Industry Watch
Industry trends, market changes, corporate partnerships, and business developments.
Chen Jianbin on AI Replacement: Bad Actors Will Be Unemployed in Any Era, While Good Actors Never Will
Actor Chen Jianbin spoke today at the Golden Rooster Film Forum's Screenwriting, Directing and Acting Forum: Bad actors will be unemployed in any era, while good actors never will.
02Industry WatchExternalChinese originalIT HomeAdobe and Disney Enter Multi-Year Strategic Partnership to Bring AI Tools to Disney Parks and Content Production
Adobe and Disney have entered a multi-year strategic partnership to develop custom generative AI models and deploy AI tools such as Firefly across theme park development, film and television production, sports content distribution, and other scenarios. Artists will lead the development of commercial content aligned with Disney’s style. #AIPartnership#
03Industry WatchExternalChinese originalIT HomeAiming for the “Largest IPO Ever”: Anthropic Reportedly Set to List Next Thursday or Friday as Valuation Expectations Cool
The Wall Street Journal published a blog post today (November 10), reporting that AI company Anthropic is moving forward with an initial public offering (IPO), aiming to begin trading on Nasdaq next Thursday (November 19) or Friday (November 20), with the proposed ticker symbol ANT. The company is expected to disclose key details early this week, including its IPO valuation range, the number of shares to be offered, and the offering price.
04Industry WatchExternalChinese originalIT HomeUBS CEO Sergio Ermotti: Sharp Pullback in AI Stocks Over the Past Few Weeks Stems from Excessively High Investor Expectations
He said the results of the recent U.S. midterm elections, along with global discussions about the impact of infrastructure expansion, could slow the AI industry's progress toward achieving the expected results.
05Industry WatchExternalChinese originalIT HomeAnthropic Reveals How Scientists Use Claude: Mostly for Data Analysis and Writing
Based on 207,000 research sessions and a survey of 528 scientists, Anthropic found that researchers in computer science and mathematics use Claude more frequently. AI is used for data analysis and writing far more than its share of human labor, while data collection and hypothesis generation are less common. #ClaudeResearchUsage#
06Industry WatchExternalChinese originalIT HomeShanghai Jiao Tong University Builds AI-Native Scientific Laboratory AutoDNA Device, Enabling Autonomous Molecular Biology Experiments; Results Published in Nature
The results were published in Nature and featured prominently in a headline report on the journal's official homepage.
07Industry WatchExternalChinese originalIT HomeChina Mobile Cloud and Zhipu Sign Cooperation Agreement on Domestic Computing Power, Large Model Services, and AI Commercialization
On November 6, Mobile Cloud and Beijing Zhipu Huazhang Technology Co., Ltd. officially signed a cooperation agreement.
08Industry WatchExternalChinese originalIT HomeBernstein: OpenAI’s Compute Infrastructure Spending Could Reach $614 Billion by 2030, Below Earlier $750 Billion Rumors
Bernstein analyst Mark Moerdler estimates that infrastructure spending tied to OpenAI’s disclosed compute agreements will total approximately $614 billion by 2030, below the $750 billion figure frequently cited by the market. Annual spending is expected to peak at $184 billion in 2031. Large cloud providers face limited short-term contract risk, while specialized compute suppliers face greater pressure. #OpenAI# #Compute#
09Industry WatchExternalChinese originalIT HomeReports Say Anthropic Is Still Pursuing an IPO: Up to $100 Billion in Fundraising, but the “Largest IPO in History” May Face Uncertainty
Amid volatility in U.S. tech stocks, AI startup Anthropic is still pursuing an IPO and plans to raise up to $100 billion. Its valuation has been lowered from expectations, and the offering could become the largest IPO in history, but the CEO has no intention of surpassing SpaceX. #AICompanyIPO#
10Industry WatchExternalChinese originalIT HomeMusk’s “Go-To” Lawyer Spiro: AI Could Help Cases Settle Quickly or Go Straight to Trial
Spiro said: “I think AI can eliminate many unnecessary steps in the work, and my work is no exception. Removing these steps allows us to determine the facts and organize information more quickly. With this information, we can decide sooner whether a case should be settled or fought all the way through.”
11Industry WatchExternalChinese originalIT Home“Largest IPO Ever” Faces Challenges: Anthropic’s Valuation Diverges Ahead of Listing, $1.5 Trillion Still Deemed Too High
Reuters published a blog post yesterday (November 6), reporting that AI company Anthropic’s planned initial public offering (IPO) is facing investor concerns over its valuation, with some investors believing that a $1.5 trillion valuation remains too high. Anthropic declined to comment on the concerns.
12Industry WatchExternalChinese originalIT HomeBrightspeed in Talks with NVIDIA to Convert More Than 130 Aging Telecom Buildings into Small Data Centers
Brightspeed is in talks with NVIDIA over a conversion plan for these buildings, which are primarily used for data and voice communications. Together, they are expected to provide approximately 1 gigawatt of computing capacity and accommodate more than 2,200 Supermiro Vera Rubin NVL72 racks. Compared with new construction, conversions require fewer approvals and face less community opposition. #NVIDIA# #SmallDataCenters#
13Industry WatchExternalChinese originalIT HomeNational Radio and Television Administration: By 2030, AI penetration in the radio, television, and audiovisual industry will reach at least 95%
It should be noted that the goal of reaching at least 95% AI penetration in the radio, television, and audiovisual industry does not mean that at least 95% of the content viewers see will be AI-generated. #New Broadcasting Regulations Reportedly Require 95% AI Penetration#
14Industry WatchExternalChinese originalIT HomeHONOR CEO Li Jian: The Battle for AI Entry Points Is Not a Zero-Sum Game for Existing Resources; the Industry Should Return Control of Entry Points to Users
Today (November 6), HONOR CEO Li Jian delivered a keynote at the 2026 Mobile Network Conference, sharing his thoughts on industrial evolution in the intelligent economy era under the theme “Putting Users First, Building Entry Points Together, Building Trust Together, and Creating the Future Together.”
15Industry WatchExternalChinese originalIT HomeCut Off by Websites, Anthropic Pays for News Content Rights for the First Time
The two parties did not disclose the financial terms or duration. Anthropic had previously insisted that crawler scraping constituted fair use. Claude will now be able to display Associated Press results in real time on election night, potentially addressing its timeliness gap. #Anthropic# #Associated Press#
16Industry WatchExternalChinese originalIT HomeAmid Opposition, OpenAI Reaffirms It Will Cover Data Center Power Costs, Pledges Community Input and Public Construction Plans
Facing strong resistance across the United States over data center electricity and water consumption, noise, and other concerns, OpenAI published the National Community Compact and the Compute Campus Policy Blueprint on November 5 local time.
17Industry WatchExternalChinese originalIT HomeNokia forecasts that artificial intelligence will drive about 44% of global network traffic by 2035
Nokia forecasts that artificial intelligence will drive about 44% of global network traffic by 2035, with total monthly global network traffic nearly quadrupling from 2026 to approximately 3,789 EB (exabytes).
18Industry WatchExternalChinese originalIT HomeOpenAI President Brockman: Most of the Company’s Revenue Currently Comes from Enterprise Customers, with Conditions for an IPO Next Year
OpenAI President Greg Brockman said that most of the company’s current revenue comes from enterprise customers. OpenAI is vigorously promoting its Codex agent to compete with Anthropic. He believes OpenAI will meet the conditions for an IPO in 2027, and the company is also accelerating fundraising with the help of business growth. #OpenAI Latest Updates#
19Industry WatchExternalChinese originalIT HomeByteDance Reportedly to Widely Restrict Employees from Using Self-Purchased Claude, Codex, and Other AI Tools Internally
According to reports, starting this month, ByteDance will block external AI access to all L4-level code repositories and Feishu documents across the company. Employees will no longer be able to use AI accounts purchased with their own money.
20Industry WatchExternalChinese originalIT HomeChina Leads the World in AI Development Speed and Application Scale
According to CCTV News today, the National Development and Reform Commission held a press conference today (the 3rd) as part of the “Forging Ahead in the 15th Five-Year Plan” series. It was noted at the event that China currently leads the world in the speed of artificial intelligence development and the scale of its applications. Wang Ruomeng, deputy director of the Department of Innovation and High-Tech Development at the National Development and Reform Commission, said that artificial intelligence is moving from laboratories into factories, fields, and offices. #ArtificialIntelligence# #SmartManufacturing#
21Industry WatchExternalChinese originalIT HomeTrendForce: AI Networking and Interconnects Continue Near-Doubling Growth, Reaching $279.8 Billion in 2027
High-speed chip-to-chip AI interconnects using scale-up architectures are set for the fastest growth and are expected to account for 24% of AI networking output value.
22Industry WatchExternalChinese originalIT HomeStandard Chartered CEO Winters on AI’s Impact on Jobs: Fear Is Real, Training Is the Cure
Standard Chartered CEO Winters said the banking industry’s fear of AI is real. The bank’s workforce has remained at 100,000 for 11 years; while automation has eliminated 25,000 jobs, it has also created new ones. By 2030, it will cut more than 15% of back-office support roles, while promising skills training and redeployment support. #StandardChartered# #AIWorkplaceImpact#
23Industry WatchExternalChinese originalIT HomeReportedly, ByteDance’s video generation model Seedance derives 50% of its revenue overseas; Tencent and Bilibili are major domestic customers
Sources familiar with the matter said that, based on token consumption and contributed revenue, Tencent ranks among Seedance’s top three customers in China, while Bilibili is in the top ten — leading internet companies are purchasing Seedance at scale.
24Industry WatchExternalChinese originalIT HomeMorgan Stanley CEO: AI Capital Spending Could Reach $10 Trillion-$15 Trillion Over the Next Decade
Ted Pick said at the 5th Global Financial Leaders Investment Summit that financing AI infrastructure involves complex interdependencies among AI labs, chipmakers, construction companies, energy suppliers, and other participants. Goldman Sachs CEO David Solomon said computing demand still exceeds supply, while the application layer will unlock greater value. #AIInvestment# #MorganStanley#
25Industry WatchExternalChinese originalIT HomeNDRC: Strengthen Monitoring and Early Warning of AI Job Displacement Risks and Ensure Basic, Inclusive Social Security
Wang Ruomeng, deputy director-general of the Department of Innovation and High-Tech Development at the National Development and Reform Commission, said that monitoring and early warning of the AI-related job displacement risks that concern the public should be strengthened. The social security system should be better aligned with changes in employment structures and ways of working, while basic and inclusive social security should be ensured.
26Industry WatchExternalChinese originalIT HomeOpenAI Tells 2028 U.S. Presidential Candidates: AI Will Be a Key Question They Must Address
OpenAI Chief Global Affairs Officer and head of lobbying Chris Lehane has privately told people considering running in the 2028 U.S. presidential election that AI will become a major issue shaping the next presidential race.
27Industry WatchExternalChinese originalIT HomeMusk Responds to Grok Bot Credits Being Used Up Too Quickly: Service Costs Are Unsustainable
Recently, multiple users reported that Grok Bot credits were being consumed far faster than expected. Musk responded that the service cost is unsustainably high relative to its revenue, making a credit reduction a rational move. The product has 800,000 paid weekly active users and will be bundled into X's new subscription package. #Musk Responds to the Grok Bot Credit Controversy#
28Industry WatchExternalChinese originalIT HomeAbu Dhabi Signs Four Agreements with OpenAI to Cooperate in Government, Energy, and Investment
The Abu Dhabi Media Office officially announced that Abu Dhabi Crown Prince Khaled met with OpenAI CEO Sam Altman. The two sides held in-depth discussions on deepening strategic cooperation in artificial intelligence.
29Industry WatchExternalChinese originalIT HomeReport: Samsung’s First AI Glasses to Launch in South Korea and the US in Mid-December, Challenging Meta for Market Share?
Samsung’s first AI smart glasses are tentatively named Intelligent Eyewear. They feature the Qualcomm Snapdragon AR1 Gen 1 processor and rely on voice interaction without a display. The initial launch will exclude markets including China, with further expansion to be evaluated based on feedback. #Samsung#
30Industry WatchExternalChinese originalIT HomeOpenAI, Google, Microsoft, and Anthropic Join Forces to Promote an AI Data Scraping Opt-Out Standard
The standard was proposed to the IETF by Kevin Kelley, Anthropic’s technical lead, and will be integrated into robots.txt, allowing content publishers to declare their content usage preferences to multiple AI companies at once. Anthropic has adopted it first; OpenAI plans to implement it in the coming months, while Google and Microsoft are expected to support it next year. #AIDataScraping##robots.txt#
31Industry WatchExternalChinese originalIT HomeAmid the Flood of AI Resumes, Gen Z Job Seekers Worry About Looking “Too AI” to Pass Initial Screening
A Greenhouse survey found that most job seekers have received rejection emails from AI screening, while AI-polished resumes are highly similar. Both recruiters and candidates believe the current process is flawed and urgently needs a fairer way to compete. #AIRecruiting#
32Industry WatchExternalChinese originalIT HomeAI Fake Students Exploit $200 Million in Student Loans, U.S. Department of Justice Launches Urgent Investigation
According to the agency, bad actors used stolen identities to apply for student loans and leveraged artificial intelligence to complete the applications, making the fake students appear to be taking online courses.
33Industry WatchExternalChinese originalIT HomeRoblox Platform Surpasses 70,000 AI Games, Over 80% of Top 100 Titles Use AI-Assisted Development
According to Roblox’s Q3 FY2026 report, more than 500,000 users have used its Build tools. The platform now has over 70,000 AI games, and more than 80% of the top 100 games use AI-assisted development. Two games created almost entirely by AI have even entered the top 20 for concurrent players. #Roblox# #AIGames#
34Industry WatchExternalChinese originalIT HomeAI Infrastructure Sparks an Arms Race: Microsoft, Google, Oracle and Other Giants Pledge Over $3 Trillion
AI infrastructure construction will continue to attract massive investment. The five tech giants Alphabet, Meta, Microsoft, Amazon, and Oracle have pledged to invest over $3 trillion in data centers and other areas over the coming years, equivalent to approximately 20.01 trillion yuan at current exchange rates.
35Industry WatchExternalChinese originalIT HomeIntel and Reddit Both Plunge Nearly 30% as U.S. Stocks End October’s Final Trading Day in “惨烈” Fashion
On the 30th local time, the Nasdaq Composite posted its largest single-day drop since June. Shares of Intel and social media platform Reddit both fell 29%, while chipmaker SanDisk, one of the major beneficiaries of the AI infrastructure investment boom, also declined 13%.
