Runze's AIDC revenue overtakes traditional IDC amid expansion risks
TMTPost reports that Runze Technology generated nearly RMB 2 billion from AIDC in the first half of 2026, up 126.2% year over year and ahead of its traditional IDC revenue. The company posted RMB 5.666 billion in revenue for the first three quarters, but its analysis highlights rising capital expenditure, borrowing, customer concentration and margin pressure. The report also examines the competitive and regulatory risks facing Runze's overseas data-center expansion.
The reported shift shows that AI-oriented compute services have become a major revenue stream for Runze, while highlighting the capital-intensive and concentrated characteristics of the compute-rental business.
（本文作者为 创业最前线，钛媒体经授权发布）
文 | 创业最前线，作者 | 于莹，编辑 | 冯羽
今年以来，随着AI行业的深入发展，算力租赁，成了产业中最火的赛道之一。
算力租赁，简单说就是运营商建好装满高端GPU的超级机房，把“AI算力”按月、按时长租给大模型等公司。据中国信通院测算，2026年一季度，我国智能算力租赁市场规模同比增速超60%，百亿级长单密集落地，服务器厂商与算力运营商先后兑现业绩。
这波浪潮里，河北女首富周超男掌舵的润泽科技是最受关注的公司之一。作为曾经靠重资产批发型IDC起家、现以智能算力（AIDC）为增长引擎的人工智能基础设施服务商，公司AIDC业务收入占比今年上半年已经超过传统主业。
2026年前三季度，公司营收56.66亿元，同比增长42.45%，九个月就追平了2025年全年的收入，经营现金流更是同步大幅提升。