---

🧠 I. Large AI Models

DeepSeek V4 Flash Tops Global Charts with 8.83 Trillion Tokens in a Single Week; China Surpasses US for 15 Consecutive Weeks

OpenRouter's weekly rankings show that last week (8/3-8/9), the total global call volume for large AI models reached 69 trillion tokens. Chinese models hit 34.25 trillion, surpassing the US for the 15th consecutive week. DeepSeek V4 Flash took the top spot with 8.83 trillion, with the top four positions all held by Chinese models.

• Meta Open-Sources 30B Model Muse Glimmer — After 4-bit quantization, it can run locally on a single card with 24GB VRAM. Paired with Zuckerberg's 6,500-word open-source manifesto, it champions "Giving AI to Everyone."
• Alibaba's qwen3.8-max Breaks into Top 6 Overall Rankings — Weekly large model rankings show impressive performance from multiple domestic models.
• Zhipu API Users Approach 7 Million — Over 50,000 domestic computing chips are now active, enhancing the scalable service capabilities of domestic large models.

---

💻 II. AI Software

OpenAI Expands 'Dawn' Cybersecurity Initiative to Counter AI Agent Attack Threats

As AI gains the ability to launch attacks autonomously, "defending against AI hackers" becomes the new battlefield. OpenAI is expanding its cybersecurity defense project, while CrowdStrike and Palo Alto Networks both hit historic highs, stimulated by Black Hat news.

• Nvidia Releases Multilingual Low-Latency Voice Agent Model Magpie TTS — Open-source and low-latency, making it easier to build "talking AI."
• Fliggy Launches Travel AI 'Fliggy Bangbang' — Capable of booking flights/hotels and creating itineraries, integrating AI into daily life scenarios.
• Google Tests New Homepage Version — Can generate images and interpret files, but notably lacks a search button.

---

🤖 III. Humanoid Robots

Chinese Manufacturers Contributed Over 97% of Global Humanoid Robot Shipments in H1

Chinese manufacturers accounted for over 97% of global humanoid robot shipments in the first half of 2026, indicating rising supply chain concentration and industry prosperity.

• OpenAI Buys Back $7 Billion in Employee Shares — Valuation remains robust, accelerating the commercial flywheel.
• Moore Threads Plans H-Share Issuance for HK Listing — Domestic GPUs accelerate capitalization, becoming another AI star following CXMT and Unitree.

---

🚗 IV. Autonomous Driving

• Nissan Deploys AI Cameras in US Factories — Helps assembly workers "correct" their operational posture; AI shifts from recording to coaching.
• Huawei Qiankun Empowers Avatr 07L to Redefine the Benchmark for Smart, Beautiful, Large Five-Seat Luxury SUVs — Continuous upgrades in intelligent driving capabilities.
• XPeng AeroHT Factory Rolls Out Its 1,000th Electric Propulsion Unit — Sets a record for ultra-large-scale production of 800V electric propulsion units in the global eVTOL industry.

---

🌐 V. Physical AI

• Chinese Team Uses Billions of AI Agents to Simulate the Entire Earth — Large-scale agent collaboration simulates complex social and environmental systems, serving as an extreme stress test.
• Nvidia Partners with Wall Street to Pour $500 Billion into AI Infrastructure — CNBC and Bloomberg report that Nvidia is collaborating with major Wall Street asset managers, with several sovereign wealth funds participating.

---

📈 VI. Macro & Market Data

• TSMC Monthly Revenue Soars 45% YoY — AI demand keeps the world's largest chipmaker full, with advanced process orders booming.
• CXMT IPO Market Cap Heads Toward 3 Trillion — A textbook return on Anhui's "delayed gratification" style industrial investment.
• South Korea Establishes 5 Trillion KRW Semiconductor Fund — Betting on chips with national strength to consolidate industrial leadership.
• Intel Plans to Issue $15 Billion in Stock — Preparing ammunition for capacity expansion due to AI demand, putting pressure on stock price.

US Stocks Highlight (US East Close 8/10): Hardware stocks saw pullbacks with Nvidia (-2.86%) and Broadcom (-1.25%), while application-side stocks like Microsoft (+1.21%), Palantir (+1.87%), and Netflix (+2.90%) bucked the trend—market rotation between "selling hardware, buying software." A-shares (8/11) saw broad declines in AI hardware, except for Foxconn Industrial Internet (+1.47%) closing green, while Cambricon (-6.33%) and Innolight (-6.01%) pulled back from highs.

---