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AI gold rush, 10,000 people have already struck it rich. This is a fact. But that doesn't mean others have no chance. The bigger opportunity lies precisely with everyone else—using AI's gold to craft your own jewelry. Don't be a spectator. Be a player.

In May 2026, humanoid robots processed 40,000 packages in 33 hours, and AI increased software development efficiency by 300%. From Shenzhen to the whole country, enterprise digital transformation has entered the AI-native era.

Looking back at May 2026, my biggest feeling is: AI's "halo" is being "exposed" one after another. In the courtroom, the most famous "savior" in the AI world was revealed to be a player in a private power game. In the market, the traffic share of the AI chatbot "king" is being eroded step by step by competitors. In products, AI coaches are fabricating data and shirking responsibility—disguising hallucinations as "professional advice." Inside companies, "token farming" is telling investors: your 650 billion dollars may have been invested in a market where a considerable proportion is "fake demand."

Investors no longer believe in "technological leadership." They have started to believe in "scenario leadership." Over the past two years, the narrative logic in the AI circle was very clear: whoever had the larger model parameters, the better open-source ecosystem, and the top ranking on the leaderboard was the winner.

Ramp released its latest AI index: Anthropic's enterprise market share is 34.4%, surpassing OpenAI's 32.3% for the first time—a throne that had not been shaken for three years was kicked down today. · Tian Yuandong and eight other top AI researchers founded Recursive Superintelligence with $650 million (about 4.4 billion RMB). The company is valued at $4.65 billion. Their goal is to let AI train itself, and then make the profession of AI researcher disappear entirely.

Recently, a netizen captured a video: a robot wearing a traffic police uniform stood at an intersection and shouted at a person riding a white electric bike who had stopped past the line: "Comrade in white clothes, you have stopped past the line, please back up." The tone was calm, with a slight mechanical feel, but the instruction was clear. The key point is—the person on the electric bike actually backed up.

Memory chips are AI's "blood supply system." Large-model training requires massive amounts of HBM high-bandwidth memory, while inference requires high-capacity SSDs and DRAM. From the end of 2025 to now, global AI compute chips have been in short supply, HBM capacity has been fully locked up by SK Hynix, Samsung, and Micron, and prices have tripled. People speculating on memory chips are actually betting on one judgment—AI is fully shifting from the "training era" to the "inference era."

Xiangming Technology · Let the power of AI enter every business scenario

Xiangming Technology successfully delivered and launched the fitness fun mini-game -- boxing game developed for Shenzhen Aiyou Digital Intelligent Co., Ltd. The seed game is a game played together with a fitness APP, exercising while playing the game, increasing the fun of the fitness process for fitness enthusiasts, and improving the stickiness and usage frequency of fitness APP users.

Xiangming Technology successfully delivered and launched the fitness fun mini-game, Seed Game, developed for Shenzhen Aiyou Digital Intelligent Co., Ltd. Seed Game is a game played in conjunction with a fitness APP, allowing users to work out while playing the game, increasing the fun of the fitness process for fitness enthusiasts, and improving fitness APP user stickiness and usage frequency.