TECH

JD.com Unveils AI Logistics Push With 100,000-Chip Cluster, Millions of Robots

Published: Sep. 9, 2026 11:30 p.m. GMT+8

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9月9日，京东集团京东发布在一系列AI基建产品和计划，称侧重发展物理AI领域，并与摩尔线程达成合作，建设十万卡国产智算集群。

JD.com Inc. unveiled an artificial intelligence strategy focused on robotics and hardware integration, anchored by plans to build a large computing cluster with domestic chipmaker Moore Threads.

The move toward so-called physical AI sets the e-commerce company apart from domestic rivals Alibaba Group Holding Ltd. and Tencent Holdings Ltd., as JD.com looks to capitalize on its extensive logistics network while contending with its first quarterly revenue decline amid weak consumer spending.

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JD.com unveiled a physical AI strategy, focusing on robotics and hardware, including a 100,000-card computing cluster with chipmaker Moore Threads.
Plans include buying 3 million robots, 1 million autonomous vehicles, and 100,000 drones over five years, plus gathering 10 million hours of data in two years.
This comes amid a 2.9% Q2 revenue decline to 346.4 billion yuan, with capex of 5.5 billion yuan versus Alibaba's 67.7 billion and Tencent's 52.8 billion; shares fell 2.1%.

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Who’s Who

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What Happened When

May 2026：: Alibaba integrated its AI assistant into the Taobao app.

June 2026：: JD.com reported capital expenditure of 5.5 billion yuan, R&D spending of 7.3 billion yuan, a 2.9% decline in revenue to 346.4 billion yuan, an 11.8% drop in electronics and home-appliances segment to 157.9 billion yuan, and operating losses of 9.9 billion yuan in its new-business segment.

September 9, 2026：: JD.com Inc. unveiled an artificial intelligence strategy focused on robotics and hardware integration, anchored by plans to build a large computing cluster with domestic chipmaker Moore Threads.