iSoftStone

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   iSoftStone deletes GPU post as its AI hardware business grows heavier

   An analysis from TMTPost covers iSoftStone's deletion of an Oct 13 WeChat post saying its 8,000 Nvidia 6000D GPUs had arrived and would be assembled at its Tongzhou factory; per Yicai, a company securities affairs representative said they were "not very clear" about it. The company's H1 2026 report shows revenue of 18.607 billion yuan, with hardware up 40.32% to 9.479 billion yuan (gross margin 5.43% to 7.70%) while software services grew 0.56% to 8.970 billion yuan and its margin fell from 14.60% to 11.62%, leaving group gross profit up only 110 million yuan and a 265 million yuan net loss, though Q2 returned to an 85 million yuan profit. The author argues the hardware push buys an AI project entry point but adds heavy inventory (10.746 billion yuan at end-June) and 3.951 billion yuan of H1 operating cash outflow, and notes AI-related revenue of 11.435 billion yuan (61.46%) versus a digital energy and computing services segment of about 149 million yuan (0.80%).

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