Overview
- Alibaba said its in‑house Pingtouge chips have surpassed 470,000 cumulative deliveries with annualized revenue at the billion‑yuan level, noted 60% external commercial use, and left open the possibility of a future IPO.
- Huawei Cloud plans to release a series of industry and product‑focused “lobster” intelligent agents in the second half of the year via its AgentArts platform, while continuing to open‑source its Pangu models and integrate more than 160 third‑party options.
- Xiaomi confirmed closed testing of its phone‑based Xiaomi miclaw assistant built on the MiMo model and said a computer version will follow, with limited invite‑only trials and a web demo available for early users.
- JD Cloud pledged no price increases for core services including compute, AI capacity, storage and networking, and announced deeper discounts on products such as databases and middleware, averaging over 16% and up to 40%.
- An AppMagic analysis reported generative‑AI apps paid Apple nearly $900 million in App Store fees in 2025, with ChatGPT accounting for roughly three‑quarters of that total.