55
Every 48 Hours, a New Embodied AI Model Is Born: From BAAI World Model to Alibaba Qwen-Robot
A recent industry report highlights a rapid surge in embodied AI, noting that thirteen new models and world models were released in June 2026 alone.
Top stories in Opinion
53
招商证券：海外科技波动加大，关注国产算力机会
China Merchants Securities advises investors to focus on domestic AI computing opportunities, highlighting Huawei's upcoming showcase of its Atlas 950 SuperPoD.
52
OpenAI's Sam Altman accuses Musk of selling public market investors "on short-term space data centers"
OpenAI CEO Sam Altman criticized Elon Musk's proposed SpaceX orbital data centers, claiming they are impractical for generative artificial intelligence workloads.
49
中信建投：计算机板块半年报预告陆续披露，AI算力硬件持续高景气
CSC Financial reports that semi-annual earnings previews confirm high demand for AI servers and intelligent computing infrastructure, while AI software applications are beginning to show revenue recovery.
46
CSC Financial: Semiconductor Equipment Supply Chain Faces Dual Localization Trend and Major Investment Opportunity
CSC Financial forecasts that the semiconductor equipment market will grow by 23.5% in 2026 to reach $152.2 billion, driven by an AI-fueled cycle and localization trends.
45
智谱CEO唐杰发内部信：“GLM 时刻”和万亿俱乐部之后，什么是更重要的事
Zhipu AI founder Tang Jie announced in an internal letter that the company will prioritize long-term AGI goals, autonomous agents, and safety over short-term monetization.
45
独家 | 智谱创始人唐杰发内部信：「GLM 时刻」之后，什么是更重要的事
An internal letter from Zhipu AI founder Tang Jie reveals the company's strategic pivot toward coding and reasoning capabilities to foster autonomous agent systems.
43
机构：到2029年中国国内算力卡采购额将达到1.44万亿元，将诞生多家市值万亿甚至十万亿的上市企业
Market analysts project that China's domestic procurement of AI computing cards will reach 1.44 trillion yuan by 2029, potentially creating multiple trillion-yuan public enterprises.
42
Global Storage Expansion and Overseas Delivery Bottlenecks Open Super Era for Chinese Semiconductor Equipment
AI-driven storage expansion and overseas delivery delays are creating significant opportunities for Chinese semiconductor equipment manufacturers to expand their market share.
40
独家解读丨花百亿建「FDE团队」：AWS 们在走 BAT 云「定制化」老路吗？
Amazon Web Services is reportedly investing one billion dollars to build a massive team of frontline deployment engineers to help enterprise clients implement AI agents directly.
39
The fight against AI data centers is just beginning
Local opposition to AI data centers is growing as communities raise concerns over their impact on local power grids and resources.
39
机构：科技板块调整或已近尾声，从半年报挖掘新一轮主线线索
Financial analysts suggest that the recent correction in tech and AI stocks may be nearing its bottom, with long-term demand for AI computing remaining strong.
36
The electrical infrastructure gap: What AI data center density demands from every project team
The growing density of AI data centers is creating an electrical infrastructure gap that requires project teams to focus on fundamental power requirements.
33
Lorde says Ray-Ban Meta AI glasses are ‘not sexy’
Singer Lorde criticized AI smart glasses during a music festival performance, calling them 'not sexy' in an apparent reference to the festival's sponsor, Ray-Ban Meta.
31
Instagram’s Adam Mosseri: If you don’t like AI, ‘then you shouldn’t have it in your feed’
Instagram head Adam Mosseri stated that the platform should label AI-generated content rather than filter it out entirely, suggesting users customize their feeds if they dislike it.
30
Global AI Market Shift: Why Developers Are Choosing Cost-Efficient Models
Developers are increasingly adopting cost-efficient AI models from Chinese providers like DeepSeek, Zhipu AI, and Qwen, which now account for over 20 percent of OpenRouter's weekly token volume.
29
Open source AI matters more than ever, according to Hugging Face’s Clem Delangue
Hugging Face CEO Clem Delangue emphasized the growing adoption of open-source AI models and datasets among major corporations.
29
One Rises, One Falls on Lock-Up Expiry Day: The Divergent Paths of Zhipu AI and MiniMax
The contrasting stock performance of Zhipu AI and MiniMax following their lock-up expiration highlights differing market confidence in the business strategies of China's leading AI startups.
28
Hugging Face’s CEO on why companies are done renting their AI
Hugging Face's chief executive argues that businesses are increasingly shifting away from proprietary AI subscriptions in favor of open-source alternatives.
28
韩国股指年内大涨八成估值却创低位，机构称存储板块仍具备配置价值
Despite a surge in South Korean stock indices driven by soaring AI-related profits at Samsung and SK Hynix, historically low valuations present a potential entry point for investors.
26
Can AI answer the $3 trillion question?
This article explores the ongoing debate surrounding the return on investment for massive capital expenditures in the artificial intelligence sector.
26
欧洲央行的Moulin认为人工智能可能加剧通胀波动
European Central Bank governing council member Emmanuel Moulin stated that artificial intelligence could increase inflation volatility due to its unpredictable effects on supply and demand.
23
Retrieval-Augmented Generation Must Move Beyond Factual Grounding to Represent Diverse Opinions
This position paper argues that current retrieval-augmented generation systems are overly focused on factual grounding and fail to adequately represent diverse opinions.
23
Nvidia is a victim of the compute marketplace it created
An analysis suggests Nvidia faces intense competition and market pressures as a direct result of popularizing the high-value AI compute market.
Page 1Older →