AI giants rarely align on slowing down; model training enters the 100k-GPU era
Compute arms race shifts to efficiency and cost.
Tech Trends
The commercialization rhythm of frontier tech: AI, LLMs, XR and compute.
Tech Trends
Huawei launches world's first 3D data-center architecture for 100k-card Ascend nodes
Electro-mechanical delivery cut to 3 months.
DeepSeek releases V4.1-Flash, outperforming GPT-5.6 Sol
Cache-hit price drops to 0.006 dollars per million tokens.
AI compute race heats up; Oracle cloud revenue jumps 62%
RPO orders reach 664 billion dollars.
Enflame debuts on STAR Market, opens up 188%
Tencent paper gain exceeds 30 billion yuan.
Citic Securities: humanoid-robot catalysts keep coming; AIDC, semis and lithium equipment resonate
Thematic-investment heat continues.
Brain-computer interface clears clinical trial; invasive approach hits key milestone
Human–machine interaction may reshape rehab and interaction scenarios.
Domestic EDA breaks through at advanced nodes; foundry toolchain gains autonomy
Upstream semiconductor gap filled; supply-chain resilience improves.
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