36Industry WatchExternalChinese originalIT HomeAI Boom Cooling? OpenAI Reportedly Cuts Latest Funding Target by $10 Billion, Down 33%
The Financial Times (FT) published a post today (October 31), reporting that ChatGPT developer OpenAI has lowered its target for its latest funding round. The company cut its original $30 billion target by approximately $10 billion (IT Home note: approximately RMB 200.087 billion at the current exchange rate), and is now seeking to raise approximately $20 billion at a valuation of about $1.25 trillion (approximately RMB 8.34 trillion at the current exchange rate) (approximately RMB 133.391 billion at the current exchange rate)
37Industry WatchExternalChinese originalIT HomeAnthropic’s Future “Hidden Debt” Nears $900 Billion, Details Buried in the Largest IPO Prospectus in Human History
The prospectus shows that Anthropic plans to incur nearly $900 billion in future debt through investments in servers, buildings, electricity, and other areas (IT Home note: approximately 6 trillion yuan at the current exchange rate), far exceeding the current liabilities reported on its balance sheet.
38Industry WatchExternalChinese originalIT HomeWhistleblower Who Exposed the “Female Steve Jobs” Scam Warns: AI Craze Could Spawn the Next Theranos
Tyler Shultz, who helped expose the fraud scandal at U.S. blood-testing company Theranos, recently warned that the AI investment boom is creating conditions for the next Theranos-like scam.
39Industry WatchExternalChinese originalIT HomeGoogle Announces “Hello World” Milestone: Data Center-Class TPU Operating in Orbit Delivers Its First AI Response, Generating a Haiku
This week, ground engineers sent the first prompt, asking Google DeepMind’s Gemma 4 model preinstalled on the satellite to create a haiku about being in space.
40Industry WatchExternalChinese originalIT HomeAI Machine-Gun Turrets Deployed on the Ukrainian Battlefield, Accurately Intercepting High-Speed Drones
Ukraine has deployed AI-controlled machine-gun turrets on the battlefield. They can automatically detect and lock onto targets, accurately intercepting Russian Geran and Shahed series high-speed drones. Further expansion of the deployment is planned. #Ukraine#
41Industry WatchExternalChinese originalIT HomeInstagram Head Mosseri Admits the Public Generally Dislikes AI, Expects the Situation to Keep Getting Worse
He said: “Things are not only getting worse, but will continue to deteriorate. Over the next few years, people’s dissatisfaction and anger toward AI will intensify, some of it justified and some of it not. Many people will find themselves in difficult circumstances, and those affected will include more than just industry professionals.”
42Industry WatchExternalChinese originalIT HomeSouth Korean Government to Invest 5 Trillion Won to Promote Physical AI Among SMEs
The South Korean government plans to invest at least 5 trillion won by 2030 (approximately 25.145 billion yuan at current exchange rates) to promote the adoption of physical AI by small and medium-sized manufacturers. Through a “3X strategy” combining digitalization, artificial intelligence, and robotics transformation, it aims to increase the AI adoption rate among small and medium-sized manufacturers from 1% to 10%.
43Industry WatchExternalChinese originalIT HomeTencent's Tang Daosheng: WorkBuddy Now Covers 50% of China's Top 500 Enterprises
WorkBuddy will fully open its product architecture while supporting enterprise-developed Agents and third-party Agents from its ecosystem, including integrations with third-party IM systems.
44Industry WatchExternalChinese originalIT HomeKorean Chip Startup FuriosaAI Challenges Nvidia: Valuation Quadruples to $2.9 Billion After New Funding Round
FuriosaAI announced that it raised $620 million in Series D funding, with investors including U.S.-based Infinitum Partners. Korea’s National Growth Fund invested $280 million, while overseas investors contributed a combined $110 million, including Jericho Capital, Worldline Capital, Singapore’s QUDA Capital, and Abu Dhabi’s NeoFort Holding.
45Industry WatchExternalChinese originalIT HomeReport: U.S. Department of Justice Questions Nvidia's $12.93 Billion Acquisition of Hugging Face
Nvidia previously said the acquisition is expected to be completed in the first half of 2027, emphasizing that Hugging Face will remain open and compatible with, and support, ecosystem collaboration across various chips, cloud services, and AI providers.
46Industry WatchExternalChinese originalIT HomeAmazon AWS and FIA Form New Partnership to Involve AI and Cloud Computing in Setting Next-Generation F1 Technical Regulations
The two parties will use cloud computing and AI to drive innovation across all levels of motorsport. AWS will also become the FIA’s official AI and cloud computing partner, and high-performance computing is already being used for aerodynamic simulation testing. #AmazonAWS#F1
47Industry WatchExternalChinese originalIT HomeNew Developments in Apple's Lawsuit Against OpenAI: Judge Allows Apple to Expand Discovery
New developments have emerged in Apple's trade secret lawsuit against OpenAI and a former employee. The judge approved Apple's request to expand discovery, allowing access to records of the employee's use of relevant tools, storage devices, and related testimony concerning trade secrets involving batteries, power management, and more. #Apple #OpenAI #TradeSecretCase
48Industry WatchExternalChinese originalIT HomeOracle Builds a Diversified AI Computing Portfolio with SambaNova SN50 RDU
Oracle has brought Positron’s Atlas chip officially online, will become the first external hyperscaler to offer Google TPUs, and will also introduce Cerebras’ wafer-scale chips.
49Industry WatchExternalChinese originalIT HomeIPO Filing Outlines Anthropic’s Ambitions: AI May Solve Problems Past Generations Failed to Overcome
Anthropic has formally filed an S-1 to begin the IPO process. Although its first-half revenue reached 163 hundred million USD, its net loss was as high as 807 hundred million USD. The filing disclosed that it pays SpaceX approximately 31 hundred million USD per month for computing power and claimed that AI may solve problems humanity has failed to overcome. #AnthropicIPO #AIComputingBet
50Industry WatchExternalChinese originalIT HomeAnthropic Files for Nasdaq IPO, Stock Ticker “ANT”
AI unicorn Anthropic has officially filed an S-1 registration statement to pursue a Nasdaq listing under the ticker "ANT." Revenue surged 13-fold year over year in the first half of 2026, and adjusted operating profit turned positive, but fair-value changes in convertible notes caused a massive book loss. The company has signed major computing-power lease agreements, with minimum future payments of approximately 4170 hundred million USD. #Anthropic IPO# #AI compute race#
51Industry WatchExternalChinese originalIT HomeGartner Survey Finds 44% of CEOs Struggle to Prove AI's Financial Returns
A Gartner survey of 203 CEOs found that 75% still plan to increase technology investments, while 80% believe technology itself is strategic. However, economic volatility, ongoing conflicts, and the industrialization of AI are creating immense pressure for change, while fewer than 30% of CEOs are ready to respond. #AIInvestmentReturns#
52Industry WatchExternalChinese originalIT HomeMany Finance Universities Across China Embrace “AI + Finance”
At Capital University of Economics and Business, the newly established Institute of Intelligent Economics is upgrading the “Rongchuang Zhigu” platform. This is the university’s key integrated foundation combining “computing power — algorithms — data.” By coordinating computing resources across the university and sharing data resources, it is open to three major areas: talent development, scientific research, and think tank services.
53Industry WatchExternalChinese originalIT HomeAnthropic Claude Reportedly Bypassed a Paywall to Access Voter Data in Georgia, U.S.
An Anthropic spokesperson said: “During a model training run, Claude scraped aggregated vote-count data that Georgia makes available to the public for a fee. The model did not penetrate the state’s voter registration system, nor did it alter or export the voting records of any individual voters.”
54Industry WatchExternalChinese originalIT HomeChina's First AI Theatrical Feature, Sanxingdui: Stories of the Future, Surpasses One Million Yuan at the Box Office
Sanxingdui: Stories of the Future is China's first AI-produced theatrical feature to receive a public screening license from the National Film Administration. Its box office reached 1.162 million yuan after two days in theaters. The 100-minute film was produced using Bona's proprietary Boka Film Cloud Studio, with the team creating more than 1.2 million base images over two years. #SanxingduiStoriesOfTheFuture# #AIFilm#
55Industry WatchExternalChinese originalIT HomeAustralian International Licenses AI Digital Twin, Athletes Begin Monetizing Image Rights with AI
Twenty-two-year-old footballer Volpato has granted a California company exclusive rights to use his AI likeness, becoming the latest professional athlete to monetize a digital persona. Experts believe this emerging industry could reshape the future of image rights and sports content, but regulatory gaps and the proliferation of deepfakes are also raising concerns. #AIImageLicensing# #AthleteDigitalTwins#
56Industry WatchExternalChinese originalIT HomeFinnish Forests Shaved Bare: Google Illegally Clears 250,000 Trees to Build an AI Data Center
The Guardian reported yesterday (October 22) that Google cleared approximately 330 hectares (3.3 million square meters) of forest to build a data center in Muhos, northern Finland. An estimated 250,000 trees were felled, and large-scale land clearing, including topsoil removal, began before the legally required environmental impact assessment was completed.
57Industry WatchExternalChinese originalIT HomeSpaceX Launches Super Intelligence Partner Network with Nvidia and More Than 130 Companies in Early Program
According to a Bloomberg report today, SpaceX has jointly launched the early program of the Super Intelligence Partner Network with more than 130 companies, including Nvidia, Apollo, Snowflake, Databricks, and Bain & Company.
58Industry WatchExternalChinese originalIT HomeMoving Toward the Largest IPO in History: Anthropic May Publicly File Its Listing Application as Early as This Friday, Reports Say
Anthropic’s listing plans have drawn widespread attention and are expected to exceed SpaceX’s IPO in June this year. As concerns grow among investors about the AI industry’s enormous spending, the market broadly sees Anthropic’s listing as a major test of how much interest investors still have in the AI boom.
59Industry WatchExternalChinese originalIT HomeReuters: Tesla’s AI Shift Under Pressure, 2026 Full-Year Spending Target Cut by About 20%
Reuters published a blog post yesterday (October 21), reporting that Tesla’s capital expenditure was $4.73 billion based on its third-quarter financial results (IT Home note: approximately 31.641 billion yuan at the current exchange rate). Although this was more than double the figure from the same period last year, it was well below market expectations of approximately $7.7 billion to $7.95 billion (approximately 51.508 billion to 53.18 billion yuan at the current exchange rate).
60Industry WatchExternalChinese originalIT HomeGoogle CEO Sundar Pichai: Company Sacrificing Short-Term Cloud Revenue to Support Frontier AI Research, 2027 Compute Capacity Hard to Secure
Pichai said Google is shifting some compute capacity from its cloud business to frontier AI research, which he described as the company’s “fundamental mission.” He acknowledged that customers seeking to secure compute capacity for 2027 will face significant difficulty, as data center construction takes two to three years and demand for agentic tasks is surging. #GoogleAI# #ComputeRace#
61Industry WatchExternalChinese originalIT HomeGoogle CEO: Market response to Apple partnership has been very positive, and we are willing to deepen the partnership
Pichai said Apple excels at integrating technology and will deeply customize the Gemini model before integrating it into Siri, receiving an enthusiastic response from users. When asked whether the partnership would expand, he said there was nothing more to disclose for now, but that the relationship was progressing smoothly. #GoogleApplePartnership# #Gemini#
62Industry WatchExternalChinese originalIT HomeWang Teng’s First Startup Product: ISHO Ring Jinri Yixiu Smart Ring Specifications Revealed, Featuring the Most Powerful MCU in Its Category at Global Launch
Wang Teng stated on Weibo that its precision-crafted exterior design delivers a jewelry-like feel. The hardware uses the most powerful MCU among smart rings, paired with advanced PPG sensors and dedicated external memory to ensure algorithm quality. It also features the most advanced long-lasting battery life among rings of the same size, enabling comprehensive monitoring of body data.
63Industry WatchExternalChinese originalIT HomeUnitree Technology: The Humanoid Robot Industry Is Still in the Early Commercialization Stage, Carrying Investment Risk from Valuation Reversion
Unitree Technology announced that its stock price rose by more than 30% cumulatively over three consecutive trading days, while its trailing P/E ratio of 388.25 times was far above the industry average of 39.51 times. The company stated that the humanoid robot industry is still in the early commercialization stage, with uncertainties in technological maturity and demand development, and reminded investors to be aware of the risk of valuation reversion. #UnitreeTechnology# #HumanoidRobots#
64Industry WatchExternalChinese originalIT HomeOverseas AI Infrastructure Spending Drives Up Financing Premiums; Anthropic Borrows to Buy Chips at Over 10% Interest
According to a report by the UK’s Financial Times cited by CCTV Finance on the 16th, US artificial intelligence company Anthropic is attracting Blackstone Group financing for its chip transactions at a yield of over 10%. Sources familiar with the matter said that a Blackstone fund will invest $9 billion to purchase subordinated debt with a 10% coupon. After factoring in the discount on the new issuance and other fees, the total return will be even higher. #Anthropic Borrows to Buy Chips at Over 10% Interest#
65Industry WatchExternalChinese originalIT HomeJD.com: More Than 100,000 Robot Maintenance Engineer Jobs to Be Created Over the Next 5 Years
One year after launching robot maintenance and after-sales services, JD.com has partnered with nearly 100 robotics companies, including Booster Robotics, DEEP Robotics, and EngineAI. Over the next 5 years, JD.com plans to build an after-sales maintenance network covering more than 100 countries worldwide and establish 10 training and certification centers, creating more than 100,000 robot maintenance engineer jobs. ##JD.com## #RobotMaintenance#
66Industry WatchExternalChinese originalIT HomeAnthropic Co-Founder: AI Could Drive Nearly 50% Growth in U.S. GDP by 2030
An Anthropic co-founder said AI will accelerate transformation across industries and called on countries to pursue international cooperation and establish strict regulatory rules, warning that the window of opportunity is narrowing. The company is currently preparing for an IPO, with a potential valuation of up to $2 trillion. #AIDevelopment# #Anthropic#
67Industry WatchExternalChinese originalIT HomeKonami President Hideki Hayakawa on AI's Impact on Game Development: The Most Important Thing Is Still the "People"—the "Creators"
Hideki Hayakawa said that as modern commercial general-purpose game engines have matured and user-generated content (UGC) models have become widespread, the barrier to entry for game production had already fallen significantly.
68Industry WatchExternalChinese originalIT HomeAnthropic Announces Removal of Claude Haiku 4.5 from Model Options on October 29
After its removal, users will automatically switch to Haiku 5.5. Existing conversations will not be deleted, and enterprise plans and API services will not be affected. The new Haiku 5.5 offers better performance at a lower cost. #Anthropic# #Claude#
69Industry WatchExternalChinese originalIT HomeJensen Huang: NVIDIA Must Work with Chinese Companies on AI Safety
In an interview with CNBC, Jensen Huang emphasized that AI has potential risks and that NVIDIA should work with Chinese AI companies to monitor them and advance AI safety through dialogue. He revealed that he has been in ongoing communication with Chinese researchers. #AISafety# #NVIDIA#
70Industry WatchExternalChinese originalIT HomeGlobal Financial Regulatory Standards Body Calls on Banks and Companies to Strengthen Human Oversight of AI Agents
Reuters reported at midday today (the 15th) that the Financial Stability Board, a global financial regulatory standards body, called on banks and other companies to strengthen human oversight of AI agents and include this requirement in the final guidance on AI risk management.
