AI Daily Brief — 28 July 2025
WAIC closing day — and arguably the loudest day in Chinese open-source AI of the year. Zhipu/Z.ai shipped GLM-4.5. Alibaba shipped Wan2.2 video MoE. Huawei detailed CloudMatrix 384 at scale. SenseTime launched Wu Neng. China’s MFA published a 13-point Governance Action Plan. WAIC closed with record attendance.
Top stories
- Zhipu AI releases GLM-4.5 open-weights under MIT. Beijing-based Zhipu (rebranded internationally as Z.ai): flagship 355B-parameter (32B active) MoE plus lighter GLM-4.5-Air (106B/12B active). Hybrid “thinking/non-thinking” reasoning, 128K context, MIT license on Hugging Face and ModelScope. Benchmarks 3rd overall (63.2 avg across 12 benchmarks), ahead of Claude Sonnet 4 on tool-use (90.6% vs 89.5%). $0.11/M tokens. via Tech Startups
- Alibaba open-sources Wan2.2 — first MoE video generation models. Industry’s first open-source large video generation models with MoE architecture. Includes Wan2.2-T2V-A14B, Wan2.2-I2V-A14B and Wan2.2-TI2V-5B (hybrid that runs 720p/24fps on a single RTX 4090 under 24GB VRAM). Apache-2.0 on Hugging Face, GitHub and ModelScope. via Alibaba Cloud
- WAIC 2025 closes with record attendance. 350,000 visits, 800+ exhibitors, 3,000+ products on display, 100+ global debuts, and 16.2B yuan in intended procurement. Shanghai confirmed it will host WAIC 2026. via City News Service
- China publishes 13-point Global AI Governance Action Plan. MFA published the full text tied to WAIC — a 13-point roadmap covering open cooperation, equity, safety, sovereignty, AI infrastructure, technical standards, open-source platforms and Global South capacity building. via China MFA
- SenseTime launches “Wu Neng” embodied intelligence platform. Built on proprietary embodied world model for robotics perception, visual navigation and multimodal interaction. CEO Xu Li ran a live demo of a humanoid robot delivering a natural-language presentation. via BigGo News
Who shipped
Zhipu/Z.ai shipped GLM-4.5. Alibaba shipped Wan2.2. SenseTime shipped Wu Neng. China MFA shipped a Governance Action Plan.
Open-source pulse
GLM-4.5 + Wan2.2 + earlier Qwen3-Coder/Qwen3-235B-Thinking + Tencent Hunyuan3D World 1.0 amounts to the largest Chinese open-source release wave of the year, timed precisely to WAIC. All major Chinese labs released under permissive licenses (MIT/Apache 2.0).
Money, infra & hardware
Huawei unveiled CloudMatrix 384 / Atlas 900 A3 SuperPod at WAIC — 384 Ascend 910C chips linked into China’s largest-ever AI supercluster, positioned as a system-level rival to NVIDIA’s GB200 NVL72 (72 GPUs). Huawei’s bet: out-scale at the cluster level even while trailing per-chip. via DigiTimes
Quiet corners
WAIC showcased 150+ humanoid robots — China’s biggest ever — with 60+ global debuts and 80+ embodied-intelligence companies. Robot boxing matches and a Beijing-developed industrial multi-task humanoid debuted. America’s AI Action Plan reverberated through WAIC as the explicit backdrop. US frontier labs absent from stage — Anthropic’s Dario Amodei has been publicly lobbying for stricter China export controls. Mistral wrapped July with a code-completion model + “AI for Citizens” public-sector initiative with France’s army and job agency, plus Luxembourg’s government.
By the numbers
- 355B / 32B / 106B / 12B — GLM-4.5 / GLM-4.5-Air total / active params
- 128K / 63.2 / 90.6% — GLM-4.5 context / avg benchmark / tool-use score
- $0.11/M — GLM-4.5 token pricing
- Apache 2.0 / 720p / 24fps / 24GB — Wan2.2 license / quality / framerate / VRAM ceiling
- 350K / 800 / 3,000 / 16.2B yuan — WAIC visits / exhibitors / products / procurement intent
Compiled by AI Feed’s editor from verified web sources for 28 July 2025.