1. DeepSeek V4-Pro API Permanently Cut to 1/4 Price, CATL in Talks for $45B Valuation Round
DeepSeek officially announced that the DeepSeek-V4-Pro model API price will be permanently adjusted to 1/4 of the original pricing after a promotional discount ends on May 31 (cached input at ¥0.025/million tokens, uncached input at ¥3, output at ¥6). Meanwhile, per Bloomberg and The Information, DeepSeek is advancing a ~¥70 billion funding round with a valuation of $45 billion. CATL, JD.com, and NetEase are all in talks to participate. Founder Liang Wenfeng explicitly stated the goal is pursuing AGI, not short-term monetization.
AI Pulse View: DeepSeek’s strategy of raising capital while simultaneously cutting prices for developers is creating a flywheel effect. CATL — the world’s largest EV battery maker — investing in an AI company signals that the AI race is expanding beyond models and chips down to physical infrastructure like power and energy storage.
Source: QbitAI | 2026-05-23
2. OpenAI Codex Weekly Active Users Top 4M, Engineer Releases Codex-Maxxing Guide
Jason Liu, a new OpenAI Codex team member and creator of the 13k-star Instructor library, published an in-depth “Codex-maxxing” guide showing how to make Codex continuously take over work: running cross-month persistent threads, Heartbeats for scheduled tasks, @computer for web automation, and remote work even when the screen is locked. Codex weekly active users broke 4 million in late April. The Goal mode has graduated from experimental to正式版 — users just define a goal and acceptance criteria, and Codex autonomously works on it for hours to days.
AI Pulse View: Codex is transforming from a “coding tool” to an “AI employee.” Jason’s approach reveals the key path for Agent adoption: persistent work threads + local knowledge management + verification loops. When AI can “work overtime while you’re off the clock,” human-AI collaboration will fundamentally change.
Source: QbitAI | 2026-05-23
3. Former Meituan Delivery Head Launches Embodied AI Startup AtomBite.AI, Raises Seed Round
Embodied AI startup AtomBite.AI (元节智能) completed a tens-of-millions RMB seed round led by InnoAngel Fund. Founder Dr. Wang Dong, former technical head of Meituan’s delivery division, studied under academician Zhang Bo at Tsinghua. The company is focusing on restaurant kitchen scenarios rather than humanoid robots, with its core product being a “World Action Model (WAM)” — enabling robots to simulate action consequences before executing. Starting from food delivery packaging, the ultimate goal is building a digital twin kitchen operating system.
AI Pulse View: Embodied AI is shifting from “general-purpose humanoids” to “vertical applications.” Restaurant kitchens — while not the sexiest赛道 — represent the most commercially viable landing ground: globally consistent demand, acute pain points, and verifiable business models.
Source: QbitAI | 2026-05-23
4. Zhipu AI GLM-5.1 High-Speed API Launches at 400 tokens/s, Fastest Among Flagship Models
Zhipu AI released GLM-5.1-highspeed, achieving 400 tokens/s — the fastest among current flagship model APIs. Built jointly by Zhipu’s GLM team and TileRT, the system optimizes inference engine, scheduling, and infrastructure. In tests, it processed a 10,000-word document with multiple tasks in 10 seconds, making AI coding feel like real-time collaboration.
AI Pulse View: High-speed APIs are often underrated. When flagship model quality meets high-speed inference, the Agent experience shifts from “wait-respond” to “real-time打磨,” enabling product categories previously impossible due to latency — like real-time game world state changes and interactive design collaboration.
Source: QbitAI | 2026-05-22
5. Fei-Fei Li’s Team Releases ESI-Bench: The “ImageNet” for Spatial Intelligence
Fei-Fei Li’s team released ESI-Bench — the first embodied spatial intelligence benchmark that turns the “observer” into an “actor,” with 3,081 task instances. Key findings: current AI suffers from “action blindness” (bad action → bad viewpoint → worse action cascade) and metacognitive deficits (models judge prematurely without knowing if they’ve seen enough). Gemini reached 88.4% on partial occlusion tasks vs. humans at 87.4%, but in physical contact tasks GPT-5 scored only 64.2% (humans: 88.3%).
AI Pulse View: ESI-Bench reveals a critical fact: the bottleneck in spatial intelligence isn’t weak vision models — it’s near-zero action strategy. Models lack a “doubt mechanism” to assess information sufficiency — a fundamental challenge that no stronger visual encoder alone can solve.
Source: QbitAI | 2026-05-22
6. ARM Stock Surges 30%, AGI CPU Demand Doubles to $2B in 6 Weeks
ARM stock rose 27% in three weeks, jumping over 15% on May 21 to hit a record $259. The core driver: ARM’s first-ever self-designed chip — the AGI CPU, purpose-built for AI Agent scenarios, with first customers including Meta, OpenAI, and Cerebras. Customer committed demand doubled from $1B to $2B in just 6 weeks. Bernstein initiated coverage with a $300 price target, forecasting the server CPU market will grow 4x to $137B by 2030.
AI Pulse View: Agentic AI is rewriting data center fundamentals. As CPU:GPU ratios shift from 1:8 to 1:1, the CPU transforms from a sidekick to the “dispatch center.” ARM’s pivot from “selling blueprints” to “building infrastructure” is essentially a bet on the Agentic AI era.
Source: GeekPark | 2026-05-22
7. OpenAI Reportedly Launches IPO This Week, Targeting September Listing
Per GeekPark’s daily briefing, OpenAI has officially initiated its IPO process this week, targeting a September listing. This would be the largest IPO in AI industry history. Meanwhile, Google announced it will add more ads in AI mode, sparking debate about AI search monetization.
AI Pulse View: The OpenAI IPO marks the AI industry’s transition from “burning cash” to “delivering returns.” Post-listing, OpenAI will face stricter profitability pressures, which could affect its AGI research investment pace.
Source: GeekPark | 2026-05-22
8. NVIDIA Vera CPU Delivered to Anthropic, OpenAI — CPU Market Heats Up
NVIDIA VP Ian Buck delivered the first batch of Vera CPU systems to Anthropic, OpenAI, Oracle, and SpaceXAI on May 19. Built on ARM architecture and sold as a standalone product, Vera CPU’s launch coincides with ARM’s AGI CPU — both a GPU giant and an IP licensing giant entering the CPU market in the same month, jointly validating the thesis that “Agentic AI is reshaping CPU demand.”
AI Pulse View: When a GPU company starts selling CPUs, it signals a shift in data center bottlenecks. The dual entry of Vera CPU and AGI CPU previews a value re-rating for CPUs in the AI Agent era.
Source: GeekPark | 2026-05-22
Other Updates
- 360 “Cloud Lobster”: 360 launched a cloud version of its Agent platform with “Cloud Office” for persistent operation, plus “Lobster Coach” for 2-minute Agent training. (Source: QbitAI | 2026-05-22)
- DeepSeek Code Team Hiring Surge: DeepSeek posted 10+ Agent Harness positions in one day, with senior researcher Deli Chen personally recruiting for “building Code Harness from scratch.” (Source: QbitAI | 2026-05-22)
- Musk’s Wealth May Hit $1 Trillion: The world’s first trillionaire may be imminent. (Source: GeekPark | 2026-05-22)