Technology · 10.4

Artificial Intelligence

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+15weighted per event

Average gross impact18absolute weighted average

Events173same period

Confidence74%model average

Raw intensity62before weighting

Previous period+11net impact

Gross change+64%

Diffusion speed24.7 / day

Concentration1%

Direction disagreement17%

Source independence99%27 sources

IMPACT TREND

7-day effective impact

Positive 137 · Negative 14 · Mixed 22

+490-49

24 Jul, 180 events

+10

25 Jul, 082 events

25 Jul, 222 events

26 Jul, 121 event

+10

27 Jul, 0235 events

+12

27 Jul, 1633 events

28 Jul, 0643 events

+21

28 Jul, 2013 events

+25

29 Jul, 1016 events

+29

30 Jul, 0011 events

+21

30 Jul, 1411 events

+49

31 Jul, 046 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate1%38 cumulative effective impact

Short term20%628 cumulative effective impact

Medium term68%2150 cumulative effective impact

Long term11%340 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 8 of 17 · 163 events

Macro2

Macro29 Jul, 10:45positive

Chengdu High-tech Zone AI Industry Reaches 90.7B Yuan, 10750P Computing, 13 Models, 10B Fund

Chengdu High-tech Zone held an AI industry investment promotion event during the 2026 World AI Conference and APEC Digital Week. The zone's AI and robotics core industry scale reached 90.7 billion yuan in 2025, up 44% year-on-year, accounting for over 60% of Chengdu and nearly 50% of Sichuan. Computing power hit 10,750 P, 13 large models passed national registration, and a 10-billion-yuan fund-of-funds cluster was established. The zone also released application scenarios and deployed robots at the World Games.

Effective: +18
Intensity: 60
Confidence: 75%
Horizon: Medium term

Macro27 Jul, 23:28negative

US Accuses Chinese AI Firms of Distillation, Threatens Sanctions; China Retorts, Moonshot AI Denies Claims

The US has accused Chinese AI companies of distilling American technology and threatened sanctions. China's Ministry of Commerce refuted the allegations, noting US firms have also distilled Chinese models, and cited nearly 200 US startups urging continued open-source access. State media proposed tiered AI governance. White House science advisor Krachios accused Moonshot AI of large-scale distillation, which the company denied, stating its Kimi K3 model is built on original architecture.

Effective: -18
Intensity: 65
Confidence: 70%
Horizon: Short term

Industries4

Industries26 Jul, 10:03positive

Jensen Huang, Nvidia, Meta and Over 20 Tech Giants Urge US to Avoid Premature Open-Source AI Restrictions

Nvidia CEO Jensen Huang made his first post on social platform X, joining over 20 tech giants including Meta, Microsoft, Palantir, IBM, and Hugging Face in signing an open letter urging US policymakers to avoid prematurely restricting open-source AI models. The letter argues that open-weight models enhance competition and security, and warns against one-size-fits-all limits on distillation technology. Notably, OpenAI, Anthropic, and Google did not sign.

Effective: +18
Intensity: 78
Confidence: 80%
Horizon: Medium term

Industries25 Jul, 12:18positive

Samsung and SK Hynix Sign $950 Billion AI Chip Supply Deal with Nvidia, Broadcom

Samsung Electronics and SK Hynix have signed a long-term chip supply agreement worth approximately $950 billion with Nvidia, Broadcom and other companies, aiming to strengthen South Korea-U. S. ties in the AI industry chain. In a separate move, SK Group secured a $750 billion semiconductor supply deal with Nvidia and several major technology firms, covering high-bandwidth memory and other core AI components. Both transactions highlight South Korea's critical role in the global artificial intelligence supply chain, though specific terms and delivery timetables have not been fully disclosed.

