Imported High-End GPUs Returning to Market
Tencent Holding Ltd. Q4 FY2025 earnings call transcript CSO Mitchell: “Higher-end imported GPUs are now becoming available again.” Well yes..... https://t.co/93O4LUslpq
Mystery AI Model Confirmed as Xiaomi, Not DeepSeek V4
Mystery AI model revealed to be Xiaomi's following suspicions it was DeepSeek V4 - https://t.co/WbYgV6kjPI
Silicon Valley Quietly Backs Anthropic Amid Trump Contract Feud
Silicon Valley Musters Behind-the-Scenes Support for Anthropic Tech companies have been reluctant to directly confront Trump administration officials over their contract feud with the A.I. start-up. https://t.co/jcLIXcBxJC via @NYTimes
China Trip Chaos Deepens Beijing's Frustration with US
Chaos over China trip likely to further test Beijing’s patience US leader’s call for delay as he focuses on Iran war follows reports of growing frustration at White House’s erratic behaviour Yes, Beijing hardly views as US "in control".... https://t.co/L5evYyMnMB via @scmpnews
Tesla Builds 10 GWh LFP Plant in Nevada with Chinese Tech
The Electric: U.S. is Challenging China's Dominance of Iron Batteries But. Tesla plans to start making 10 GWh of LFP batteries in Nevada starting later this year, using equipment it bought from China’s battery behemoth, Contemporary Amperex Technology. https://t.co/hMdCh5S1di
Alibaba Hikes AI Prices 34% Amid Soaring Demand
Alibaba Hikes AI Prices as Much as 34% to Meet Demand Surge Wait, who is winning the "race"? https://t.co/k1XDAuEevl
Suzhou Targets 1,000 Solo AI Startups by 2028
China mobilizes “one-person company” AI startups The OPC fervor began spreading in November, when the city of Suzhou, a high-tech manufacturing hub, pledged to turn itself into a destination for AI solopreneurs by building 30 “OPC communities” and cultivating...
Mystery AI Model Hits 160B Tokens, Sparks Buzz
A mystery AI model has developers buzzing: Is this DeepSeek's latest blockbuster? The model was adopted rapidly after appearing on the platform and processed more than 160 billion tokens as of Sunday, according to OpenRouter statistics. https://t.co/32UYMcJmPq
Beijing Gives Nvidia Implicit Green Light for H200
Nvidia gets Beijing's nod for H200 chip sales, adapts Groq chip for China, sources say Not really "approval", more like, Beijing will not stand in the way of company preferences.... https://t.co/nmGLKjWY6Z
Alibaba Pivots to AI Agents Amid Mounting Challenges
Alibaba's AI strategy shift comes into focus with big bets on agents Well yeah, but lots of issues.... https://t.co/OpQW4cmwzh
Tencent Pivots to Agentic AI as Alibaba Leads Rollout
In China’s AI arena, Alibaba has outpaced Tencent with the sheer speed of rollouts and user growth. But the latter firm is now seizing the initiative as agentic AI fever grips the country https://t.co/Tj3xdizHBr
China Pitches Energy‑security Reunification to Taiwan Amid Iran War
China makes energy security 'reunification' offer to Taiwan amid Iran war Chen Binhua, TAO chief told reporters that "peaceful reunification" would bring better protection of Taiwan's energy and resource security with a "strong motherland" as its backing. https://t.co/gUJj7iMQpF
China’s Gulf‑Iran Balancing Act Strains Amid Escalating Strikes
Can China still maintain good relations with Gulf states and Iran as fighting escalates? Iranian strikes on neighbouring states in response to US and Israeli attacks highlight how difficult Beijing’s balancing act has become https://t.co/nw8sJ9lHjm
China Leads with 5‑Minute EV Charging; U.S. Trails
China Has Five-Minute EV Charging. America Is Trying to Catch Up China’s BYD touts EVs that can ‘refuel’ as quickly as gas cars, but the U.S. is showing progress too https://t.co/c7k0V2zCCN
Iran Conflict Jeopardizes Chip Supply, Hikes TSMC Costs
Iran Conflict Threatens Global Chip Supply Chain, Risks Higher Costs for TSMC - Bloomberg https://t.co/nu9qEGPpB0
Traditional Arms Still Dominate Amid Tech Startup Hype
War Doesn’t Belong to U.S. Weapons Startups Yet Defense tech companies argue that warfare is changing rapidly—but the current conflict is using mostly traditional weapons. https://t.co/eyALpB6CWW
Trump Exposes Limits of China's Autocratic Influence
A Possible Upside to the Iran War Perhaps inadvertently, Trump is revealing the limits of China’s Axis of Autocracy. It was never an "axis" and China will be fine...much more damage in other quarters... https://t.co/VCer4OGGeb
