1. Nvidia denies Kyber delay rumors: Product roadmap unaffected.
2. Merger logic between SpaceX and Tesla strengthens; "When will the merger happen?" becomes a focal point of discussion.
3. The Cyberspace Administration of China launches the first phase of its "Clean Up the Internet: Rectifying the Chaos in AI Applications" special campaign.
4. AI application adoption rate among my country's large-scale industrial enterprises has exceeded 30%.
5. Wang Ruomeng of the National Development and Reform Commission: Sales of AI smartphones and AI computers are expected to surpass non-AI products for the first time this year.
6. Shanghai's large-scale AI enterprises' industrial scale will exceed 637 billion yuan in 2025, a year-on-year increase of 39.5%.
7. Tang Wenkan, Director of the Shanghai Municipal Commission of Economy and Information Technology: Huawei's Atlas 950, the industry's largest supernode, the Leap Agent operating system, and the world's first AI-powered smartphone will debut at the 2026 World Artificial Intelligence Conference.
8. Qianwen's large-scale model upgrades to the real-time speech recognition model Fun-ASR-Realtime.
9. UN Secretary-General: AI development is too rapid; global rules must catch up as soon as possible.
10. South Korean President Lee Jae-myung: Launch a "speed war" in three major projects: semiconductors, physical AI, and AI data centers.
11. US media: A draft report from the US Treasury Department warns that the risk of an AI bubble is comparable to the dot-com bubble.
12. South Korean telecom giant KT plans to invest 18 trillion won in AI.
