24-hour AI news: Hongmeng 6 public beta, Atlas browser portal launched, CMA hammers Google SMS

In the past 24 hours (October 22), Huawei released Hongmeng 6 and started public beta testing in China, Guangdong announced the 2025-2027 Manufacturing AI Action Plan, IDC disclosed that China's AI infrastructure service market doubled in the first half of the year, and Quectel's "A+H" dual listing was completed; overseas, OpenAI launched the Atlas browser, the UK CMA made the final decision on the "strategic market position" of Google's mobile ecosystem, the EU promoted financing for AI factories, Anthropic and Google were rumored to be negotiating huge cloud computing power, and Meta adjusted the AI team organization.

1. Huawei releases HarmonyOS 6 and starts public beta on October 22

1. On October 22, a large-scale public beta test was launched for the first batch of more than 90 devices, emphasizing cross-device collaboration and system-level intelligent upgrades.
2. Positioned as an important version of "native HarmonyOS", it comprehensively evolves the AI experience and performance for the terminal ecosystem.
3. It is of symbolic significance for the implementation of domestic end-side AI ecology and applications.

2. Guangdong releases the "Action Plan for Empowering High-Quality Development of Manufacturing with Artificial Intelligence (2025-2027)"

1. It was announced on October 22, proposing "Thousands of Models Empowering Hundreds of Industries" and building large models in vertical fields and small models in scenarios.
2. Launch tools such as "computing power coupons" to reduce corporate computing power costs; build AI application pilot bases in Shenzhen, Dongguan and other places.
3. Clarify the path for industrialization and application promotion by 2027 and create a demonstration zone for integrated development.

3. IDC: China's AI infrastructure service market grew 122.4% year-on-year to 19.87 billion yuan in the first half of the year

1. The proportion of GenAI IaaS has increased to more than 80%, and the year-on-year growth rate of the market segment has exceeded 200%.
2. Alibaba Cloud ranked first with a 24.7% share and won the championship in both GenAI IaaS and Other AI IaaS segments.
3. IDC predicts that the market size will be close to 150 billion yuan by 2029, with industrial investment and supply accelerating.

Fibocom completes dual listing on the A+H markets, raising funds to boost its edge AI deployment

1. It was listed on the Main Board of the Hong Kong Stock Exchange on October 22 (code 0638.HK), with a global offering of 135 million shares and a net proceeds of approximately HK$2.811 billion.
2. The Hong Kong public offering was oversubscribed by approximately 550.99 times, and the stock closed down approximately 11.72% on the first day.
3. The company said it will increase investment in edge AI and robotics solutions to expand its global capabilities.

5. China's Generative AI User Scale Exceeds 515 Million (As of August, released on October 21)

1. The latest report shows that more than 90% of users prefer domestic large-scale model products.
2. More than 500 generative AI services have been launched, and application scenarios continue to expand.
3. Provide a huge user base for industry applications and ecological competition.

6. OpenAI releases Atlas browser, aiming for Chrome's entry point

1. Launched first for macOS on October 22, it features a built-in ChatGPT sidebar and "Agent mode" to perform multi-step web tasks.
2. We plan to provide Windows, iOS, and Android versions in the future; and provide more fine-grained privacy and memory switches by default.
3. The competition between browsers and search portals has escalated, and the AI-native browsing experience has entered a new stage of competition.

7. UK CMA makes final decision: designating Google's mobile ecosystem as having "strategic market position (SMS)"

1. The final decision was released on October 22, covering key components of the mobile platform such as Android, Play Store, Chrome and Blink.
2. SMS empowers CMA to formulate customized competition rules, thereby increasing competition and developer choice.
3. Google expressed "disappointment" that the intensified game between regulation and ecological openness may affect the product path of AI functions in the UK.

8. The EU signed a memorandum of understanding on AI "Gigafactories" to promote AI factories and financing support

1. On October 22, the European Commission signed a memorandum of cooperation with EIB and EIF to strengthen the financing and industrialization of AI factories.
2. In line with the implementation of the AI Act, improve the European industrial foundation of computing power, data and applications.
3. Provide funding tools and project channels for Europe’s “AI Continent” strategy.

9. Anthropic and Google in talks for a multi-billion dollar cloud computing deal (media reports)

1. On October 22, multiple media outlets quoted sources as saying that the two sides were negotiating long-term computing power cooperation worth "tens of billions of dollars."
2. If achieved, it will further consolidate the computing power support for large-scale model training and inference.
3. The capital expenditure competition among AI giants around cloud, chips, and data centers continues to heat up.

10. Meta adjusts AI organizational structure, affecting approximately 600 positions (media reports)

1. On October 22, it was reported that FAIR and some product/infrastructure teams would be streamlined, and priority resources would be allocated to "super intelligence".
2. Affected employees can transfer internally to meet the resource reallocation needs of data centers and model development.
3. Reflect the trade-off between long-term AI investment and short-term organizational efficiency among leading companies.

Frequently Asked Questions (Q&A)

Q: What is the core difference between Atlas and traditional browsers?

A: It is an "AI native" form with a built-in ChatGPT sidebar and "Agent mode". It can perform multi-step tasks on the web page (such as price comparison, booking, form automation), and provides memory and privacy options; the first platform is macOS, and it will be expanded to multiple terminals in the future.

Q: Will the CMA's final designation of Google for SMS immediately change the user experience?

A: SMS is not a penalty and does not directly change the user experience. However, it empowers regulators to formulate customized rules (such as those for app distribution, browser and engine selection, and fair access). The next step will be to develop specific rules and implement them.

Q: How does the Guangdong Action Plan bring “certain benefits” to manufacturing companies?

A: First, "computing power coupons" and other means reduce the cost of using AI; second, the Shenzhen and Dongguan pilot bases provide venues for model application verification and adaptation; third, benchmark demonstration projects and the "diagnosis-transformation-promotion" closed loop are conducive to large-scale implementation.

Q: Why is the growth rate of AI IaaS disclosed by IDC so significant?

A: The demand for GPU resources for generative AI training/inference has exploded, with GenAI IaaS accounting for over 80%; at the same time, the demand for multi-cloud and elastic computing power has driven the scale of services, and leading cloud manufacturers have increased capital expenditure and product supply, increasing market concentration.

Q: What does the public beta of HarmonyOS 6 mean for the edge AI ecosystem?

A: Through system-level AI capabilities and cross-device collaboration to expand development and application space, we provide more efficient system support for scenarios such as cameras, voice, and visual understanding, which is conducive to the implementation and distribution of end-side models and intelligent agents.

Q: Does Meta's downsizing of its AI research and infrastructure teams mean a reduction in AI investment?

A: It is not a simple "contraction", but a reallocation of resources: compressing general research and decentralized teams, concentrating resources on key directions such as "super intelligence" and data centers, while retaining the internal transfer mechanism to maintain R&D resilience.