24-hour AI news at a glance: Overseas chips and search upgrades go hand in hand, and domestic embodied intelligence and "AI+ manufacturing" are accelerating. According to media reports, Nvidia asked some suppliers to suspend production related to H20 chips for China; Google expands Search's AI Mode to 180 countries and launches "agency-based" reservations; OpenAI has seen executive departures. Domestically, Wenyuan Zhixing released a one-stage end-to-end assisted driving solution and said that it would be mass-produced within the year, and Shanghai launched an "AI rental and sales pass" for embodied intelligent assets, and investment and financing data showed that the proportion of "AI + manufacturing" increased. Deduplication has been completed based on the last 72 hours of entries in the toolnavs channel, and only new facts or "progress" are included.
1. Nvidia suspends production of customized H20 chips in China according to media reports
1. On August 22, a number of media quoted The Information as saying that Nvidia has notified some suppliers to suspend H20-related production.
2. Involves packaging/testing and high-bandwidth memory, and the recovery time is not clear. Nvidia said it was "continuously managing the supply chain."
3. Short-term or impact on the delivery and selection of some domestic computing power projects, depending on licensing, customer-side procurement and alternatives.
2. Google expands Search "AI Mode" to 180 countries and launches "agent-based" reservations
1. On August 21, Google announced that the English version of AI Mode has been expanded to 180 countries/regions and introduced the "Agentic" ability to book restaurants on behalf of restaurants.
2. The first batch of linkage OpenTable, Resy, and Tock; Labs experiments in the US are available to AI Ultra subscribers first.
3. At the same time, you can share sessions and personalized results (optional for US users), and expand local service reservations and ticketing in the future.
3. OpenAI's chief human resources officer will leave on August 22
1. The company confirmed to the media that Chief Human Resources Officer Julia Villagra will leave her post on August 22 and was promoted to the position in March.
2. Failure to disclose the reason for leaving office and succession arrangements; Impact on product timelines unknown.
4. Many overseas media removed suspected AI-generated manuscripts from the shelves
1. From August 21, Wired, Business Insider and other offline many special articles signed "Margaux Blanchard".
2. The reasons include that the details and characters are difficult to verify, and it is suspected to be generated by AI; Index on Censorship and other agencies are cleaning up simultaneously.
3. Relevant media said that source verification and disclosure of generative AI use will be strengthened, and industry norms are still forming.
5. Wenyuan Zhixing released a one-stage end-to-end assisted driving solution, saying that it will be mass-produced within 2025
1. On August 21, Wenyuan Zhixing released "WePilot AiDrive", which cooperated with Bosch to promote and position L2+ scenarios.
2. The official said that the core function verification has been completed, and the goal is to mass-produce the car within 2025.
3. The architecture has been upgraded from "two-stage" to "one-stage (perception-decision-making integration)", emphasizing faster response and higher fault tolerance rate.
6. Shanghai released the "AI Rental and Sales Pass" to explore the "rental and sales + finance" of embodied intelligent assets 1
. On August 21, Puchuang Leasing, a subsidiary of Pudong Science and Technology Innovation Group, released the "Puchuang AI Rental and Sales Pass".
2. For embodied intelligent assets such as general/humanoid robots, provide rental, sales and financial services to lower the threshold for one-time investment.
3. Signed contracts with a number of robot companies and financial institutions to explore large-scale applications, asset recovery and risk control systems.
7. Investment and financing data: During the year, there were 294 events related to "AI + manufacturing", with an amount of about 27.241 billion yuan
1. As of August 21, there were 830 investment and financing in the field of AI during the year, including 294 related to advanced manufacturing, with an amount of about 27.241 billion yuan.
2. Policy guidelines and industrial demand drive the implementation of manufacturing scenarios, including 5G+AI digital twin factories, humanoid robot manufacturing innovation centers, etc.
3. Compared with the same caliber in 2024, the number and amount of events have increased, indicating that the flow of funds is accelerating towards "AI+ manufacturing".
8. Zoom raised its full-year guidance, saying AI tools drive demand
1. On August 21, Zoom raised its revenue and profit forecast for fiscal year 2026, and its stock price strengthened after hours.
2. The company said that AI tools (such as Virtual Agent 2.0, AI Companion) and hybrid office demand support growth.
3. Revenue in the second quarter was about $1.22 billion, and adjusted earnings per share were about $1.53, both higher than market expectations.
9. DeepSeek V3.1 progress: new domestic chip FP8 optimization and API billing adjustment
1. On August 21, according to media reports, DeepSeek launched the V3.1 upgrade, adding FP8 (UE8M0) accuracy optimization for "upcoming domestic chips".
2. V3.1 supports "reasoning/non-reasoning" dual modes, and the official app and web have been switched online and provide a "deep thinking" switch.
3. The announcement stated that API usage fees will be adjusted from September 6; Previously, toolnavs has reported that "V3.1 is launched in a low-key manner", and this article is the "progress" of the new details.
Frequently Asked Questions (Q&A)
Q: How will NVIDIA's H20 trends affect the domestic computing power supply?
A: Short-term may affect the delivery and selection of some projects; The follow-up depends on the combination of export licensing, customer-side demand and local/alternative chips.
Q: Does Google AI Mode expand to cover Chinese mainland?
A: The announcement is that the English version has been expanded in 180 countries/regions, and it has not been announced that it will be launched in Chinese mainland. The "agent-based" capabilities are currently primarily available to users in the United States (Labs experiments, AI Ultra subscription preferred).
Q: Will OpenAI's personnel changes slow down the model/product pace?
A: There is no official mention of timeline changes. The impact depends on subsequent appointments and R&D milestones, and it is not appropriate to draw conclusions at this time.
Q: What industry changes will the removal of suspected AI manuscripts from the media bring?
A: Stricter source verification, identity background checking, and generative AI usage disclosure will become the norm. In the short term, there may be more "drawdowns and error corrections".
Q: What is the significance of Wenyuan Zhixing's one-stage end-to-end compared with the "two-stage"?
A: Integrating perception and decision-making is expected to shorten the link, improve response and fault tolerance, and is suitable for high-complexity urban scenarios; The effect of mass production still needs to be observed.
Q: What does "domestic chip optimization" mean for DeepSeek V3.1?
A: It shows that the model has been adapted to the bottom of domestic chips in terms of inference accuracy and efficiency; The specific performance and compatible chip models are still subject to official details.
