24-hour AI news: OpenAI's self-developed chips are speeding up, Anthropic is tightening compliance, and Zhipu GLM launches Claude migration solution

24-hour AI news at a glance: domestic computing power and industrial activities are "blooming", and foreign giants are intensively taking action on the chip, self-discipline and education side

In the last 24 hours: The issues in question have not been reported on the channel in the last 72 hours, and are the latest developments. Domestically, the opening of the Chongqing Smart Expo, the release of the AI computing open architecture led by Sugon of China Science and Technology, the launch of the Claude migration solution by Zhipu AI, the intensive signal of computing power expansion, and the new price of DeepSeek took effect today; Overseas, OpenAI promotes self-developed chips, Anthropic restricts the use of Chinese holding companies, FTC focuses on the impact of minors, Microsoft and Google increase their weight on the education side, and domestic and foreign information remains balanced.

1. The 2025 Smart Expo opens in Chongqing: more than 3,000 innovative achievements will be unveiled

1. Officials said that this year's Smart Expo will focus on displaying more than 3,000 innovative achievements, covering autonomous driving, Internet of Vehicles, urban governance models and other directions (September 5).
2. The conference emphasized the scenario-based implementation cases of "artificial intelligence +" in Chongqing, including digital Chongqing and "Xinjiang into Chongqing".
3. As an annual industrial vane, the exhibition focuses on the industry landing window period of large models and agents.

2. Sugon took the lead in releasing China's first AI computing open architecture

1. Released on September 5, it jointly launched an AI supercluster system and joint laboratory with more than 20 upstream and downstream companies of AI chips, complete machines and large models.
2. Focus on the collaborative optimization of "computing, storage, network, electricity, cooling, management, and software", pointing to the inclusiveness and clustering of large-scale intelligent computing.
3. It is regarded as a milestone action to alleviate the bottleneck of computing power and strengthen the coordination of the industrial chain.

3. Zhipu AI launched the "Claude Migration Solution" to guide developers to switch to GLM-4.5

1. The message said that it will provide a convenient migration path for Claude API users (switch when changing the API address) and provide a quota of 20 million free tokens.
2. The plan claims that "the cost is about one-seventh of Claude, and the available quota is increased to 3 times", which directly refers to the replacement demand under the uncertainty of compliance and supply.
3. This move forms a "hedge" with the regional compliance adjustment of overseas platforms, which may drive the return of domestic model developers in the short term.

4. The pace of computing power expansion is accelerating, and the industry side releases multiple signals

1. The report disclosed that the actual scale of Huawei's Ascend 384 supernode machine reached 300 PFLOPS, and China's computing power platform was completed in many places during the year.
2. Intelligent computing centers in many places have been expanded and newly expanded to serve the needs of the Yangtze River Delta, Beijing-Tianjin-Hebei, Guangdong, Hong Kong and Macao and other regions.
3. Under the traction of the "artificial intelligence +" policy, computing power is positioned as the same level of digital base as "hydropower".

5. The new price of DeepSeek open platform will take effect at 0:00 on September 6

1. Input price: 0.5 yuan/million tokens (cache hit), 4 yuan/million tokens (missed); Output price: 12 yuan/million tokens (RMB).
2. Simultaneously cancel the "night time discount" and say that the API resource has been expanded to meet the call requirements.
3. Combined with the "hybrid reasoning architecture" and other updates in V3.1, price-performance-ecology has entered a new round of rebalancing.

6. OpenAI promotes self-developed AI chips: cooperates with Broadcom to plan mass production in 2026

1. A number of media reports that OpenAI has cooperated with Broadcom to promote customized AI chips (mainly for internal self-use) to reduce dependence on single GPU supply.
2. Broadcom disclosed that it had received about $10 billion in customized chip orders, which were widely interpreted by the outside world as related to OpenAI.
3. The industry regards it as a landmark of the "XPU/dedicated acceleration" route, or changing the supply and demand pattern and cost curve of AI infrastructure.

7. Anthropic update restrictions: Most Chinese capital holding companies will be banned from using Claude

1. The announcement said that service restrictions will be imposed on "most Chinese capital controlled (>50%)" groups and their subsidiaries, regardless of the place of operation and transit route.
2. Reasons include legal, regulatory and national security risk assessment; It is a dual caliber of "territory + ownership" compliance tightening.
3. Short-term impact: Domestic and foreign related enterprises need to quickly find alternative models and migration paths, and domestic manufacturers have launched "moving plans".

8. The FTC plans to send letters to multiple platforms to investigate the "impact of AI on minors"

1. The report said that it will request information from OpenAI, Meta and Character.AI to pay attention to mental health and safety risks (September 4-5).
2. The topic focuses on "generative AI and the protection of minors", involving product default settings, age verification and content rating.
3. If a new paradigm of law enforcement or compliance is formed, it may affect the product design of AI chatbots in education and social scenarios.

9. Microsoft for American college students: M365 Personal is free for one year (including Copilot)

1. The event covers college students across the United States, worth $99.99/year, and the deadline is October 31 (USD).
2. The rights include Office applications, 1TB OneDrive, Copilot assistant, etc., emphasizing the inclusiveness of AI skills in the classroom and job search.
3. Supporting announcements of education funding and training plans in response to the national issue of "AI education and employment skills".

10. Google announced an additional $150 million in AI education funding for White House education activities

1. Under the framework of the previous "three-year $1 billion education and training commitment", $150 million was allocated for AI education and digital well-being (USD).
2. Propose a plan to provide Gemini for Education tools to high schools across the United States to promote AI in basic education.
3. The "education + AI" of technology enterprises linking the public sector is entering the systematization stage from a pilot.

Frequently Asked Questions (Q&A)

Q: Why does OpenAI develop its own chips, and when will they be available?

A: The core goal is to reduce costs, stabilize supply and control key computing power routes, which is currently positioned as "internal self-use", and is promoted in cooperation with Broadcom, and plans to mass-produce and gradually connect to the training/inference cluster in 2026.

Q: How much impact does Anthropic's limitations have?

A: The group and its subsidiaries with a caliber of "majority Chinese capital holding (>50%)" are within the scope of restrictions, even if they are registered overseas or transferred through cloud services, which has had a direct impact on enterprises with high dependence on multinational structures and supply chains.

Q: What are the new actions of "computing power + industry" in China?

A: Chongqing Smart Expo will release 3,000+ innovative achievements; Sugon took the lead in releasing the AI computing open architecture and supercluster system; The capacity of intelligent computing centers in many places has been expanded, and the scale of Ascend 384 super nodes has reached 300 PFLOPS, and the inclusive computing power and clustering have accelerated together.

Q: What are the benefits of "real money" for developers and university groups in the near future?

A: Microsoft provides American college students with a one-year free M365 Personal (including Copilot, until October 31), and Google announced $150 million in AI education funding; The new price of DeepSeek in China took effect and said that it has completed the expansion of API-side resources.