Between Nov 12 and 13, the AI industry pushed forward on three fronts at once — platforms, models and chips. Here are today's 12 highlights.
Baidu launches Token exchange platform: At Baidu World 2026, Baidu unveiled its "Cuansuosuo" token trading platform for model transactions with verification and credit services; Robin Li said token demand is exploding and pitched the "intelligent organization" as AI's next stage. (Securities Star/Sina Finance)
MiniMax open-sources H3-Image model: The model generates 4K images in 10 seconds, supports up to 16 reference images, and got day-one adaptation from Kunlunxin and other major chip vendors. (Wallstreetcn/Opinion Network)
Kunlunxin M300 slated for next year: Robin Li said the new M300 chip launches next year and that inference demand will be the main long-term driver of AI chip growth. (Ifeng Finance/Sina Finance)
ByteDance AI chip lead Shi Yunfeng departs: Multiple reports said Shi, who ran ByteDance's in-house AI chip program, has submitted his resignation, leaving the chip roadmap facing reorganization. (Opinion Network/Sina)
Korea plans 8 AI chips by 2030: Korea announced an AI-chip development plan with Samsung providing 2nm foundry support, targeting eight AI chips by 2030 to catch up with NVIDIA's ecosystem. (Sohu Tech)
TSMC to invest $1 billion in Anthropic and OpenAI: TSMC plans a combined $1 billion investment in the two leading AI companies, deepening capacity ties with AI customers. (Toptech)
Microsoft to spend $117 billion on AI infrastructure this year: Microsoft committed to covering data center power costs itself, with this year's buildout at $117 billion, the industry's largest. (Securities Star)
West China Hospital and Huawei open joint lab: The two sides will collaborate on deep AI applications in clinical research, imaging and care-pathway optimization. (Sina Finance)
NIO lets AI make 80% of manufacturing decisions: Sina reported that at NIO's Hefei plant about 80% of manufacturing decisions, including scheduling, quality checks and logistics, are made by AI systems. (Sina)
Nanchang issues three-year AI education plan: Nanchang released a three-year action plan and general curriculum for AI education in primary and secondary schools. (Ifeng)
Google bans AI deepfake ads of public figures: Google updated its ads policy to bar AI-generated impersonations of public figures, with violating ads to be removed. (Opinion Network/Eastmoney)
BofA lifts 2030 server CPU market forecast: Bank of America raised its 2030 global server CPU market forecast to $240 billion, with AMD seen as the main beneficiary. (Securities Star)
From trading platforms to open-source imaging to chip capacity planning, the day's theme is a shift from single-model capability toward ecosystems and supply systems. (Compiled from public reports)