Nexperia's Chinese subsidiary says it has begun producing its own chips using 12-inch wafers, a further step toward independence from its Dutch parent
Sources: Chinese AI circuit board maker Victory Giant plans a Hong Kong IPO as soon as April that may raise $2B+; China's regulator approved the IPO last week
Victory Giant Technology (Huizhou) Co., a Chinese maker of printed circuit boards, is preparing for a Hong Kong listing …
OpenClaw mania hits China: AI labs launch tools to help users deploy OpenClaw, a Shenzhen district drafts a policy encouraging free OpenClaw services, and more
Chinese software shares surged Monday after local government agencies joined tech leaders such as Tencent Holdings Ltd …
OpenClaw mania hits China: AI labs launch tools to help users deploy OpenClaw, a Shenzhen district drafts a policy encouraging free OpenClaw services, and more
Chinese software shares surged Monday after local government agencies joined tech leaders such as Tencent Holdings Ltd …
China's commerce ministry warns of global chip shortages due to “new conflicts” between Dutch chipmaker Nexperia and its Chinese subsidiary
China's commerce ministry on Saturday raised the possibility of another global semiconductor supply chain crisis due to “new conflicts” …
China's new five-year blueprint introduces an “AI+ action plan”, mentions AI 50+ times, and outlines investments in quantum computing, 6G, embodied AI, and more
China's new five-year policy blueprint laid out its ambitions to aggressively adopt artificial intelligence throughout …
JD.com reports Q4 revenue up 1.5% YoY to ~$51.1B and a ~$391M net loss, its first quarterly loss since 2022, on weak Chinese spending and a food delivery war
Staff memo: Alibaba says it is setting up a new task force to accelerate foundation model development, after the resignation of its Qwen AI head Lin Junyang
Alibaba Group Holding Ltd (9988.HK) said on Thursday it would set up a new task force to accelerate foundation model development …
Dario Amodei says Anthropic has a better retention rate than OpenAI, reminding its employees of its “mission” while countering competitors trying to hire them
It's the fastest-growing software business ever.Reuters:State Department switches to OpenAI as US agencies start phasing out Anthropic
Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt
Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …
Shanghai-based MiniMax reports 2025 revenue up 159% YoY to $79M, above $71.4M est., and a $1.87B net loss, up from a $465.2M net loss in 2024, after its IPO
MiniMax Group Inc. reported a better-than-expected 159% surge in revenue in 2025, reflecting the torrid growth that's drawn investors to China's leading OpenAI rivals.
China faces a dilemma as it looks to balance productivity gains from AI with labor displacement risks due to automation, which could trigger an economic spiral
Days after back-flipping AI humanoids dazzled China with a new year performance alongside dancers, a small research firm jolted US markets …
China faces a dilemma as it looks to balance productivity gains from AI with labor displacement risks due to automation, which could trigger an economic spiral
Days after back-flipping AI humanoids dazzled China with a new year performance alongside dancers, a small research firm jolted US markets …
Baidu reports Q4 revenue down 4% YoY to ~$4.8B, its third consecutive quarter of revenue decline, and net profit down 66% YoY to ~$259M, below ~$374M est.
Fourth-quarter net profit dropped 66% from a year earlier — Baidu reported sharply lower profit, with revenue declining for a third consecutive quarter.
Nvidia says the US government granted it a license to ship a small number of H200 chips to Chinese customers, but it's unclear if Beijing will allow any imports
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
Sources: General Atlantic is selling a stake in ByteDance in a deal that values it at $550B, up 66% since September 2025, the first divestment since its US sale
Investment firm General Atlantic is selling an equity stake in ByteDance in a deal that values the Chinese social media giant at $550 billion …
Shein founder Xu Yangtian made a rare public appearance in Guangdong, pledging to invest ~$1.45B into the province's supply chains in the next three years
Xu Yangtian says help from Communist Party and regional province was vital to fast-fashion retailer
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …