Huawei supervisory board chair Guo Ping said Huawei, as controlling shareholder with capital links to many partners, views Yinwang as its vehicle for smart auto components and an extension of Huawei’s ICT business. He said Huawei has AI agents supported by a data flywheel—most visible in smartphones and intelligent driving—and that AI agents require such data systems. In telecoms the network owner is the operator and Huawei assists with network automation; in autos Huawei provides intelligent dr

2026-09-15

Huawei supervisory board chair Guo Ping said Huawei, as controlling shareholder with capital links to many partners, views Yinwang as its vehicle for smart auto components and an extension of Huawei’s ICT business. He said Huawei has AI agents supported by a data flywheel—most visible in smartphones and intelligent driving—and that AI agents require such data systems. In telecoms the network owner is the operator and Huawei assists with network automation; in autos Huawei provides intelligent driving services directly via Yinwang and expects to continue shouldering leadership of Yinwang’s development for a considerable period.

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2026-09-15

U.S. Federal Trade Commission chair said "Everyone should be highly skeptical of AI companies that seek antitrust exemptions while backing new regulatory measures."

2026-09-15

昨日美国三大AI巨头呼吁放缓开发步伐,摩根大通数据显示,当天长线资金加仓了Google、Meta,该投行表示如果市场开始相信前沿AI模型训练需要放慢,资金可能从“AI卖铲子”方向转向大型云平台、网络安全、推理和低波动科技股: 1、网络安全软件如CrowdStrike、Zscaler、Palo Alto Networks被视为明显受益方向;Apple、HP等偏推理应用的公司也可能相对受益。 2、依赖长期AI训练扩产的半导体设备和训练网络设备可能承压,比如Lam Research、KLA和Ciena。 3、不过报告强调,这更多是市场情景重估,卖盘主要是减仓而非恐慌;而且AI安全、模型对齐和第三方评估本身也可能需要更多算力,因此“训练放缓=算力需求下降”并非确定结论。(上述观点来自摩根大通9月14日报告)