Apple is developing a HomeView robot version, possibly launching in 2027; China's AI inference data volume surpasses training data volume for the first time

Meta's humanoid robot "Max" revealed, aiming to complete household chores. On November 2, according to foreign media reports, Meta recently partnered with Chinese robotics company Fourier to build a humanoid robot prototype codenamed "Max," with the goal of undertaking household chores in home environments. It is reported that development of the second-generation prototype Max2 has also begun, marking Meta's official acceleration of its layout in the physical robotics track. Apple develops HomeView robot version, possibly launching in 2027. According to the latest reports, Apple is developing a robot version of HomeView, codenamed "HomeView Ultra" or "HomeView Max." The device features a 9-inch screen and a rotatable robotic arm, with environmental perception, autonomous action and intelligent obstacle avoidance capabilities, and can perform interactive functions such as automatically turning on lights and guiding pets. Report: China's AI inference data volume exceeds training data volume for the first time. During the 2026 New Domains and New Quality Innovation Competition, the China Center for Information Industry Development released the "Top Ten Trends in New Domains and New Quality Innovation and Development." The report shows that China's AI inference data volume has exceeded training data volume for the first time, marking that artificial intelligence has moved from the model training and R&D stage into the stage of large-scale industrial application. Specifically, as of June 2026, the average daily token call volume exceeded 175 trillion, an increase of more than 1,000 times compared with the beginning of 2024. The iteration cycle of top large models has been compressed from several months to several weeks or even days. Apple: Fourth-quarter revenue of $114.477 billion, up 11.72% year on year. Apple released its fiscal 2026 fourth-quarter financial report, with revenue of $114.477 billion for the quarter, up 11.72% year on year; net profit was $30.711 billion, up 11.81% year on year. Beijing: 15% subsidy for purchasing smart glasses, up to 500 yuan. The Beijing Municipal Bureau of Commerce recently issued the "Policy Guide for Promoting Smart Glasses Consumption," launching seven support measures covering purchase subsidies, first stores and first launches, brand co-branding, international consumption scenarios, departure tax refunds, digital transformation and international market expansion, to promote smart glasses consumption across the entire chain and unleash the consumption potential of new intelligent terminals. The guide specifies that, in accordance with the "Implementation Rules for Beijing's 2026 Subsidies for Trade-ins of Home Appliances and Purchases of Digital and Smart Products," purchases of eligible smart glasses products will receive a subsidy of 15% of the final sales price after deducting discounts at each stage, with a maximum subsidy of 500 yuan per item. World Internet Conference Leading Science and Technology Award announced, Ant Group's health AI Ant Afu wins award. On November 2, at the 2026 World Internet Conference, Ant Group's health AI Ant Afu won the "Leading Science and Technology Award," becoming the first vertical health AI application to receive the award. Currently, Ant Afu has served 150 million users and answers nearly 20 million health consultations per day, making it the world's largest health management AI app. GVS new product: KNX wireless handheld remote control series, ready to use out of the box. The KNX wireless remote control series includes the KNX wireless rotary remote control K5, the KNX wireless handheld remote control K7 and the KNX wireless signal receiver. The K5 and K7 use 2.4G wireless communication technology and can be directly connected to the KNX bus system through the KNX wireless signal receiver. KNX wall-mounted panels are fixed on the wall for local control, while the remote controls can be held and moved, complementing each other. This greatly reduces wiring work, making deployment and use more convenient and lower in cost. Marvell plans to acquire Lumentum in an all-stock transaction. On November 2, 2026, U.S. semiconductor company Marvell Technology announced that it will acquire optical communications manufacturer Lumentum in an all-stock transaction. The transaction is expected to be completed in the first half of 2028 and still requires approval from both companies' shareholders and regulatory authorities. The combined company targets a market size of $550 billion and is expected to generate more than $1 billion in annual cost synergies. The two parties will integrate AI infrastructure connectivity technology, covering full-stack optical interconnect capabilities. (Excerpt) Original title: Qianjia Morning Report | China's AI inference data volume exceeds training data volume for the first time; Apple develops HomeView robot version, possibly launching in 2027 — November 03, 2026