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A Chinese-led team from Nanjing University and the National University of Singapore developed 光语芯, an ultra-low-power intelligent vision sensor chip that directly converts light into tokens. The tokens can be fed into an encoder for image recognition.
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.
Chinese AI companies are optimising software to handle growing inference demand while access to high-end Nvidia processors remains limited. Domestic chips can support some inference workloads, but complex coding tasks still depend partly on scarce Nvidia capacity.
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.
Moonshot and ZAI are reportedly approaching the performance of models from OpenAI and Anthropic. The models can reportedly build passable websites at a cost 75% lower than Claude, highlighting potential advantages in cost-sensitive coding workflows.
New releases from Chinese competitors are narrowing the gap with Silicon Valley’s AI products, including ChatGPT and Gemini. Lower pricing is helping these services gain market share, alongside offerings such as DeepSeek and Kimi agents.
Chinese technology companies are building large AI data center complexes in rural provinces to use surplus land and energy. Huawei and Tencent are reportedly developing infrastructure in Guizhou under China's “Eastern Data, Western Computing” strategy.
The article reports that Anthropic and Amazon have reportedly purchased large volumes of physical books, scanned them, and destroyed the originals to reduce copyright risk in AI training. It argues that this strategy is tied to differences in US and Chinese copyright law, while also raising concerns about the irreversible loss of cultural artifacts.
Several Chinese listed companies that announced large AI compute service agreements are now facing cancellations, weak execution, and regulatory scrutiny. The article explains why framework agreements often fail to become real revenue, highlighting customer verification, GPU delivery, payment terms, and termination clauses.
Japanese chemical maker Ajinomoto has reportedly told mainland Chinese customers it will reduce supplies of ABF, a critical chip-packaging film, by 30%. Chinese producers are racing to qualify domestic substitutes following Beijing’s rare-earth export restrictions.