The Rise of AI Large Models Triggers a Computing Power War


ICLR 2026 Review System Suffered Large-Scale AI Infiltration: Detection Shows Among 76,000 Reviews, 21% Were Fully Generated by Large Models, 35% Were Polished by AI, and Only 43% Were Written by Humans. Machine Reviews Are Longer, Score Higher, but Often Contain Errors Such as 'Hallucinated Citations', Triggering Protests from Authors. The Organizing Committee Issued an Emergency Ban, Planning to Block AI-Generated Content at the Submission Stage to Rebuild Trust.
Founder of Xiaomi, Lei Jun, predicts that AI will deeply transform traditional industries in the next five years, proposing the idea that every industry is worth redoing with AI. He uses the Xiaomi car factory as an example to illustrate how AI and traditional manufacturing integration can significantly improve efficiency: using AI visual models to detect die-cast parts, reducing detection time to 2 seconds, with efficiency 10 times that of manual work, and accuracy improved by more than 5 times.
Early 2025, Trump's tariff pressures affected global technology companies. Starting in October, markets worried about the AI bubble, and investors became more cautious toward high-valued AI companies. As a major AI investor, SoftBank Group saw its stock plummet by 40% from October 31 to November 26, with a loss of nearly $50 billion in market value. This volatility was caused by multiple factors, not a single event.
HSBC report states that OpenAI faces significant financial pressure, needing at least $207 billion (about 1.47 trillion Chinese yuan) in financing before 2030 to support its massive computing power demands. The funding gap stems from partnerships with Microsoft and Amazon, signing cloud computing agreements worth $250 billion and $38 billion respectively, with a combined computing power total of 36 gigawatts.
Lisi Capital successfully raised $289 million, exceeding its original target. The fund will focus on investing in Chinese AI startups. The fund is managed by Cao Xi, former partner at Sequoia China, and Tim Wang, former partner at Boyu Capital, demonstrating confidence in China's technological innovation.