Kimi has paused new user subscriptions due to a compute shortage. Meanwhile, a physical AI infrastructure startup reached unicorn status, and Qwen3.8 is set to launch, with officials claiming performance second only to Fable 5.
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In July 2026, Kimi abruptly suspended new user subscriptions, reflecting the industry reality of computing power shortages. Meanwhile, Meta and Anthropic are negotiating a $10 billion computing power lease, Qwen3.8 is about to be released, and competition in AI infrastructure is heating up.
In July 2026, Kimi abruptly suspended new user subscriptions, citing computing power shortages as the reason. This move directly impacts users' access to services, reflecting the vulnerability of AI services under computing power constraints. It is currently unclear how long the suspension will last and whether existing users will be affected.
Meanwhile, Meta and Anthropic are negotiating a computing power lease agreement worth up to $10 billion over two years. This figure underscores the immense demand for computing power among top AI companies and indicates that computing power has become a core scarce resource for AI development. If the deal is reached, it would set a new record in the computing power leasing sector.
Against the backdrop of computing power shortages, a unicorn valued at tens of billions has emerged in the physical AI infrastructure sector. This reflects capital's optimism about AI underlying infrastructure, especially in key areas such as computing power and data. However, the specific name and business details of this unicorn have not yet been disclosed.
Qwen3.8 is about to be released, with official claims that its performance is second only to Fable 5. This claim is currently only an official statement and lacks verification from third-party benchmarks. In the rapidly iterating landscape of model capabilities, such claims require independent evaluation to confirm their credibility.
Jietiao Stars and Shanghai Qi Zhi Institute announced the joint establishment of the Frontier Research Institute for Intelligent Agents, focusing on intelligent agent technology research. This collaboration will integrate resources from both sides to advance AI frontier exploration. Additionally, Xiaomi explained that the Pengcheng range-extender EV uses a 76kWh battery, stating that the design intention is to minimize the use of the range extender in daily driving to optimize energy consumption.
This article is based on reports from APPSO, an industry media outlet with moderate credibility. Facts such as Kimi's subscription suspension, Meta and Anthropic's negotiations, and Qwen3.8's release are reported, but some details (e.g., Qwen3.8's performance claims) lack independent verification.
Kimi's suspension of new user subscriptions is a microcosm of computing power shortages, while billion-dollar computing power lease negotiations and the emergence of a unicorn worth tens of billions indicate that AI infrastructure is becoming a focal point of competition. Claims about model performance should be treated with caution, and industry collaborations and product designs are also advancing.
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