Guozhen AIGlobal AI field notes and model intelligence

Daily AI Archive | 2026-07-18

This issue collects 40 AI updates from 2026-07-18, led by Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal, ModelBest Open Sources StaffDeck: Giving AI Agents Employee IDs, Job Roles, and Performance Reviews, AI driven memory crunch jolts India's smartphone market as shipments hit six year low, JPMorgan CEO Jamie Dimon warns Anthropic's Mythos AI poses 'real issue,' compares broad access to 'ballistic missiles to individuals'.

40 Items15 Models16 Agents41 Sources
#01Infrastructure

Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal

Meta is reportedly in negotiations with Anthropic for a computing power leasing agreement that could be worth up to $10 billion, according to The New York Times.If finalized, the deal would be one of the largest compute leasing agreements in the AI industry and would transform Meta from an AI model competitor into a key infrastructure provider for Anthropic.

报道称Meta正与Anthropic洽谈百亿美元级算力租赁合作
#02Infrastructure

Tsinghua Affiliated Team Launches Domestic Token Optimization Factory, Compatible with 10+ Chinese Chips

A Tsinghua University affiliated team has released a domestic Token optimization platform that is compatible with over 10 types of Chinese made chips and can process 100 billion tokens daily.The solution aims to maximize computing efficiency and provide critical middleware support for China's AI infrastructure.

#03Infrastructure

Houmo AI Debuts M50 Inside Terminals at WAIC 2026, Powering Edge AI Computing

Houmo AI showcased multiple AI terminals powered by its M50 compute in memory chip at WAIC 2026, covering Agent Computers, AI PCs, and embodied robots.The M50 delivers 160 TOPS at 10W power consumption, capable of running 30B to 120B parameter models locally, marking a major step toward commercial scale edge AI deployment.

后摩智能携 M50 Inside 终端亮相 WAIC 2026,支撑端侧 AI 算力与终端创新
#04Infrastructure

SenseTime Launches 'Galaxy Plan' with 20 Partners to Build 5 Exascale Domestic AI Computing Clusters

SenseTime kicked off the 'Galaxy Plan' at WAIC 2026, partnering with nearly 20 ecosystem players including Cambricon, Huawei Ascend, and Moore Threads to build five 10,000 GPU scale domestic AI computing clusters.The company also announced a space computing partnership with Guoxing Aerospace and launched a science discovery platform with five top research institutions.

#05Infrastructure

China Telecom's TeleAI Unveils 'AI Flow' Network at WAIC: Drones Beam Tokens Directly via Satellite, Wins Top Award

TeleAI, the AI research institute of China Telecom, unveiled the 'AI Flow' technology framework at WAIC 2026, enabling lightweight drones to connect directly to satellites by encoding video into compact token sequences for real time HD transmission.The system received WAIC's highest honor, the SAIL Award, the day before its public debut.

#06Agents

ModelBest Open Sources StaffDeck: Giving AI Agents Employee IDs, Job Roles, and Performance Reviews

ModelBest has open sourced StaffDeck, a digital employee management platform that enables enterprises to assign employee IDs, define job roles, and evaluate performance for AI agents.The open source project provides standardized tools for managing AI agent workforces at scale.

面壁智能开源StaffDeck:为AI数字员工发工号、定岗位、做绩效
#07Agents

Perplexity Launches SPACE Runtime for AI Agent Tasks

AI search company Perplexity has released SPACE, a runtime environment designed specifically for executing AI agent tasks.The launch marks Perplexity's expansion from search into AI agent infrastructure.

Perplexity发布SPACE运行时,专为AI代理任务打造
#08Agents

Vertu wants executives to pay $6,880 for an AI agent — here’s how it actually performs

Vertu wants executives to pay $6,880 for an AI agent — here’s how it actually performs.From AI workflows to battery life and security, here's what it's really like to live with Vertu's luxury foldable every day.

AI动态:Vertu wants executives to pay $6,880 for an AI agent — here’s how it actually performs
#09Agents

Trend Micro tests 13 AI models in PwC backed AI agent risk study

Trend Micro's TrendAI and PwC Consulting released a joint report on July 17 revealing that stored prompt injection attacks succeed across multiple large language models from different vendors.The 2,600 test evaluation found the vulnerability stems from AI agent architecture itself, not any specific model, and proposed a new governance framework called AI CAL.

