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AI Daily | October 26, 2026 Noon Edition: DeepSeek's 100 Billion Yuan Funding Draws Attention, SpaceX Bets $40 Billion on GPU Compute

Published: 2026-10-26 12:00  |  Category: AI Daily  |  Read: about 6 min

Top Stories This Noon

  • DeepSeek's 100 billion yuan funding: Economic Daily says it reflects Chinese AI's ambition, with Tencent and CATL leading the round
  • SpaceX's $40 billion GPU financing: Musk finalizes a large-scale debt financing plan for AI compute purchases
  • AgiBot open-sources an embodied reasoning dataset: the first real-world embodied reasoning dataset is officially released
  • Elvis Presley's rights holders sue Anthropic: alleging unauthorized use of 274 songs to train AI models
  • China's first AI application risk protection plan: the Financial Street Forum annual meeting releases a comprehensive AI application risk protection plan
  • AWS compute capacity sold out: capacity for this year and next has been snapped up, as AI compute demand stays strong
  • New Golden Globe rules: AI works may compete, but performance awards require human actors

1. DeepSeek Completes 100 Billion Yuan Funding: Economic Daily Says It Reflects Chinese AI's Ambition

DeepSeekFundingChinese AI

Economic Daily published a commentary that highly praised DeepSeek's completion of 100 billion yuan in funding, saying it reflects the ambition and innovative vitality of Chinese AI companies.

  • The round was led by Tencent and CATL, with multiple institutions also participating
  • The funding amount climbed from an initial target of 5 billion yuan to over 100 billion yuan
  • This is the largest single funding round in China's AI sector to date
  • Economic Daily said the round reflects capital markets' confidence in China's AI technology path
Editor's note: DeepSeek's 100 billion yuan round is not only recognition of a single company but also a reflection of the overall strength of China's AI industry. Even as the US continues to tighten chip export controls, Chinese AI companies can still raise funding on this scale, showing that technological innovation and commercial prospects are highly recognized by capital markets.

2. SpaceX Finalizes $40 Billion in Debt Financing for GPU Purchases

SpaceXGPUComputeMusk

Multiple media outlets report that Musk's SpaceX has finalized $40 billion in debt financing, earmarked for GPU purchases and AI compute infrastructure.

  • The financing reaches $40 billion, the largest debt financing in SpaceX's history
  • The funds will mainly go toward buying GPUs and building data centers
  • Musk plans to turn SpaceX into an AI compute supplier
  • The move shows that tech giants' scramble for AI compute has reached a fever pitch
Industry watch: From OpenAI to SpaceX, from Meta to Google, tech giants are investing in AI compute at an unprecedented scale. The $40 billion GPU purchase plan proves again that compute has become the "oil" of the AI era: whoever controls compute controls the initiative in AI development.

3. AgiBot Open-Sources the First Real-World Embodied Reasoning Dataset

AgiBotEmbodied IntelligenceOpen Source

AgiBot has officially open-sourced the first real-world embodied reasoning dataset, providing valuable data resources for embodied intelligence research.

  • This is China's first embodied reasoning dataset aimed at real-world scenarios
  • The dataset covers operational tasks in various household and industrial scenarios
  • It includes high-quality action annotations and reasoning chains
  • Fully open source and available to researchers worldwide
Technical significance: Embodied intelligence is the next frontier of AI development. AgiBot's open-source dataset will greatly lower the research barrier and accelerate embodied intelligence's move from the lab to real application scenarios. This aligns closely with Nanjing's proposed technology path "from physical AI to world models."

4. Elvis Presley's Music Rights Holders Sue Anthropic Over Unauthorized AI Training

CopyrightAnthropicMusic

The holders of Elvis Presley's music catalog have officially sued AI company Anthropic, alleging that the company used Presley's songs to train AI models without permission.

  • The lawsuit involves 274 classic Elvis songs
  • The rights holders allege Anthropic used the songs for AI training without authorization
  • This is the latest round of legal action brought by music rights holders against AI companies
  • Publishers and news organizations have previously filed similar suits against OpenAI and Anthropic
Legal frontier: Copyright issues around AI training data have become a global legal focus. From text to music, from images to video, rights holders of all kinds are turning to legal action. How AI companies balance innovation and copyright protection will be one of the most important compliance challenges of the coming years.

5. China's First Comprehensive AI Application Risk Protection Plan Officially Released

AI InsuranceRisk ManagementFinancial Street Forum

At the 2026 Financial Street Forum annual meeting, China's first comprehensive AI application risk protection plan was officially released, marking a new stage in AI risk management.

  • This is China's first comprehensive risk protection plan for AI applications
  • It covers technical, legal and operational risks that AI applications may create
  • Jointly designed by multiple insurers under the guidance of government regulators
  • Provides AI companies with a risk transfer mechanism to lower innovation costs
Institutional innovation: The launch of "AI-specific insurance" is an important institutional innovation. As AI moves from experiments to production, risk control becomes an unavoidable issue. The plan provides institutional safeguards for the healthy development of China's AI industry.

6. AWS Compute Capacity Sold Out Through 2027 as AI Demand Stays Strong

AWSComputeCloud Computing

Amazon AWS executives have revealed that the company's compute capacity for this year and next has been snapped up, reflecting continued strong demand for AI compute.

  • AWS GPU instances and AI compute resources are sold out through 2027
  • Major customers include large AI companies and research institutions
  • The AI Artificial Intelligence ETF Ping An (512930) has attracted much attention
  • Compute hardware is in a tight balance, and chip stocks fluctuate in the short term while capital expenditure remains at full throttle
Supply-demand gap: From AWS capacity selling out to SpaceX's $40 billion financing to tech giants frantically expanding data centers, all signals point to one conclusion: the AI compute shortage will be hard to ease in the short term. This also explains why domestic AI chips and compute infrastructure have become investment hotspots.

7. New Golden Globe Rules Allow AI Works to Compete

Golden GlobesAI CreationFilm and TV

The organizers of the Golden Globe Awards have issued new rules that allow AI works to compete, but set strict limits on performance awards.

  • Film and TV works generated or assisted by AI can compete
  • However, performance awards require human actors, and AI-generated performances cannot be entered
  • This is an important recognition of AI's use in the film and TV industry
  • The first fully AI-generated film has already won the Dragon Seal in China

Today's Data at a Glance

MetricFigure
Size of DeepSeek's current funding roundOver 100 billion yuan
SpaceX GPU financing size$40 billion
Number of Elvis songs in the lawsuit274
AWS compute sold out through2027
AgiBot dataset scenariosHousehold, industrial and more
Scope of the AI protection planTechnical, legal and operational risks

Sources

  • Economic Daily: DeepSeek's 100 Billion Yuan Funding Reflects Chinese AI's Ambition
  • Sina AI Hotspot Hourly Report: October 26, 2026
  • Sina Machine Learning Hotspot Hourly Report: October 26, 2026
  • Tech Morning Brief, October 26, 2026
  • Sina AI Hotspot Hourly Report: October 26, 2026
  • UC Browser: Compute Demand Is Strong; Amazon AWS Capacity for This Year and Next Is Snapped Up