Tendance des mentions — 20 derniers numéros

Actus en direct (68)

Moonshot Closing $31.5B Round, Plans Follow-On Raise at $50B Ahead of Hong Kong IPO

bloomberg.com · 2026-07-21 · Score : 20

Bessent Says US Sees Its LLM Watermarks in Chinese Models, Threatens Sanctions Over Distillation

cnbc.com · 2026-07-21 · Score : 22

Interconnects Essay: Kimi K3 Marks Arrival of Frontier Open-Weight AI, Puts Open Gap at 3-5 Months

interconnects.ai · 2026-07-20 · Score : 18

US and China Plan September AI Governance Talks Ahead of Xi's Washington Visit, Bessent to Lead

reuters.com · 2026-07-21 · Score : 23

China Commerce Ministry Weighs New Export Controls on Frontier AI Models and Chips, Consulting Alibaba and ByteDance

ft.com · 2026-07-21 · Score : 23

Korean Startup Motif Releases 314B-Parameter MoE 'Motif-3 Beta' as Third-Ranked Open Model

huggingface.co · 2026-07-21 · Score : 24

ALERTE Taiwan Indicts Former TSMC Deputy Manager for Stealing Chip Trade Secrets to Sell to China, First Case Under National Security Act

asia.nikkei.com · 2026-07-20 · Score : 29

Z.ai brings online 1GW data center running only Chinese chips to train GLM models

bloomberg.com · 2026-07-20 · Score : 23

Trump administration reignites push for de facto bans on foreign open-source AI models

axios.com · 2026-07-20 · Score : 23

Bloomberg: Zhongji Innolight Kicks Off Roadshow for Up to $8B Hong Kong IPO, Would Be City's Largest Since Alibaba's 2019 Debut

bloomberg.com · 2026-07-20 · Score : 22

SCMP: Ant Group Unveils Agentar 2.0 With 200 Digital-Expert Templates as Chinese Big Tech Fights for Enterprise Agents at WAIC

scmp.com · 2026-07-19 · Score : 21

WSJ: CIA Operative Jonny Gannon Spied on G42 to Probe China Ties, Helped UAE Win Expanded US AI Chip Access

wsj.com · 2026-07-19 · Score : 22

Moonshot Preps Hong Kong IPO Filing Within Six Months, Kimi ARR Hits $300M in June After Doubling From April

bloomberg.com · 2026-07-19 · Score : 22

Nubia Unveils NaviX Ultra as 'World's First Agentic AI Smartphone' at WAIC, Runs ByteDance's Doubao

bloomberg.com · 2026-07-18 · Score : 20

China Dismisses US AI Distillation Claims at WAIC, Foreign Ministry's Liu Bin Calls Them 'Misguided and Counterproductive'

bloomberg.com · 2026-07-18 · Score : 22

Nio's Shenji Chip Unit Shows Three-Chip AI Lineup at WAIC 2026 Covering Driving, Robots and Agent Inference

cnevpost.com · 2026-07-17 · Score : 18

Beijing Blasts NDAA Bills That Would Codify AI Overwatch, Match and Chip Security Acts Into US Law

scmp.com · 2026-07-17 · Score : 20

Alibaba's T-Head Open-Sources SAIL AI Chip Software Stack at WAIC to Challenge Nvidia CUDA

scmp.com · 2026-07-18 · Score : 21

Bloomberg: China's National AI Fund Won Sole Voting Rights in DeepSeek's $7.4B Round, Tencent and JD Got None

bloomberg.com · 2026-07-17 · Score : 22

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

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

ALERTE 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 · Score : 31

ALERTE 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 23

ALERTE 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 · Score : 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 · Score : 26

ALERTE 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 · Score : 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 · Score : 23

ALERTE 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 · Score : 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 · Score : 17

ALERTE 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 · Score : 32

ALERTE 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 · Score : 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 · Score : 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 · Score : 25

ALERTE 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 27

ALERTE 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 · Score : 28

Numéros de la newsletter (17)

#515 China's AI is redrawing the AI race

2026-07-20 · 1 mentions

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

2026-07-09 · 1 mentions

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

2026-06-22 · 1 mentions

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

2026-06-17 · 1 mentions

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

2026-05-27 · 1 mentions

AI geopolitics: industrial policy goes from speech to enforcement

2026-04-25 · 1 mentions

#486 Apple is replacing Tim Cook because of AI

2026-04-22 · 1 mentions

AI Regulation: Musk wants training to be speech

2026-04-18 · 1 mentions

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

2026-04-18 · 1 mentions

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

2026-04-18 · 1 mentions

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

2026-04-09 · 1 mentions

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

2025-01-30 · 1 mentions

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

2025-03-27 · 1 mentions

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

2026-01-13 · 1 mentions

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

2026-01-21 · 1 mentions

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

2026-02-26 · 1 mentions

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

2026-03-06 · 1 mentions

China AI

Tendance des mentions — 20 derniers numéros

Actus en direct (68)

Numéros de la newsletter (17)