Tendencia de menciones: últimos 20 números

Noticias en vivo (69)

Z.ai on Track to Become First Chinese AI Company to Hit $1B Annualized Revenue

bloomberg.com · 2026-07-17 · Puntuación: 23

BrainCo Debuts Brain-Controlled Robot Training Platform at WAIC 2026, EEG Headset Directs Arm to Pick Up an Apple

scmp.com · 2026-07-17 · Puntuación: 17

Chinese Filing Implies DeepSeek Valued at ~$52B — Unit Says Fund It Invested In Paid ~$420M for Indirect 0.8265% Stake, First Concrete Market-Priced Number for the Hangzhou Lab

reuters.com · 2026-07-16 · Puntuación: 23

Moonshot Preps Kimi K3 Launch, China's Largest Model to Date at 2-3 Trillion Parameters, Expected to Outperform Claude Opus 4.8

ft.com · 2026-07-16 · Puntuación: 23

ALERTA Apple Intelligence Cleared for China Launch After Cyberspace Administration Approves Alibaba Qwen-Powered iOS Rollout — Apple Previously Explored Baidu, DeepSeek and ByteDance Before Settling on Qwen for iOS/iPadOS/macOS/visionOS Users, Alibaba US Shares +4%

techcrunch.com · 2026-07-15 · Puntuación: 31

ALERTA The Information: DeepSeek Annualized Revenue Nears $500M in First-Ever Disclosure — Company Now Targeting ~$7.4B Raise at ~$74B Valuation, Alongside 2027 Mainland IPO Prep

theinformation.com · 2026-07-14 · Puntuación: 28

Bloomberg: China's Anthropomorphic AI Rules Take Effect July 15, Forcing Doubao, Qwen, and Yuanbao to Kill AI Companion Features — Users Bemoan Loss of Virtual Lovers as Beijing Bans Emotional-Attachment-Driving AI

bloomberg.com · 2026-07-14 · Puntuación: 23

DeepSeek Begins Mainland-China IPO Prep, Targets Filing as Soon as End of 2026 for 2027 Debut — Runs Alongside In-Progress $1.5B Round at ~$71B Valuation

techcrunch.com · 2026-07-14 · Puntuación: 24

US Commerce Under Secretary Jeffrey Kessler Says 'Trivial' Number of Nvidia H200 AI Chips Already Shipped to China After License Approval — Declines to Specify Volume or Buyers

bloomberg.com · 2026-07-14 · Puntuación: 23

Chinese DRAM Maker CXMT Prices Shanghai STAR Board IPO at 8.66 Yuan to Raise ~57.9B Yuan ($8.55B, Up to $9.8B With Greenshoe) — Asia's Largest IPO of 2026 and Biggest Chinese Semiconductor Listing Since SMIC in 2020

bloomberg.com · 2026-07-14 · Puntuación: 23

IDC: China Smartphone Shipments Fall 4.3% YoY to 66M Units in Q2 2026 — Fifth Consecutive Quarterly Decline as AI-Driven Memory Cost Surge Forces Android Price Hikes, But Huawei (+19.4%, 22.6% Share) and Apple (+24.4%, 18.1% Share) Buck the Slump

idc.com · 2026-07-14 · Puntuación: 20

Alibaba's Ant Group Open-Sources SingGuard-NSFA Agent Safety Guardrail — Detects Prompt Injection, Data Theft, Malicious Code and Permission Misuse Across 7 Categories, 185 Scenarios, 133 Languages in 0.8B/2B/4B/9B Sizes at ~50ms Per Judgment

technode.com · 2026-07-13 · Puntuación: 20

FT: DeepSeek in Preliminary Talks With Investors on New Funding at ~$71B Valuation — Roughly $19B Step-Up From ~$52B May Round That Raised $7B From Tencent and CATL

ft.com · 2026-07-13 · Puntuación: 23

FT: Nvidia More Than Halves Authorized Asia Buyer List, Institutes New White List Across Singapore, Malaysia and Japan to Choke China Chip Smuggling

