment among the top performers.

China activated a national supercomputing internet core node: a single 100,000‑card full‑precision compute pool designed to support concurrent 100,000‑card training, ~10‑trillion‑parameter model full training, AI‑for‑Science and ultra‑large scientific engineering workloads, and to serve as a domestically developed inclusive large‑scale compute base. During trial it completed more than 70 tests at the 10k‑card scale. Using 45,000 cards it ran a 41.47 billion‑atom DFT‑precision simulation, setting a world record; billion‑scale grid simulation turnaround improved from week‑level to hour‑level; it has deeply adapted over 400 industry models and completed domestic porting and optimization of key domain software for fluid dynamics, quantum mechanics and large‑scale simulation, strengthening the domestic compute application ecosystem.