BYD Stock Hits 13‑Month High on Overseas Sales Optimism
BYD shares surged the most in 13 months on Monday, with investor sentiment boosted by signs of an improving overseas sales outlook https://t.co/qEQBvoJcyG
US Should Mandate Classified Testing for Frontier Labs
....the US should establish a federal framework through legislation that requires frontier labs to test their systems using classified government capabilities. https://t.co/9SaQfR7sMc
Trump Urged to Welcome Chinese Investment in U.S. Manufacturing
Trump Should Be Open to Chinese Investment in U.S. Manufacturing Private Chinese capital is being locked out of mutually beneficial opportunities. https://t.co/gKtY0mscVo
European Allies Pivot to China, Question U.S. Superpower Status
Top US allies are turning toward China instead. Blame Trump...European allies broadly support building closer ties to China — and believe America's role as a global superpower is fading. Despite the best efforts of Europe's China pundits... https://t.co/Oz9BsswmeL
US, China Push to Seal Trade Talks Before Summit
US, China seek to wrap Paris talks on managed trade, agriculture deals for Xi-Trump summit Managed trade, tough sell in many quarters... https://t.co/XXu7CtHIdB
Trump Threatens Xi Summit Delay without Chinese Hormuz Aid
Trump Floats Xi Summit Delay If China Doesn’t Help in Hormuz “Head of state diplomacy plays an irreplaceable role in providing strategic guidance to China-US relations,” he added, without specifying a timeframe for the leaders’ meeting. https://t.co/2UjmNtyIUW
Alibaba to Launch Enterprise Agentic AI Amid AI Hype
Alibaba plans to release an agentic AI service for companies, banking on national enthusiasm around artificial intelligence assistants like OpenClaw that help users perform actual tasks https://t.co/yEbw2TOFvM
Alibaba's AI Star Lin Junyang Abruptly Exits, Sparking Talent Concerns
Lin Junyang, a technical lead behind turning Alibaba's Qwen into one of world’s most popular open-source AI model series, has left the company in a sudden departure that rattled China’s AI sector and raised questions about talent retention inside one...
US and China Officials Meet in Paris to Plan Summit
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng began talks in Paris on Sunday to map out plans for a leaders’ summit later this month https://t.co/ALjOia2Bim
US Deploys AI for Warfare, Iran Becomes Test Ground
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time An excerpt from the coming book Project Maven shows how the US enlisted...
Chinese AI Turns Commercial Satellite Data Into Intelligence
Chinese AI Startup Watching US Military Assets in Middle East From Space So are a lot of actors... “The value of MizarVision’s output is not the raw satellite image. Any government can purchase commercial satellite passes. The value is the AI...
US, Japan, EU to Forge Critical Minerals Trade Pact
The US, Japan and the European Union are set to announce plans in the coming weeks to lay the foundation for a trade agreement in critical minerals. Trade agreements, ok, personnel, IP, experience, required... https://t.co/4wQbtrIhCR
Iran Conflict Stalls Meta's Massive Gulf Cable Project
Big....Work on Massive Meta Cable Project in Persian Gulf Stalled by Iran War - Bloomberg https://t.co/aPdgkZOTMo
Cambricon Announces First Dividend After 2025 Profit
Cambricon to pay maiden dividend after turning profitable in 2025 The Shanghai-listed chip designer will distribute a cash dividend of 15 yuan for every 10 shares, its first since listing in 2020 https://t.co/c1zpgVUBl1 via @scmpnews
China’s Electrostate Shift Cushions Impact of Rising Oil Prices
China may benefit from higher oil prices triggered by Iran war China’s evolution into an “electrostate” may help insulate it from spiking oil prices. https://t.co/oCfxauQUQP
US May Approve Taiwan Weapons After Trump's China Visit
Exclusive: New US weapons for Taiwan could be approved after Trump's China trip, sources say https://t.co/cAFv0baooU
China Rejects U.S. Overcapacity Claims, Emphasizes Global Interdependence
China says US has no right to define overcapacity MOFCOM: "The world economy has long become an inseparable whole. As production and consumption are global, supply and demand must be matched and adjusted from a global perspective. If each country's...
