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Behind the Storage Leader's 20%+ Plunge: Did Meta's Sale of Surplus Computing Power Shatter Faith in AI Infrastructure?
The US storage chip leader has dropped over 20% recently, triggered directly by concerns of a 'computing power surplus' following Meta's sale of surplus computing power. Behind this is not just a short-term sentiment vent; the storage chip industry is undergoing a business model restructuring from commoditization to long-term contract customization. As the technological gap among large models shrinks, the AI industry chain enters a profit verification phase, and the divergence in computing power supply and demand, along with valuation repricing, are profoundly impacting industry decisions.Demystifying AI Collaboration Tools: Is Organizing Reports and Checking Spreadsheets the Most Frequent Scenario?
The public often views AI collaboration tools as exclusive code generators for programmers, but data from 1.2 million sessions disclosed by Anthropic shatters this stereotype. Business process and operations topped the list at 33.4%, while software development accounted for only 8.7%. This article provides an in-depth interpretation of this contrasting data, revealing how AI acts as a 'digital intern' taking over 'connective work' such as organizing reports and checking spreadsheets, filling the gaps in cross-team collaboration, and explores the practical implications for non-technical office workers.Tencent Hunyuan Hy3 Officially Launched: The Productivity Trump Card Behind Nearly 50 Businesses Lining Up to Integrate
On July 6, 2026, the official version of Tencent Hunyuan Hy3 was released, making significant progress in productivity tasks such as software development, office productivity, and financial modeling, and fully integrating into a massive number of internal business scenarios. Can this approach of 'foundation model + massive business scenarios' carve out a differentiated path in the second half of the domestic large model race?From "Provisional" to "Revision": The Qualitative Change in AI Regulation Logic, How Should Entrepreneurs Calculate the Compliance Ledger?
In July 2026, the Cyberspace Administration of China released the revised draft of the "Internet Information Service Management Measures," introducing a dedicated chapter on "Intelligent Information Services" for the first time. Compared to the 2023 provisional measures, the new regulations significantly increase regulatory granularity in areas such as data source disclosure and prohibition of mandatory use. This article deeply analyzes the practical impact of the new regulations on AI entrepreneurs and developers in terms of compliance costs and business models from three core scenarios: data traceability, anti-bundling design, and labeling and pre-emptive prevention of online violence.Behind DeepSeek's 85% Speed Increase: Large Models Bid Farewell to Parameter Race, Embracing Cost War
In June 2026, a DSpark paper signed by Liang Wenfeng was released, and the generation speed of DeepSeek-V4 online service under real traffic increased by 85%. This is not merely a hardware upgrade, but the elimination of computational waste from invalid checks through confidence scheduling. The competition in large models is shifting from a sprint in parameter scale to a systematic engineering game of inference efficiency and computational cost.Masayoshi Son pours cold water: Is Musk’s space data center just sci-fi hype that defies common sense?
Masayoshi Son dismisses Musk’s space data center vision, pointing out that the AI showdown will happen on land. This article breaks down the real cost structure of AI computing infrastructure, comparing 71% hardware depreciation against 9% electricity cost, and reveals the hundred-ton payload disaster caused by space vacuum cooling and the fatal blow of millisecond communication latency to microsecond-level training. Why must computing power siting ultimately be on land? Investors and industry observers need to see this hard engineering math clearly.Everything Beyond the Model Is Harness: DeepSeek Enters the Fray, Why Has the Main Battlefield of Domestic AI Competition Shifted?
DeepSeek has formed a Harness team, internally benchmarking against Claude Code. As foundational large model capabilities gradually level out, the era of simply competing on parameters is passing. Large model vendors are now stepping in to build toolchains themselves, and the main battlefield of domestic AI competition is shifting from 'forging large models' to 'building toolchains and office implementation.'