#10Agents

PPIO Launches Smart Model Gateway as 'Intelligent Token Factory' for the Agent Era

PPIO has released a Smart Model Gateway positioned as an 'Intelligent Token Factory' for the Agent era, with trillions of token calls verified in production.The product provides unified model access and token management for AI applications.

#11Agents

Transwarp Launches GPU Native Cognitive Database at WAIC 2026, Targeting AI Agent Era

Transwarp, a leading Chinese AI infrastructure software company, unveiled a preview version of its GPU native cognitive database at WAIC 2026, designed specifically for the AI Agent era.The company also showcased its full AI infrastructure product portfolio including AI Ready Data Platform, LLMOps, and enterprise agent development tools.

#12Agents

WAIC系列|李未可发布全球首款X AI记忆眼镜|AI眼镜|AI Agent|上海市|2026世界人工智能大会|磁吸 手机新浪网 新浪财经

WAIC系列|李未可发布全球首款X AI记忆眼镜|AI眼镜|AI Agent|上海市|2026世界人工智能大会|磁吸 手机新浪网 新浪财经.WAIC系列|李未可发布全球首款X AI记忆眼镜|AI眼镜|AI Agent|上海市|2026世界人工智能大会|磁吸 手机新浪网 新浪财经

#13Agents

Alibaba Cloud Launches AI Agent Security Framework at WAIC 2026 with Three Layer Unified Protection

Alibaba Cloud released the 2026 Alibaba Cloud AI Agent Security Best Practices at WAIC 2026, introducing a three layer unified protection system covering infrastructure, model, and application layers.The platform has already served over 300 enterprise clients with more than 500,000 daily API calls.

#14Agents

Sysdig Documents First Fully Autonomous AI Ransomware Attack: LLM Agent Executes Entire Kill Chain Unattended

Cloud security firm Sysdig has documented what researchers assess to be the first ransomware campaign executed end to end by an autonomous large language model.The AI agent, tracked as JadePuffer, broke into a system, moved laterally, encrypted production data, and dropped a ransom note without a human issuing a single mid operation command.

#15Agents

AI SHANGHAI City Communication Agent Debuts at WAIC 2026: One Stop Intelligent Service for Global Visitors

During the 2026 World AI Conference (WAIC) in Shanghai, the AI SHANGHAI city communication agent was officially unveiled, designed to provide one stop intelligent services for global visitors to the city.The agent integrates city information navigation, multilingual interaction, and smart Q&A capabilities as the latest showcase of Shanghai's digital transformation.

#16Agents

Midu Hosts Three Launches at WAIC 2026, Targeting Vertical Scene AI Agents

Chinese AI company Midu held three consecutive product launches at WAIC 2026, showcasing its latest AI Agent offerings for vertical industry scenarios.The company is betting on domain specific intelligent assistants for sectors including education, finance, and government services.

#17Agents

Wondershare Debuts Three AI Products at WAIC 2026: Infinite Canvas, Filmora.AI, and Virbo AI

Wondershare Technology showcased three AI powered products at WAIC 2026: the Infinite Canvas with Agent Assistant feature for its Aidraft filmmaking platform, the AI native video canvas Filmora.AI, and the upgraded Virbo AI.The trio targets AI film production, commercial video creation, and AI powered e commerce video marketing respectively.

#18Agents

Didi Reveals AI Xiao Di Multi Agent Architecture at WAIC 2026: Ride Hailing Satisfaction Up by Nearly 10 Points

Didi AI application lead Liu Jiaqi presented at WAIC 2026 on how the company AI agent Xiao Di uses a decentralized multi agent architecture to personalize ride hailing.The system now covers over 90 scenario tags and has improved core ride satisfaction by nearly 10 percentage points.

#19Agents

StepFun's STEPX Neo Named WAIC 2026 'Treasure of the Pavilion' as Agent Phone Vision Takes Shape

StepFun's large model native agent phone STEPX Neo won the top 'Treasure of the Pavilion' award at WAIC 2026.The device runs the company's self developed Step AOS operating system and the Amoo agent, representing a systematic rethinking of how AI should work on mobile devices.

