All Updates
Page 1190 of 1475
March 11, 2026
AI Boom Real, Microsoft Questions Linger
Menlo Ventures' report shows AI spending surged to $13.8B in 2025, with 72% of decision-makers expecting broader genAI adoption. Enterprises are shifting to buying ready-made AI solutions like chatbots, rising from 53% to 76%. However, Microsoft's AI growth may falter due to heavy reliance on struggling OpenAI and Azure orders.
Internet Vets Swarm Lobster AI Hype
Viral '龙虾' AI tool sparks youth-driven frenzy, prompting older Chinese internet execs like Fu Sheng, Zhu Xiaohu, and Li Kaifu to engage via livestreams and AI anxiety posts. Author downplays 龙虾 as mere AI agent execution-layer infrastructure, not yet industry-disrupting. Real profits flow to deployment services, API fixes, and course sellers amid the gold rush.
Internet Veterans Dive into Viral AI Agent 龙虾
Hot AI agent infra '龙虾' sparks frenzy, drawing vets like Fu Sheng, Zhu Xiaohu, Li Kaifu who live-stream and hype AI shifts. Despite buzz, it's execution-layer tool; profits flow to deployers, API solvers, course sellers. Signals generational AI adoption push.
Oracle's Risky AI Bet Drags Down Margins
Oracle is staking its survival on AI initiatives. However, the AI business is impacting gross margins more severely than anticipated. Questions arise on whether this gamble will succeed.
AI Compute Surge Crashes Short Drama Costs
Explosive growth in AI computing power is driving down production costs in the short drama industry. This disruption challenges traditional players as AI lowers barriers to entry. Computing power sets the baseline, while emotional resonance defines success.
Honor Plans Sub-Brand, Eyes Consumer Humanoids
Honor is considering launching a sub-brand in China. It targets consumer markets with humanoid robots as part of its AI-driven Alpha strategy. The strategy highlights the new Magic V6 foldable flagship.
Nvidia Cheaper Than Walmart in AI Era?
In the AI boom, Nvidia's stock trades cheaper than Walmart despite dominance. Market fears AI uncertainties more than greed. Valuation disconnect highlights investor caution.
Drunk Driver Sleeps 100km on Autopilot, Sparks Pileup
On Jinghu Expressway in Yangzhou, a driver named Duan, after drinking the night before, activated auto-driving and slept over 100 km, causing a three-car chain collision. He had partied in Changzhou and impulsively drove back to Henan early morning. The incident underscores risks of overtrusting current ADAS features.
iPhone 18 Pro Reuses Molds, Delays Screen Face ID
iPhone 18 Pro series may reuse prior molds, retaining Dynamic Island and camera layout with minor changes. Under-display Face ID delayed to next generation. Upgrades focus on 2nm A20 Pro chip, 5000mAh battery, and improved imaging.
OpenClaw Hype: 7 Risks in Shrimp Fever
OpenClaw surges in popularity, fueling 'shrimp farming' investment frenzy. Article breaks down seven critical issues behind the hype. Warns not everyone should dive in.
Yann LeCun Raises $1B+ Post-Meta in 2 Months
AI pioneer Yann LeCun secured 70.8 billion RMB funding in two months. At 65, the 'AI godfather' reportedly left Meta to redefine AI's future. This massive raise underscores bold new AI ambitions.
Tencent AI Enters Strategic Mid-Game
Tencent has shifted from anxious catch-up in AI to ramping up investments and layouts. Their AI competition is now in the mid-game phase. This marks a pivotal strategic evolution.
Chen Tianqiao Returns to AI Battlefield
Chen Tianqiao warns that AI dominance by giants risks sudden API cutoffs, worse than utility blackouts. He pledges patience, error correction, and funding to re-enter the fray. This highlights vulnerabilities in AI dependency.
Huahong Launches 10B RMB Chip Firm
Shanghai Huahong Group established Shanghai Huayao Xin Semiconductor Ltd with 10B RMB capital. The firm focuses on integrated circuit manufacturing, design, sales, and services. It is held by Huahong and its affiliate management entity.
CPO to Reach 35% in AI Data Centers
TrendForce forecasts CPO penetration in AI data center light modules rising yearly to 35% by 2030. NVIDIA's next-gen AI racks demand high-density interconnects and massive data transfer. Optical schemes surpass copper cables for scale-up/out needs.
Microsoft Adds Passkey Support to Entra ID
Microsoft has added passkey support to its Entra ID identity platform. The feature launches in public preview. Full rollout is planned for later this year.
Tencent Agent Platform Ends Free Beta, Raises Prices
Tencent Cloud will adjust pricing for its Agent development platform starting March 13, 2026. Models like GLM 5, MiniMax 2.5, and Kimi 2.5 end free public testing and shift to pay-per-use. Hunyuan HY2.0 Instruct and Think models see input/output price hikes up to 5x.
Shanghai's Hardware GitHub Push
Shanghai launched a 2025 plan to build an open-source hardware ecosystem, targeting 100 commercial firms and 3M developers by 2027. It promotes sharing industrial blueprints like GitHub for software, fueled by 3D printing and AI tools. The city aims to become a global hub for hardware innovation.
Tuya Pivots to AI Beyond IoT
Tuya Smart's co-founder and COO Alex Yang discusses expanding the company's focus from IoT to AI growth. In a Bloomberg interview, he highlights building on AI momentum. This interview aired on The China Show.
Jiehuate Launches Shenzhen Semi Subsidiary
Jiebot Semiconductor (Shenzhen) Ltd. newly registered with 1M RMB capital and legal rep Deng Yizhou. Scope covers IC design, chip manufacturing, and semiconductor devices. Fully owned by Xiamen Jiebot Semiconductor under Jiehuate.