〔Day Digest〕Anthropic Eyes Record $2T IPO Valuation; China Mobile Unveils Token Plans; IBM-OpenAI Enterprise AI Pact

AI Deals and Valuations

Anthropic could seek a $2 trillion valuation in a record IPO ^[1]. The company is also in talks to acquire AI startup Decart AI for about $60 billion, which would be its largest known acquisition ^[2]. Decart's world model and chip efficiency software could help Anthropic expand compute infrastructure at lower cost ^[2]. Separately, IBM and OpenAI announced a strategic partnership to accelerate secure AI deployment in core enterprise operations, integrating GPT-5.6 into IBM Consulting Advantage ^[3][4][5]. The partnership includes joint go-to-market plans and a dedicated OpenAI business unit within IBM ^[3].

Corporate Earnings and Strategy

Hygon Information reported H1 net profit of 1.798 billion yuan, up 49.69% year-on-year, with revenue of 9.099 billion yuan, up 66.52% ^[6]. Maifushi announced interim revenue of 1.96 billion yuan, up 111.2%, and net profit of 200 million yuan, up 466.1% ^[7]. Its AI application business revenue reached 1.13 billion yuan, up 123.7% ^[8]. Lenovo's Yang Yuanqing said AI development is just beginning and may be overheated in some areas like large base models, but overall it is not at a bubble stage; he expects 80% of future tokens to be generated locally ^[9].

Market and Regulatory Updates

Michael Burry criticized Nvidia's $500 billion financing plan as a "PR stunt" and compared its AI expansion to Enron, warning the danger is "orders of magnitude" higher ^[10][11]. The EU AI Office now has direct fine powers, with transparency obligations effective, allowing fines up to 15 million euros or 3% of global turnover ^[12]. U.S. Bank raised its 2030 server CPU TAM estimate to over $210 billion, up from $170 billion, citing Agentic AI demand and a shift toward a 1:1 CPU-GPU ratio by 2030 ^[13]. Korea's KOSPI entered a technical bull market, up 22% from July 30 low, driven by Samsung and SK Hynix ^[14].

Infrastructure and Policy Moves

China Mobile will launch a nationwide unified Token tariff package, accelerating AIDC deployment and building a unified mobile model service platform (MoMA) ^[15]. Guangdong Province signed a strategic cooperation framework agreement with Alibaba Group covering computing infrastructure, AI development, and other areas ^[16]. Sichuan Province issued policies to strengthen the Chengdu Plain computing core area and build a Panxi-Northwest Sichuan computing-electricity integration belt ^[17]. Longqi Technology plans to acquire 80% of Anruike for 1.12 billion yuan, a data center infrastructure products company ^[18]. Sugon Cloud and Kylin Software reached deep cooperation for domestic cloud solutions ^[19]. Samsung plans to transfer HVAC equipment production to Gwangju, Korea, to meet AIDC demand ^[20].