Overview

• China Mobile unveiled an upgraded AI+ plan to double investment and build the country’s largest intelligent-compute infrastructure by 2028, targeting national capacity beyond 100 EFLOPS and exploring a 100,000‑card cluster.
• A new Morgan Stanley analysis says multiple LLM developers intend to lift training compute roughly tenfold by the end of 2025, flagging a possible 2026 capability inflection alongside risks of a scaling wall, power constraints and regulatory pressure.
• Didi Autonomous Driving raised 2 billion yuan in a D round to boost AI R&D and speed L4 deployment, noting fully driverless tests in Beijing and Guangzhou and plans to deliver a new front‑loaded L4 model with GAC Aion by late 2025.
• Apple is reported by CNBC to be in late‑stage talks to acquire computer‑vision startup Prompt AI as an acqui‑hire, with its Seemour home‑camera analysis app slated for shutdown and user data deletion.
• Creative agencies criticized OpenAI’s Sora as a threat to artists’ rights as the company removed violating videos and promised new controls, while a Wiley survey found AI use among researchers rose to 84% even as confidence in reliability declined.