In the past 24 hours, the domestic side has formed a joint force of "policy + scene + talent" around national standards, CIFTIS and the Bund Conference; Overseas, Nvidia released a new generation of long-context chip routes, OpenAI landed in South Korea and brewed data centers, Anthropic's tens of billions of settlements were reviewed by judges, and Apple's press conference focused on AI with limited inking, achieving basic balanced coverage of China and foreign countries as a whole.
1. NVIDIA released the Rubin CPX long-context AI chip route
- On September 10, NVIDIA revealed that the Rubin CPX chip for video generation and software generation is planned to be launched at the end of 2026, targeting the "million-token-level" long-context processing needs.
- The scheme emphasizes the integration of video encoding and decoding and inference acceleration into the same system to improve the efficiency of long video understanding and generation.
- The company estimates that a single set of about $100 million in systems can leverage up to about $5 billion in token-related revenue expectations, releasing the imagination space for computing power commercialization.
2. Anthropic's $1.5 billion class action settlement with authors is reviewed by a judge
- On September 10, a federal judge in San Francisco stayed approval of the settlement, requesting that the affected works and rights be supplemented on September 15 and September 22.
- The core of the proposed plan is to pay compensation of US$3,000 per downloaded book, covering about 500,000 copies.
- As a milestone case in the copyright dispute over generative AI training, the subsequent direction depends on transparency and enforceability supplements.
3. OpenAI set up a South Korean office in Seoul to evaluate local data centers
- On September 10, OpenAI's South Korean office officially landed, making it its third in Asia and the 12th in the world.
- The senior management said that it will expand cooperation with Samsung, SK, etc., and evaluate the construction of data centers in South Korea to support localization and computing power sovereignty demands.
- This move superimposes the advantages of the regional industrial chain (storage/foundry/operator), or accelerates the implementation of Asian applications and ecological cooperation.
4. Apple's new products were unveiled at the conference, but the expression of "AI" was relatively restrained
- On September 9 (local time), Apple released the iPhone 17 series and the ultra-thin new iPhone Air, and upgraded the A19/A19 Pro and neural engine.
- The press conference focused on the details of "Apple Intelligence" and large models, but emphasized the collaboration between local AI reasoning and graphics/neural acceleration.
- At the same time, the self-developed N1 network chip is introduced for Wi-Fi 7, Bluetooth 6 and Thread and other connection scenarios.
5. The 2025 CIFTIS will open in Beijing, with "digital intelligence pilot" and AI application becoming highlights
- It opened on September 10, with 85 countries and international organizations setting up exhibitions and nearly 2,000 enterprises participating offline.
- AI is displayed in industrial services, content production, smart cities and cross-border services, focusing on "agent + industry scenarios".
- The exhibition has become a window to observe the integration of China's service trade and digital economy.
6. Our country promotes the formulation of 84 national standards for artificial intelligence
- According to authoritative reports on September 10, the construction of the national AI standard system has been accelerated, and 84 relevant national standards are now being formulated.
- Among them, 15 key national standards will be promoted in the direction of humanoid robots, focusing on core links such as safety, drive and data.
- The improvement of standard "soft infrastructure" is expected to reduce industrial collaboration costs and improve the efficiency of cross-domain interoperability and compliance implementation.
7. The AI Science and Technology Innovation Competition of the Bund Conference ended, and the champion of the three tracks was born
1. On September 10, the three major tracks of AI hardware, financial intelligence and global AI attack and defense were completed, and the champion was produced, and a number of innovation awards were awarded.
- The event attracted nearly 20 countries and regions, more than 8,000 teams, and about 20,000 participants, with post-00s players accounting for more than half.
- The science and technology innovation competition provides a real "actual combat" scenario to promote the docking of talents, capital and industrial demand.
8. Zhejiang issued an action plan for "artificial intelligence + ocean" (2025-2027)
- According to a report on September 10, Zhejiang has issued a three-year action plan to promote the development of "artificial intelligence + ocean".
- The goal is to form a number of integrated innovation paradigms and replicable experiences in the direction of marine monitoring, shipping ports, equipment manufacturing and marine ranching.
- At the local level, the "AI+ key industrial belt" has accelerated its expansion, and the construction of benchmarking and demonstration projects by industry has been strengthened.
Frequently Asked Questions (Q&A)
Q: What is the biggest change in Rubin CPX compared to existing AI accelerators?
A: Its core points to the "million token-level" long context and video generation, emphasizing the integration of video encoding and decoding with AI reasoning, and the system efficiency leap towards longer time series and multi-modal understanding and generation.
Q: What are the key developments in the Anthropic settlement today?
A: The judge requested that more detailed scope of affected works and authors, compensation and enforcement mechanisms be added on September 15 and September 22, and the approval of the $1.5 billion plan was suspended, and the case was still in the game period.
Q: What is the direct impact of OpenAI's establishment in South Korea on the Asian ecosystem?
A: Bring a collaborative window between local business and government, industry, academia and research, superimpose potential data center construction and cooperation with Samsung/SK, or shorten the closed-loop delay of information innovation, computing power, and application, and improve regional supply and implementation efficiency.
Q: How is Apple's new product launch related to the "AI trend" this year?
A: The hardware has been upgraded, but the AI expression is restrained; The focus is on localized reasoning and neural/graphics synergy capabilities, laying the foundation for the continuous activation and iteration of "Apple Intelligence" on the terminal side in the future.