Chinese computing firms deny reports of Big Tech AI demand slowdown

The coordinated pushback matters because supply-chain vendors are the first place an AI capex slowdown would show up, so their denials carry more weight than the rumors that prompted them. The detail on raised prices on some orders cuts against the idea of softening demand, though vendor commentary is inherently self-interested and unaudited. What's worth watching is whether order books and pricing hold through the next reporting cycle, and whether the rumor mill keeps recurring despite these statements.