All Updates
Page 448 of 862
March 20, 2026
Tencent Finally Anxious
Tencent is showing signs of urgency amid intense competition. The company has successfully guarded its profits. However, it has failed to preserve its imagination and innovative edge.
Huya's Distance from AI
The article examines Huya's current gap to AI integration. It explores how Huya can secure its new ecological position. Key factors for stability in the evolving landscape are discussed.
Xiaomi MiMo Team Packed with Peking U Alumni
The internet is abuzz digging into Xiaomi's MiMo team, nearly entirely staffed by Peking University graduates. Core members exhibit highly similar educational backgrounds.
Kioxia Discontinues TSOP Packages
Storage leader Kioxia issued a discontinuation notice for TSOP (Thin Small Outline Package) products due to substrate lifecycle end, market demand, and production constraints. Affected products span 1Gb to 64Gb capacities, including SLC and MLC NAND. This impacts certain legacy storage solutions.
Alibaba Cloud Revenue Surges 36% on AI Boom
Alibaba's Cloud Intelligence Group revenue grew 36% year-over-year to RMB 43.28 billion ($6.19 billion) in the December quarter. AI-related product revenue achieved triple-digit growth for the tenth consecutive quarter. Excluding disposed businesses, total group revenue rose 9% to RMB 284.84 billion ($40.73 billion).
IB Monopoly Broken: China 100K GPU Challenges
China has broken the InfiniBand (IB) network monopoly with domestic alternatives. However, scaling domestic computing power to 100,000 GPU cards faces major hurdles. Key barriers include large-scale reliability, deep application synergy, and high software tuning thresholds, dubbed the 'three gates' to ultra-scale.
Meta Retains VR Support for Horizon Worlds
Meta reverses plans to shut down VR version of Horizon Worlds on June 15, opting to retain support amid a shift to mobile and web. Quest store will hide user-created content from March 31, limiting access to key scenes. Reality Labs faces $73B losses, with mobile app seeing download growth but minimal revenue.
Uber-Rivian $1.25B Robotaxi Partnership
Uber and Rivian announce $1.25B deal for Robotaxi deployment starting 2028 in SF and Miami, expanding to 25 cities by 2031. Uber commits to buying up to 50K Rivian R2 vehicles. Initial $300M investment unlocks further funding on AV milestones.
AI Otome Dramas Steal Game Husbands
AI-generated anime dramas are surging in the otome genre, offering low-cost alternatives to gacha-heavy women's games like Love and Deepspace. Platforms like Huolong launch AI series mimicking game characters, topping charts amid player fatigue from dailies. This threatens the 100B RMB women's gaming market with cheaper, on-demand content.
AI Shopping Outsiders Consumers from Decisions
Meta, ChatGPT (GPT-5 mini), Gemini-Walmart, and Alibaba Qwen advance AI shopping amid competition. They promise efficiency but face accuracy errors, data silos, and trust issues. McKinsey forecasts $3-5T in AI transactions by 2030.
Skills Market Reshapes AI Dev Productivity
Skills markets package developer expertise into standardized modules for AI agents, shifting roles from coders to capability architects. This reduces redundant work and accelerates AI่ฝๅฐ. Shanghai emerges as a global hub with MiniMax and robotics advancements.
Qwen3.5-Max Preview Tops China, Global Top 5
Alibaba's Qwen team released the preview of Qwen3.5-Max, which has topped benchmarks to become China's strongest model. The model also ranks in the global top five.
Anthropic Launches Claude Code Channels for Messaging
Anthropic launched Claude Code Channels, integrating its Claude Code AI agent with Discord and Telegram for direct messaging. Users can now instruct the AI asynchronously to write code on the go, receiving notifications upon completion. This counters OpenClaw by offering secure, user-friendly access backed by Anthropic's safety standards.
Kimi Valuation 4x in 3 Months
Kimi's valuation has quadrupled in three months, navigating silence and explosive growth. The AI agent elimination race officially begins.
Alibaba, Tencent Lose $66B on AI Vision Flop
Alibaba and Tencent lost $66 billion in market value within 24 hours. Investors punished the Chinese tech giants for failing to outline clear paths to profit from AI. This reflects growing market impatience with vague AI strategies.
Memory Surges 400%, Budget Phones Die
AI-driven memory prices jumped 400% in Q1 2026, with DRAM up 50% QoQ and NAND 90%, forcing Xiaomi, Transsion, Lenovo to raise prices. Low-end phones face 25% BOM hikes where storage hits 43% share, prompting production cuts. Apple anticipates bigger Q2 margin erosion.
Alibaba Bets AI Future Over Profits
Alibaba's FY2026 Q3 earnings show 74% profit drop amid AI revenue triple-digit growth and cloud acceleration. Management focuses on AI strategy, Token Hub, and $100B 5-year cloud+AI goal, sidelining current e-commerce explanations. Narrative shifts to tokens, agents, and infrastructure.
Tencent AI Refuses to Back Down
Tencent is aggressively pursuing AI dominance. The 'old guard' shows no signs of surrender amid competition. Article urges heavy investment bets on this momentum.
Yotta Targets $4B Valuation Pre-IPO
Yotta Data Services, running India's largest Nvidia AI processor cluster, seeks fresh capital at $4B valuation. The firm is preparing its draft prospectus for an IPO. This underscores booming demand for AI infrastructure.
OpenAI Launches Desktop Super App
OpenAI is releasing a desktop super app to serve as an AI entry point deeper than the operating system. This return to PC platforms could reduce AI PC vendors to hardware manufacturing roles.