#20Agents

WAIC 2026 Forum 'From LLMs to Agents: Toward Autonomous Intelligence' Releases Multiple Achievements

A dedicated forum at WAIC 2026 released multiple achievements covering agent technology standards, industry ecosystem development, and research progress.The forum brought together domestic and international scholars and industry leaders to discuss the evolution from large language models to autonomous agents.

#21Business

AI driven memory crunch jolts India's smartphone market as shipments hit six year low

Smartphone shipments in India fell 10% year over year in Q2 2026, the steepest June quarter decline in six years, as AI driven demand for memory chips pushed up handset prices.Manufacturers have shifted production toward high bandwidth memory used in AI accelerators, leaving less capacity and driving up costs for standard consumer electronics components.

AI内存需求冲击印度智能手机市场:出货量创六年新低
#22Business

Databricks hits $188B valuation, extending its run as AI's favorite second act

Databricks on Thursday announced a new funding round led by Coatue at a $188 billion valuation, roughly $3 billion in size according to reports.The company has transformed from a big data SaaS business into an AI infrastructure provider in just 19 months, with its valuation surging from $62 billion in December 2024.

Databricks获1880亿美元估值新融资,AI转型推动估值三级跳
#23Business

Apple Sues OpenAI Over Trade Secrets, Alleging Misconduct Reaching Top Ranks

Apple filed a trade secrets lawsuit against OpenAI last Friday, alleging a coordinated effort to extract confidential information from current and former Apple employees, with the complaint reaching up to OpenAI's chief hardware officer.The lawsuit comes at a critical time as OpenAI reportedly eyes an IPO as early as later this year, introducing substantial legal risk that could complicate those plans.

苹果以商业秘密侵权起诉OpenAI,超400名前员工跳槽或影响IPO进程
#24Business

Apple Threatens Dozens of Former Employees Who Joined OpenAI with Lawsuits

Apple is pressuring dozens of former employees who left for OpenAI by threatening legal action over alleged trade secret theft, according to the Financial Times via Maeil Business Newspaper.The move represents the latest and most personal escalation in the ongoing legal dispute between the two tech giants.

苹果以诉讼威胁数十名跳槽OpenAI的前员工
#25Business

IDC Pre Releases First DAA Report at WAIC 2026: 2.2 Billion Active AI Agents by 2030

IDC has pre released the industry's first DAA (Digital AI Agent) Research Report at WAIC 2026, forecasting that active AI agents will surge from 28.6 million in 2025 to 2.216 billion by 2030.

#26Business

Tencent at WAIC 2026: API Calls Surge 68x, AI Strategy Expands into Robotics, Office, and Global Markets

Tencent showcased its full AI capability matrix at WAIC 2026, reporting a 68x year over year surge in AI API calls while filling key gaps in robotics, intelligent office tools, and overseas AI expansion.The moves signal a strategic shift from model capability output to systematic industry solution delivery.

#27Business

WAIC 2026 Forum Releases AI Commercialization Report, Hailiang Tech Named to Industry Map and Top 50

The WAIC 2026 Corpus Innovation Forum released the "From AI Corpus to Commercial Value" report on July 18, unveiling the Global AI Industry Map and China's AI Commercialization Top 50 list at the Shanghai World Expo Center.Hailiang Tech Services was selected for both honors, recognized in the "Industry Applications" and "Vertical LLMs" sections of the industry map.

#28Business

Zhongke Wenge Launches 'Industry's First Complete AI Decision Product System' at WAIC 2026

At WAIC 2026, Chinese AI company Zhongke Wenge unveiled what it calls the industry's first complete AI decision making product system, covering the full chain from data perception and analysis reasoning to decision execution.The launch targets enterprise and government clients seeking end to end intelligent decision making capabilities.

#29Policy

JPMorgan CEO Jamie Dimon warns Anthropic's Mythos AI poses 'real issue,' compares broad access to 'ballistic missiles to individuals'

JPMorgan Chase CEO Jamie Dimon warned that granting broad access to Anthropic's Mythos AI model would be like giving ballistic missiles to individuals, calling the risks a real issue for the financial system.The comments are notable given JPMorgan's existing commercial partnership with Anthropic to deploy Claude AI tools across thousands of employees.