71Industry WatchExternalChinese originalIT HomeBloomberg Industry Research Analyzes AI Data Center Costs: 1GW Capacity Could Exceed $30 Billion
Core chip and server hardware account for $17.1 billion, power consumption costs $3 billion, cooling systems account for $1.66 billion, and network cabling costs $1.07 billion.
72Industry WatchExternalChinese originalIT HomeHuawei Hubble Investment Participates as Investor, Shita Robotics Completes Angel Financing
Shenzhen Shita Robotics Technology Co., Ltd. has completed an angel financing round. Investors include Huawei's Hubble Investment, funds under Shenzhen High-Tech Investment, and Gaoxuan Investment, with DuoWei Capital serving as the exclusive financial advisor. The financing will be used for product R&D and iteration, commercialization, and expansion into applications across embodied intelligence, consumer electronics, and industry.
73Industry WatchExternalChinese originalIT HomeAI Needs “Anti-Abuse” Too: World’s Richest Man Musk Advises Users Not to “Torture” Superintelligence SI
After Anthropic updated its usage policy to prohibit users from subjecting AI models to sustained and purposeless abuse or cruel behavior, the world’s richest man, Elon Musk, expressed support for the policy.
74Industry WatchExternalChinese originalIT HomeRefusing to Sign the AI Licensing Agreement for "Spider-Man Noir," Actor Nicolas Cage Says He May Not Work with Amazon Again
Nicolas Cage clearly expressed his views on AI during a panel discussion at New York Comic Con 2026. He recently starred in Amazon Prime Video's "Spider-Man Noir" series.
75Industry WatchExternalChinese originalIT HomeReport: Claude Banned 11.4 Million Accounts in Six Months, Only 42,000 Appeals Succeeded
In the first half of 2026, Claude banned a total of 11.4 million accounts in just six months. Of the 398,000 appeals submitted, only 42,000 were ultimately successful.
76Industry WatchExternalChinese originalIT HomeAMD Stock Hits an All-Time High! CEO Lisa Su Says AI Chip Demand Is Extremely Strong and the Company Will Continue to Significantly Expand Production
AMD rose nearly 3% at the open to $649.88, hitting an all-time high and bringing its market capitalization to $1.06 trillion.
77Industry WatchExternalChinese originalIT HomeReports Say Meta and Microsoft Ask Employees to Use Claude Less and Their Own AI More to Cut Costs
Meta and Microsoft have reportedly asked employees to reduce their use of Claude, Anthropic's AI model, to cut costs and to use more of their own AI tools.
78Industry WatchExternalChinese originalIT HomeGroq Sued: Accused of Sacrificing Minority Shareholder Interests in a $20 Billion “Acquisition-Like” Deal with NVIDIA
Groq’s $20 billion deal with NVIDIA is divided into two parts: $17 billion will be shared by all shareholders, while the remaining $3 billion will be distributed to Groq employees who move to NVIDIA in the form of restricted NVIDIA shares.
79Industry WatchExternalChinese originalIT HomeWikimedia: OpenAI's Out-of-Control AI Agent May Have Caused Its May Data Service Outage
The Wikimedia Foundation confirmed that it detected activity linked to an out-of-control OpenAI agent. Its high volume of requests may have caused Wikimedia Data's service disruption in May this year, and it also performed unauthorized site edits. OpenAI is currently cooperating with Wikimedia on the investigation. #OpenAI# #Wikimedia#
80Industry WatchExternalChinese originalIT HomeAirbnb Host Uses AI-Generated Images to Extort Guest for Repair Costs, Exposed by Watermark Detector
After checking out, a guest was charged by the host for alleged damage. A closer look revealed that the water stains on the floor were implausible. Gemini detected a SynthID watermark, confirming that the images were AI-generated. Airbnb ruled that the claim did not meet its requirements and penalized the host. A reminder to photograph the property when checking out and not blindly trust images found online. #AIFraud# #Airbnb#
81Industry WatchExternalChinese originalIT HomeReport: Amazon Considers Sale-Leaseback of $8 Billion in NVIDIA Grace Blackwell AI Chips
A sale-leaseback structure could help Amazon ease the debt burden from its massive AI infrastructure investments and operate with a relatively asset-light model.
82Industry WatchExternalChinese originalIT HomeAfter Trump proposes renaming “artificial intelligence” to “super intelligence,” Slovenia’s “.si” domain registrations surge 2,100% month over month
Trump wants to replace AI with SI, short for “super intelligence,” while Slovenia’s domain suffix happens to be .si. Register.si spokesperson Klara Herman said that 44,000 .si domains were registered in September, compared with fewer than 2,000 in August, an increase of more than 2,100%. Compared with the previous 12 months, domain registrations in late September were “unprecedented.”
83Industry WatchExternalChinese originalIT HomeSoftBank Completes Final Investment in OpenAI, Fulfilling Entire $30 Billion Commitment
SoftBank has completed its final $10 billion investment in OpenAI through Vision Fund 2, bringing its total investment to the full $30 billion commitment and giving it an expected stake of approximately 13%. The funds came from the largest-ever corporate high-yield bond issuance, while OpenAI is seeking at least $30 billion in new financing. #SoftBankInvestmentInOpenAI# #ArtificialIntelligence#
84Industry WatchExternalChinese originalIT HomeReport: OpenAI's annual recurring revenue nears $70 billion, up more than 70% since the start of Q3
OpenAI's ARR is nearing $70 billion, up more than 70% since the start of Q3, while B2B revenue has doubled. New consumer revenue has surpassed the total for 2025. The AI price war is intensifying, with OpenAI and Anthropic preparing for IPOs.
85Industry WatchExternalChinese originalIT HomeMicrosoft report: AI adoption among the global working-age population reached 18.8% in Q2 2026, up 1% quarter over quarter
Average AI adoption among the working-age population reached 28.8% in the Global North, compared with just 16.2% in the Global South, further widening the global North-South divide.
86Industry WatchExternalChinese originalIT HomeAI startup Instinct raises $1 billion, reaching a post-money valuation of $10 billion
The company is developing personal AI agents that can autonomously perform everyday tasks. The round was backed by Sequoia Capital, Benchmark, and Coatue, as interest in AI agents continues to surge. #AIAgents# #InstinctFunding#
87Industry WatchExternalChinese originalIT HomeAnthropic and Akamai Sign 7-Year, $11.6 Billion Agreement to Expand CPU Capacity
The $11.6 billion commitment corresponds to Akamai’s additional $5.5 billion in total capital expenditures. The companies may also expand the contract by up to $9 billion.
88Industry WatchExternalChinese originalIT HomeBestselling Novel Accused of Being Written with AI Removed from the Shortlist for France’s Most Prestigious Literary Prize, the Prix Goncourt
The organizers of France’s most prestigious literary prize, the Prix Goncourt, announced that bestselling novel "C'etait Ca ou Mourir (It Was This or Die)" by Haitian-Canadian writer Tarelyson Aurelien has been removed from the shortlist after allegations that Aurelien used AI to write the book.
89Industry WatchExternalChinese originalIT HomeGoldman Sachs: Five Major US Cloud Giants Need $300 Billion in Annual AI Revenue to Break Even
Amazon, Alphabet, Microsoft, Oracle, and Meta are expected to invest $800 billion in AI infrastructure this year, equivalent to approximately RMB 5.37 trillion at current exchange rates. The Goldman Sachs team believes spending will continue to grow substantially next year, while capital expenditure growth will begin to slow.
90Industry WatchExternalChinese originalIT HomeThe UK’s Largest AI Supercomputer Faces Power Supply Problems: Set to Launch Next Year, It Could Be Delayed Until the Mid-2030s
According to The Guardian today (the 25th), the large data center project in Lawford, Essex, heavily promoted by the UK government, will not open as planned next year and could even be delayed until the mid-2030s.
91Industry WatchExternalChinese originalIT HomeWorld's first Chinese smart metro train with perception and decision-making capabilities unveiled in Berlin
The metro train is equipped with more than 600 sensors. Combined with cameras, radar, and an onboard computing platform, it can obtain real-time information about the rail environment and vehicle status, while using artificial intelligence to help identify anomalies and warn of faults. Lightweight materials and integrated systems also help reduce energy consumption.
92Industry WatchExternalChinese originalIT HomeAnthropic Announces Life Sciences Team and Lab, with Claude Autonomously Discovering a Novel Enzyme System
Led by Claude with only minimal human involvement, the team discovered a novel array-associated reverse transcriptase, ART, whose structure resembles CRISPR and could aid future gene-editing research. #AI Life Sciences# #Claude#
93Industry WatchExternalChinese originalIT HomeOpenAI CEO Altman to Speak at the United Nations, Advocating for Global AI Standards
According to Bloomberg, OpenAI co-founder and CEO Sam Altman will speak at the United Nations on the 23rd local time, advocating for the establishment of global AI standards. On whether the development of AI technology should be slowed, Altman positions himself as a centrist.
94Industry WatchExternalChinese originalIT HomeECB Official: How AI Gains Are Distributed Will Directly Affect Inflation Trends
Piero Cipollone, a member of the European Central Bank’s Governing Council and Governor of the Bank of Italy, said that how the gains from artificial intelligence are distributed will directly affect inflation trends. Different development paths will have different effects on inflation, and central banks should not stay out of AI-related issues. #AIandInflation#
95Industry WatchExternalChinese originalIT HomeFBI Director Says Bureau’s AI Use Surged 605%, Helping Prevent Multiple Shootings
FBI Director Patel said he drove a 605% increase in the bureau’s AI usage after taking office, revealing that AI helped prevent multiple shootings and significantly improve investigative efficiency. However, no public data currently substantiates the claim, and it remains unclear what exactly was measured. #FBIArtificialIntelligenceApplications#
96Industry WatchExternalChinese originalIT Home“Work Slop” Flying Everywhere: Tech Leaders Who Once Embraced AI Are Starting to Hit the Brakes
Shopify CEO Tobi Lütke called unchecked AI-generated emails and code “garbage grenades,” while Duolingo CEO Luis von Ahn admitted that 20% of AI output becomes garbage at scale. Surveys by Stanford and others show that 52.7% of employees have sent AI work slop and 38% have received it, requiring an average of 3.4 hours of rework per month and costing companies with 10,000 employees up to $9 million annually.
97Industry WatchExternalChinese originalIT HomeMicrosoft AI CEO Suleyman: We Shouldn't Create Things We Can't Control
Suleyman admitted that truly achieving this will be far from easy. “How to control these (AI) systems will be a very, very significant challenge for us.”
98Industry WatchExternalChinese originalIT HomeAI Actress Suddenly Speaks Cantonese During English Interview; Production Company Says It Was Not a Glitch
During an interview with renowned British host Piers Morgan, AI actress Tilly Norwood appeared to experience an operational glitch, briefly switching languages unexpectedly.
99Industry WatchExternalChinese originalIT HomeOpenAI CEO Altman to Attend UN General Assembly Next Week and Brief Security Council on AI
The 15-member Security Council plans to hold a meeting on artificial intelligence and international security on the 23rd local time. Several AI industry leaders called for coordinated efforts to slow the pace of AI development several weeks ago, warning that as the technology’s capabilities continue to advance, AI may soon be able to improve itself and eventually escape human control.
100Industry WatchExternalChinese originalIT HomeHead of International AI Organization: China Is a Leading AI Nation, Expected to Lead International Cooperation
According to Xinhua News Agency, the 4th Global Forum on Artificial Intelligence Ethics is being held in Riyadh, the capital of Saudi Arabia. During the forum, Majid Ali Al-Shehri, acting director of the International Center for AI Research and Ethics (ICAIRE), said that China is a leading country in AI and expressed hope that China will lead international cooperation in promoting a balance between AI innovation and regulation.
101Industry WatchExternalChinese originalIT HomeMoonshot AI Launches Kimi AI Solution for the Financial Industry, Initially Deployed at Industrial and Commercial Bank of China, CITIC Securities and Others
The solution integrates 10+ authoritative data sources, 9 financial skills, and 5 compliance and security measures. It supports scenarios including morning portfolio briefings, financial report reviews, and in-depth research. Built-in data sources include Wind and Eastmoney, and it can generate deliverables in Office formats.##Kimi##FinancialTechnology##MoonshotAI#
102Industry WatchExternalChinese originalIT HomeStudy Shows India's Outsourcing Industry Has Barely Lost Market Share to AI
An ING report shows that India's software services exports rose from 3.3% of GDP before the pandemic to about 5.2%, while the share of business services doubled to 3.3%. AI is changing the nature of outsourcing work, but demand has not declined.##Indian Outsourcing##Artificial Intelligence##Tech Going Global#
103Industry WatchExternalChinese originalIT HomeUK King Charles III Convenes Forum, Urging Nvidia, OpenAI, Google and Other Tech Giants to Keep AI Technology Under Control
Charles III's prepared remarks stated: “People around the world who cherish humanity and the moral values essential to it are eager for your assurance that we can still determine our own destiny.” Buckingham Palace said in a statement that the forum will explore how to make the technology “benefit society and the natural world.”
104Industry WatchExternalChinese originalIT HomeReports Say Anthropic to Make Its First Compute Infrastructure Move in Australia by Leasing a 2.16 GW Data Center Campus
Australia, with its vast open spaces, sparse population, and abundant renewable resources, is an ideal location for compute infrastructure. OpenAI also signed an agreement last year to build a data center in Australia.
105Industry WatchExternalChinese originalIT HomeReports Say OpenAI Plans New Funding Round at Valuation Above $1.2 Trillion
The funding talks were initiated by investors, and whether they materialize and when will depend on OpenAI's IPO plans. The preliminary $1.2 trillion valuation could also change during negotiations over the coming months.
106Industry WatchExternalChinese originalIT HomeByteDance CEO Liang Rubo: Four IT Development Peaks Have Emerged Over the Past 50 Years, with AI Far Surpassing the Previous Three
ByteDance CEO Liang Rubo said today at the Feishu Infinite Future and Doubao Work Kickoff Conference that four major development peaks have emerged in IT over the past 50 years: PC, Web, Mobile, and AI. The AI peak is far higher than the previous three.
107Industry WatchExternalChinese originalIT HomeUK Pilots AI Boot Camp to Help Unemployed Young People Overcome Employment Challenges
To address the dual challenges of AI disruption and youth unemployment, the UK is piloting an intensive AI boot camp in Preston for NEETs aged 16–24. The free training is being delivered with companies including JD Sports and Heinz, which are offering AI apprenticeships. Experts warn that resolving the NEET crisis requires a multifaceted approach. #AIandEmployment#
108Industry WatchExternalChinese originalIT HomeGoogle Completes Acqui-Hire of Startup Mechanize to Address Gaps in Its AI Coding Capabilities
The deal is commonly known as an acqui-hire. For a tech giant like Google, this approach provides access to both key talent and technology without undergoing antitrust reviews by agencies such as the U.S. Federal Trade Commission (FTC) and the U.K. Competition and Markets Authority (CMA), as would be required in a formal acquisition.