ft.com · 2026-07-13 · Puntuación: 23

CNBC: Chinese Humanoid Startups Sprint to IPO After Unitree Star Market Approval — Shenzhen's LimX Dynamics Closes $200M Pre-IPO at 15B Yuan ($2.2B) With Nio Capital, IDG, Lens Technology and European VCs Stone/GGG/Redstone as Q2 Sector Investment Hits 47B Yuan

cnbc.com · 2026-07-13 · Puntuación: 23

WaPo: Trump Admin and AI Industry Discuss Framework to Streamline US Open-Model Releases Capped at Chinese Peers' Capability — Response to Anthropic Non-US Block and 80% Global OSS Share Now Sitting on Chinese Weights

washingtonpost.com · 2026-07-13 · Puntuación: 23

Goldman Sachs Endorses DeepSeek, ByteDance and Zhipu as China's Long-Term AI Model Winners — Analyst Report Says GLM5.2 'Almost at Frontier Performance,' Sets HK$1,880 Zhipu Target and Buy Ratings on MiniMax and Kuaishou

cnbc.com · 2026-07-12 · Puntuación: 23

Bloomberg: US Estimates Unauthorized Distillation Costs US AI Labs Up to $6B/Year — Silicon Valley Tells White House It Could Become 'Existential Threat'

bloomberg.com · 2026-07-13 · Puntuación: 23

Z.ai Founder Tang Jie Publishes 'Great Wave Has Arrived' Memo — Argues Frontier AI Must Stay 'As Open and Widely Accessible as Possible,' Releases GLM-5.2 Under Open-Source License, Commits Zhipu to Two Years With No Short-Term App Monetization

thenextweb.com · 2026-07-12 · Puntuación: 25

Bloomberg: EM Fund Managers Rotate Out of $4.4 Trillion AI Trio TSMC, Samsung and SK Hynix — JPMorgan AM and GMO Now Buying Gaming, Energy and a Vietnamese Milk Company for Diversification

bloomberg.com · 2026-07-12 · Puntuación: 20

WSJ: Sources Detail Trump Admin's Heavy-Handed Intervention to Aid Intel — Pushed Apple to Use Intel's Fabs, Lutnick Repeatedly Met With Cook, Musk, Huang

wsj.com · 2026-07-10 · Puntuación: 22

China's 15th Five-Year Plan Drops Numerical Urban Job Creation Target for First Time Since the 1990s, Citing AI-Displacement Uncertainty

bloomberg.com · 2026-07-10 · Puntuación: 23

ALERTA China's Ministry of Commerce Slaps Immediate Global Ban on Helium Exports to Shield Domestic Chipmakers as US-Iran War Chokes Qatari Supply

scmp.com · 2026-07-10 · Puntuación: 29

MiniMax CEO Junjie Yan Vows to Take Zero Salary Until AGI, Gives Up 5% of Company Equity — Memo Lands With $2B Hong Kong Raise as Stock Down 80% From Peak

scmp.com · 2026-07-10 · Puntuación: 26

ALERTA FT: OpenAI and Google Are Supplying Advanced AI Models to Singapore Subsidiaries of Alibaba, Baidu and Tencent — Exposing a Legal Gap in US Entity List Controls

ft.com · 2026-07-10 · Puntuación: 33

Tencent Leads Consortium to Unwind Meta's $2B Manus Acquisition at Same Valuation — Original Chinese Backers HSG and ZhenFund Rejoin, Tencent Set to Become Largest Shareholder

ft.com · 2026-07-09 · Puntuación: 23

ALERTA MiniMax Launches ~$1.9B Hong Kong Fundraise — 35.6M New Shares at HK$268 Plus HK$6.5B Zero-Coupon Convertible Bond to Fuel AI Infrastructure and Global Expansion

bloomberg.com · 2026-07-09 · Puntuación: 29

SCMP Op-Ed: China's AI Race With US Is a 'Knockout Game' It Cannot Afford to Lose — CUHK-Shenzhen Dean Urges Open-Source Push and Enterprise-Led Talent Model

scmp.com · 2026-07-09 · Puntuación: 17

ALERTA Nobel Chemistry Laureate Omar Yaghi Leaves UC Berkeley to Lead Tsinghua's New AI for Chemistry and Materials Science Center

