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

· Source: caixinglobal.com

In short

JD.com has unveiled an artificial intelligence strategy centered on robotics and hardware integration, anchored by a planned large-scale computing cluster built with domestic chipmaker Moore Threads. Over five years the company intends to acquire 3 million robots, 1 million autonomous vehicles and 100,000 drones, while collecting 10 million hours of data within two years. The physical AI push comes as JD.com posts a 2.9% year-on-year revenue decline to 346.4 billion yuan and its Hong Kong-listed shares fall 2.1%.

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In the issue of week 37, 2026: JD.com’s Physical AI and Integrated Platforms Fuel Supply Chain Revolution

Tags: logistics, robotics, automation, chips, warehouse, ecommerce

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