SIE Information raises computing power contract total to 6.72B yuan

The revision lifts contract value without changing core terms, suggesting scope or capacity was added rather than a renegotiation of duration or pricing. The counterparty remains undisclosed as Company W, which limits any read-through on end-demand or credit quality. For a sector still trying to gauge whether computing-power contracts are firm commitments or flexible frameworks, the modest uplift and the anonymity of the buyer are the two details that matter. Whether similar supplementary agreements follow across other disclosed deals is the open question.