Daily Update – May 9, 2026

Good morning! Welcome to the daily briefing from TMTPost. Let’s dive into today’s news highlights.

Recently, the National Internet Information Office, National Development and Reform Commission, and the Ministry of Industry and Information Technology jointly issued the Implementation Opinions on the Standardized Application and Innovative Development of Intelligent Agents. This document aims to implement the State Council’s directive on deeply promoting the “Artificial Intelligence +” initiative and to foster the standardized application and innovative development of intelligent agents.

The Implementation Opinions define intelligent agents as intelligent systems equipped with autonomous perception, memory, decision-making, interaction, and execution capabilities, representing a significant form of AI products and services. With the rapid advancement of new-generation AI technologies like large models, intelligent agents are increasingly integrating with cyberspace and the physical world, profoundly altering human production, lifestyle, and social governance.

The document emphasizes that the development of intelligent agents should adhere to fundamental principles of safety, orderliness, innovation-driven, and application-oriented approaches, proposing four key measures:

• Strengthening the development foundation by improving technical bases and establishing standard protocols.
• Ensuring safety by clarifying product standards, preventing risks, enhancing governance systems, and reinforcing industry self-discipline.
• Enhancing application-driven initiatives by identifying 19 typical application scenarios across research, industrial development, consumption, and social governance.
• Building an innovation ecosystem to promote industrial cooperation and strengthen application promotion.

The three departments will collaborate closely to refine supporting policies and drive the implementation of key tasks.

Amazon Web Services Vice President Mai-Lan noted that agents are becoming significantly more aggressive data consumers compared to humans, as they can process dozens or even hundreds of queries simultaneously to find the optimal path. There is a growing demand from clients to establish agent infrastructure, making cost-effectiveness a critical factor in this development.

Xiaomi’s automotive division is reinforcing its international strategy with a personnel change; Yuan Liguo, the Vice President, is now also leading the overseas business preparatory group, reporting directly to Lei Jun and Lu Weibing. Xiaomi aims to launch its global operations in the second half of 2027, starting in the European market.

Meanwhile, DeepSeek plans to raise up to 50 billion RMB, which could set a record for funding in the Chinese AI sector.

On the international front, Anthropic is considering raising hundreds of billions of dollars this summer, which could elevate its valuation to nearly 1 trillion USD, surpassing OpenAI. The company aims to expand its computational capabilities significantly, fueled by growing revenues and investor interest.

NVIDIA’s CEO Huang Renxun highlighted the necessity for substantial optical connections for next-generation AI infrastructure, stating that copper wires can no longer meet the increasing computational demands. He emphasized that the current wave of AI investments is benefiting not just tech companies but also creating demand for skilled workers across various industries.

Nintendo announced a price increase for the Switch 2 in Japan, effective May 25, raising it to 59,980 yen. They expect a decrease in sales to 16.5 million units in the next financial year.

In labor news, Samsung Electronics is facing potential losses of up to 139.8 billion RMB due to a strike planned by its employees over profit-sharing disputes amidst its booming semiconductor business.

The National Energy Administration and other departments have issued an action plan to promote the deep application of AI in the energy sector, aiming to significantly enhance the clean energy supply capacity for AI computational facilities by 2030.

Additionally, the Ministry of Industry and Information Technology has updated national standards for AI terminals, covering various products, including glasses, televisions, and headphones.

In market updates, two mainland accounting firms have been approved to conduct audits for H-share companies starting May 15, 2026, which will help reduce listing costs for domestic companies in Hong Kong.

Lastly, the daily average of token usage in China has skyrocketed over 100,000% this year, indicating strong growth in the computational power leasing market.

Thank you for tuning in to today’s briefing. For more updates, stay connected with TMTPost.