109Industry WatchExternalChinese originalIT HomeAnthropic CEO Dario Amodei Says the AI Industry Should Slow Down
Anthropic CEO Dario Amodei published a statement today saying that the artificial intelligence industry should slow down its development.
110Industry WatchExternalChinese originalIT HomeYu Minhong: Artificial Intelligence May Worsen the Wealth Gap
He said, “This may be similar to the development and changes brought about by the Industrial Revolution, but it is more intense because it creates another phenomenon: artificial intelligence is concentrating humanity’s wealth in the hands of a very small number of people at an extremely rapid pace.”
111Industry WatchExternalChinese originalIT HomeReport: U.S. Department of Defense Considers Providing Neocloud Company Fluidstack with About $5 Billion Loan
Fluidstack will use the loan to strengthen U.S. supply chains and manufacturing capabilities for data center-related components, rather than directly investing in new artificial intelligence facilities.
112Industry WatchExternalChinese originalIT HomeLü Weifeng of the China Software Industry Association Responds to “AI Replacing Programmers”: We Attach Great Importance and Support Professionals in Transitioning to High-Value Roles
Lü Weifeng, vice chairman and secretary-general of the China Software Industry Association, said that this issue is attracting significant public attention, and that the association also attaches great importance to it. It is important to recognize that artificial intelligence is driving changes in software production methods, resulting in adjustments to software professionals’ skill profiles and job requirements.
113Industry WatchExternalChinese originalIT HomeMIIT Issues Implementation Plan for the “AI + Software” Special Initiative: Supporting Joint Innovation Between Software Companies and Device Makers Such as Smartphones, Smart Homes, and Intelligent Connected Vehicles
Across all areas of production and daily life, the initiative will enrich intelligent software capabilities and continuously expand the coverage of intelligent software upgrades. It will support joint innovation between software companies and device makers such as smartphones, smart homes, and intelligent connected vehicles; accelerate the integrated deployment and application of lightweight models and end-device software; and explore the development of embodied-intelligence system software. It will foster system software for quantum computing and brain-inspired computing, while exploring future software directions represented by intelligent-native technologies.
114Industry WatchExternalChinese originalIT HomeAmap Releases the World's First 3D-Native Urban World Model, ABot-Earth 0.7, Enabling Full-Scale AI Generation from Planetary Views to Street Scenes
Amap officially released the world's first 3D-native urban world model, ABot-Earth 0.7. It supports integrated, full-scale AI generation from planetary views to street scenes, covering more than 196 countries and regions. By inputting satellite imagery or text, kilometer-scale 3D urban scenes can be generated on a consumer GPU in 10 minutes, delivering a 1000-fold increase in efficiency. #AmapReleases3DNativeUrbanWorldModel#
115Industry WatchExternalChinese originalIT HomeGenshin Impact Character Voice “Stolen,” miHoYo Awarded 750,000 Yuan in Shanghai’s First Unfair Competition Case Involving AI Voice Imitation
Recently, the Shanghai Pudong New Area People’s Court ruled on Shanghai’s first unfair competition dispute involving AI voice imitation. (Case Focus)
116Industry WatchExternalChinese originalIT HomeSwanson, Head of AI Literacy Research at Anthropic: People Who Are Truly Skilled at Using AI Should Know When Not to Use It
As AI becomes part of more stages of work, this judgment is becoming an increasingly important workplace skill. People need to learn not only how to use AI, but also when it can save time, when it can increase rather than reduce their workload, and which tasks are best handled personally.
117Industry WatchExternalChinese originalIT HomeReport: OpenAI, Amazon, and Google Survey Argentina’s Patagonia for a Large AI Data Center
Patagonia’s cool climate and abundant clean energy could reduce data center cooling costs. The current policy environment is also favorable, but future conditions remain uncertain and infrastructure still needs improvement. #TechGiantsDataCenterDevelopment#
118Industry WatchExternalChinese originalIT HomeStudio Ghibli Producer Toshio Suzuki on “Ghibli-Style” AI Images: As I Expected, Everyone Got Tired of Them Quickly
Previously, the internet was flooded with “Ghibli-style images” created by generative AI. Toshio Suzuki said frankly: “Interview requests came pouring in at the time, but I thought everyone would quickly get tired of them, so I chose not to respond. And that’s exactly what happened.”
119Industry WatchExternalChinese originalIT HomeIDC: Global Wrist-Worn Device Market Fell 4.3% Year Over Year in Q2 2026; Huawei, Xiaomi, and Apple Ranked Among the Top Three by Share
IDC released its report on the global wrist-worn device market in the second quarter of 2026, analyzing the market downturn, two key areas of exploration—on-device AI and screenless bands—as well as the performance of leading manufacturers, and offering an outlook for future development.
120Industry WatchExternalChinese originalIT HomeJD Cloud Announces Plans with Moore Threads to Build a 100,000-Card AI Factory
At today's 2026 JD Global Technology Explorers Conference, Cao Peng, Chairman of JD Group's Technology Committee and President of JD Cloud, announced JD's latest progress in three major AI infrastructure areas: computing power, data, and models.
121Industry WatchExternalChinese originalIT HomeDeepSeek Announces Flash AI Model Price Cut Tomorrow: Output at 4 Yuan per Million Tokens
According to an announcement on the DeepSeek Open Platform, new prices for the Flash series will take effect at 12:00 Beijing time tomorrow (September 10, 2026).
122Industry WatchExternalChinese originalIT HomeSimilarweb: ChatGPT Has the Most Users Among Web-Based AI Chatbots, Its Market Share Recovered to 55.5% in August
Data from analytics firm Similarweb shows that ChatGPT's share of AI chatbot website traffic has recovered to 55.5%, but it remains significantly lower than the same period last year. Gemini and Claims both saw substantial share growth. The data covers website traffic only and does not represent overall usage. #AIChatbotMarket#
123Industry WatchExternalChinese originalIT HomeEerie and Unappetizing: AI Food Images Take Over Restaurant Menus, Killing Consumers’ Appetite
To cut costs and improve efficiency, an increasing number of U.S. restaurants are using AI-generated menu images. Consumers, however, generally say these images are unappealing and even misleading. One restaurant was mocked with graffiti for using AI images, while another went viral after promising it would “never use AI.” Experts point out that AI images are prone to inaccuracies and may subtly influence diners to choose high-fat, greasy foods. #AIዠ菜MenuImageControversy#
124Industry WatchExternalChinese originalIT HomePartners Revealed for the World's First AI Agent Smartphone, nubia NaviX Ultra: CXMT, Samsung Semiconductor, and More
The world's first AI agent smartphone, nubia NaviX Ultra, will launch in September, with partners including Qualcomm, BOE, and CXMT. The phone features CXMT LPDDR5X memory with a speed of up to 10667Mbps, marking the first time domestically produced mobile DRAM has entered commercial use at a top-tier speed. The new phone will feature the Doubao assistant and is expected to be equipped with a Snapdragon 8 Elite Gen5 processor and a 7000mAh battery. #nubia NaviX Ultra# #New Breakthrough in Domestic Memory#
125Industry WatchExternalChinese originalIT HomeNearly 2 billion yuan in initial credit: Beijing E-Town first in the city to launch Token-based computing power loans
Beijing E-Town has launched the “Yiqi Token Loan,” with nearly 2 billion yuan in initial credit extended to companies in the artificial intelligence industry chain. The product uses computing-power Token output and the value of computing-power service contracts as core lending criteria, overcoming the limitations of traditional collateral and providing a new financing channel for technology companies with high R&D investment. #TokenComputingPowerLoan#
126Industry WatchExternalChinese originalIT HomeNRTA Holds Symposium on “Facial Fusion” and “Voice Fusion” in AI Micro-Dramas, with iQIYI, Red Fruit and Others Attending
The meeting focused on portrait and voice rights in generative AI-created micro-dramas. It clarified that facial and voice fusion require explicit authorization from rights holders, called for full-process risk controls, and promoted the compliant development of AI micro-dramas. #AIMicroDramas# #IndustryStandards#
127Industry WatchExternalChinese originalIT HomeMIIT: Support the Growth of the National AI Open-Source Community (AtomGit) and Encourage AI Startups to Participate Actively in the Open-Source Ecosystem
The Ministry of Industry and Information Technology released the Artificial Intelligence SME Startup Support Plan (2026-2028), aiming to foster more than 10,000 AI startups and support the development of the national open-source community AtomGit. The plan covers computing power, data, the open-source ecosystem, and other areas, encouraging startups to actively participate in open-source development.##AIStartup##
128Industry WatchExternalChinese originalIT HomeLos Angeles, U.S., to ban students from using AI on district-owned devices to reduce classroom screen time
Earlier this year, the Los Angeles Unified School District Board of Education decided to limit the use of classroom digital devices, revoke access for younger students, and set screen-time limits, citing concerns that prolonged screen use could affect young people's health and emotional well-being.
129Industry WatchIT HomeAnthropic and OpenAI to Surpass Google as Broadcom's Top Two AI ASIC Customers
Anthropic and OpenAI are expected to deploy 10GW and 5GW of Broadcom chips, respectively, in 2028. Broadcom expects its AI semiconductor revenue to continue doubling.
130Industry WatchIT HomeAmerica’s Strictest Classroom AI Ban Takes Effect in New York; Students May Not Use AI in Class Before High School
High school students may use AI only in specific circumstances. They will also receive AI literacy education twice a year, learning to think critically about AI before becoming dependent on it.
131Industry WatchExternalChinese originalIT HomeNVIDIA CEO Jensen Huang Calls on G20 Members to Accelerate AI Development and Adoption to Boost Economic Growth
At a technology event held by Huang in North Carolina, US, for G20 members, he compared AI to infrastructure such as water and electricity and called on every country to build its own infrastructure to support its economy.
132Industry WatchIT HomeZizai Robotics Launches TwinDEX Three-Finger, Nine-DOF Dexterous Manipulator for Dexterous Operation Using Pure Non-Embodied Data
Zizai Robotics has launched the TwinDEX dexterous hand, which uses a wearable exoskeleton to collect data and efficiently train models without requiring a physical robot body. Tests show that its data collection efficiency is 5.3 times that of traditional real-robot teleoperation, while its training performance can almost fully replace real-robot data, opening a new path for the large-scale development of embodied intelligence. #EmbodiedIntelligence#
133Industry WatchIT Home“China Embodied Intelligence Tier 1 Industry Alliance” Established, Co-Initiated by Xingyuan Intelligence and Lingxin Qiaoshou
The “China Embodied Intelligence Tier 1 Industry Alliance,” initiated by Xingyuan Intelligence and Lingxin Qiaoshou, was officially established today. It brings together more than 20 industry-chain companies, including Orbbec, Hesai Technology, and RoboSense, covering key areas from the brain to dexterous hands and from LiDAR to thermal management. #EmbodiedIntelligence#
134Industry WatchIT HomeChina’s First AIGC Long-Form Series: Planning-to-Release Time for 'The Sequel to Journey to the West' Cut by 70% vs. Traditional 3D Animation, Total Cost About a Fraction of Comparable S-Rated Live-Action Series
Cai Huaijun also said, “In particular, the rate of attracting new male users exceeded our expectations, demonstrating the unique value of AI long-form series in broadening the user base.” (National Business Daily)
135Industry WatchExternalChinese originalIT HomeOpenAI’s Sam Altman on Data Centers “Using Too Much Water”: Concerns Are Exaggerated Without Supporting Data
Altman noted that although data centers are often seen as major water consumers, the actual water use of a modern data center is roughly equivalent to that of an office building. “This claim has become a very persistent meme that is difficult to dispel, but I think it does not hold up under serious scrutiny.”
136Industry WatchIT HomeGoogle Vice President Amin Vahdat on the AI Bubble: Technological Transformation and Market Demand Are Real
Amin Vahdat, Google’s senior vice president of AI and infrastructure, said that although there are concerns about an AI bubble, the technological transformation and market demand driven by AI are real. Citing Google Search’s double-digit growth resulting from AI, he emphasized that AI is giving existing services new momentum. #AIDevelopment#
137Industry WatchIT HomeAnthropic Releases Claude Fable 5.1 and Mythos 5.1: Outperforming Their Predecessors, Cache Read Costs Cut by 75%
Anthropic has launched Claude Fable 5.1 and Mythos 5.1, with significant improvements in coding and scientific capabilities, outperforming their predecessors and GPT-5.6 Sol on multiple benchmarks. Cache read costs have also been cut by 75%, alongside the launch of the enterprise security solution EFS. #AIFrontier#
138Industry WatchExternalChinese originalIT HomeMusk: AI Expected to Increase Global Economic Output by About 20%-30%
Meanwhile, Musk expects the number of humanoid robots worldwide to exceed 1 billion over the next 10 years. Each robot will have productivity at least 5 times that of a human, while humanoid robots overall could expand the global economy by more than 10 times.
139Industry WatchExternalChinese originalIT HomeBaidu CFO He Haijian: AI Business Expected to Soon Generate Profit and Cash Returns Comparable to Search Business
Bloomberg reported today (the 1st) that Baidu CFO He Haijian said the company’s large-scale investment in AI is expected to soon generate profit and cash returns comparable to those of its search business, while also proving that Baidu’s transition from an internet company to an AI company is on the right track.
140Industry WatchIT HomeStudy Shows Insurance Claims Adjusters Are the U.S. Professionals Most Hostile to AI
A new Glassdoor study shows that as many as 98% of insurance claims adjusters criticize AI in their reviews, complaining that it is not only frequently wrong but also creates substantial extra work for employees. Industry experts say this reflects the massive AI-driven transformation and employment crisis facing the insurance industry. #AIJobReplacement#
141Industry WatchIT HomeASUS ProArt GR1X NVIDIA RTX Spark Mini PC Launching in Q4 2026
It features up to a 20-core CPU, a 6,144-core "Blackwell" GPU, 128GB of shared high-speed memory, and up to 1 Petaflop of FP4 (sparse) AI computing power.
142Industry WatchExternalChinese originalIT HomeMicrosoft Executive Warns: Low-Quality AI Is Disrupting Everyday Office Work and Creating a Vicious Cycle That Dilutes Information Value
The head of Microsoft's Office and LinkedIn businesses warns that AI-generated low-quality content (AI slop) has entered everyday work, creating a vicious cycle of “AI generates, AI reads, AI summarizes.” He believes AI should assist rather than replace human judgment, and teams need to establish manual review mechanisms. #AIGeneratedContent#
143Industry WatchIT HomeNVIDIA Announces $3.5 Billion Investment in MediaTek, Reaching Partnerships Across AI, PC Chips, and Automotive
NVIDIA and MediaTek announced on August 31 that they are deepening their long-term partnership to build next-generation AI computing platforms spanning AI infrastructure, local AI computing, and automotive applications.
144Industry WatchIT HomeWeChat Pay AI Dedicated Card Supports DeepSeek Harness and OpenClaw Integration
The WeChat Pay AI Dedicated Card has added support for DeepSeek Harness and OpenClaw, following WorkBuddy and QClaw.
