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🇨🇳 I. China

Cambricon Semi-Annual Report Net Profit Surges 122.6%: Domestic Computing Power Enters 'Financial Verification Period' — Revenue 5.996 billion yuan (+108.13%), net profit attributable to parent company shareholders 2.311 billion yuan (+122.61%). Adaptation for five major domestic large models including GLM and DeepSeek has been completed; R&D for the sixth-generation chip architecture is underway.

World Humanoid Robot Games: 2,056 Robots from 16 Countries Compete, Team Count Up 138% — Opening at Beijing's "Ice Ribbon" on August 22, with a record 666 teams participating. The "thermometer" for humanoid robot industrialization rises again.

• Alibaba Opens Qwen3.8-2.4T-A95B Weights — 2.4 trillion total parameters, 95B activated. First open-source release of a Qwen-Max level model, with native 256K context. (IT Home)
• Tencent WeChat Announces Self-Developed WeLM — The 80B version is already live in the AI assistant Xiao Wei; the 617B version is under development. A self-developed model for a national-level app begins service. (IT Home)
• Alipay's "A Bao" AI Assistant Opens HarmonyOS Testing — The battle for AI entry points in super apps extends to payment scenarios. (IT Home)
• iFLYTEK Releases Full Series of Enterprise Services — AI agent matrix covers seven core scenarios. (QbitAI)
• Embodied Data Company Yuandian Tech Secures Tens of Millions in Two Funding Rounds in 40 Days — Targeting physical AI data infrastructure; industrial capital bets densely. (QbitAI)
• Robot AI Model DYNA-2 Debuts — Trained on over 1 million hours of first-person human video; task success rate can reach 90%. (IT Home)
• Pony.ai Mass Produces Fourth-Generation Unmanned Heavy Trucks — Goal of 1,000 operational vehicles in the next three years; unmanned freight runs through the business model before Robotaxi. (Leiphone)
• Qualcomm Completes Modular Acquisition — Fills out the data center and edge computing landscape with an AI-native software platform. (Leiphone)
• DeepSeek-V4-Pro Officially Released + API Peak/Valley Pricing Effective August 17 — Commercialization accelerates. (IT Home)
• DeepSeek Harness Public Beta — Benchmarked against Claude Code; npm plugin ecosystem opened simultaneously. (IT Home)

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🌍 II. Overseas

OpenAI Double Hit: Annualized Revenue Breaks $40 Billion, GPT-5.6 Sol Speeds Up 14x — Ultrafast mode debuts simultaneously; low latency and high throughput target enterprise budgets, with dual messages supporting IPO.

SK Hynix Bets $720 Billion on AI Storage — CNBC field visit to South Korea's expansion plans; HBM becomes the new bottleneck for computing power. After GPUs, memory is now the choke point.

• Databricks Completes $5 Billion Funding Round, Valued at $190 Billion — Annual revenue breaks $7 billion. Originally sought $1 billion, but investors queued up to offer $15 billion. (Bloomberg)
• Anthropic in Talks to Acquire Decart for $6 Billion — Preparing for IPO while making large acquisitions; betting on AI video and world models. (Reuters)
• Workday Stock Soars 25% — Rumors that Silver Lake plans a privatization acquisition; traditional SaaS in the AI era becomes a PE bottom-fishing target. (CNBC)
• Google Updates Gemini 3.7 Flash Twice in Three Weeks — Flagship model delayed again; coding capabilities still lagging; Brin personally supervising. (ArsTechnica)
• Grok 4.6 Returns to Top Tier — Lower pricing surpasses Fable 5; xAI's integration of Cursor boosts coding capabilities effectively. (QbitAI)
• Microsoft Merges Two Copilot Suites to Pave Way for "Super App". (TheVerge)
• Apple in Talks to Pay for News Content to Support New Siri AI. (TechCrunch / WSJ)
• IBM Partners with OpenAI — Rolling out GPT series models to enterprise clients. (TechCrunch)
• Lovable Confirms $13.3 Billion Valuation, Raises Another $400 Million — European AI website-building unicorn continues to attract capital. (TechCrunch)
• OpenAI Chief Revenue Officer Denise Dresser Departs Less Than a Year into Role — Second executive to leave this week. (CNBC)
• Mistral Targets 1 Gigawatt of European Computing Power by 2030 — A key step in the narrative of European AI sovereignty. (VentureBeat)
• Intel CEO Lip-Bu Chen Invests $12 Million of Own Money in $20 Billion Equity Offering — Real money backs the AI transformation. (IT Home)

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