Flash News

TREE NEWS update: DeepSeek released the v0.2 preview of its Harness product, shipping ready-to-use desktop installers for macOS and Windows. Users can download it at deepseek.com/harness and follow the on-screen guide to get started. The version bundles preset functions for everyday office work and development, and adds a plugin installation and management page plus more configuration options for extending features.

TREE NEWS update: US House Speaker Mike Johnson said the United States can pursue both safety and innovation in artificial intelligence at the same time. Johnson, the top Republican in the House of Representatives, did not announce any specific legislation or policy measures in the remarks. The comment comes as Washington weighs how to regulate AI without slowing domestic development.

TREE NEWS update: China’s State-owned Assets Supervision and Administration Commission called on central state-owned enterprises to step up efforts in artificial intelligence and new materials while cultivating frontier tracks including quantum technology, fusion energy and biomanufacturing. SASAC party secretary and director Cheng Fubo made the call in a signed article published in New Industrialization, saying central SOEs must speed up the quality and pace of their emerging and future industry layouts.

TREE NEWS update: Honor’s Magic9 series — including the Magic9 Pro Max, Magic9 Ultra and Magic9 — received China’s first batch of ‘AI Agent Phone’ network access certification on September 29. Honor is among the first handset makers in the industry to obtain the certification, the company said. The certification covers the full Magic9 lineup.

TREE NEWS update: The European Central Bank is seeking firms to explore AI agents and machine-to-machine interactions as it prepares a separate digital euro pilot for 2027. The work will look at how autonomous software agents could make payments within the digital euro framework, ahead of the planned pilot. No firms or terms were named.

TREE NEWS update: Nvidia founder and CEO Jensen Huang and AMD chair and CEO Lisa Su were among three new members appointed to the advisory board of Tsinghua University’s School of Economics and Management. The board’s 2026 annual meeting, its 27th since founding, will be held in Beijing on October 13 and 14. Swiss Pictet senior managing partner Marc Pictet is the third new member, alongside five new successor members.

TREE NEWS update: China’s Wangsu Science & Technology announced it will invest 300 million yuan of its own funds to subscribe to Series A+ preferred shares issued by Sandai (Cayman), gaining a 4.3963% stake in video-generation model company Sand.ai. As a transitional arrangement, the company will first extend a 300 million yuan convertible bond to Shanghai Sandai Technology and receive Series A+ warrants. Sand.ai was founded in January 2024 and develops visual content generation models and video-model-based applications.

TREE NEWS update: Xingyun Technology said its wholly owned overseas subsidiary SYNCLOUD INTERNATIONAL PTE. LTD. has completed delivery and acceptance of computing servers under a framework international trade sales agreement and sales orders signed with a client identified as VG. The two sales orders total about RMB573 million, and the company said the deal will have a certain impact on this year’s operating results.

TREE NEWS update: Jabil (NYSE: JBL) will release fourth-quarter and full-year fiscal 2026 results before US market open on September 30, 2026, followed by a call positioned as its annual investor briefing on fiscal 2027 priorities. Management guided Q4 revenue of $9.2bn-$10bn and core EPS of $3.80-$4.20, with consensus near $4.05 and $9.61bn. Jabil expects about $13.6bn in AI-related revenue for fiscal 2026, roughly 50% above fiscal 2025’s $9bn.

TREE NEWS update: Meta unveiled Muse, a new offering aimed at small businesses, and said it is expanding its AI capabilities. The company announced the launch alongside broader AI product updates. Further details on pricing and availability were not disclosed.

TREE NEWS update: Meta launched Muse, a personal AI agent that can browse the web, fill forms, compare prices across platforms and complete payments, on September 8. The product is Meta’s first attempt to connect its AI spending to a consumer and transaction business beyond advertising. Meta’s second-quarter revenue reached $60.8 billion, with advertising at $59.3 billion, while capital expenditure guidance for the year was set at $130-145 billion.

TREE NEWS reports: TrendForce says CPU delivery lead times have lengthened from the usual 16-20 weeks to 25-30 weeks, driven by demand from personal AI agents such as Meta Muse. Analysts are still debating how large the CPU demand generated by AI agents actually is, but the growth outlook for CPU demand is now established even as the AI agent sector remains in its early stage.

TREE NEWS update: China’s energy companies have released more than 20 industry-specific large models as of June 2026, according to a report from the Electric Power Planning and Engineering Institute. The institute released six think-tank reports in Beijing, including a first-time outlook on AI and energy two-way empowerment. The industry is shifting AI application from model-driven to scenario-driven, focusing resources on high-value, quantifiable business segments.

TREE NEWS reports: Anthropic’s 261-page IPO prospectus shows 2025 revenue rose 12-fold to $4.59 billion, up 1088% year over year, while operating losses exceeded $8 billion and GAAP net loss widened to $41.97 billion. The company targets a listing valuation above $2 trillion, more than double the $965 billion estimated in May, with the IPO possibly delayed until after November’s US midterm elections. Anthropic also committed $518 billion in future spending on cloud, compute and infrastructure.

TREE NEWS update: The 2026 World Internet Conference Wuzhen Summit will be held in Wuzhen, Zhejiang province, from Nov 2 to 5, the conference announced at a press briefing on Wednesday. This year’s theme is “Open Source, Open Sharing — Jointly Building a Community with a Shared Future in Cyberspace,” with government, international organization, corporate and academic representatives invited to discuss AI open-source development across innovation, security governance, cultural exchange and international cooperation.

TREE NEWS update: OpenAI’s Codex product lead said the $200-a-month Pro subscription will reopen to new users tomorrow, with changes to how usage is calculated. Under the new plan, the API spend tied to the subscription will be half the previous Pro plan’s. Additional features that do not count toward usage will also be added tomorrow, though details were not disclosed.

TREE NEWS reports: Doubao is advancing product plans in the personal assistant space, a person familiar with the matter said. The company began internal testing of an exploratory personal assistant product in April, continuing the personal agent strategy it pursued last year with its phone assistant. The product was previously developed under the codename “Spell.”

TREE NEWS update: OpenAI has proposed creating safety case guidelines for frontier AI training, requiring safety documentation before such training begins. The proposal calls for developers to provide formal safety documentation ahead of training runs on frontier models. No timeline or implementation details were given.

TREE NEWS reports: TrendForce has raised its 2027 HBM price forecast, projecting the blended average selling price will rise 121% year over year. The research firm said AI server demand keeps expanding while HBM and conventional DRAM compete for limited advanced-node and wafer capacity, and new-generation products still need time to improve yields and output. It cited tighter memory supply in 2027 and a higher share of pricier HBM4, with HBM4e ramping in the second half of 2027.

TREE NEWS reports: China’s generative AI user base surpassed 700 million as of the first half of 2026, with penetration exceeding 50.0%, according to the Generative AI Application Development Report (2026) released by the China Internet Network Information Center’s policy and international cooperation department at the 7th China Internet Infrastructure Resources Conference. The report analyzes user usage, industry applications and policy development based on the latest survey data.