1. Microsoft Build 2026: AI as the Core Focus, Full Line of Self-developed Large Models Launched
Microsoft kicked off Build 2026 with a series of key announcements, with AI taking the center stage. Satya Nadella, Microsoft CEO, and other company executives launched a series of new products and platforms, from Surface hardware to operating systems that connect AI agents. The event saw the release of a full line of self-developed AI models including MAI-Code-1 Flash coding model and MAI-Thinking-1 general reasoning model, reducing the company’s reliance on OpenAI. A highlight product is Surface RTX Spark Dev Box, a mini PC built for developers who need to run local AI models. It is equipped with Nvidia’s Arm Spark RTX chip, 128GB unified memory, and comes pre-installed with Visual Studio Code and GitHub Copilot. Microsoft also introduced the Intelligent Terminal and added Coreutils to make Windows 11 more developer-friendly, while revealing the Project Solara customized Android system that will connect AI agents across multiple devices.
2. US President Signs AI Executive Order to Strengthen Government Regulation
Donald Trump signed an executive order on AI that requires AI companies to provide the US government with relevant information about powerful models 30 days before their public release to strengthen supervision of AI technology. The order mandates that frontier AI models must go through mandatory security review before launch, aiming to mitigate potential risks brought by advanced artificial intelligence technology.
3. China’s A-Share AI Computing Power Sector Surges: GEM Index and STAR Composite Index Both Rise Nearly 4%
On June 3, China’s stock market rallied sharply, with the ChiNext Index jumping 3.97% to break through 4200 points, and the STAR 50 Index soaring 4.78%. In terms of sectors, CPO concept stocks rose across the board, with multiple stocks hitting the daily limit. Optical fiber, PCB, superhard materials and other computing power hardware sectors also collectively exploded. As of midday trading, more than 1900 stocks in the Shanghai and Shenzhen markets closed higher. Southern Fund’s ChiNext Artificial Intelligence ETF (159382) rose 6.53% in the morning trading, with a transaction volume of 202 million yuan.
4. Arm: AI Boom Drives Stronger-than-Expected Demand, Chip Sales Target May Be Reached Earlier Than Expected
Arm CEO revealed that the demand brought by the AI boom is stronger than expected, and the company may reach the target of $15 billion in independent chip sales earlier than the originally expected end of this decade. Meta Platforms will become the first major customer of Arm’s AGI CPU chip. This product will have up to 136 cores with a power consumption of 300 watts. The market expects that Arm’s architectural PC chips N1/N1X are expected to be unveiled at COMPUTEX 2026.
5. New Commercial Path for Humanoid Robot Industry: “Leasing Instead of Selling” Drives Capacity Digestion
According to industry data, in 2025, 40% of humanoid robots have been used for cultural and entertainment performances and tour guide sales, while only 20% work in factories. Two major robot leasing platforms have emerged in the downstream of China’s leading humanoid robot companies. These platforms digest production capacity for upstream robot companies through the “leasing instead of selling” model. The leasing platform connects financial leasing companies upstream to broker the purchase of robot assets, connects secondary developers in the middle to develop various skills for robots, and recruits urban partners downstream to provide training, technology and order distribution services. As of March 2026, the 10,000 robots offline by Zhiyuan have all been ordered.
6. Muyuan and Alibaba Cloud Jointly Build Pig Farming Large Model to Empower Traditional Industry Upgrading
On June 1, Muyuan Food Co., Ltd. officially signed a strategic cooperation agreement with Alibaba Cloud to jointly build a large model for pig farming, promoting the in-depth integration of artificial intelligence and traditional pig farming, and injecting new momentum into the high-quality development of China’s pig industry. Relying on massive data and leading computing power, the two parties will install a “digital brain” for the traditional pig farming industry, promoting the deep integration of AI and the traditional breeding industry.
7. Comscore Q1 2026 AI Report: Claude’s Breakout Growth, Women Drive Mobile AI Adoption
Comscore, a global leader in consumer behavior measurement and analysis, released its first quarter 2026 AI intelligence report. The report shows that Anthropic’s Claude platform has achieved explosive growth, with desktop conversation volume increasing by 1858% between October 2025 and March 2026. While ChatGPT still maintains the leading position in the AI assistant category, with a year-on-year increase of 55%, consumers are expanding the scope of AI tool options. The report also found that women have become the core driving force for mobile AI adoption among major generative AI tools.
8. Unitree Robotics Confirms: New H2 Plus Humanoid Robot Will Launch in Second Half of 2026
After Nvidia CEO Jensen Huang announced that Nvidia and Unitree will jointly launch a new generation of humanoid robot reference design “H2 Plus”, Unitree’s marketing director Huang Jiawei confirmed that the product will be officially launched in the second half of this year. H2 Plus is equipped with Nvidia’s high-performance computing platform, which aims to build a more powerful “smart brain” for humanoid robots, with the most significant improvement in computing performance.
9. Microsoft Releases Coreutils Project: Linux Commands Run Natively on Windows 11
To better adapt to the development habits of developers, Microsoft has added the Coreutils project to Windows 11, enabling native support for common Linux commands on the system, making the Windows system more developer-friendly. This move is part of Microsoft’s series of developer tool optimization measures released at Build 2026.
10. China’s Guochuang Software Launches Trusted Coding Agent, Already Piloted in Aerospace Field
Guochuang Software (Stock Code: 300520) recently answered investor inquiries that the company has launched a trusted coding agent integrating formal method and AI, which is currently being tested in software research and development in the aerospace field. The company also develops computing power network technology based on network orchestration and edge computing based on Guochuang Jiuzhang, builds cloud-edge-end collaborative computing power services, and actively participates in the technical research and planning of operators related to “computing power network” and “computing network integration”, responding to the Ministry of Industry and Information Technology’s “AI + Software” special action plan.