Overview
- On July 17 in Shanghai, Zhongke Sugon (中科曙光) displayed the all‑domestic 100,000‑card AI supercluster named Shuguang 8000 designed to support full‑precision scientific computing and low‑precision large‑model training with domestic chips, RDMA‑style networking, distributed storage and liquid cooling.
- Step unveiled the STEPX Neo smart‑agent phone running the native Step AOS system with the Amoo assistant able to read enterprise apps such as Feishu to prepare slides and reschedule meetings and announced a system‑level integration with Alipay for first‑phase services covering food delivery, ride hailing and local life tasks.
- NetEase Lingdong demonstrated embodied AI in commercial use, reporting over 100 deployed projects across more than ten provinces with machines that have completed about 700,000 safety‑rated operations and examples that include remote operation, autonomous loading and continuous high‑duty work sites.
- Xpeng confirmed it plans to push its IRON humanoid robot to global markets in 2027 and described the device as having humanlike form, automotive‑grade safety and on‑device AI for customer‑facing commercial roles.
- Corporate moves at WAIC week underline business effects of the AI push: Great Wall Motors forecast a large H1 profit drop and plans H‑share buybacks, BYD’s stock and overseas sales have rebounded on export and storage gains, and Baidu is issuing employees a monthly RMB1000 AI trial allowance to speed internal adoption.