AI Compute Demand Soars: Guangdong-Hong Kong-Macao Intelligent Computing Secures Over 15B RMB in H1 Orders

The first half of 2026 has highlighted an intensifying race for intelligent computing resources. Guangdong-Hong Kong-Macao Intelligent Computing recently announced that its cumulative new intent orders for AI compute cloud services surpassed 15 billion RMB during this period. This figure underscores not only the company's growth trajectory but also the market's robust appetite for high-performance artificial intelligence computing power.

Order Scale and Delivery Progress

The company revealed that these intent orders correspond to an AI computing capacity of approximately 35,000 PFLOPS (based on FP16 dense). This scale of computational power is significant, capable of supporting cutting-edge large-scale AI model training and complex inference tasks, thereby providing foundational infrastructure for digital transformation across industries.

The delivery pace is equally noteworthy. By June 30, 2026, the company had successfully converted a portion of these intents into realized revenue, with newly delivered orders exceeding 2 billion RMB. This delivered capacity adds roughly 6,000 PFLOPS of operational compute to the market, already powering client applications.

Market Drivers and Industry Implications

The concentration of such large-scale orders points to several key market forces:

  • The push toward AGI: The development of larger, multi-modal models demands exponentially greater computing resources.
  • Pervasive industry adoption: AI has evolved from pilot projects to a core production tool in sectors from finance and biotech to manufacturing and autonomous driving.
  • Scarcity of compute infrastructure: Constraints in high-performance AI chip supply and energy availability make centralized, cloud-based compute services an attractive alternative.

For Guangdong-Hong Kong-Macao Intelligent Computing, the current focus is on ensuring the high-quality construction and timely delivery of the remaining order backlog. The company is mobilizing resources to expand data center capacity, optimize network architecture, and enhance operational efficiency, aiming to translate this substantial pipeline into reliable service capability and client trust.

The Future Compute Landscape

This half-year order performance may be just a precursor to sustained, long-term growth in AI compute demand. As technology evolves and application scenarios broaden, reliance on intelligent computing will deepen. Firms capable of providing stable, efficient, and scalable compute services are poised to play a critical, utility-like role in the future digital economy. The latest results position Guangdong-Hong Kong-Macao Intelligent Computing advantageously in this competitive arena.