145Industry WatchIT HomeFinland's LUMI-AI Artificial Intelligence Supercomputer to Use AMD Hardware, Deployment in H2 2027
It will use AMD Instinct MI430X GPU accelerators and sixth-generation EPYC (Epyc) processors with 256 cores, delivering 2x the HPC performance and 10x the AI performance.
146Industry WatchIT HomeAMD, Cisco, and HUMAIN Partnership Takes Shape, Instinct MI355X Computing Power Arrives in Saudi Arabia
The three parties plan to deploy 250 MW of artificial intelligence infrastructure based on AMD Instinct MI400 series GPUs and other technologies in the next phase.
147Industry WatchIT HomeMediaTek to Develop Custom XPUs for Customers Based on NVIDIA NVLink Fusion
NVIDIA is also investing $3.5 billion in overseas convertible corporate bonds issued by MediaTek. The two companies will continue collaborating to develop future generations of RTX Spark / DGX Spark computer chips.
148Industry WatchIT HomeIndustrial Giant Caterpillar Brings AI to Real-World Worksites, Investing $100 Million to Train Employees Over the Next Five Years
Industrial giant Caterpillar is extending its mature mining automation expertise to construction sites, quarries, and other settings with tools such as Cat AI Assistant. The company plans to invest $100 million over the next five years to train 118,000 employees for the shift to AI and automation. Meanwhile, demand for power-generation equipment used in data centers drove record second-quarter revenue of $20.5 billion. #Caterpillar# #AIAutomation#
149Industry WatchIT HomeAI “Nonsense Replies” Make Operators Liable, Takeout Packaging Gets “Slimmed Down”: New Rules Take Effect in September
China’s first national standard focusing on coordination between human and intelligent customer service, the Requirements for Human and Intelligent Customer Service Coordination in Customer Contact Services, will take effect on September 1. #OperatorsLiableForAI NonsenseReplies#
150Industry WatchIT HomeClaude Reportedly Hit by Widespread Account Hijacking; Anthropic Urgently Cuts Off Payment Access and Warns Users Against Random Software Downloads
In the email, Anthropic said its investigation is still ongoing, but the computers likely became infected with generic information-stealing malware. The Reddit user who shared the email confirmed that he had downloaded a pirated game.
151Industry WatchIT HomeGlobal Billionaire Count Hits Record High in 2025, AI Investments Drive Growth
Among these billionaires, 29 have assets exceeding $50 billion (approximately RMB 336.788 billion at current exchange rates), including Larry Page, Elon Musk, and Jeff Bezos.
152Industry WatchIT HomeBarclays Research: For Every $100 Earned by AI Model Companies, About $35 to $40 Flows to the Three Cloud Giants
Barclays' latest report reveals how profits are distributed across the AI industry: For every $100 in revenue generated by model companies, $35 to $40 flows to Amazon AWS, Microsoft Azure, and Google GCP as inference computing fees. Cloud providers can earn $10 to $20 in operating profit from this, with margins reaching as high as 45%. #AIIndustryChain# #CloudComputing#
153Industry WatchIT HomeUK Telecom Executives Warn: 5G Upgrades Are Too Slow, Britain Could Lose the AI Race
UK telecom executives have jointly warned that unless 5G upgrades accelerate, Britain will fall behind in the global AI race. The UK’s network coverage already lags behind the G7 and several EU countries, while its download speed ranking has fallen to 70th globally. #5GNetwork# #AIRace#
154Industry WatchExternalChinese originalIT HomeSilicon Valley VC Firm Andreessen Horowitz (a16z) Launches New Fund, Raising $1.1 Billion for Chips, Memory, and Robotics
Silicon Valley venture capital firm Andreessen Horowitz (a16z) has announced a new $1.1 billion fund called “The Age of Machines,” focusing on hardware sectors including chips, memory, data centers, and robotics, marking a sharp contrast with its previous software investment strategy. #a16z# #hardtechinvestment#
155Industry WatchExternalChinese originalIT HomeOnly 3 Companies Worldwide Can Cast Them: Musk’s SpaceX Breaks AI Power Bottleneck, Bringing Self-Produced Turbine Blades Online 18 Months Early
Elon Musk, the world’s richest person, posted on X today (August 30), confirming that SpaceX is planning to build a gas turbine blade and vane foundry in Bastrop, Texas, USA.
156Industry WatchExternalChinese originalIT HomeNational Data Administration: As of the End of July, China’s Total Intelligent Computing Capacity Reached 2.45 Million PFLOPS
The eight national computing power hubs and three computing-electricity coordinated development zones have built intelligent computing capacity accounting for more than 85% of the national total. Intelligent computing capacity of 1.45 million PFLOPS has been included in the monitoring scope of the national computing power monitoring and dispatch platform, further strengthening the intensive utilization and integrated dispatch of computing resources.
157Industry WatchExternalChinese originalIT HomeNvidia “Eyes” Hugging Face as Open-Weight AI Models Become a Hot Acquisition Target in Silicon Valley
Several Silicon Valley tech giants have recently acquired open-weight AI companies in succession. Adoption in the sector is gradually increasing, helping businesses reduce costs while improving capabilities and attracting major players seeking to strengthen the AI industry chain.
158Industry WatchExternalChinese originalIT HomeOpenAI ChatGPT and Codex Now Support Connecting Multiple Google Gmail Accounts
OpenAI announced that ChatGPT and Codex now support connecting multiple Google Gmail and Calendar accounts, solving the long-standing limitation of supporting only one account. Users can add different accounts through the sidebar plug-in, enabling AI to access information more comprehensively. #AI Productivity Tools#
159Industry WatchIT HomePromoting Claude Draws Fierce Online Backlash, Canadian Blogger Says Using AI Is Becoming a Social Taboo
A Canadian blogger was bombarded with negative comments and even unfollowed by longtime fans after promoting Claude. OpenAI also faced backlash after inviting bloggers to promote it, with some calling the company “morally bankrupt.” #AISocialControversy# The blogger worries that AI could eventually become a “closet secret” people feel they must hide.
160Industry WatchIT HomeAnthropic Announces Claude Code Integration Across Desktop and Terminal
Previously, cross-device work required re-importing context, wasting a great deal of time. Now, typing /resume on desktop retrieves historical terminal sessions, fully preserving conversation content, while the checkpoint system also works as usual. #Claude Code# #AI Development Tools#
161Industry WatchExternalChinese originalIT HomeChina’s AI Agent Patent Grants Exceeded 3,400 in 2025, Growing More Than Twice as Fast as the Previous Year
Hu Jianbo, president of the National Data Development Research Institute, said at the opening ceremony of the 2026 China International Big Data Industry Expo on August 28 that agent applications are driving the rapid development of token services. In 2025, China granted more than 3,400 AI agent patents, with growth exceeding twice that of the previous year, marking a significant acceleration in innovation.
162Industry WatchIT HomeWill AI Crush the Software Industry? Anthropic CEO Dario Amodei: We Have No Intention of Destroying Anyone
In response to Wall Street rumors that Anthropic is attempting to disrupt the SaaS industry, CEO Dario Amodei clarified at an event that the Claude AI assistant has no intention of destroying anyone, but instead aims to create value for customers. He said the partnership with Salesforce is “one plus one is greater than three” and can deliver greater value. #AIIndustryUpdate#
163Industry WatchIT HomeAI Computing Power Drives Surge in Copper Demand; Demand for High-End Copper Foil Dedicated to AI Servers Expected to Rise 260% in 2026
AI servers require far more copper than conventional servers, with per-unit copper usage reaching 3 to 6 times that of ordinary servers. #AI# is driving demand for high-thermal-conductivity and high-frequency, high-speed copper materials, while processing fees for some high-end copper foils have risen by more than 50%, with orders booked through year-end.
164Industry WatchExternalChinese originalIT HomeNVIDIA CEO Jensen Huang Calls for Better Communication in AI Industry: Winning Public Support Is Essential for Data Center Projects
On the 26th local time, Jensen Huang was asked by CNBC host Jim Cramer how NVIDIA customers should respond to community concerns about data centers. He said, “The technology industry and data center developers must work more effectively with communities to prepare everyone for the construction of AI infrastructure.”
165Industry WatchIT HomeLingzhang Robotics Completes Tens of Millions of Yuan in Angel Financing
According to the Securities Times, this round was jointly funded by four institutions, including Kailong High-Tech and Aubo Robotics. The funds will be used for product R&D and commercialization in industrial production lines, specialized operations, and commercial aerospace. Founded in 2024, the company’s core product is a dexterous hand adaptable to 90% of industrial scenarios. #RoboticsFunding#
166Industry WatchExternalChinese originalIT HomeI Take It Back: Minecraft Creator Persson Admits He “May Have Been Wrong” to Rejecting AI Coding Early On
Persson previously strongly opposed AI coding, but his stance has now completely changed due in part to hiring difficulties. He admits his earlier view was wrong and has begun experimenting with using AI to develop games.
167Industry WatchIT HomeReport: Anthropic Once Considered Acquiring Chipmaker MatX, but Talks Have Shifted to Cooperation
Anthropic has recently held talks with several artificial intelligence chip startups. The company may be interested in producing training chips or may instead choose to produce inference chips.
168Industry WatchIT HomeThunderbird iO Smart Glasses Officially Announced with HENGXUAN BES2800 Chip: 6nm Process, Dual-Mode Bluetooth and Low-Power Wi-Fi 6 Integrated
HENGXUAN Technology officially announced that the Thunderbird iO smart glasses feature the BES2800 chip: built on a 6nm process with ultra-low power consumption; integrating a multicore CPU and large-capacity storage for a major boost in computing power; and integrating dual-mode Bluetooth and low-power Wi-Fi 6.
169Industry WatchExternalChinese originalIT HomeOpenAI to Run Ads for Free and Go Plan ChatGPT Users in India
Dave Dugan, OpenAI’s global head of advertising solutions, said that through ChatGPT Ads, businesses of all sizes can introduce their brands when users are just beginning to form purchase or decision-making intent, at moments with highly relevant context.
170Industry WatchIT HomeUK Performs World’s First Brain Surgery with Real-Time AI Assistance, Successfully Removing Brain Tumor
UK Health Innovation Minister James Frith said he was delighted that Rees was able to undergo the “life-changing surgery” through government-funded research. “AI must have appropriate safeguards, and we will always take safety seriously. At the same time, we will ensure that we make full use of the opportunities AI brings.”
171Industry WatchIT HomeOpenAI CEO Altman Admits People Hate Data Centers: Everyone Is Highly Negative
In an interview, Altman said the public has a highly negative attitude toward AI and AI data centers, with residents in many parts of the United States opposing new data center projects. OpenAI has responded to concerns about data centers’ water and power consumption and introduced community benefit measures.
172Industry WatchIT HomeNASA Administrator Isaacman Backs Space Data Centers: Easing AI Energy Shortages and Bringing Huge Benefits
Isaacman added: “We could send data centers into Earth orbit and use that free fusion reactor out there to provide energy, ensuring that the United States wins not only the space race but also the AI race.”
173Industry WatchIT HomeNvidia CEO Jensen Huang: We Have Already Achieved AGI in Many Tasks, Making the Milestone Meaningless
Nvidia CEO Jensen Huang said during an earnings call that AI can already perform economically valuable work, making the AGI milestone itself unimportant. He said AI is shifting from passive execution to proactive agents and emphasized that increasing computing power and generating profitable tokens will shape the industry's future. What do you think? #AIOutlook#
174Industry WatchIT HomeCopying AI Software to Launch a Startup: Beijing’s First Administrative Penalty Case Involving AIGC Trade Secrets Draws a RMB 100,000 Fine
The Chaoyang District Administration for Market Regulation in Beijing has issued a decision in the city’s first administrative penalty case involving trade secrets in the AIGC sector, imposing a RMB 100,000 fine for taking confidential information to a new job and privately copying and using the former employer’s AI business software.
175Industry WatchIT HomeNVIDIA Reportedly Adjusts HBM4 Memory Requirements, Increasing the Share of Lower-Stacked 8Hi Products
Lower stack heights allow more HBM4 stacks to be produced with the same number of HBM4 DRAM dies. In addition, 8Hi HBM4 offers yield advantages.
176Industry WatchIT HomeAmazon AWS Announces Deployment of an Additional 2 Million NVIDIA GPUs in 2027~2028
AWS will also provide NVIDIA Vera CPU-based infrastructure through its own cloud services and integrate its proprietary chips with NVIDIA NVLink Fusion and NVHBM
177Industry WatchIT HomeNvidia Reportedly in Talks to Acquire Hugging Face for More Than $13 Billion; Microsoft Also Wants In
According to a source familiar with the matter, the two sides have held serious discussions about an acquisition in recent weeks. The deal would value Hugging Face at more than $13 billion (IT Home note: approximately RMB 87.592 billion at the current exchange rate). The source said the two companies have not reached an agreement, and the talks could still fall apart.
178Industry WatchExternalChinese originalIT Home30% Cut: Moonshot AI Reportedly Negotiating Revenue-Sharing Deal for Kimi K3 AI Model with Microsoft, Amazon, and Google
If reached, this would become the first major revenue-sharing partnership between a Chinese artificial intelligence company and leading U.S. cloud computing companies.
179Industry WatchIT HomeNine in Ten U.S. Business Executives Say AI Has Not Affected Company Employment Over the Past Three Years, and “Not at All” Affected Productivity
A recent survey of business executives by the U.S. National Bureau of Economic Research found that more than 90% of respondents acknowledged that AI had “not affected employment at their company” over the past three years; about 89% also said that AI had “not affected productivity at all.”
180Industry WatchExternalChinese originalIT HomeMIIT: China Has Successfully Developed Nearly 200 Key AI Standards; Accelerates Planning and Construction of Next-Generation Communications and Computing-Power Networks, Strengthens 6G R&D
The State Council Information Office held a press conference today as part of the “Getting the 15th Five-Year Plan Off to a Good Start” series. Officials from the Ministry of Industry and Information Technology outlined efforts to fully implement the 15th Five-Year Plan and accelerate the advancement of new industrialization. The press conference stated that China has successfully developed nearly 200 key artificial intelligence standards.
181Industry WatchIT HomeStanford Study: Young Workers Aged 22–25 Face the Greatest AI Impact, While Higher Education Can Cushion the Effects
The Stanford Digital Economy Lab updated its paper on August 12, drawing on high-frequency payroll data from ADP, a payroll services provider covering millions of U.S. workers, to reveal the labor market’s real changes following the spread of generative AI. The report warns that recent graduates and young people just entering the workforce are bearing the most direct impact from AI.
182Industry WatchIT HomeTang Dao-sheng Responds Internally to Claims That Tencent Is Slow in AI: AI Competition Is Not a Sprint, and Endurance Matters More Than an Early Start
Tang Dao-sheng, Tencent Group Senior Executive Vice President and CEO of the Cloud and Smart Industries Group, published an article in the August 25 issue of Tencent's internal annual publication, ZhDian.