#30Policy

National AI Application Pilot Base (Finance Sector) Launches Phase Event

China's national AI application pilot base for the finance sector held its phased launch event, signaling progress toward standardized testing and verification of AI products in financial services.The facility aims to bridge the gap between AI R&D and commercial deployment in banking, insurance, and other financial domains.

#31Models

Why OpenAI is selling a $70 ChatGPT basketball — AI company tests lifestyle brand ambitions

OpenAI has introduced a $70 ChatGPT branded basketball as part of its Pause.Play.Prompt.Watch real task performance, API pricing, context capability, and migration cost.

#32Models

Moonshot AI releases K3 large language model, Elon Musk gives public praise

Moonshot AI, the company behind the Kimi chatbot, has released its next generation large language model K3, which is claimed to have achieved globally leading performance.Tesla and xAI founder Elon Musk has publicly expressed his appreciation, drawing widespread industry attention.

月之暗面发布K3大语言模型,马斯克公开点赞
#33Models

Bilibili Becomes WAIC's Official AI Tech Video Platform with 190M+ Monthly AI Content Consumers

Bilibili has become the official AI tech video platform for WAIC 2026, marking its third consecutive year at the conference.The platform reported over 190 million monthly active users consuming AI related content in Q2 2026, solidifying its position as China's leading AI focused content community.

B站成WAIC官方AI科技视频平台,月均超1.9亿用户消费AI内容
#34Models

Shanghai AI Lab launches 'Scholar Inkstone' platform, aiming to become a 'revolutionary tool' for AI driven science

Shanghai Artificial Intelligence Laboratory has released the 'Scholar Inkstone' (Shusheng Duanyan) platform, positioning it as a revolutionary tool for AI powered scientific research.The platform brings large language models and multi modal AI to frontier fields including nuclear fusion and quantum computing.

#35Models

DeepSeek估值,被一家安徽箱包公司给全部暴露了

DeepSeek估值,被一家安徽箱包公司给全部暴露了.3500亿估值曝光 Watch real task performance, API pricing, context capability, and migration cost.

DeepSeek估值,被一家安徽箱包公司给全部暴露了
#36Models

'Tongda Vision Model' Launches, Advancing Traffic AI from 'Seeing' to 'Understanding'

The Tongda Vision Model has been released, designed to upgrade traffic AI from basic image recognition to deep semantic understanding of transportation scenes.The model represents a shift from perception level to cognition level AI in transportation infrastructure.

#37Models

Zhongshu Ruizhi Unveils AI for Reasoning Solution for Complex Industrial Scenarios

Zhongshu Ruizhi launched its AI for Reasoning solution during WAIC 2026, targeting complex industrial environments that require advanced AI reasoning capabilities.The solution focuses on deep reasoning needs in industrial decision making, marking a shift from general purpose large models toward vertical industry applications.

#38Models

Mech Mind Shows 'Eye Brain Hand' Robots That Actually Work at WAIC 2026

Mech Mind Robotics demonstrated multiple humanoid and robotic arm systems performing real production line, retail, and home service tasks at WAIC 2026.The company's integrated 'eye brain hand' solution, powered by the Mech GPT multimodal model and Mech Hand dexterous hand, enables robots of different forms to perceive, reason, and execute physical tasks autonomously.

#39Models

Tencent's Robot Masseuse Goes Viral at WAIC: 'Send It to Nursing Homes'

Tencent's robot masseuse became an unexpected highlight at WAIC 2026, drawing large crowds eager to experience its professional level massage services.Attendees repeatedly called for the robot to be deployed in nursing homes, highlighting the massive market demand for elder care robotics in China.

#40Open Source

Kimi K3 Tops BAAI's OpenCompass as World's 1 Open Source Model

BAAI's latest OpenCompass leaderboard shows Moonshot AI's Kimi K3 has claimed the top spot globally among open source models.The 2.8 trillion parameter model, released July 16 at WAIC 2026, continues to draw industry attention with its million token context window and native multimodal capabilities.

More Daily Reports

All Daily Reports