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

Cailian Press Venture Insights: Primary market fundraising totaled 122 deals this week, up 8.93% week-over-week; Qianxun Intelligence completed a RMB 1.5 billion Series A+ round.

① A total of 122 financing and investment deals took place domestically this week, an 8.93% increase from the previous week, with disclosed aggregate funding amounting to approximately RMB 8.23 billion, down 31.12% from the prior week. ② Sectors such as advanced manufacturing, healthcare, and artificial intelligence were particularly active; artificial intelligence accounted for the largest disclosed funding total at approximately RMB 4.44 billion. ③ Qianxun Intelligence completed a Series A+ round of RMB 1.5 billion, the largest disclosed investment deal of the week.

cls.cnJun 6 09:32

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

AI Agents Take Center Stage: Challenges Remain in Coordinated Development of Computing and Power | Observations from SNEC PV Expo

① Schneider Electric demonstrated a three-layer architecture for 'computing-power and electricity coordination' to achieve synergistic optimization between computing power and electricity. Lixingneng jointly launched with Alibaba Cloud the Lixingneng 'Xinghe' distributed computing-power and electricity coordination solution. ② In the field of AI technology, Huawei is driving comprehensive AI deployment across various business scenarios—including large-scale new energy bases, commercial and industrial sectors, and industrial parks—transforming AI from a traditional auxiliary tool into a core factor of production.

cls.cnJun 5 19:24

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

Clash of systems

wallstreetcnJun 5 17:39