Google DeepMind’s most recently upgraded AI model has bestowed robots with the capability to undertake more intricate tasks and even glean information from the internet. Carolina Parada, who leads DeepMind’s robotics division, revealed at a press conference that the company’s novel AI models operate in a collaborative manner. This collaboration allows robots to engage in “multi-step reasoning” prior to taking real-world actions and to meticulously plan their courses of action in advance.
Backed by Gemini Robotics 1.5 and the embodied reasoning model Gemini Robotics-ER 1.5, this system represents an updated iteration of the AI model introduced in March. Presently, robots are not limited to performing simple, singular tasks like folding paper and opening bags. They are now capable of sorting clothes based on dark and light hues, packing suitcases in accordance with weather conditions, and aiding people in categorizing waste, compost, and recyclables, all guided by the results of online searches.

On September 26, 2025, Microsoft made a significant announcement: it had barred the Israeli military from accessing certain of its cloud services and artificial intelligence (AI) technologies. This decision is specifically aimed at curbing the utilization of these technologies for the large-scale surveillance of Palestinian civilians. In an internal memo, Brad Smith, the Vice Chairman and President of Microsoft, formally declared this move. Prior to this, media sources like The Guardian had reported that the Israeli government had been storing recordings and data from up to one million Palestinian phone calls per hour on Microsoft's Azure cloud service. This practice raised serious concerns about privacy and human rights, prompting Microsoft to take this decisive action.

Sources said that Google may face a second fine in the coming months due to the EU's landmark tech regulations, with the European Commission currently drafting the relevant decision.

On September 24 (local time), Elon Musk's artificial intelligence startup, xAI, brought a lawsuit against its rival, OpenAI, in a federal court located in California, USA. The crux of the complaint is that OpenAI is accused of pilfering trade secrets associated with xAI's AI chatbot, Grok. It is claimed that OpenAI achieved this illicit advantage by enticing former xAI employees to join their ranks, thereby gaining an unfair edge in the fiercely competitive AI technology landscape. xAI is petitioning the court to issue an injunction that would prohibit OpenAI from further utilizing the pertinent confidential information. Additionally, xAI is seeking appropriate compensation for the alleged wrongdoing.

At the 2025 annual address, Lei Jun unveiled that Xiaomi Automobile is introducing a customization service, which will undergo a one-year trial run. This service permits up to 40 vehicles to be customized each month, with the stipulation that orders must be confirmed in person. At present, the service caters to two models: the YU7 Max and the SU7 Ultra. The ordering procedure is outlined below: First, download and launch the Xiaomi Automobile APP. Then, click on 'Customization Service' and pick an option that entails custom configurations with a total exceeding 100,000 yuan. Proceed to pay an 80,000-yuan deposit before 22:00 and take advantage of a 90-day hesitation period. Subsequently, customers will be invited to a service center to finalize the configurations and complete the in-person order confirmation process. Initially, the service presents 5 custom car paint choices, with an ambition to develop 100 colors within the next three years. The YU7 Max boasts two exclusive interior color schemes, in addition to custom stitching and other meticulous craftsmanship details. Moreover, it features a new 21-inch five-spoke double-layer forged wheel, brake calipers available in three colors, and two 24K gold ceramic emblems.

On September 25, 2025, as the U.S. stock market commenced trading, the three major indices—the Nasdaq, the S&P 500, and the Dow Jones Industrial Average—all opened with a downward trajectory. The Nasdaq Composite Index dipped by around 0.9%, the S&P 500 Index experienced a 0.59% decline, and the Dow Jones Industrial Average registered a 0.25% drop.

Among individual stocks, Tesla witnessed a significant slide, with its share price plummeting by over 3%. This downturn was partly attributed to a notable year-on-year decrease of over 36% in new vehicle registrations in the European Union during August. Conversely, Intel saw a modest uptick of 1.5%. Reports surfaced indicating that Intel had approached Apple for potential investment opportunities. Additionally, Intel was planning to implement a price hike of over 10% for its 'Raptor Lake' processor in the fourth quarter.