scmp.com · 2026-07-08 · Puntuación: 32

ALERTA Chinese GPU Maker Iluvatar CoreX Raises ~$902M in Hong Kong Share Sale After 257% Post-IPO Rally — In Talks With ByteDance for 50,000-Chip Inference Order This Year

thenextweb.com · 2026-07-08 · Puntuación: 28

Nexchip Targets ~$890M Hong Kong Share Sale to Fund Mature-Node Foundry Expansion Serving China's AI Supply Chain

reuters.com · 2026-07-08 · Puntuación: 20

GM- and Tencent-Backed Momenta Debuts Flat in Hong Kong After $751M IPO — $9B Valuation, Muted Reception Tests China AV Investor Appetite

cnbc.com · 2026-07-08 · Puntuación: 25

ALERTA China Plans to Let Alibaba, ByteDance and DeepSeek Buy Limited Amount of Nvidia H200 Chips — Total Approvals Capped Under 200,000 Units

theinformation.com · 2026-07-08 · Puntuación: 34

MiniMax Preparing 2.7-Trillion-Parameter 'M3 Pro' Open-Source Model, Targeting Q3 Release — Would Be Largest Chinese Open Model Ever, 6× Bigger Than Current M3

theinformation.com · 2026-07-08 · Puntuación: 23

Zhipu AI to Raise ~$4B in Hong Kong Follow-On Share Sale After 1,500% Stock Rally — 19.8M Shares at HK$1,588–HK$1,698

bloomberg.com · 2026-07-08 · Puntuación: 23

US House Homeland Security and Select China Committees Weigh Federal Procurement Bans and Contractor Warnings to Curb US Companies' Use of Chinese AI Models

cnbc.com · 2026-07-08 · Puntuación: 27

CNBC: Chinese Lidar Maker Hesai Expands in US Despite Pentagon Blacklist via Deeper Nvidia Partnership — Security Officials Warn of Cyber, Data-Backdoor Risks in Autonomous Vehicles

cnbc.com · 2026-07-07 · Puntuación: 22

FT: Apple's Interest in Chinese Memory Maker CXMT Thrusts the Blacklisted DRAM Vendor and Its Beijing Ties Into the AI Supply Chain Spotlight

ft.com · 2026-07-07 · Puntuación: 23

Bloomberg Intelligence Survey: Chinese Firms Plan to Route 46% of AI Accelerator Budget to Domestic Chips in Next 12 Months, Up From 30% — 80% Say Total Infra Spending Is Over Budget

bloomberg.com · 2026-07-07 · Puntuación: 22

Reuters Exclusive: Beijing Meets With Alibaba, ByteDance and Z.ai to Discuss Curbing Overseas Access to China's Top AI Models — MOFCOM Weighs Making Leaks a National-Security Offence

reuters.com · 2026-07-07 · Puntuación: 23

NYT: How AI 'Distillation' Is Powering China's Fast-Follow of US Frontier Models — Cost-Efficient Cloning Undercuts Export Controls

nytimes.com · 2026-07-06 · Puntuación: 22

Meituan Releases LongCat-2.0 — 1.6 Trillion Parameter MoE (~48B Active) Trained on 35T+ Tokens Entirely on AI ASIC Superpods, With 1M Context and Sparse Attention

huggingface.co · 2026-07-06 · Puntuación: 25

Reuters: DeepSeek in Early Stages of Developing Its Own Inference-Focused AI Chip to Reduce Nvidia and Huawei Reliance

reuters.com · 2026-07-07 · Puntuación: 23

CNBC/OpenRouter: Chinese AI Models Have Drawn 30%+ of Token Use by US Companies Every Week Since Feb 8, Peaking at 46% — Up From 11% Over the Previous 12 Months

cnbc.com · 2026-07-07 · Puntuación: 23

NYT: Alibaba's Qwen Made It an AI Powerhouse — but the Company Is Struggling to Turn Global Model Popularity Into Profitable Enterprise API Revenue

