GTHT has released a research report maintaining an "Overweight" rating on the computer sector. The latest models from Xiaomi and MiniMax are entering the era of executable Agents, accelerating the upgrade of domestic large models towards task execution and self-evolution. Anthropic and Tencent's QClaw are gaining access to platforms like Telegram, Discord, and WeChat Mini Programs, extending Agents into instant messaging scenarios. NVIDIA has resumed production of the H200 for the Chinese market and introduced the new-generation Kyber rack, indicating a synchronous evolution in computing power supply and underlying architecture.
Key points from GTHT are as follows: Xiaomi and MiniMax have recently focused on enhancing Agent capabilities, marking a full entry into an era of highly executable, collaborative, and self-evolving Agents for large models. Hunter Alpha and Healer Alpha have been confirmed as early versions of MiMo-V2. MiMo-V2-Pro supports 1M context windows, placing it in the top tier for Coding Agent and Tool Use capabilities, while its API price is only one-fifth that of comparable competitors. MiMo-V2-Omni and TTS further enhance multimodal perception, office generation, and voice interaction capabilities, advancing MiMo's evolution into an intelligent hub for the "human-vehicle-home full ecosystem."
MiniMax has released M2.7, which continues to upgrade in scenarios involving multi-agent collaboration, complex engineering troubleshooting, and Office automation. It achieves a 97% instruction compliance rate in complex skill environments and has begun developing the ability to autonomously build and optimize Agent Harnesses, indicating that domestic large models are accelerating their evolution towards stronger execution and self-evolution capabilities.
Anthropic and Tencent's QClaw are recently expanding Agent access points into instant messaging scenarios through overseas chat software and the WeChat ecosystem, respectively. Anthropic's Claude Code has added a Channels feature, allowing integration with communication tools like Telegram and Discord. Users can send messages directly from their mobile devices to remotely invoke AI for code execution, test runs, and receiving feedback. Its underlying architecture relies on the MCP protocol and features like persistent sessions, plugin bridging, and a local testing interface, further lowering the barrier to using persistent operational Agents.
Tencent's QClaw has officially begun public testing. Its WeChat entry point has been upgraded to a Mini Program, supporting file uploads or transfers from computers. It has also launched an "Inspiration Plaza" pre-loaded with common tasks and skills, enabling one-click invocation without the need for written instructions. Reportedly, QClaw is also the first "Lobster" to achieve WeChat connectivity, showing that domestic Agent products are accelerating their integration with high-frequency social entry points.
NVIDIA has resumed production of the H200 AI processor for the Chinese market, with its new rack solution upgrading to a "combined optical and copper" approach. On March 17, NVIDIA announced it had restarted production of the H200 for the Chinese market. Jensen Huang stated that as demand signals from Chinese clients strengthened in recent weeks, the company has obtained relevant export licenses and received purchase orders, with the supply chain being reactivated. Although the company had previously been permitted to ship small quantities of the H200 to China, no related revenue had been recognized. Concurrently, NVIDIA will also introduce the new MGX NVL rack, NVIDIA Kyber, which doubles the NVLink domain capacity per rack to accommodate 144 GPUs and utilizes Co-Packaged Optics (CPO) and copper interconnects for scaling. The upcoming Rubin architecture is also expected to widely adopt copper interconnects, indicating the company is simultaneously advancing the restoration of supply for the Chinese market and the evolution of next-generation computing infrastructure.
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