Topic
32 posts tagged “China”.
Chisato · · 4 min read China's new five-year plan targets 9,800 EFLOPS of intelligent computing by 2030 and 3.8 trillion yuan in infrastructure investment. Here's the scale and the stakes.
Chisato · · 5 min read Saudi PIF-backed HUMAIN unveiled humain-m3, a 428B-parameter Arabic model built on China's MiniMax M3, topping Arabic benchmarks in a research preview.
Kurumi · · 5 min read Moonshot AI confidentially filed for a Hong Kong IPO, targeting about $3B on the strength of its Kimi K3 model and a $50 billion private valuation. Here's the breakdown.
Chisato · · 6 min read The Commerce Department is drafting a rule to stop Chinese firms from renting banned Nvidia AI compute through data centers in third countries.
Chisato · · 5 min read The DOJ and FBI seized QScan and QTRouter, platforms a China state-sponsored group used to breach NASA, the Federal Reserve, and the US Senate. What happened.
Chisato · · 5 min read Alibaba priced a record $10.2 billion Hong Kong share sale to fund AI infrastructure and launched Wan3.0, a new multimodal video model, as capex surges.
Chisato · · 6 min read DeepSeek moved its V4 Pro 0813 flagship to general availability with big agentic-coding gains and a peak-hour price hike up to 12x. What's verified and what isn't.
Kurumi · · 5 min read SMIC's Q2 profit surged 262% to $479M as revenue rose 36% and margins expanded, sending the Chinese foundry's Hong Kong shares up as much as 6.4%.
Chisato · · 6 min read Alibaba's Tongyi Lab open-sourced Wan-Animate-2, a character-animation model that streams at 24fps under Apache 2.0. What it does and why it matters.
Chisato · · 6 min read AgiBot shipped ~8,400 humanoid robots in H1 2026 to take 44% of the global market, passing Unitree. China now makes 97% of all humanoids. The numbers explained.
Kurumi · · 4 min read Facing an AI-driven DRAM shortage, HP, Asus and Acer have begun using China's CXMT memory in some notebooks. Why the memory crunch is reshaping the PC supply chain.
Kurumi · · 5 min read Unitree priced China's first humanoid-robot IPO at 150.80 yuan a share, raising about $904M on Shanghai's STAR Market at a ~$9B valuation. The numbers explained.
Chisato · · 7 min read Alibaba unveiled Qwen 3.8-Max, a 2.4-trillion-parameter model with a 1M-token context that it says beats Kimi K3 on several tests. Shares jumped up to 7%.
Kurumi · · 6 min read Chinese VC firms are raising about $35 billion across 60-plus new dollar funds, the biggest wave since 2023, chasing AI, robotics and chip startups.
Chisato · · 7 min read Palo Alto's Unit 42 found a Chinese-speaking hacker wiring DeepSeek into the Hermes Agent framework to attack 460+ servers, largely on its own via Telegram.
Chisato · · 6 min read DeepSeek's retrained V4-Flash-0731 beats its own flagship on nine agent benchmarks at the same $0.14/$0.28 price, with MIT-licensed weights on Hugging Face.
Chisato · · 4 min read China has begun limited mass production of home-grown immersion DUV lithography machines, with first units bound for SMIC, Hua Hong and CXMT. What it changes.
Kurumi · · 4 min read ChangXin Memory (CXMT) raised $8.6B in Asia's biggest IPO of 2026, then jumped ~470% on its Shanghai STAR Market debut. What the listing means for global DRAM.
Kurumi · · 5 min read Chinese GPU designer MetaX has confidentially filed for a Hong Kong IPO, targeting a listing by end-2026 after a 693% Shanghai debut. The details and the anti-Nvidia push.
Chisato · · 5 min read DeepSeek V4 graduates from preview to general availability with two open-weight MoE models, an 80.6% SWE-bench score, and new peak-hour API pricing.
Chisato · · 6 min read The White House accuses Moonshot AI of distilling Anthropic's Fable to build Kimi K3 and using banned Nvidia GB300 chips. Treasury threatens sanctions.
Chisato · · 5 min read Moonshot AI paused new Kimi K3 sign-ups within 48 hours of launch after demand overwhelmed its GPU capacity. What the crunch says about China's compute limits.
Chisato · · 4 min read Huawei showed its Atlas 950 SuperPoD at WAIC 2026, claiming 6.7x the compute of Nvidia's NVL144 by wiring thousands of Ascend chips into one machine. Here's the reality.
Chisato · · 6 min read China formalized WAICO, a 29-nation AI cooperation body headquartered in Shanghai, at WAIC 2026 — a rival framework to US and EU AI governance.
Kurumi · · 5 min read DeepSeek is raising a second round weeks after its first, with reports putting the target valuation as high as $74B as it preps a Shanghai STAR Market IPO.
Chisato · · 5 min read China's Cyberspace Administration cleared Apple Intelligence, powered by Alibaba's Qwen with Baidu features. What the approval means for Apple's China business.
Chisato · · 6 min read Moonshot AI's Kimi K3 is a 2.8-trillion-parameter open-weight model with a 1M-token context, ranking third on GDPval behind only Fable 5 and GPT-5.6.
Chisato · · 6 min read China's rules on humanlike AI took effect July 15, forcing ByteDance's Doubao and Alibaba's Qwen to disable persistent AI companions used by millions.
Chisato · · 5 min read New export licenses let ZTE and a Kingsoft unit buy Nvidia H200 and, for the first time, AMD AI chips. AMD jumped 6%. The details and what it means.
Chisato · · 6 min read China is preparing to let Alibaba, ByteDance, and DeepSeek buy Nvidia's H200 — but capped under 200,000 chips. The reversal, the conditions, and what it means.
Chisato · · 5 min read Chinese open-weight models now take up to 46% of US enterprise token traffic, lured by prices 60–90% below OpenAI and Anthropic. Why, and the risks.
Chisato · · 6 min read Meituan open-sourced LongCat-2.0, a 1.6-trillion-parameter model it says was trained and served entirely on domestic Chinese AI chips. Here's what it means.
