China

In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute access, Nvidia's CUDA moat is disintegrating, and more (www.fredgao.com)
2026-7-23 China Nvidia

Sources: Intel and AMD are signing longer-term server CPU purchase commitments with Chinese customers; prices of some CPU products are up 40%+ in China YTD (www.reuters.com)
2026-7-23 China Intel AMD

Sources: China resumes issuing robotaxi permits after an industry-wide full safety review prompted by an April outage involving 100+ Baidu robotaxis in Wuhan (www.bloomberg.com)
2026-7-23 China

The debate over Moonshot AI founder Yang Zhilin's departure from the US misses a larger structural reality: China has built a homegrown AI talent pipeline (www.ft.com)
2026-7-23 China AI

The Little Tech Association, a new group of ~200 companies across the startup community, including Y Combinator, urges Trump not to ban Chinese open-weight AI (www.politico.com)
2026-7-23 Trump China Startup AI Ban Y Combinator

India-China ties valuable for multi-polar world – foreign minister (www.rt.com)
2026-7-22 China India

Jensen Huang says “these Chinese models are excellent”, “open-source models that are excellent should be used”, and “free AI should be great for hardware” (www.axios.com)
2026-7-22 China AI

Australia stands behind Philippines amid China's aggression (www.aspistrategist.org.au)
2026-7-22 China Australia Philippines

Chinese AI models account for ~60% of token usage by US companies on OpenRouter, making restrictions harder to impose without disrupting US users and businesses (www.bloomberg.com)
2026-7-22 China AI

Some Chinese AI will go closed-source, but not all (www.aspistrategist.org.au)
2026-7-22 China AI

US Treasury Secretary Scott Bessent says the Trump administration is looking into Chinese AI models over distillation claims and it could “sanction them” (www.cnbc.com)
2026-7-21 Trump China AI

Sources: the US and China plan to hold AI talks in September when President Xi visits the US, realizing a significant outcome of the Trump-Xi summit in May (www.reuters.com)
2026-7-21 Trump China AI

Sources: China is weighing tightening AI and chip tech export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech exports (www.ft.com)
2026-7-21 China AI

Chinese models are on track to win the agentic AI price war (www.aspistrategist.org.au)
2026-7-21 China AI

Keep an eye on China's AI governance offensive (www.aspistrategist.org.au)
2026-7-21 China AI

To China, a beef tariff is for national security. Australia can learn from that (www.aspistrategist.org.au)
2026-7-21 China Australia

China's New AI Model Halts New Subscriptions As Demand Swamps Capacity (hardware.slashdot.org)
2026-7-21 China AI

A Chinese neurosurgical journal's study identifies a risk factor for post-surgical stroke in moyamoya disease (www.eurekalert.org)
2026-7-21 China

Taiwan indicts former TSMC deputy manager for allegedly stealing trade secrets, in what authorities say is the first National Security Act case involving China (asia.nikkei.com)
2026-7-21 China Taiwan

Source: Z.ai completed construction of a 1 GW data center housing only Chinese chips; Z.ai has built or operates several computing clusters each with 10K+ chips (www.bloomberg.com)
2026-7-21 China Real Estate AI

Chinese open models are proper competition that should be welcomed, not something to ban or treat as a danger, and open-sourcing is an old business strategy (www.washingtonpost.com)
2026-7-21 China Ban

Sources: parts of the Trump administration are reigniting efforts to implement de facto bans on foreign open-source models, as Chinese AI models gain momentum (www.axios.com)
2026-7-20 Trump China AI

Chinese open models like Kimi K3 and Qwen3.8 Max shift the industry's focus back to marginal costs and cost of goods sold, as inference costs scale with revenue (stratechery.com)
2026-7-20 China

Sources: Chinese startup Moonshot AI is seeking formal approval from investors to start a Hong Kong IPO process, which could happen in as soon as six months (www.theinformation.com)
2026-7-20 China Hong Kong IPO Startup AI

Filing: Zhongji Innolight, China's leading optical transceiver maker, aims for an $8B Hong Kong IPO, the city's largest since Alibaba's $12.9B debut in 2019 (www.bloomberg.com)
2026-7-20 China Hong Kong IPO Alibaba

Sources: CIA operative Jonny Gannon spied on G42 to probe its China ties and helped the UAE gain expanded access to US AI chips by allaying US suspicions (www.wsj.com)
2026-7-19 China AI

Alibaba open-sources its chip software, following similar plays from Huawei and Moore Threads, as Chinese GPU makers try to break the dominance of Nvidia's CUDA (www.scmp.com)
2026-7-19 China Alibaba Nvidia

China's National Data Administration says the country's daily AI token consumption hit 140T in March 2026, up from 100T in December 2025 and 100B in early 2024 (www.scmp.com)
2026-7-18 China AI

Sources: China's National AI Industry Investment Fund gained voting rights in DeepSeek by joining its $7.4B round; other investors like Tencent and JD got none (www.bloomberg.com)
2026-7-18 China AI Tencent

China's BrainCo unveils what it says is the world's first integrated “brain-to-robot” platform that lets users control robots using an EEG headset (www.scmp.com)
2026-7-18 China Robot

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