Oracle, on the other hand, faced a sharp decline of over 4% as it embarked on a substantial $18 billion bond issuance. In contrast, IBM experienced a notable surge of over 2% following the launch of the world's first quantum-enabled algorithmic trading system, developed in collaboration with HSBC.

Xiechuang Data (300857.SZ) has officially declared its intention to conduct an initial public offering of overseas-listed shares, specifically H shares, and seek a listing on the Main Board of the Hong Kong Stock Exchange. This strategic initiative is primarily designed to propel the company's global expansion efforts, elevate its international brand recognition, and bolster its core competitive edge in the global market. The offering strategy will encompass a comprehensive global distribution, integrating both a Hong Kong public offering and an international offering segment. The total number of shares to be issued will not surpass 15% of the company's enlarged share capital post-issuance. The pricing mechanism for the shares will be meticulously crafted in accordance with market-oriented principles, ensuring fairness and transparency.

Recently, a number of tech firms have voiced their discontent with the EU's Digital Markets Act (DMA). This act places stringent limitations on software services and the operations of platforms. Just recently, the EU slapped Apple with a hefty €500 million fine for not fully opening the door to third-party app stores. Meanwhile, Meta faced a €200 million penalty for not offering an ad-free version of Facebook that is devoid of targeted advertising. In light of these new regulations, Apple released a statement, taking aim at the adverse effects brought about by the DMA.

On Thursday, the U.S. General Services Administration (GSA) made an announcement stating that Elon Musk's xAI firm has inked a fresh deal. This agreement is set to broaden the range of applications for its artificial intelligence chatbot, Grok, within the federal government. As per the GSA's clarification, from this point forward until March 2027, federal agencies have the option to procure the Grok AI model at a cost of $0.42 per agency. This price is significantly more budget - friendly compared to the $1 annual fee that Musk's chief rival, OpenAI, levies on government agencies for its ChatGPT product.

Xiechuang Data issued a public announcement stating its intention to allocate 150 million yuan towards the acquisition of solid-state drive materials, which will be utilized in the manufacturing of its proprietary data storage servers. This procurement does not qualify as a significant asset restructuring or a transaction involving related parties. The plan has received unanimous endorsement from the board of directors and is now subject to further consideration by the shareholders' meeting.

The payment for these materials will be made using the company's internal funds and through bank transfers, with the actual disbursement occurring after the receipt and inspection of the goods. This transaction is driven by the company's routine operational requirements and is not anticipated to have a substantial impact on its financial standing. Following the inclusion of this transaction, the cumulative value of assets purchased by the company over the past 12 months has escalated to 2.217 billion yuan, thereby fulfilling the criteria for shareholders' meeting deliberation.

TSMC has recently disclosed the latest technical specifics of its A14 semiconductor fabrication process. This process is anticipated to outperform the current 2-nanometer platform in both performance and energy efficiency. Analyst Ray Wang reports that the A14 process development has surpassed initial projections, with trial production yields outpacing the internal timeline. The A14 process incorporates second-generation GAA (Gate-All-Around) nanosheet transistors along with the NanoFlex Pro architecture. When compared to the N2 process, it delivers a 15% increase in speed at equivalent power consumption levels, or alternatively, a 30% reduction in power consumption while maintaining the same speed. Additionally, there is an over 20% increase in logic density. Production of this process is slated to commence in 2028, with a focus on serving the AI-powered high-performance computing and smartphone sectors.

Intel's Arrow Lake processor has already been on the market for a year, and it's set to receive a significant upgrade by the end of this year. This upgrade will leverage the advanced 18A manufacturing process and introduce a brand-new architecture. Looking further ahead, Intel has unveiled its product plans stretching to the end of 2029, with a comprehensive summary provided by the 3Dcenter website.

Among the upcoming releases, the Panther Lake mobile platform processor is poised to make its grand debut by the end of this year. Following closely, Nova Lake is scheduled to launch before the end of next year, catering to both mobile and desktop platforms with its cutting-edge technology.