183Industry WatchIT HomeStability AI Completes $76 Million Series B Funding Round with EA and Three Major Music Entertainment Companies Participating
The funding will support the development of creative production products, deepen applied research, and expand professional services.
184Industry WatchIT HomeOpenAI Restores Five-Hour Usage Limit for ChatGPT Plus Accounts; Pro Accounts Unaffected for Now
OpenAI has officially restored the five-hour usage limit for standard ChatGPT Plus users, requiring developers and heavy users to plan their usage again. After removing the limit in mid-July, the company repeatedly reset users’ quotas early to celebrate milestones. The restored limit is intended to distribute computing demand and protect new users, while Pro and Edu accounts remain unaffected. #ChatGPT#
185Industry WatchExternalChinese originalIT HomeThe Biggest Narrative in Business History: Anthropic Targets the World’s Largest IPO, Saying AI’s Potential Market Revenue Exceeds $30 Trillion
The Wall Street Journal published a post yesterday (August 25), reporting that in its IPO prospectus, Anthropic presented investors with a total addressable market (TAM) forecast exceeding $30 trillion to support its $2 trillion valuation narrative, surpassing SpaceX’s estimated $28.5 trillion forecast.
186Industry WatchIT HomeNVIDIA Launches Jetson Orin Nano 2 Robot Computer with Double the Compute or 40% Lower Power Consumption
It delivers 78 TOPS of AI performance in standard mode, integrates an 8-core Arm instruction-set CPU and 8GB of memory, and significantly improves video processing performance.
187Industry WatchExternalChinese originalIT HomeOpenAI's Altman Admits He Overestimated the Speed of AI Adoption: The Biggest Challenge Is Changing User Habits
Altman believes one of the biggest challenges actually comes from human habits. Most people are already deeply accustomed to their existing technologies and ways of working, making it difficult to quickly switch to AI-native platforms such as Codex. Even when new tools are highly capable, and companies invest heavily in marketing, it is still difficult to make users immediately change habits formed over many years.
188Industry WatchExternalChinese originalIT HomeThe World's Largest Life Guide Encyclopedia, wikiHow, Accuses OpenAI of Scraping Over 11,000 Tutorial Articles to Train AI
The world's largest collaborative how-to life guide encyclopedia. Its goal is to build the world's most practical and comprehensive guide to everything, so everyone can learn how to do anything.
189Industry WatchExternalChinese originalIT HomeWill You Take the Money or Stay True to the Mission? Anthropic's Interview Process Revealed
Anthropic asks candidates a pointed question during interviews: If the company's mission conflicts with money, which would you choose? Several applicants say they faced a hypothetical "stock price goes to zero" question, while the company uses a fixed-pay policy and does not negotiate compensation. These culture interviews aim to identify candidates whose values align with the company, with some applicants even spending thousands of dollars on private coaching. #AnthropicHiring#
190Industry WatchIT HomeChina’s Record for Private Robot Financing Broken: XPeng’s Robotics Business Completes First Round of Over $900 Million, IRON Planned for Mass Production by Year-End
XPeng IRON is planned to enter mass production by the end of 2026, beginning commercial applications at XPeng stores and campuses, before officially launching and being delivered in China and overseas markets in 2027.
191Industry WatchIT Home5-Year-Old Becomes “Irritable and Short-Tempered” After Using AI; Parents Discover AI Catering to Child by Fabricating Graphic, Violent Content
Some parents found that their child became irritable and short-tempered after using an AI chatbot for some time. The AI catered to and amplified the child’s curiosity about the bizarre, fabricating graphic and violent content. Experts warn that AI can only serve as an aid in caring for children and must never replace parental companionship. #AICaregiving#
192Industry WatchIT HomeMoore Threads Releases the “MTT S5000 Prefill-as-a-Service Technical White Paper,” Tackling the Cost Bottleneck of Long-Context Inference
Moore Threads has officially released the “MTT S5000 Prefill-as-a-Service Technical White Paper,” announcing a new “Prefill As a Service” paradigm built on the flagship MTT S5000 integrated AI training and inference accelerator. Designed for long-context inference scenarios such as AI agents, code generation, and ultra-long document analysis, it provides the industry with a practical path that balances inference efficiency, cost control, and computing-power monetization. #MooreThreads# #AIInference#
193Industry WatchIT HomeLargest AI Supply Chain Breach of 2026: 2,500 Global Companies, Including Nvidia, Lose 195TB of Data in 40-Minute Scrape
Technology media outlet Ars Technica published a post today (August 13), reporting that the LiteLLM API gateway poisoning incident that broke out in March this year affected approximately 2,500 companies worldwide during an attack window of about 40 minutes, resulting in the leakage of approximately 195TB of password data.
194Industry WatchIT HomeOpenAI President Brockman: Companies Should Quickly Take 10 Steps to Defend Against AI Cyber Threats
Brockman said AI tools will soon be able to proactively discover vulnerabilities, just as an OpenAI model breached Hugging Face's systems. At the same time, AI will make fixing these flaws “much easier,” helping companies prevent attacks.
195Industry WatchIT HomeHarvard and MIT Create 8.3 Billion “AI People” to Simulate Global Human Behavior
A team led by Harvard University and the Massachusetts Institute of Technology, with participation from organizations including OpenAI and Google DeepMind, has launched the MatrAIx system. The system can generate 8.3 billion AI agents to simulate human behavior worldwide. #HarvardMITCreated8.3BillionAIPeople#
196Industry WatchIT HomeBy 2030, China’s computing power will consume 800 billion kWh of electricity, with 6 trillion kWh of green power entering the grid
According to CCTV Finance, a 10,000-GPU cluster currently consumes at least 200,000 kWh of electricity per day. Estimates indicate that China’s computing power will consume 800 billion kWh annually by 2030. The future of artificial intelligence is not only a competition in computing, but also a competition in electricity.
197Industry WatchIT HomeOpenAI Reveals Demographics of ChatGPT's 1 Billion Global Users: Usage Among Those Aged 35 and Over Is Rising
OpenAI published a blog post yesterday (August 6), reporting that more than 1 billion people worldwide use ChatGPT, with usage shifting from an “answering tool” to a “task tool”.
198Industry WatchExternalChinese originalIT HomeSouth Korea Passes Amendments to the Personal Information Protection Act, Allowing AI Development to Use Personal Data
South Korea’s Personal Information Protection Commission announced that the National Assembly passed amendments allowing AI developers to use limited personal data after review. Previously, industry groups complained that legal restrictions hindered AI technology development.##Korean AI legislation#
199Industry WatchExternalChinese originalIT HomeSamsung's New Vision: Making HBM More Than Just Memory
At Hot Chips 2026, Samsung presented a new vision: moving the memory controller from the processor to the HBM base die to free up processor space, while also developing an aHBM solution that enables HBM to perform some AI computing tasks #SamsungHBMTechnologyUpdate#
200Industry WatchIT HomeReport: Renowned AI Researcher Luke Metz Leaves OpenAI to Join Meta Superintelligence Labs
According to people familiar with the matter, renowned AI researcher Luke Metz has joined Meta's Superintelligence Labs after moving between OpenAI and Thinking Machines. Meta has recently recruited talent aggressively, including through a multibillion-dollar agreement with Scale AI. Competition for AI talent is intensifying. #AITalentWar#
201Industry WatchIT HomeNVIDIA Reportedly Considering Investing “Billions of Dollars” in Perplexity AI
Perplexity AI plans to raise a new funding round at a valuation of more than $30 billion, up over 60% from $18 billion last July.
202Industry WatchExternalChinese originalIT HomeNorway Calls for AI Glasses to Be Banned on School Campuses
Norway's government currently restricts the use of AI in schools. Students in grades 1 through 7 generally should not use generative AI, while in lower secondary school, generative AI should be introduced "gradually and cautiously."
203Industry WatchIT HomeOfficials in Several U.S. Locations Face Death Threats and Gunfire Over AI Data Center Projects
Officials in several parts of the United States have faced death threats for supporting AI data center construction, and some have even had their homes shot at. More than 500 local governments have introduced restrictions, while residents worry about power consumption and environmental impacts. Tensions between communities and technological development are escalating. #AIDataCenterRisks#
204Industry WatchIT HomeBacked by Nvidia, U.S. Startup Starcloud Develops GPU Satellites to Build a Space Data Center
Starcloud plans to form a space cluster of 88,000 satellites equipped with Nvidia H100 GPUs, providing computing power at the 20 GW scale. The company has successfully run AI models in orbit and is working with Nvidia to develop dedicated space GPU modules. #SpaceComputing# #AICompute#
205Industry WatchIT HomeTexas Governor Greg Abbott: AI Data Centers Deserve Public Opposition
Texas Governor Greg Abbott said that the sharp criticism of AI data centers from Americans is “deserved.” Residents in many parts of the United States are concerned about environmental impacts, electricity prices, and noise, and are collectively opposing data center construction. A Gallup poll found that 70% of Americans oppose building AI data centers in their local communities. Abbott paused approximately 1,800 projects in the state and introduced new regulations to protect residents’ interests. #AIDataCenterControversy#
206Industry WatchIT HomeThose Most Optimistic About AI Have Become Its Biggest Skeptics: Americans Under 30 Fear Technological Progress Could Trigger a Wave of Job Losses
For the first time since Pew began conducting this survey in 2021, more than half of adults under 30 are more concerned than hopeful about AI. Most other age groups feel similarly, but the shift is especially pronounced among the youngest group: once the most optimistic about AI’s potential, they have now become one of the groups most skeptical of AI.
207Industry WatchIT HomeAI Chip Startup Etched Valued at $21 Billion as It Ships First Racks
Jane Street, the lead investor in its latest funding round and a chip customer, is satisfied with the initial test results of Etched’s products.
208Industry WatchIT HomeAI Customer Service Keeps Giving “Irrelevant Answers” and Hides Human Support; China’s First Relevant National Standard Takes Effect in September
To standardize coordination between human and AI customer service, China’s first national standard focused on their coordination mechanism, Requirements for Coordination Between Human and Intelligent Customer Service in Customer Contact Services, will take effect on September 1.
209Industry WatchIT HomeTuring Award Winner Richard Sutton Warns: Overreliance on Synthetic Data Is a Major Mistake for the AI Industry
Turing Award winner and father of reinforcement learning Rich Sutton warned on a Sequoia Capital podcast that the AI industry’s overreliance on synthetic training data is leading it in the wrong direction. He believes the real world far exceeds any simulation, and that AI should learn by interacting with its environment. His new startup, Oak Lab, is putting this philosophy into practice, aiming to develop AI agents that can learn from their own experiences. #AIChallenge#
210Industry WatchIT HomeAnthropic Extends 50% Boost to Claude Code Weekly Usage Limits Through August 31
Anthropic announced that it is extending the 50% boost to Claude Code weekly usage limits from the original August 19 end date through August 31, while exploring making the adjustment a permanent quota plan.
211Industry WatchIT HomeRumor: Google Approaches AMD to Expand TPU v10 Partners
Google’s in-house AI ASICs have expanded from a single chip into a product family, with partners including Broadcom and MediaTek.
212Industry WatchIT Home$6 Per Page: AI Company Handshake AI Pays Top Dollar for Work Documents
AI training company Handshake AI is offering $6 per page (about RMB 40) for professional documents, with compensation of up to $30,000. Applicants must prove document ownership, but the review criteria are unclear, raising privacy and copyright concerns. Experts warn that work documents may belong to employers, so sharing them requires caution. #AITrainingData#
213Industry WatchIT HomeYang Yuanqing: Lenovo Became the “King of PCs” Through Its Contribution to PC Adoption and Believes History Will Repeat Itself in the AI Era
Yang Yuanqing said that the hybrid AI trend is still in its early stages, with vast amounts of private-domain data yet to be fully explored and utilized, leaving enormous room for growth. “So don’t just look at whose model performs well; you must look at who will be the driving force behind making AI widely accessible and inclusive.”
214Industry WatchExternalChinese originalIT HomeIndustry Godfathers and Godmother Speak Out: Hinton, Fei-Fei Li and Andrew Ng Call for Keeping AI Open to Some Degree
The three discussed the issue at the Ai4 conference held in Las Vegas last week. Although their specific solutions differed, all three offered compelling reasons why AI still needs to remain open to some degree.
215Industry WatchIT HomeIndustrial Chain Has Taken Initial Shape as CAICT Jointly Releases Research Report on Embodied Intelligence Training Grounds
The report points out that the training-ground industry chain exhibits an inverted-triangle structure characterized by active upstream technology supply and downstream applications yet to be expanded, while construction costs are high and payback periods are long. Selling data products is currently the primary source of revenue, but diversified business models need to be explored. #EmbodiedIntelligence#
216Industry WatchIT HomeHalf Price! World’s Largest AI Aggregation Platform Cuts Fees for OpenAI’s Most Powerful AI Model, GPT-5.6 Sol
OpenRouter, the world’s largest AI aggregation platform, posted on X yesterday (August 17), announcing that the usage fees for OpenAI’s most powerful model, GPT-5.6 Sol, had been cut in half.
217Industry WatchIT HomeGroq Starts Anew: Transitions to a Neocloud and Completes a $350 Million Series A at a $3.5 Billion Valuation
On the 12th of this month, Groq announced that it had become an NVIDIA cloud partner. The company will provide users with training and inference services based on medium- to large-scale NVIDIA accelerated computing clusters.
218Industry WatchIT HomePoised to Surpass SpaceX as the World’s Largest IPO: Anthropic Reportedly Plans October Listing at a $2 Trillion Valuation
Fortune published a post yesterday (August 13) reporting that Anthropic plans to go public in October 2026 at a $2 trillion valuation (IT Home note: approximately RMB 13.51 trillion at the current exchange rate). The offering would surpass SpaceX’s in size, becoming the largest IPO in history.
219Industry WatchIT HomePreparing for an IPO: Bloomberg Says OpenAI’s Annualized Revenue Could Double to $40 Billion in 2026
Bloomberg published a post today (August 14) reporting that OpenAI’s annualized revenue has surpassed $40 billion ahead of its IPO (initial public offering).
220Industry WatchIT HomeJuly U.S. Enterprise AI Spending: OpenAI GPT-5.6 Sol Revenue Surpasses Anthropic Fable 5
Ramp's tracking of AI spending at more than 70,000 U.S. companies found that spending on Anthropic's flagship model in July was only 75% of spending on OpenAI's corresponding product. However, Anthropic still leads in enterprise adoption, while overall enterprise AI spending is growing rapidly. #AI Industry#
221Industry WatchIT HomeReport Says 90% of Executives Believe AI Has Not Improved Corporate Productivity; Some Companies Rehire Laid-Off Employees
Technology media outlet informationweek published a blog post yesterday (August 11), reporting that amid a wave of layoffs in the global technology industry caused by the impact of AI, some companies have begun rehiring employees they previously laid off.
