T Morning Report | The seven major US tech giants sign commitments for independent power supply; AI core industry scale exceeds 1.2 trillion yuan by 2025; Bilibili achieves full-year profitability for the first time

WealthCoffee · 2026-03-07T00:52:08+00:00

The seven major American tech giants have signed the "Power User Protection Pledge," committing to develop new power generation resources and bear infrastructure costs. Meanwhile, Huawei has jointly showcased its HarmonyOS Intelligent Mobility and automotive solutions business for the first time, unveiling a new generation of laser radar.

WealthCoffee

2026-03-07 00:52:08

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U.S. Tech Giants Sign Commitment to Power Independence

On March 4th, U.S. President Donald Trump gathered Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI—seven artificial intelligence and large-scale computing companies—at the White House to jointly sign the “Electricity User Protection Pledge.” These tech giants committed to building, integrating, or purchasing new power generation resources, fully covering the costs of upgrading their data center power transmission infrastructure. They will also negotiate independent rate structures with utility companies and state governments to ensure they pay for infrastructure dedicated to their operations regardless of actual electricity usage.

Huawei’s Two Major Automotive Businesses Make First Public Appearance Together

Huawei’s two automotive business units—HarmonyOS Intelligent Driving and Smart Automotive Solutions (referred to as “Car BU”)—have historically operated independently, with potential internal competition. On March 4th, Car BU CEO Jin Yuzhi participated for the first time in the HarmonyOS Intelligent Driving technology launch event, introducing Huawei’s new generation laser radar. This was also the first time he appeared alongside Huawei Terminal Chairman Yu Chengdong.

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