JD Cloud and Moore Threads plan 100,000-card AI factory

The Chinese technology sector is seeing significant advancements in AI infrastructure and Generative Engine Optimization (GEO). At the 2026 JD Global Technology Explorer Conference, JD Cloud announced plans to build a 100,000-card AI factory in collaboration with Moore Threads to support large model training and embodied intelligence.

Simultaneously, the marketing landscape is shifting toward GEO as businesses seek to influence AI-generated answers on platforms like DeepSeek, Doubao, and Kimi. Industry reports indicate the domestic GEO market is expected to exceed 4.2 billion yuan by 2026. Companies are increasingly moving away from traditional SEO toward semantic optimization and knowledge graph construction to ensure brand visibility in AI-driven decision-making processes.