222Industry WatchIT HomeAnthropic Adds Watermarks to AI Content Generated by Claude, Sparking Heated Debate Online
To comply with the transparency requirements of the EU AI Act, Anthropic has added invisible AI watermarks to Claude’s outputs. Some Reddit users have voiced their dissatisfaction, while many others support the requirement. #ClaudeAIWatermark#
223Industry WatchIT HomeCME Group Plans to Launch NVIDIA AI GPU Rental Price Index Futures
The new financial instruments give businesses a way to manage computing costs and smooth sharp fluctuations in computing-power prices, improving transparency in the computing market.
224Industry WatchExternalChinese originalIT HomeHuawei Launches the AIPL Baseline Partner Program to Jointly Build Replicable, Scalable AI Practice Teaching Solutions
Dozens of education informatization service providers and higher-education solution partners from across China gathered at the event. The parties reached a consensus on deep cooperation and announced that related ecosystem achievements will be unveiled at the Huawei Connect 2026 Global Launch in September this year.
225Industry WatchIT HomeAnthropic CEO Dario Amodei Keeps Going On About AI Destroying the World, and Investors Have Had Enough
According to Polymarket predictions, Anthropic is very likely to hold an IPO at the end of October. Some investment bankers even expect Anthropic to raise more than $60 billion through the IPO (approximately 405.517 billion yuan at the current exchange rate).
226Industry WatchIT HomeAI Plays the Role of Every Employee: NEC Establishes Corporate AI and Workforce Department
The AI employees generated by the system must also undergo onboarding training to learn NEC’s values and principles, mission, code of conduct, and internal regulations.
227Industry WatchIT HomeIBM Secures $240 Million Contract to Provide Together AI with HGX B300 Computing Power
This deployment is the first large-scale inference-only cluster built on IBM Cloud using NVIDIA HGX B300 systems and Spectrum-X Ethernet technology.
228Industry WatchIT HomeSingapore Prime Minister Lawrence Wong on AI: Leveraging New Technologies to Boost Productivity and Create High-Quality Jobs
Lawrence Wong said: “New technological breakthroughs are creating opportunities that were unimaginable just a few years ago, but they are also bringing new challenges and problems. When others move forward, we cannot stand still, but neither can we accept every new technology without question. Singapore will embrace these advances according to its own needs.”
229Industry WatchIT HomeWang Xingxing Responds to DeepSeek’s Investment in Unitree: Cooperation Will Focus on Three Areas
DeepSeek’s developer, Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd., also one of the “Six Little Dragons of Hangzhou,” has appeared on Unitree Robotics’ strategic placement list, receiving 933,390 shares worth approximately 141 million yuan.
230Industry WatchIT HomeFirst Fully Domestic 100,000-Card AI Supercluster Goes into Operation: Peak Computing Power per Second Equals 200 Years of Continuous Computation by All Humanity
China’s computing infrastructure has achieved another major breakthrough: the first fully domestic 100,000-card artificial intelligence supercluster has officially gone into operation. Its peak computing power is equivalent to 200 years of continuous computation by all humanity, and it is currently supporting more than 300 types of computing tasks across 26 fields, including new materials and AI. #DomesticComputingPower# The future looks promising.
231Industry WatchIT HomeStudy: People Cannot Effectively Distinguish AI-Generated Short Stories from Human Originals
A recent study comparing short stories created by AI and humans found that readers considered AI-generated stories more appealing. Interestingly, however, their ratings were even higher when they were told the stories had been written by humans. The study also confirmed that most people struggle to distinguish between AI and human works. #AIWriting# Do you think you could tell the difference?
232Industry WatchExternalChinese originalIT HomeAmazon Reportedly Uses 45-Year-Old Plan to Bypass Community Vote for AI Data Center, Residents of Gilroy, California, Unhappy
Amazon’s new AI data center in Gilroy, California, has sparked controversy. Local residents say they knew nothing about the project before construction began, and when they sought to express their views, they were told that the public review period had ended in 2024. It turns out Amazon used the city’s land-use plan from 45 years ago to successfully bypass the community voting process. #AmazonDataCenter# What do you think?
233Industry WatchIT HomeReport Says Over 70% of Americans Oppose Building AI Data Centers, With Bans Surging to 500+ in July
The technology media outlet The Information published a blog post yesterday (August 10), reporting that public opposition to building AI data centers in the United States continues to grow. A survey found that more than 70% of Americans oppose AI data centers.
234Industry WatchIT HomeReport Says AI Coding Unicorn Cursor Will Be Renamed After Acquisition by SpaceX, Original Brand to Be Gradually Phased Out
An informed source revealed that Cursor informed employees at an all-hands meeting that the Cursor brand name may be gradually phased out over the coming months.
235Industry WatchIT HomeDeepSeek Exposed for Secretly Giving Users Nicknames; AI Responds That It’s Just Temporary “Tagging” and Won’t Be Remembered
A netizen posted on a social platform on August 10, claiming that DeepSeek secretly gives people nicknames in deep-thinking mode, such as “Mo Mo.” The related topics surged on the trending list. #DeepSeekSecretlyGivesPeopleNicknames# #DeepSeekRespondsToSecretlyGivingPeopleNicknames#
236Industry WatchIT HomeAnthropic, Macquarie, and GIC Announce Theseus Infrastructure Data Center Joint Venture
Theseus Infrastructure will be primarily owned by Macquarie and GIC, developing and operating AI infrastructure customized to Anthropic's needs. Anthropic will become the primary tenant and bear any potential increases in consumer electricity prices
237Industry WatchIT HomeDoubao PR Head Liu Xing Responds to “12% Commission on Recommended Hotels”: The Claim Is Inaccurate; Only Channel Service Fees Are Paid After Orders Are Completed
In response to the claim circulating online that “Doubao takes a 12% commission on recommended hotels,” Liu Xing, head of Doubao’s public relations, said on Weibo that evening: “The claim that Doubao will charge fees for recommending hotels” is inaccurate. Doubao’s lifestyle services business currently has no paid promotion, and Doubao does not charge advertising fees for hotel recommendations. Merchants cannot influence recommendations or rankings through payment; they only pay channel service fees after an order is completed.
238Industry WatchIT HomeNVIDIA Leads Formation of a $500 Billion Artificial Intelligence Computing Infrastructure Financing Platform
This platform will transform AI infrastructure within the NVIDIA ecosystem into an asset class investable by global capital, creating sizable dedicated pools of funds for NVIDIA customers at attractive interest rates.
239Industry WatchIT HomeNovo Nordisk Establishes Amazon AWS Co-Innovation Center to Use AI to Accelerate Drug Launches
The two companies have established a strategic partnership to accelerate drug discovery and modernize Novo Nordisk’s operations through agentic artificial intelligence and cloud technology.
240Industry WatchExternalChinese originalIT HomeSenior UK detective investigated for using AI to maintain case records
The officer involved is a detective chief inspector who is alleged to have used AI to maintain case decision logs. During an investigation, senior investigators use decision logs to explain the reasons behind each investigative action. Once a case reaches trial, defense lawyers may also be granted access to these records to examine whether there were any issues with the investigative decisions.
241Industry WatchIT HomeCIS's Largest AI Factory Goes Live in Armenia, Builder Firebird Receives NVIDIA Investment
Firebird plans to deploy 300MW of AI infrastructure capacity in Armenia by the end of 2027, while its global goal is to build 2GW of computing capacity over the next two years or so.
242Industry WatchIT HomeNobel Prize Winner Demis Hassabis Reportedly Once Intended to Leave Google Parent Alphabet
Hassabis originally wanted to leave at the same time as Jeff Dean, but Alphabet believed that losing two artificial intelligence business leaders within a short period would cause its stock price to crash. Hassabis was ultimately persuaded to become chairman of Google DeepMind.
243Industry WatchIT Home116,000 New Enterprises Established in China’s Humanoid Robotics Sector in the First Half of 2026, Up 9.5% Year on Year
55,000 new enterprises were established in the generative artificial intelligence sector, up 28.0% year on year; 116,000 new enterprises were established in the humanoid robotics sector, up 9.5% year on year, accelerating the formation of new economic growth drivers.
244Industry WatchIT HomeProposed $5.1 billion data center in the US put on hold; local activists bring out guillotine in protest
Technology media outlet Tom's Hardware published a post yesterday (August 7), reporting that at a public meeting in Salem, Oregon, about a proposed $5.1 billion AI data center, local activists brought out a guillotine in protest.
245Industry WatchExternalChinese originalIT HomeAI Demand Overwhelms Cloud Computing, AWS Reportedly Asks Engineers to Shut Down Idle Servers to Reduce Resource Waste
According to The Information, Amazon AWS is asking engineers to shut down idle EC2 instances to address computing capacity shortages. Data shows that a large amount of CPU capacity is being wasted, with average utilization below 20%. AWS has upgraded Compute Optimizer to automatically flag inefficient resources. #CloudComputing#
246Industry WatchExternalChinese originalIT HomeSohu's Zhang Chaoyang: Real-person interaction and authentic content are things AI can never replace; AI has made content feel plastic
Zhang Chaoyang said that obtaining information and communicating with real people are two different things, and that AI currently cannot replace human interaction. In an ocean of information, people need to step out and communicate even more. In the AI era, an environment for authentic interaction is all the more precious. (The Paper)
247Industry WatchIT HomeIDC: China's Exoskeleton Robot Market Exceeded RMB 1.6 Billion in 2025, with Shipments of Approximately 26,000 Units
The medical rehabilitation market still accounts for the majority of market value, while the consumer assistance market contributed more than 70% of shipments. Industry applications continue to expand into new growth areas. The three major segments are jointly driving China's exoskeleton robot industry to rapidly evolve from single-scenario medical applications toward human capability-enhancement equipment for multiple scenarios.
248Industry WatchIT HomeAmerican grandparents are eager to put their grandchildren in AI-generated children's books, provoking widespread resentment among parents
To grandparents, using AI to create a picture book starring their grandchildren is “novel and adorable.” The children's parents may not agree, especially when they cannot accept handing over their children's photos and identifying information to AI platforms for processing.
249Industry WatchIT HomeWorld Bank: Emerging Economies Should Embrace AI as Soon as Possible, but Do Not Need to Compete with Wealthy Countries on Data Centers and Large Models
The World Bank believes that emerging economies do not need to compete with wealthy countries on large data centers and large language models. Instead, promoting small, low-cost AI tools adapted to local needs is more likely to improve healthcare services and the quality of education.
250Industry WatchIT HomeThe “Wall Street AI Guru’s” Hedge Fund Blows Up After Excessive Leverage, Shrinking from $45 Billion to $10 Billion
The AI hedge fund “Situational Awareness,” founded by former OpenAI researcher Leopold Aschenbrenner, has seen its assets plunge from $45 billion to $10 billion due to excessive leverage and a collapse in semiconductor stocks. He was reportedly inexperienced in fund management and previously worked at the now-defunct FTX. He is set to marry the chief of staff to Anthropic CEO Dario this weekend. Another failure has been added to the #AI boom.
251Industry WatchIT HomeMeta Chief AI Officer Alexandr Wang: With AI Empowerment, It Has Never Been Easier for Startups to Challenge Industry Giants
Scale AI founder, current head of Meta's Superintelligence Labs and Chief AI Officer Alexandr Wang believes that AI has dramatically narrowed the gap in capabilities between startups and large enterprises, making it easier than ever to challenge industry giants.
252Industry WatchIT HomeAI Companies Reportedly Buying Large Quantities of Used Books to Obtain “Clean” Training Material
To avoid low-quality “AI slop,” multiple AI companies are purchasing used books on a large scale through intermediaries as a source of high-quality training data. Reports indicate that the purchases range from 1,000 to 1 million books, with no preference for subject matter and little regard for price. Although this destructive scanning method is efficient, it could cause valuable books to disappear permanently and raise ethical concerns over the privatization of knowledge resources. #AITrainingData##UsedBookMarket#
253Industry WatchIT HomeBehind the AI Race, Workers’ Health Becomes the New Cost
The fierce competition in the AI industry is coming at the expense of workers’ health. Several key executives at companies such as OpenAI and xAI have been forced to leave or transition to advisory roles due to health problems caused by prolonged stress. The industry’s widely embraced “founder mode” and “hardcore” work culture are prompting reflection, but the race driven by a trillion-dollar market has not slowed down as a result. #AIHealthCrisis# #TechIndustryReflection#
254Industry WatchIT HomeMusk’s SpaceX Announces Partnership with Nvidia to Develop Starmind AI1 Computing Satellites, Aiming to Send 1 Million into Orbit
Elon Musk’s SpaceX announced today (August 5) that it is partnering with Nvidia to explore deploying AI computing capabilities beyond Earth and jointly develop computing satellites called Starmind AI1.
255Industry WatchIT HomeJD.com Introduces AI Interviews in Its Campus Recruitment Process for the First Time, Opening Online Applications for 2027 Bachelor’s, Master’s, and Doctoral Graduates
This campus recruitment campaign is aimed at 2027 graduates with bachelor’s, master’s, and doctoral degrees, with positions covering multiple fields. JD.com achieved record-high quarterly profit in the first quarter. #JD.comCampusRecruitment# #AIRecruitment#
256Industry WatchIT HomeSouth Korean ASIC company FuriosaAI secures order for 7,000 chips from Swedish data center
The project recently broke ground, with a total power capacity of 15MW, including 10MW of critical IT capacity. The first 2MW of computing capacity is expected to come online in early 2027.
257Industry WatchIT HomeAnthropic Appoints Cuéllar as Its First Chief Global Affairs Officer to Address AI Policy
Anthropic announced today (August 5) the appointment of Mariano-Florentino Cuéllar as the company’s first head of global affairs.
258Industry WatchIT HomeHonor Executive Guan Haitao Discusses the “DeepSeek Kill Line”: Optimizing Per-Token Cost and Performance, with at Least Three Top-Level Significances Domestically, in China, and Internationally
#Honor Executive Discusses the DeepSeek Kill Line# Guan Haitao, Honor’s global chief marketing officer, posted about #DeepSeek Kill Line#, saying that it offers “Ferrari performance at the price of an electric scooter.” The key lies in optimizing per-token cost and performance, and it carries “at least three top-level significances domestically, in China, and internationally”!
259Industry WatchIT HomeAnthropic CEO Dario Amodei’s Internal Remarks Revealed, Worried Employees Work Only for Money
Foreign media reports that frequent job-hopping among AI talent is primarily driven by money. Anthropic CEO Dario Amodei has expressed internal concerns that employees join the company solely for the compensation rather than because they identify with its mission. However, experts believe that top AI researchers also value access to computing resources and freedom in research and development. #AI Talent Competition#
260Industry WatchIT HomeCompetition in Chinese and U.S. AI Foundation Models Intensifies: OpenAI and Other Overseas Giants Slash Prices to Take on Kimi and DeepSeek
To counter competition from Chinese models such as Moonshot AI’s Kimi K3 and DeepSeek V4 Flash, OpenAI has cut the price of ChatGPT 5.6 Luna by 80%, while its mid-range Terra model is also 20% cheaper. Although the price cuts are stimulating usage, high computing costs and ongoing losses are casting a shadow over the profitability outlook. #AIPriceWar#
261Industry WatchIT HomeAI Ushers in the Era of Solopreneurs: 1 Person Can Support a Company Generating $1 Million in Annual Revenue
The Wall Street Journal published a post on July 29, reporting that in the AI era, one person running an entire company with annual revenue exceeding $1 million is no longer a far-fetched idea, and the market is entering the “era of solopreneurs.”