Effective: +18
Intensity: 85
Confidence: 80%
Horizon: Medium term

Industries27 Jul, 14:41positive

BYD, XPeng, Li Auto Unveil In-Vehicle Full-Domain AI Models; R&D Spend Exceeds 10B Yuan

On July 19 at the WAIC automotive AI session, BYD, XPeng, and Li Auto each unveiled their self-developed in-vehicle full-domain large models. Top automakers' cumulative R&D investment has exceeded 10 billion yuan. The full-domain AI integrates cockpit, autonomous driving, and vehicle-road coordination, allowing unified processing of road conditions, passenger status, and vehicle data. This marks a shift from separate systems to integrated control, addressing long-standing industry issues. The models require significant algorithm teams, computing power, and road testing, with 10 billion yuan only the beginning of ongoing investment.

Effective: +17
Intensity: 65
Confidence: 80%
Horizon: Short term

Industries28 Jul, 17:21negative

Hugging Face Model Study Finds 7 of 9 Image Editors Enable Deepfake Non-Consensual Images

A report by AI Forensics evaluated nine popular image editing models on Hugging Face, finding seven can generate sexual deepfake images without requiring complex bypasses. In a honeypot test, a Space attracted over 1,000 requests in one week; 73% were sexually suggestive, 83% aimed to undress subjects, and 95% of victims were female. Nearly 7% of sexualized requests targeted children. The platform lacks effective safeguards.

Effective: -17
Intensity: 60
Confidence: 80%
Horizon: Short term

Companies4

Companies27 Jul, 21:09positive

SSI and NVIDIA Announce Strategic Partnership and Investment, to Use Next-Gen Vera Rubin Platform

Safe Superintelligence Inc. (SSI) and NVIDIA announced a long-term strategic partnership on July 27, with NVIDIA investing in SSI. SSI will use NVIDIA's next-generation Vera Rubin platform, which offers an order of magnitude increase in computing power. The companies will also collaborate on advancing NVIDIA's current and future computing platforms. SSI was founded in 2024 by former OpenAI chief scientist Ilya Sutskever.

Effective: +18
Intensity: 70
Confidence: 80%
Horizon: Medium term

Companies27 Jul, 20:53positive

OpenAI CEO Sam Altman Uses ChatGPT Work to Plan 9-Person Trip and Generate Website

OpenAI CEO Sam Altman posted on X that he used ChatGPT Work on his phone to plan a nine-person long weekend trip, instructing it to mine chat history, propose three best options, build a full-stack website for group discussion, book after consensus, and draft a Gmail email. ChatGPT Work executed all steps. The product, launched July 9, uses Codex technology and the GPT-5.6 model, with plugins connecting to Gmail, calendar, and Slack. Codex now has over 5 million weekly users, including more than 1 million for non-programming tasks. OpenAI President Brockman retweeted the post.

Effective: +18
Intensity: 70
Confidence: 80%
Horizon: Medium term

Companies27 Jul, 08:46positive

Jensen Huang Joins Meta and Others in Open Letter Supporting Open-Source AI, Opposing Washington Restrictions

Nvidia CEO Jensen Huang posted his first tweet on X on July 24, publicly supporting open-source AI. He co-signed an open letter with over 20 companies including Meta, a16z, Y Combinator, Hugging Face, Mistral AI, and Perplexity, opposing Washington's restrictive policies on open-source AI. The move comes as Chinese firms DeepSeek and Kimi K3 demonstrate that open-source models can match top closed-source models in efficiency. OpenAI, Anthropic, and Google did not join. The action signals a shift from technology-driven to rules-and-ecosystem competition, with Nvidia seeking to maintain its compute supplier position through an alliance moat.

Effective: +18
Intensity: 75
Confidence: 80%
Horizon: Medium term

Companies28 Jul, 07:33negative

Thinking Machines Co-founder Lilian Weng Departs for Health Reasons After $2 billion Funding and Inkling Launch

Lilian Weng, co-founder of Thinking Machines Lab, announced her departure for health reasons, citing repeated illness over the past seven months. The company recently released its first open-source model Inkling and completed a $2 billion seed funding round led by a16z, reaching a $12 billion valuation. Weng, a former OpenAI safety executive, co-founded the startup with Mira Murati in February 2025. In her letter, she said long-term stress exceeded her physical capacity and she needs to allow herself to stop.

Effective: -17
Intensity: 60
Confidence: 80%
Horizon: Short term