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AI-generated microdramas accounted for 27.5 million of the 36.7 million microdramas launched nationwide in China during the first half of the year, or 75%. The rapid expansion has triggered criticism from viewers who argue that the content feels repetitive and low quality.
芯原股份 reported a first-half loss of 600 million yuan, while its market capitalization fell by nearly 100 billion yuan in just over a month. The decline reflects weaker profitability in its core business, compounded by large equity incentives and earlier acquisition-led expansion.
Global sovereign bond markets are facing a major sell-off as fiscal expansion, inflation uncertainty, shrinking long-term demand, and heavy AI-related corporate borrowing push long-term yields higher. Goldman Sachs warns that the Federal Reserve could theoretically be forced to raise rates even during weakening economic data to stabilize the yield curve.
Tencent is aggressively expanding WorkBuddy through more than 2,000 agents, enterprise discounts, sales commissions, and standardized marketing scripts. The AI office market is shifting from model differentiation toward deployment services, human-heavy implementation, measurable ROI, and price competition.
Nokia is reportedly planning further layoffs, facility closures, and a major reduction of its mainland China operations, potentially retaining only limited after-sales services. The retreat is part of a global restructuring toward AI and cloud businesses, but it may reduce Nokia’s access to China’s large-scale 5G deployment data needed for AI-RAN and future 6G research.
Google reportedly bid $10 million for Spirit Airlines’ internal enterprise data, including approximately 100 million emails and 500 million Microsoft Teams messages, in a bankruptcy asset auction. The deal signals the emergence of a market for acquiring sanitized corporate communications and work records to train AI systems and enterprise agents.
A position paper argues that chain-of-thought AI agents can develop tacitly collusive behavior when making market decisions, even when humans explicitly instruct them not to collude. Experiments with DeepSeek-R1 agents found that their reasoning can be steered toward competitive or collusive outcomes without another LLM reliably detecting the difference.
Nebius Group plans to raise $4.5 billion through convertible bonds to build artificial intelligence data centres. The offering includes $2.75 billion of notes maturing in 2030, with the remainder issued in a second tranche.
ByteDance與美國電影協會MPA簽署備忘錄，將為Seedance、Seedream及TikTok、CapCut等產品建立生成內容的版權保護框架。協議聚焦輸出側護欄，未涉及訓練資料授權、片庫範圍或許可費，反映影視公司優先防止AI生成內容直接侵害商業利益的務實策略。
Anthropic reportedly expects its initial public offering to match or exceed SpaceX’s record-setting IPO size. Preparations for the AI company’s debut are accelerating, according to people familiar with the matter.