Skip to content
Source · Daily Brief

AI Daily Brief — 26 July 2025

An overwhelmingly Shanghai Saturday. WAIC 2025 opened with Li Qiang’s World AI Cooperation Organization pitch and a deliberately staged counter-narrative to Trump’s AI Action Plan. Tencent, Huawei, Alibaba, SenseTime, Baidu and Unitree all shipped at WAIC. Hinton anchored the AI-safety message.

Top stories

  • WAIC 2025 opens; Li Qiang proposes World AI Cooperation Organization. Eighth WAIC and High-Level Meeting on Global AI Governance opened with Chinese Premier Li Qiang’s keynote proposing a Shanghai-headquartered “World AI Cooperation Organization”. 30+ countries, 12 Nobel/Turing laureates, 80+ academicians, 800 enterprises and 3,000 AI products across 70,000 m². via CNN
  • Tencent open-sources Hunyuan3D World Model 1.0. Industry’s first open-source AI model that generates fully navigable, interactive 3D worlds from a single text prompt or image (panorama → layered 3D mesh). Code, weights and lightweight variants released; targeted at game/VR pipelines. via GitHub
  • Huawei publicly debuts CloudMatrix 384 AI supernode. 384-Ascend-910C-NPU supernode delivering ~300 PFLOPS dense BF16 — nearly 2x NVIDIA GB200 NVL72 throughput, 3.6x memory capacity and 2.1x memory bandwidth — at the cost of ~4x the power draw (~559 kW). Already shipping to Chinese clients. via MiTrade/Reuters
  • Geoffrey Hinton makes first-ever China visit. Delivered the WAIC opening keynote “Will Digital Intelligence Replace Biological Intelligence?” — his first public talk in China. Warned the world is raising AI like a tiger cub and called for global cooperation on safety. Stood throughout despite back problems, received a standing ovation. via Pandaily
  • Alibaba launches Qwen consumer app and Quark AI Glasses. Trial version of standalone Qwen consumer app (Qwen3-powered, ChatGPT challenger with free access). Quark AI Glasses — Alibaba’s first smart eyewear powered by Qwen + Quark multimodal models, with hands-free calling, real-time translation and meeting transcription. via Alizila

Who shipped

Tencent shipped Hunyuan3D World 1.0. Huawei shipped CloudMatrix 384. Alibaba shipped Qwen app + Quark Glasses. SenseTime previewed SenseNova V6.5.

Open-source pulse

SenseTime previewed SenseNova V6.5 with interleaved image-text chain-of-thought multimodal reasoning, claiming parity with Gemini 2.5 Pro and Claude 4 Sonnet at ~3x cost-performance. via SenseTime StepFun showcased Step-3 — 321B-parameter MoE with 38B active, ~70% faster than DeepSeek-V3 under similar conditions. 150+ humanoid robots took over WAIC — Unitree R1, Keenon XMAN, Cyborg-R01. via Global Times

Money, infra & hardware

NVIDIA H20 chip exports to China cleared days before WAIC. Trump administration reversed its April H20 export ban under Commerce Department guidance — reports of a planned 15% US fee on sales. AMD’s MI308 also cleared. The reopening reshaped WAIC conversation around Huawei’s CloudMatrix 384 alternative.

Quiet corners

Trump White House AI Action Plan (Jul 23) framed the geopolitical backdrop — Chinese media framed Li Qiang’s speech as a direct contrast: multilateral cooperation vs the US “go-it-alone” approach. EU AI Act GPAI guidance published ahead of August 2 deadline.

By the numbers

  • 30+ / 12 / 80+ / 800 / 3,000 — WAIC countries / Nobel-Turing / academicians / enterprises / products
  • 384 / ~300 PFLOPS / ~559 kW — CloudMatrix 384 NPUs / dense BF16 / power draw
  • ~2x / 3.6x / 2.1x — CloudMatrix vs GB200 NVL72 throughput / memory / bandwidth
  • 150+ — humanoid robots on WAIC floor
  • 15% — reported US fee on NVIDIA/AMD China chip sales

Compiled by AI Feed’s editor from verified web sources for 26 July 2025.