Sochen Technology and Dreamspace embodied model, Nubia phone AI assistant Honor of Kings anomalies, and Nasdaq new high with Trump and Jensen Huang.
Sochen Technology announced on September 26 that it is jointly releasing an embodied model (putting AI into robots that can physically act) with its investee Dreamspace, along with a set of physics evaluation standards. The news was relayed by QbitAI. The two companies frame this collaboration as a new starting point in the world model direction (letting AI first rehearse in its head how objects move and collide). The pain point called out at the launch event is very concrete. The BeTTER benchmark jointly released by Peking University and BeingBeyond shows that the current most advanced batch of robot large models is not stable in real physical scenarios. Sochen Technology's approach is to first run simulations on a computer, then measure with the evaluation ruler — questions like "will the model hit a wall" get run through in simulation first. For teams doing industrial simulation and digital twins, the real substance of this release is the ruler, more than a new model. Two time points are worth watching: when this physics evaluation standard opens up its test set, and when a third-party lab uses it to produce a report. Once there's a public test set, scores become comparable; right now the numbers each company reports don't use the same yardstick.
On September 26, Doubao Phone Assistant posted in its official community, responding to anomalies when the Nubia NaviX Ultra phone runs Honor of Kings. Users had previously reported that this phone showed control and display anomalies in the game. In its statement, Doubao emphasized that it never operated Tencent's game system at any point. The weight of that sentence lies in the division of responsibility. Phone makers want to build AI assistants at the system level (phone robots that can tap and fill forms for you), while game makers want to control the in-game runtime environment. The boundary between the two isn't written into any agreement today, so when problems arise, each side can only speak for itself. People who play Honor of Kings can wait for a clear answer: whether enabling the assistant feature will be flagged as a third-party tool. That determination directly affects account safety. Waiting for an official conclusion is safer than testing it yourself in ranked matches. People planning to buy this phone can also first check whether the game's official side has issued any announcement.
A National Business Daily front-page piece relayed by Huxiu on September 26 talks about this week's US stocks: after nearly four months of choppy trading and a pullback of over 10% at one point, the Nasdaq index broke past its early June high on Tuesday (September 22), setting a new record. The report discusses this rally alongside two people: Trump and Jensen Huang, both of whom have recently been publicly backing AI. The report's projection is that money is moving downstream. The first things bought are the shovel-sellers — chips, graphics cards, data centers; after that come the software and assistant-type products that can actually put AI to use. This projection is still just a projection, and the piece also admits that at this level, the risk of a pullback is growing. There are two things ordinary readers can use. First, don't treat a new index high as evidence that companies are getting better — during this rally, several AI companies were falling at the same time, and the divergence is obvious. Second, if you really want to buy a fund with "AI" in its name, first dig through the prospectus to find out which companies it actually holds, then decide whether to open your wallet.
The Guardian's long-form investigation on September 26 is about a village called Tarluvada in Andhra Pradesh, India. The government came into the village with promises, then came the land expropriation, with the plots used to build hyperscale AI data centers; the report names Google. Villagers say the compensation they received differed from what was originally promised. The value of this news is that it converts AI's costs into specific people and land. The free AI tools you use are backed by a company scouring the globe for land, power, and water. Data centers eat electricity, drink water, and also squeeze local land. Google has so far not responded to this report. There's some practical use for corporate procurement. When choosing a cloud provider, besides comparing prices, you can also see whether it discloses local water and electricity usage data. Those that do disclose show they can account for their own resource books; those that don't, when local community protests arise, the risk of service interruption gets passed on to you.
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