AI Agents Evolve from 'Chatting' to 'Getting Work Done': OEM Orders Surge | In-Depth

① Demand for AI infrastructure is evolving from a focus on training compute capacity alone to a long-term capital expenditure cycle jointly driven by training, inference, Neocloud, enterprise deployment, and data center construction. ② Behind market enthusiasm, challenges such as compute costs, quantification of commercial value, and vertical-specific adaptation represent critical hurdles that must be overcome before large-scale agent deployment becomes feasible.

cls.cnJun 6 12:45

Stakeholders Call for High-Quality Development of Token Services: How Is the Token Economy Rising?

① A 'High-Quality Token Services Seminar' will be held in Beijing on June 16; ② The forum will launch the 'High-Quality Token Services Capability Advancement Initiative' to provide a solid foundation for the standardized development of the token services industry; ③ China Galaxy Securities believes that tokens, as a new fundamental unit of computing power, could become the anchor for future currency.

cls.cnJun 6 10:37

Next up: OpenAI? Trump confirms government is considering taking an equity stake in artificial intelligence companies.

① U.S. President Trump proposed the idea that AI companies provide a certain percentage of equity ownership to the American public, enabling citizens to share in the benefits of AI industry development; ② OpenAI CEO Sam Altman is reportedly in discussions with the White House, and the U.S. government may in the future hold a stake in OpenAI to capitalize a 'public wealth fund.'

cls.cnJun 6 06:38

The venue was packed to capacity! Reporters on the scene at Tencent's AI conference as Yao Shunyu responds to questions on whether Tencent is falling behind in AI

① The Tencent Cloud AI Industry Application Conference 2026 was held in Beijing. At the event, Tang Daosheng, Senior Executive Vice President of Tencent Group, and Yao Shunyu appeared together on stage for the first time, sharing Tencent’s latest strategic outlook and insights on the next phase of AI development. ② Yao Shunyu clearly distinguished between two phases of AI: the first phase focused on finding methodologies, which have now matured; the next phase shifts from seeking methods to identifying the right problems to solve.

cls.cnJun 5 22:41

Qwen is set to compete with WeChat in the Agent arena.

Clash of systems

wallstreetcnJun 5 17:39

WeChat has left a door open for AI smartphones.

Has WeChat compromised?

wallstreetcnJun 4 12:57