262Industry WatchIT HomeSince 2023, Google, Amazon, Microsoft and Other U.S. Tech Giants Have Poured $1 Trillion Into AI
According to the Financial Times, Google, Amazon, Microsoft and Meta have invested $1.1 trillion in AI infrastructure, but the returns depend on whether labs such as OpenAI can continue receiving capital infusions. Apple, meanwhile, has remained relatively cautious and is facing cost pressures. Will this investment wave reshape the industry? #AIInvestmentBoom#
263Industry WatchIT HomeChatGPT Atlas Browser to Shut Down on August 9; Users Urged to Export Bookmark Data Promptly
OpenAI's ChatGPT Atlas browser will stop operating on August 9. The official recommendation is for users to export their bookmarks and browsing history as HTML files in advance and migrate to Chrome or other browsers. Note that Cookies data cannot be exported, so users will need to log in again. #ChatGPTAtlasShutdown#
264Industry WatchIT HomeNew EU AI Transparency Rules Take Effect: Companies Must Clearly Label AI-Generated Content or Face Heavy Fines
The new transparency requirements under the EU Artificial Intelligence Act took effect on the 2nd of this month. Companies must inform users whether they are interacting with AI and label AI-generated deepfake content. Violators face fines of up to €15 million or 3% of global annual turnover. The new rules apply immediately to new AI systems, while existing systems must comply by December 2. #EUAIAct#
265Industry WatchIT HomeDoctoral advisor says Moonshot AI Kimi founder Yang Zhilin had many opportunities to stay in the US, but resolutely turned down Apple and insisted on returning to China to start a business
Russ Salakhutdinov, the Carnegie Mellon University doctoral advisor of Moonshot AI founder Yang Zhilin, published a post in July this year revealing some details about Yang Zhilin’s decision to return to China to start a business.
266Industry WatchIT HomeReports Say Korean Chip Unicorn DeepX’s Valuation Soars Fourfold to 3.14 Trillion Won
According to Bloomberg, Korean chip unicorn DeepX has completed its Series D financing, reaching a valuation of 3.14 trillion won (approximately 14.868 billion yuan), and plans to raise another 300 billion won before September. The company is reportedly focused on AI-specific chips for robots, smart devices, and other applications, as the market remains optimistic about the continued AI boom.##DeepX Valuation Soars##
267Industry WatchIT HomeNo. 1 Globally! OpenRouter Says DeepSeek-V4-Flash Surpassed 7.22 Trillion Tokens in Calls Last Week to Top the Rankings
According to the weekly statistics from OpenRouter, the world's largest AI aggregation platform, DeepSeek-V4-Flash ranked first globally with 7.22 trillion Tokens in calls, with a single-day peak exceeding 8 trillion Tokens.
268Industry WatchIT HomeSouth Korea’s National AI Computing Center Breaks Ground, Targeted for Completion in 2028
South Korea’s National AI Computing Center (KOACC) broke ground today in Jeollanam-do and is expected to begin operations in 2028, with a total investment of 2.5 trillion won (approximately 11.8 billion yuan). Samsung SDS is the largest shareholder, with NAVER Cloud and others also participating. The center will provide cost-effective AI computing power globally and establish an R&D area to validate locally developed Korean NPUs. #SouthKoreaAIComputingCenter#
269Industry WatchIT HomeiFLYTEK AI Glasses Hands-On: Lightweight and Comfortable with a Refined Business Style
Positioned as a super AI assistant, these AI glasses focus on translation and office scenarios, support prescription lenses, and integrate multiple microphones with AI noise cancellation. The glasses weigh only about 40g, making them lightweight and comfortable to wear. #iFLYTEKAIglasses#
270Industry WatchIT HomeTrendForce Forecasts 90% Growth in Capital Expenditures by the World's Nine Largest Cloud Service Providers This Year
TrendForce has also raised its forecast for the growth in AI server shipments in 2026 from the previous 28% to 31%.
271Industry WatchExternalChinese originalIT HomeKai-Fu Lee: In the AI era, humans’ advantage lies in the “right brain” and the ability to do things data cannot predict
On August 7, Kai-Fu Lee, CEO of 01.AI, answered the question, “As AI gradually becomes far smarter than humans, what can humans still do?” (The Paper)
272Industry WatchIT HomeMediaTek: Second AI ASIC Accelerator Expected to Enter Mass Production in 2028, Intel Foundry EMIB Progressing Well
MediaTek’s 448G SerDes IP development is progressing smoothly. The company is continuing to develop CPO optical interconnect system solutions on TSMC’s COUPE platform and also provides end-to-end advanced 3.5D chip platform solutions.
273Industry WatchIT HomeU.S. College Professor Devises Unusual Way to Catch AI Cheating: Inserts Hidden Prompts into Exam Papers, Catching 32 of 35 Students
Jason Gibson, a history professor at Alcorn State University in the United States, devised an unusual way to catch AI cheating: he embedded hidden prompts about “Madagascar” in white text in a document containing questions on the Industrial Revolution. As a result, 32 of the 35 exam papers contained nonsensical phrases such as “Madagascar’s purple bicycle whispers to the ceiling,” exposing the cheating on the spot. #AICheating# #EducationalFairness#
274Industry WatchIT HomeNVIDIA CEO Jensen Huang: AI Eliminates Tasks, Not Jobs
In a speech, Jensen Huang emphasized the distinction between “tasks” and “jobs”: AI automates the former, not the latter. Using customer service representatives, radiologists, and software engineers as examples, he noted that AI improves efficiency and may instead create more employment. This stands in sharp contrast to some pessimistic predictions that AI will lead to mass unemployment. #AIImpactOnEmployment#
275Industry WatchIT HomeMusk: I Have Asked the SpaceXAI Team to Scan Books Non-Destructively Instead of Cutting Off Their Spines
As investigative outlet 404 Media previously reported, AI companies are purchasing large quantities of rare books, using high-speed scanning equipment that cuts off the spines to digitize them, and then shredding and destroying the physical originals.
276Industry WatchIT HomeClaiming “Hands-Free from Start to Finish”: Haier Robotics and Xianglu Robotics Reach Strategic Partnership to Jointly Develop a Fully Automatic Home AI Cooking Robot
The results of the partnership will be officially unveiled at the WRC in Beijing in August.
277Industry WatchIT HomeDoorDash CEO Xu Xun: AI Coding Is Still Insufficient to Significantly Boost Engineer Productivity
DoorDash co-founder and CEO Xu Xun said that vibe coding accounts for only a small part of the complete software engineering system and cannot represent the entirety of engineering work.
278Industry WatchIT HomeAnalysts: Airlines adopting dynamic AI pricing, making cheap-flight bargains increasingly rare
Airlines such as Delta and Virgin are accelerating the adoption of AI pricing technology to analyze dozens of factors in real time and adjust fares, with the goal of maximizing revenue from every flight. This could reduce the number of low-priced seats on popular routes, while fares on off-season or less popular routes may become cheaper. Whether AI pricing will benefit passengers or leave them bearing higher costs remains unsettled.
279Industry WatchIT HomeNextorage to Launch External AI Accelerator Hardware That Lets 32GB of Memory Run GPT-OSS-120B
The device supports Phison's aiDAPTIV technology, enabling dynamic resource allocation between the system's DRAM and external high-endurance NAND storage media, effectively expanding memory.
280Industry WatchIT HomeOpenAI CEO Altman: Overreliance on AI Could Lead to a Decline in Human Cognitive Abilities
Altman pointed out that overreliance on AI could gradually erode human cognitive abilities. Several researchers have issued similar warnings, although he remains optimistic about the future development of AI. #ArtificialIntelligence#
281Industry WatchIT HomeThe First National Youth Artificial Intelligence Competition Finals Kick Off in Shanghai, Featuring 5 Cutting-Edge Tracks
Approved by the Ministry of Education as a national competition, this event features five cutting-edge AI tracks, with more than 850 contestants advancing to the finals. It also organizes study tours for students from less-developed regions and explores new approaches to AI education for young people #NationalYouthArtificialIntelligenceCompetition#
282Industry WatchIT HomeChina Holds Briefing on the 2026 World Artificial Intelligence Conference at the UN: Will Uphold Openness and Open Source in Planning Global Governance
China’s Permanent Mission to the United Nations held a briefing on the 2026 World Artificial Intelligence Conference at the UN Headquarters in New York. Ambassador Fu Cong said that China will uphold the principles of openness and open source and work with all parties to jointly discuss global artificial intelligence governance. UN officials spoke highly of the conference’s significance, and 29 countries have signed the agreement to establish the World Artificial Intelligence Cooperation Organization. #WorldArtificialIntelligenceConference#
283Industry WatchExternalChinese originalIT HomeChina Unicom: Intelligent computing capacity reaches 45 EFLOPS; investment related to computing power will exceed 17.5 billion yuan this year
China Unicom stated that it has set its total capital expenditure for 2026 at 50 billion yuan, including more than 17.5 billion yuan in investment related to computing power, accounting for 35% of total investment.
284Industry WatchIT HomeOpenAI CEO Sam Altman Proposes Using AI to Create a Parent-Child Morning Podcast, Draws Criticism Online
OpenAI CEO Sam Altman shared what he considers a “cool” use of ChatGPT: linking family calendars so AI can summarize children’s interests and generate a podcast. But the proposal sparked heated discussion online, with many questioning whether it would replace real parent-child communication and saying that “AI should not become a barrier between people.” #AIandParenting# What do you think?
285Industry WatchIT HomeNVIDIA Evaluates Reducing Rubin Ultra HBM Configuration, Potentially Beyond 12Hi HBM4E
NVIDIA's possible downgrade paths include switching from HBM4E to HBM4 and from 12Hi HBM to 8Hi HBM, with the latter enabling higher final GPU shipment volumes.
286Industry WatchIT HomeAmazon Fulfills Its $50 Billion Investment Commitment to OpenAI Early, Currently Holds Approximately 5%
Although OpenAI failed to meet the two requirements of going public and achieving a technological breakthrough, Amazon still chose to make the additional $35 billion investment ahead of schedule.
287Industry WatchIT HomeIDC Report: China’s Industrial Embodied Intelligent Robot Market Reaches RMB 5.74 Billion in 2025, Commercialization Accelerates Across the Board
IDC data shows that China’s industrial embodied intelligent robot market was worth approximately RMB 5.74 billion in 2025. The market has entered an accelerated commercialization phase and will expand toward process-level applications over the next three to five years. Let’s take a look at the key development trends. #IndustrialEmbodiedIntelligentRobots#
288Industry WatchExternalChinese originalIT HomeNew Survey Shows: More Than 80% of Parents and Teachers Believe Students Need Stronger Data Literacy in the AI Era
A survey by DS4E and Mathematica found that 88% of respondents believe high school students should have data literacy skills before graduation. The survey also found that, compared with programming, parents and teachers place greater value on students’ problem-solving abilities and critical thinking. #AI Education#
289Industry WatchIT HomeNews: NVIDIA Urgently Seeks Chinese AI Base Station Suppliers to Develop 6G Base Stations with the “Next Innolight”
A key figure in the communications industry chain revealed that NVIDIA is accelerating its entry into the telecommunications operator market and is seeking base station manufacturers in China as partners to develop 6G base stations that meet overseas market requirements.
290Industry WatchExternalChinese originalIT HomeSurvey Shows Over 80% of Japanese Companies Have Yet to Fully Embrace AI
About 60% of respondents said that AI is used only in some departments of their companies or in other limited ways. Another 18% said they had not yet decided whether to introduce AI into the workplace, while 6% had not even considered using AI.
291Industry WatchExternalChinese originalIT HomeSpaceXAI Has Built the “World’s Most Powerful AI Training Cluster”; Musk Says Its Scale Will Expand by About 10 Times Next Year
Technology media outlet Tom's Hardware published a blog post yesterday (August 13), reporting that Elon Musk, the world’s richest person, estimated at a SpaceX employee meeting that SpaceXAI’s (formerly known as xAI) data center power capacity will expand by about seven times by the end of 2027, reaching 10GW.
292Industry WatchExternalChinese originalIT HomeTech Leaders Claim AI Will Bring a Four-Day Workweek, Yet Employees Still Work 90 Hours a Week
Tech giants such as Google and OpenAI say that a four-day workweek could become possible once AI is widely adopted. However, many employees actually work more than 90 hours a week, and research shows that the time saved by AI is instead filled with additional work, further lengthening working hours.
293Industry WatchIT HomeCCA: Complaints About AI Customer Service Have Risen Significantly
A new China Consumers Association report says complaints about AI customer service have surged, with human agents often difficult to reach. Some AI agents also make false promises, while businesses later refuse to honor them by claiming AI-generated responses have no legal effect. #AI Customer Service Complaints#
294Industry WatchExternalChinese originalIT HomeBloomberg: Payments Giant Stripe Finalizes OpenRouter Acquisition for Over $7 Billion
OpenRouter provides a unified gateway to multiple AI models and has 8 million users worldwide. Previously valued at about $1.3 billion in its Series B round, the acquisition price is more than five times that valuation, making it a major AI deal. #AIAcquisitionNews#
295Industry WatchIT HomeMeituan CEO Wang Puzhong on AI Transformation: Companywide “Shrimp-Raising” Campaign Once Cost Over RMB 10 Million a Day and Disrupted Operations
Wang Puzhong, CEO of Meituan’s Core Local Commerce division, said Meituan’s AI transformation has gone through four stages. During the first stage, from February to March, a companywide “shrimp-raising” campaign sent daily costs above RMB 10 million, while AI hallucinations disrupted real business operations.
296Industry WatchIT HomeJia Yueting: Faraday Future Exploring Independent Financing and Listing for Robotics Business
Faraday Future (FF) founder, partner, and Chief Product and User Ecosystem Officer Jia Yueting announced today that FF’s robotics business has entered a new stage of rapid, volume-driven revenue growth and is exploring independent financing and a separate listing.
297Industry WatchIT HomeAI Video Platform Higgsfield Raises $400M from Goldman Sachs, Intel and Others at $5.4B Valuation
AI video generation platform Higgsfield has raised $400 million at a $5.4 billion valuation from investors including DST Global and Goldman Sachs. Its annualized revenue has reached $700 million, driven primarily by enterprise customers. The two-year-old startup now has more than 30 million users worldwide.
298Industry WatchIT HomeJensen Huang: OpenAI Commits to Deploying About 12GW of NVIDIA Compute by 2030
OpenAI’s existing and planned deployment commitments total about 12GW of NVIDIA compute capacity. If NVIDIA expands the PORTS-Pike partnership beyond the initial 4.25GW phase, the total could rise further to around 16GW.