nytimes.com · 2026-07-06 · Puntuación: 22

Reuters/Counterpoint: China 618 Smartphone Sales Fell 13% YoY as AI-Driven Memory Costs Squeezed Discount Depth — Honor -33%, Xiaomi -24%, Apple -9%, Huawei Only Major Brand to Grow

reuters.com · 2026-07-07 · Puntuación: 21

Tencent Officially Releases Hunyuan Hy3 — 295B/21B-Active MoE Under Apache 2.0 Hits 90% Agent Task Resolution, Matches DeepSeek V4 Pro and Qwen 3.7 Max

venturebeat.com · 2026-07-06 · Puntuación: 26

China's GPU Champion Biren Raises HK$7B (~$892.5M) in Hong Kong Share Sale to Fund Next-Gen GPU Mass Production — Stock Up 150%+ Since January IPO

scmp.com · 2026-07-06 · Puntuación: 27

ALERTA Federal Judge Eumi K. Lee Orders Pentagon to Halt Lobbying Ban Against Alibaba While She Weighs Constitutionality — Temporary Reprieve Reverses Section 851 Blackout That Forced 24+ Registered Lobbyists to Drop the Chinese Giant

bloomberg.com · 2026-07-05 · Puntuación: 28

ALERTA China's Anthropomorphic AI Rules Force ByteDance's Doubao and Alibaba's Qwen to Disable Humanlike and User-Created Agents by July 15 — Interim Measures Target 'Sustained Emotional Interaction' Chatbots and Companions

scmp.com · 2026-07-05 · Puntuación: 30

Bloomberg: China Quant Fund AUM Doubles in Under a Year to 2.6 Trillion Yuan (~$384B) as AI Strategies Beat Human Discretionary Managers by 20 Percentage Points

bloomberg.com · 2026-07-02 · Puntuación: 23

Peter Thiel at Aspen Ideas Festival: Pope Leo XIV Is 'Working for the Chinese Communists' Because His AI-Regulation Encyclical Would Slow Only the US Side of the AI Race

cnn.com · 2026-07-02 · Puntuación: 26

Kuaishou's Kling AI Raises $2B at $15B Pre-Money, Round Could Extend to $3B — General Atlantic Leads First External Financing Ahead of Hong Kong IPO

bloomberg.com · 2026-07-02 · Puntuación: 23

Zhipu Launches ZCode — Claude Code Alternative Built on GLM-5.2 With Multi-Agent Collaboration, Remote Task Launch via WeChat/Feishu/Telegram, and Plans From $16.20/mo

zcode.z.ai · 2026-07-01 · Puntuación: 23

ALERTA Abu Dhabi's MGX Closes $49B AI Fund — Exceeds $45B Target, Backed Anthropic Series H and OpenAI, Aligned Data Centres, Plans 3GW Paris AI Campus

cnbc.com · 2026-07-01 · Puntuación: 33

Anthropic Rolls Back Claude Code Steganographic Fingerprinting After Public Backlash — Version 2.1.197 Removes Hidden Unicode Markers Anthropic Says Were 'Meant to Prevent Distillation'

the-decoder.com · 2026-07-01 · Puntuación: 24

UN Independent Scientific Panel Co-Chaired by Bengio Delivers First Global AI Assessment — Warns Capabilities Are Outpacing Scientific Understanding Ahead of Geneva Governance Summit July 6-7

reuters.com · 2026-07-01 · Puntuación: 22

Bloomberg: ByteDance Building $39B Data Center Complex in Brazil's Ceará Free-Trade Zone — 1GW Buildout Would Be Company's Largest Facility Outside China, Powered Entirely by Wind Via $2B Casa dos Ventos PPA

bloomberg.com · 2026-07-01 · Puntuación: 23

Bloomberg: AWS Fastnet Transatlantic Cable Cements Ireland as AI Hub — Direct US-to-Cork Link Adds 320+ Tbps of Bandwidth for AI Workloads but Highlights Country's Chronic Underspending on Undersea-Cable Defense

bloomberg.com · 2026-07-01 · Puntuación: 22

FT: BYD, Nio, and Other Chinese Carmakers Rush to Design In-House AI Chips as Beijing Presses for Semiconductor Self-Sufficiency

