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China has reportedly allowed ByteDance and Tencent to import 10,000 NVIDIA H200 chips each, according to the Financial Times. Other Chinese companies could receive similar approval, potentially easing access to advanced AI computing hardware.
Google AI研究の中心人物が相次いで退社し、「Geminiは終わった」と見る声が出ている。一方でGoogleは、最先端モデル単体ではなく、AIを社会全体に普及させる基盤として勝つ戦略を選んだ可能性がある。
Alibaba’s profit plunged after it raised quarterly capital expenditure for AI to nearly $10 billion. The report also examines Meta’s growing role as a Microsoft AI customer and Castelion’s plans to scale hypersonic missile production.
Mayfield has invested more than $3 billion in AI companies, often before founders have built products or formally incorporated. Managing Partner Navin Chaddha explains the firm’s belief in AI as a potential “100x opportunity” and its decision to remain focused on early-stage investing.
Amid lawsuits, executive departures, and preparations for an IPO, Greg Brockman has emerged as an increasingly powerful figure at OpenAI. The article analyzes how the co-founder and current president has consolidated influence over the company’s engineering and strategic direction.
Tencent's Hunyuan Hy4 has reportedly appeared in the model selection list of the Yuanbao app under an expert-level label and with tool-use capabilities. It is positioned above Hy3 and alongside DeepSeek, following Tencent's recent statement that a larger-parameter Hy4 would launch soon with improved performance and multimodal abilities.
SMIC reported its first $3 billion quarter, with revenue rising 36.1% year over year and net profit nearly tripling to $479.2 million. The Chinese foundry is also raising wafer prices as US sanctions strengthen demand from China’s captive AI market.
China has approved five automotive-chip certification and accreditation standards built around a “1+4” framework, effective October 1, 2026. The standards aim to unify evaluations for chip design, certification, testing, and automotive computing, reducing duplicated validation and improving trust in domestic suppliers.
Alibaba Group reported a 9% revenue increase as growing AI development in China boosted demand for computing capacity from its cloud business. The results highlight how AI infrastructure demand is supporting Alibaba’s broader growth.
Humanoid robot traffic officers in China can direct vehicles, reprimand jaywalkers, and guide tourists to nearby metro stations. In Hangzhou, at least 15 robots have been deployed, but they are deliberately unable to physically stop people or vehicles.