The Razor Lake processor, slated for release at the end of 2027, will feature enhanced P and E core architectures, promising improved performance and efficiency. Meanwhile, the Titan Lake processor, set to debut at the end of 2028, will boast a unified core architecture, with the potential to house up to 100 cores, a milestone that was once considered a distant dream.

Lastly, the Hammer Lake processor, expected in 2029, will take integration to the next level by incorporating NVIDIA's RTX GPU into its GPU lineup, offering users an unparalleled graphics experience.

Yunnan Tourism has revealed that its wholly-owned subsidiary, Shenzhen OCT Culture & Tourism Technology Group Co., Ltd., has entered into a strategic cooperation pact with Zhejiang Humanoid Robot Innovation Center Co., Ltd. The collaboration will focus on three key areas:

Firstly, both entities will collaborate to set up an innovation lab, assemble a joint research and development team, and concentrate on the core technological advancements of robots tailored for cultural and tourism settings. This will involve addressing critical technical hurdles, such as achieving high-dynamic full-body coordinated control.

Secondly, they will champion the integration of robotic products into cultural and tourism contexts, with a particular emphasis on crafting robotic dinosaurs and other similar products that are well-suited for theme parks and scenic locations.

Thirdly, the partnership will institute a mechanism for talent exchange and joint training, with the shared goal of nurturing experts in the realm of cultural and tourism robotics. At present, the collaboration is still in its nascent phase.

On September 25, 2025, ST Huatong stated on an interactive platform that the company, through an industrial fund invested in by its second-tier wholly-owned subsidiary Shanghai Shengqu Digital Alliance Enterprise Management Co., Ltd., indirectly holds approximately 0.35806% of the shares in Moore Threads Intelligent Technology (Beijing) Co., Ltd. The investment proportion is relatively small and has no significant impact on the company's performance.

CoreWeave has reached a new agreement worth $6.5 billion with OpenAI to provide computational power support for training its next-generation advanced models, bringing the total amount of their partnership agreements to $22.4 billion.

This evening, Xiaomi officially launched its much-anticipated Xiaomi 17 series, which comprises three distinct models: the Xiaomi 17, the Xiaomi 17 Pro, and the flagship Xiaomi 17 Pro Max. Notably, the large-screen Xiaomi 17 Pro Max stands out as the most robust and premium offering in the lineup, positioning itself as a direct competitor to the iPhone 17 Pro Max in the high-end smartphone market.

The reach of artificial intelligence (AI) is all-encompassing. In the present era, a multitude of programmers harbor concerns about being supplanted by AI, and hardware engineers are not immune to such risks either. TSMC has already embraced AI technology for chip design, attaining a level of efficiency that far surpasses that of human engineers.
At present, AI chips come with exceptionally stringent performance demands, and as a result, power consumption has witnessed a corresponding sharp increase. It is no longer a rare sight to see the power consumption of new-generation GPUs soar past the 1000-watt mark. TSMC is wholeheartedly devoted to enhancing the energy efficiency of AI chips by a factor of ten.

On the evening of September 25th, during Xiaomi's highly anticipated new product launch event, Lei Jun took the stage to present iconic scenes from the beloved game Angry Birds, instantly sparking a wave of excitement among the audience. This gesture not only marked the triumphant return of this classic mobile game to the Chinese market after over a decade but also stirred up a flood of nostalgic memories for countless individuals.

On September 25, 2025, before the US stock market opened, popular Chinese ADRs showed mixed performance. As of press time, Alibaba had fallen over 1%, Weibo had dropped 0.96%, NIO had decreased 0.35%, Pinduoduo had slipped 0.14%, and NetEase had declined 0.07%. In contrast, XPeng had surged over 3%, Li Auto had risen over 2%, and Baidu had increased nearly 1%.

At the time of reporting, a majority of prominent large-cap technology stocks on the U.S. stock market were experiencing declines prior to the market's opening bell. Notably, Tesla, Arm, Nvidia, and Meta each saw their stock values drop by more than 1%. Microsoft's shares dipped by 0.46%, Netflix's by 0.18%, and Apple's by a marginal 0.03%. In contrast, Amazon emerged as the sole gainer, with its stock rising by 0.04%.