ft.com · 2026-06-30 · Puntuación: 22

UBTech Launches U1 Humanoid Robot Line — 88-Joint, Silicone-Skinned Companion Bots From $17,650 With On-Device Emotional AI

scmp.com · 2026-07-01 · Puntuación: 24

ALERTA Japan Commits Up to $6.16B Over Five Years to SoftBank-Led Consortium Including Honda, NEC, and Sony to Build Domestic AI Foundation Model by 2027

asia.nikkei.com · 2026-07-01 · Puntuación: 31

ALERTA Meituan Open-Sources LongCat-2.0 — 1.6T-Parameter MoE Becomes First Chinese Frontier Model Trained End-to-End on Domestic AI Chips, Matching DeepSeek V4-Pro on Benchmarks

scmp.com · 2026-06-30 · Puntuación: 33

Apple Supplier Luxshare Opens $3.1B Hong Kong IPO Order Book — Pivots From Smartphone Parts to AI Hardware and Humanoid Robotics, Trading Begins July 9

cnbc.com · 2026-06-30 · Puntuación: 21

ALERTA Taiwan Prosecutors Raid Super Micro's Taipei Office Plus Eight Other Sites in Expanded Probe of Nvidia AI Chip Smuggling to China — SMCI Falls 8%, Co-Founder Wally Liaw Already Charged by US DOJ

thenextweb.com · 2026-06-29 · Puntuación: 28

DC's Biggest Lobbying Firms Drop Alibaba and Tencent as Section 851 of NDAA Takes Effect June 30 — Forces Choice Between Chinese Tech Clients and Pentagon Contractors

bloomberg.com · 2026-06-29 · Puntuación: 23

China's AI² Robotics Raises ~$736M at ~$2.9B Valuation; Alibaba-Backed X Square Robot Simultaneously Closes at Same $2.9B Valuation — Two New Unicorns on Same Day

bloomberg.com · 2026-06-29 · Puntuación: 23

China's CXMT Signs ~$3B Three-to-Five-Year DRAM Supply Deal With Tencent Ahead of Blockbuster STAR Market IPO

reuters.com · 2026-06-29 · Puntuación: 27

China and India See Top Firms Lose Market Cap Share as AI Lag Widens

bloomberg.com · 2026-06-28 · Puntuación: 17

Números de la newsletter (16)

#512 Robotics Is Moving Fast: IPOs, New Models, and Smarter Robots

2026-07-09 · 1 menciones

#506 Washington Blocked One AI Lab. China Blacklisted 56 Companies.

2026-06-22 · 1 menciones

#504 America blocked its best AI. China just raised $7.4 billion.

2026-06-17 · 1 menciones

#496 Anthropic's Pentagon model is now everyone's model

2026-05-27 · 1 menciones

AI geopolitics: industrial policy goes from speech to enforcement

2026-04-25 · 1 menciones

#486 Apple is replacing Tim Cook because of AI

2026-04-22 · 1 menciones

AI Regulation: Musk wants training to be speech

2026-04-18 · 1 menciones

AI Geopolitics: The chip war is now slowing the US too

2026-04-18 · 1 menciones

Robotics: A humanoid you can buy for $42,000

2026-04-18 · 1 menciones

#481 Musk wants Altman fired, Anthropic passes OpenAI, Meta goes closed

2026-04-09 · 1 menciones

#423 Issue #423: DeepSeek: Bad for Silicon Valley, Great for You?

2025-01-30 · 1 menciones

#431 Issue #431: Is America falling behind in the AI race?

2025-03-27 · 1 menciones

#459 Issue #459: Is Elon Musk the worst in Tech?

2026-01-13 · 1 menciones

#461 Nadella warns of AI bubble; Karp's labor thesis at Davos

2026-01-21 · 1 menciones

#467 Issue #467: Anthropic has receipts. And nobody wants to pay for AI.

2026-02-26 · 1 menciones

#469 GPT-5.4 launches, DeepSeek V4 imminent, Qwen team implodes

2026-03-06 · 1 menciones

China AI

Tendencia de menciones: últimos 20 números

Noticias en vivo (69)

Números de la newsletter (16)