Tuesday, September 22, 2026: Luo Fuli shipped MIMO-V2.6 and Xiaomi took the #1 open-source spot. Huawei revealed the world's first 3D data center for AIDC.

Xiaomi burned >20M in 6 days on its "Alchemy Livestream" to push MIMO-V2.6. That's a phone maker buying open-source mindshare. Qwen and DeepSeek should feel it. Huawei's 3D data center and Inspur Information's "capability ceiling" push say the AI compute trade is moving from GPU count to system design. CPUs get revalued in the agent era. OPPO launched a 499 yuan AI device that clips on your collar. Alibaba's Wu Yongming sees future machine thinking at more than 1,000x today's. Shuyan Zhou joined Meta Superintelligence Labs. Add it up: China's AI stack is getting cheaper, more open, and more vertical. Model margins compress. Compute infrastructure, power/cooling, and cheap AI hardware capture the pricing power.

Xiaomi burned >20M in 6 days on its "Alchemy Livestream" to push MIMO-V2.6. That's a phone maker buying open-source mindshare. Qwen and DeepSeek should feel it.