Japan’s Oil Move Exposes Vulnerability, Boosts China’s Leverage
Japan taps oil reserves as Iran war spreads. Could it give China leverage? With Tokyo and Beijing still at loggerheads over Taiwan, analysts warn Japan’s decision exposes its economic vulnerability Yet another "Iran war gives Beijing leverage' piece, short answer....no... https://t.co/nx95uxzmnh
Iran Conflict Won’t Boost China; US Needs Rare Earths
How the War in Iran Could Help China and Change Asia Sorry but pretty superficial analysis here of the obvious. Not clear that China somehow benefits or that the US is distracted. Taiwan is a much more complex issue than...
Anthropic CEO Warns Superhuman AI Surpasses Nuclear Threat
The Dissonance of Anthropic CEO Dario Amodei In his telling, superhuman AI could be even more dangerous than nuclear weapons, which is why AI needs to be developed the right way, by the right people, so that it doesn’t overpower...
AI Lowers OSINT Barriers, Turns Iran Conflict Into Theater
How AI is turning Iran conflict into theater There’s a confluence of factors at play. AI coding tools mean people don’t need much technical skill to assemble open-source intelligence anymore, and chatbots can offer fast, if dubious, analysis of it. Yup.....
Anthropic's Legal Case Against Trump’s DoD Strengthens.
AI Agenda: Anthropic Has a Strong Legal Case Against Trump’s DoD — The Information https://t.co/XuMB7NMlTZ
Microsoft Eyes AI Campus Capacity as Oracle Backs Out
Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the same opportunity. https://t.co/Sx6zD9RPid
Trump Admin Pushes $50B Anthropic Deal Despite Ban
Trump administration is still touting a $50B Anthropic investment amid agency ban | FedScoop https://t.co/d8UXHEdHsU
China's MoD Warns of US AI Military Access Demand
MoD's Jiang Bin on U.S. Department of Defense requests that U.S. tech companies allow the military unrestricted use of artificial intelligence technology. https://t.co/rZKz1aYBfu https://t.co/rQrEDOVcck
U.S. Presses Taiwan to Approve Special Defense Funding
Washington urges Taiwan lawmakers to pass special defense budget bill Unnamed State Department official: “We encourage all parties in Taiwan’s legislature to work through political differences and quickly pass a special defense budget that demonstrates Taiwan’s commitment to its self-defense by...
Nexperia China Launches Domestic Chip Production Amid Crisis
Nexperia China says it has begun producing its own chips This was clear from the beginning of this crisis... https://t.co/Sf9e2kXIYp
Lawmakers Push to Close Huawei Loopholes in US
ICYMI US lawmakers urged the Trump administration to close the loopholes that have allowed a unit of blacklisted Chinese tech giant Huawei to operate freely in the US https://t.co/OW33O82sVC
Tencent Secretly Builds WeChat AI to Outpace Rivals
Tencent Holdings is secretly building a new AI agent for its hugely popular WeChat messaging app, in hopes of leapfrogging rivals like Alibaba Group and ByteDance in the race to dominate China’s domestic AI market...see link in comment. Of course.... https://t.co/ncQcYI8Eav
China’s Rare Earths May Shorten US Iran Strikes
Could China’s rare earth supplies dictate how long US strikes on Iran go on? ..Washington had only two months of rare earths inventory, issue to dominate talks between Trump, Chinese President Xi. No duh. Not "Washington", dozens of US defind companies... https://t.co/NcUbH1CgJX
Google Deploys AI Agents to Automate Pentagon Workforce
Google is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official https://t.co/S8g6CD6qvk
EU Think Tank Warns Market Weaponization Needed to Counter China
Weaponise EU market against China or face manufacturing collapse: official think tank EUISS study urges bloc to “preserve and create technological chokepoints”, diversify markets away from China – in both instances mirroring long-term moves made by Beijing – to give it...
China Condemns Interference, Defends Iran's New Leader
China Says Opposes Any Targeting of New Iran Leader "China opposes interference in other countries' internal affairs under any pretext, and Iran's sovereignty, security, and territorial integrity should be respected," he said when asked about the threats against the new leader. ...