Morning Brief: Apple's New iPhone to Debut on Sept. 10 / Tesla China Denies Shanghai Data Center Evacuation Rumors / MIIT: Ban on Insufficiently Tested Auto Products
Apple Scheduled to Unveil New iPhone on September 10
ChatGPT Business Opens Premium Seats, Increasing Usage to 5x
DeepSeek Reports 475 Million Yuan Revenue and 715 Million Yuan Net Loss in First 7 Months
OpenAI Data Center Head Departs, Bringing Year-to-Date Executive Exits to at Least 14
Tesla China Responds to Shanghai Data Center Evacuation Rumors: Untrue
Huawei and HP Sign Multi-Year Global Patent Cross-Licensing Agreement
SF Express Responds to Salary Structure Adjustment: 15% Included in Quarterly Assessment, Excluding First- and Second-Tier Employees
MIIT: Strictly Prohibit Insufficiently Tested Automotive Products from Entering the Market
Baidu Shareholders' Meeting Passes Resolutions on Dual Primary Listing
🦿
First Place in Both Gold and Total Medals! Agibot Tops the Robot Olympics in Its Debut
Microsoft Paint and Photos to Embed Invisible GUIDs in AI Images
Anthropic and EPFL Research Suggest Multi-Agent Systems May Spread "Mind Viruses"
MiniMax's July Token Consumption Soars to 20x of Early Year, August ARR Breaks $800 Million
Tencent's Si Xiao: Token is Becoming the Unit of Measurement for Machine Intelligence
Nvidia Q2 Revenue $96.22 Billion, Q3 Guidance Beats Expectations
Meta to Pay Up to $18 Billion to Settle US Teen Social Media Lawsuit
BYD's He Zhiqi: Five Brands Must Have Five Original Design Languages
Tencent Executive Responds to "Slow AI" Criticism: AI Competition is a Marathon, Scenarios are Tencent's Trump Card
Tianma Releases Second-Generation Tiangong Screen, OPPO Debuts New Luminescent Material
Alibaba Releases Qwen3.8-Flash, Next Version New Architecture Open-Sourced Simultaneously
Zhipu Open-Sources GLM-5.3-Flash, 1M Context Running on Domestic Chip Clusters
Garmin Fenix 9 Pro Opens for Pre-order, Starting at 8,680 Yuan
Chery Fengyun T7 Launched: 600km Range Across the Lineup, Trade-in Price Starting at 94,900 Yuan
New Generation Li Auto MEGA Scheduled for Release on September 2
Apple Scheduled to Unveil New iPhone on September 10
Apple announced that it will hold its fall event at 1:00 a.m. Beijing Time on September 10, once again located at the Steve Jobs Theater in Apple Park.
There are two main highlights for this event: the new iPhone and the new CEO.
In terms of products, the expected protagonists include:
- iPhone 18 Pro / Pro Max: Expected to feature a 2nm process A20 Pro chip, upgraded imaging and communication capabilities, and a further reduced Dynamic Island.
- First Foldable iPhone: Highly likely the most anticipated new product of the year, adopting a large foldable form factor that approaches the size of a small iPad when unfolded, with a price potentially exceeding $2,000.
- Apple Watch Series 12 / Ultra 4: Expected to upgrade the chip, health monitoring, and connectivity.
- AirPods 5: A routine upgrade without a camera, likely continuing the dual product line of a standard version and an active noise cancellation version.
Additionally, new Apple TV, HomePod mini, and other products may also be updated at this event.
ifanr will also be present at the Apple event to bring you first-hand on-site coverage!
Related Reading: Next Month's iPhone Event Might Be the Most "Human-Feeling" One in Five Years
ChatGPT Business Opens Premium Seats, Increasing Usage to 5x
OpenAI announced in an August 25 update that ChatGPT Business Premium seats are now officially open. Premium seats are priced at $125 per person per month for monthly billing, and $100 per person per month for annual billing; the two pricing tiers for Standard seats are $25 and $20, respectively.
Premium seats include 5x the usage of Standard, remove the 5-hour usage limit, and switch to a fixed weekly reset cycle. Within the same Business workspace, Standard and Premium seats can be mixed and assigned. Administrators can upgrade, reassign seats, and uniformly view usage and spending limits.
OpenAI's previous workspace credit promotion for early waitlist customers has ended, and the official rollout no longer includes initial seat credits.
DeepSeek Reports 475 Million Yuan Revenue and 715 Million Yuan Net Loss in First 7 Months
According to The Information, DeepSeek's revenue for the first seven months of this year was approximately 475 million RMB, about 10 times its total revenue last year; during the same period, its net loss was about 715 million RMB, compared to a total net loss of about 935 million RMB last year. The report, citing two people familiar with the company's financial data, noted that DeepSeek has not publicly confirmed these figures.
DeepSeek's overall gross margin for the first seven months was 44.6%, with the gross margin for selling model access via API reaching 82.9%.
The higher API gross margin primarily stemmed from improved inference infrastructure efficiency, but the company's computing power investment is also rapidly increasing.
The report indicated that DeepSeek invested approximately 1.1 billion RMB in AI infrastructure in the first seven months of this year, used to lease servers equipped with AI chips, as well as purchase chips and other computing equipment; the related expenditure for the whole of last year was about 120 million RMB. The company is simultaneously continuing to advance its financing, targeting to raise 50...