Over the past 24 hours, domestic announcements have focused on super-node intelligent computing, open source systems, and 3D generation, while overseas investments have continued to increase in content platforms, enterprise expansion, and R&D priorities. Overall, this has achieved balanced coverage of five domestic and five international announcements.
1. AICC 2025 was held in Beijing, the "Beijing Plan" was released, and FlagOS v1.5 was unveiled
- The conference released the "Beijing Plan" for intelligent computing applications, which aims to "build an industry intelligent entity based on a super-node innovation consortium." It also proposed a unified computing power base across chips and frameworks, as well as a path to implement industry intelligent entities (September 27).
- Zhiyuan Research Institute launched "Zhongzhi FlagOS v1.5", a unified system software stack for multiple chips and multiple scenarios to alleviate the fragmentation of the computing power ecosystem.
- Haidian released a computing power subsidy policy with a maximum subsidy amount of RMB 20 million to promote the scale of "artificial intelligence +" applications.
2. Huawei releases open-source HarmonyOS 6.0 Release, with HarmonyOS 5 terminals reaching 17 million.
- At the "Open Source HarmonyOS Technology Conference 2025", the open source HarmonyOS 6.0 Release was released, enhancing ArkUI components, window capabilities and development experience (September 27).
- As of September 20, the number of terminals running the HarmonyOS 5 operating system exceeded 17 million, and the number of HarmonyOS applications and meta-services exceeded 30,000.
- "System-level native AI" and ecological incentives go hand in hand to promote the collaborative implementation of edge AI and multiple devices.
3. Tencent Hunyuan 3D-Omni/Part is open source, and 3D generation has entered the "precise and controllable" stage
- On September 26, the hybrid 3D-Omni and 3D-Part were released and open sourced, supporting multimodal input and part-level generation control.
- Positioning a unified multi-condition controlled 3D generation framework to serve industrial processes such as gaming, 3D printing, AR/VR, etc.
- Improving geometry, topology, and posture controllability is considered a milestone in the upgrade of industrial-grade 3D content generation pipelines.
4. Baidu CTO explains the evolution of big model technology, and the simultaneous advancement of the Wenxin ecosystem and open source "thinking models"
- The AICC main forum elaborated on the AGI progress perspective of "large model versatility + comprehensive capabilities".
- Wenxin Ecosystem has 23.33 million developers and serves 760,000 enterprises (latest disclosed data). Wenxin X1.1 was released in early September and ERNIE-4.5-21B-A3B-Thinking was open sourced.
- Emphasize the four basic abilities of “understanding, generation, logic, and memory” as the universal foundation for industry applications.
5. Beijing releases key points of the "Science and Technology Innovation Code" action plan: Data and computing power dual-drive application implementation
- The Beijing artificial intelligence data operation platform was launched, with a total data volume exceeding 2,000 TB and serving more than 500 units.
- Deploy policy tools such as computing power coupons and smart coupons to expand the supply of smart computing power.
- Build a national-level legal big model innovation platform and medical AI pilot base to strengthen demonstration in key scenarios.
6. Meta launches "Vibes," an AI-powered video stream focused on generative content that can be recreated.
- Meta AI launched the "Vibes" short video stream within the app, focusing on viewing, remixing and cross-platform publishing of AI-generated content.
- Vibes replaces the original "Discover" and is launched in more than 40 countries (excluding the UK for the time being), aiming to inspire users to create secondary works.
- Introduce a third-party video generation model ecosystem to strengthen the AI content distribution and creation closed loop of social platforms.
7. Anthropic announces accelerated globalization: international staff to triple
- The company will triple its international team and quintuple its Applied AI team to meet Claude's rapidly growing overseas needs.
- Nearly 80% of consumer usage comes from outside the United States. Plans are in place to hire in Dublin, London, and Zurich and to establish the first Asian office in Tokyo.
- Cooperate with Microsoft to introduce Claude into the Copilot ecosystem, accelerating the formation of a "multi-model" supply structure on the enterprise side.
8. The White House released the federal R&D priority areas for fiscal year 2027, with AI and quantum at the top.
- The latest R&D priorities list AI and quantum as top-level directions, emphasizing architecture, energy efficiency, explainability and security.
- Focus on mission-oriented investments in “national security – energy independence – economic growth” and require institutions to align cross-disciplinary actions.
- Clarify budgetary guidance and policy signals for basic AI research and applied demonstration in the United States.
9. Jensen Huang: OpenAI could become a "multi-trillion dollar company," ChatGPT has 700 million weekly active users
- Nvidia's CEO said in an interview that OpenAI's growth is unprecedented, and ChatGPT has about 700 million weekly active users (a significant increase from about 300 million in December last year).
- We believe that the strategic collaboration with OpenAI and investment in computing power will benefit from the long-term shift to the “GPU-based” computing paradigm.
- We are cautiously optimistic about the risk of "oversupply of computing power", saying that serious oversupply is unlikely to occur in the next five years.
10. According to media reports: Microsoft integrates the Anthropic model into Microsoft 365 Copilot
- Enterprise users can switch between Claude and OpenAI models in Researcher and Copilot Studio to meet different task preferences.
- The "cross-cloud, multi-model" combination is seen as a new tool for enterprise AI governance and cost optimization.
- Put forward higher requirements for vendor lock-in and compliance governance, and promote the improvement of standardization and evaluation frameworks.
Frequently Asked Questions (Q&A)
Q: Are domestic and international AI trends covered evenly today?
A: This issue has 5 domestic items (computing power, system, 3D generation, ecology and policy) and 5 foreign items (platform, expansion, policy, market expectations, and enterprise supply), achieving a 1:1 ratio.
Q: What is the core focus of the “Beijing Plan” released by AICC?
A: Based on super-node intelligent computing and in conjunction with FlagOS v1.5, we will build a unified computing stack that is "cross-chip, cross-framework, and cross-scenario", and link the implementation of industry intelligent bodies with subsidy policies (up to RMB 20 million).
Q: How is Meta’s “Vibes” different from previously generated content?
A: From "watching the prompt" to "watching the work", emphasizing video-level generation and remix, and supporting cross-Instagram and Facebook distribution to enhance playability and dissemination.
Q: What does Anthropic’s “tripling internationally” mean?
A: Strong overseas demand has driven the scale of the team and revenue. Combined with collaboration with Microsoft, the "multi-model strategy" in the enterprise market has accelerated, and the supply structure has become more diversified.