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Cailian Press Morning Brief: China and the US Reach an Eight-Point Consensus on Outcomes; Foreign Ministry Answers Reporters' Questions on Artificial Intelligence

The meeting between the Chinese and US heads of state reached an eight-point consensus on outcomes. The Foreign Ministry, answering reporters' questions on the US side's use of "superintelligence" instead of "artificial intelligence" in the visit outcomes, said that China values the US position and respects the US formulation. Bill Gates warned that artificial intelligence could cause "a billion deaths"; Meta's AI product Muse was reported to have vulnerabilities that could affect user data and virtual environment security, and Meta is preparing to strengthen risk warnings.

Brookings Institution report estimates $10.3 trillion in US AI infrastructure investment over 8 years

The Brookings Institution released research by Columbia Business School professor Stijn Van Nieuwerburgh, estimating cumulative US AI infrastructure investment from 2025 to 2032 at about $10.3 trillion, averaging 3.63% of US GDP annually, higher than the historical investment intensity of railways, highways, and fiber-optic construction. The report notes that in 2026, capital expenditure by Oracle, Microsoft, Amazon, Meta, and Alphabet is expected to reach $800.5 billion, exceeding operating cash flow of $707.1 billion for the first time, with the gap reliant on borrowing and external financing. The report also mentions that Meta's Hyperion project has a debt-to-asset ratio of nearly 90%, large cloud providers have about $2.4 trillion in off-balance-sheet lease and purchase commitments, and IT assets such as GPUs are calculated at a 6-year economic life; if demand growth cannot keep pace with capacity expansion, this could bring pressure from declining utilization and lease prices.

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Can Muse make people forget the metaverse?

At its developer conference, Meta pushed Muse, its personal agent that is less than a month old, to the center of its strategy; Zuckerberg said it will grow into a personal superintelligence used by billions of people, and the company plans to launch voice conversation capabilities, integration with the VR operating system, and companion hardware called Muse Charm. The author, Casey Newton, noted that Muse has about 500,000 weekly users, far short of Threads surpassing 100 million in five days, and argued that Meta's move is more about generating momentum amid capital expenditures reaching as high as $145 billion this year. He also tested the Meta VR Glasses, which weigh 100 grams and claim 5K displays, and concluded that they significantly reduce the bulk and price of the Vision Pro, though the question of what VR is for remains unresolved.

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Vogue World Milan invited Unitree robots to walk the runway, but the audience wasn't impressed

At Vogue World Milan, during the "Intelligent Age" segment, humanoid robots from the Chinese manufacturer Unitree took to the runway. They wore no clothing and waved and interacted to the song "L'Amour Toujours," and the awkward expression of Valentino creative director Alessandro Michele quickly went viral. The show was partly sponsored by Meta Glasses, with additional support from OpenAI, and the next stop for Vogue World will be San Francisco. Critics argue that the robot performance has nothing to do with fashion and does nothing to ease people's concerns about AI replacing jobs.

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The Middle East War and Rising Interest Rates Threaten AI Infrastructure Financing

The Middle East war and rising interest rates are threatening the capital inflows that support AI infrastructure. AWS has acknowledged that drone attacks on its Bahrain and UAE facilities caused permanent data loss for some customers, and most remain offline. Saudi Arabia this month pledged $15 billion in domestic AI investment, Qatar has pulled back, while the UAE and Saudi Arabia are still pressing ahead; Jack Selby warned that Middle Eastern capital accounts for 25% of global AI investment. Meta's Muse is catching up to Instinct, which is reportedly seeking a $10 billion valuation.

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