Tendance des mentions — 20 derniers numéros

Actus en direct (72)

ALERTE 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 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 · Score : 24

ALERTE 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 · Score : 31

ALERTE 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 · Score : 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 · Score : 21

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

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

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

Momenta Launches $751M Hong Kong IPO With Mercedes-Benz, BlackRock as Cornerstones — Level 4 Robotaxi Services in Abu Dhabi and Munich Planned With Uber

reuters.com · 2026-06-29 · Score : 23

HSBC and Morgan Stanley Forecast China's AI-Driven Stock Rally Has Further Room to Run in H2 2026 — CSI 300 Target 5,400, MSCI China Up 27%

scmp.com · 2026-06-29 · Score : 21

Baidu's Chip Unit Kunlunxin Targets $50B Hong Kong IPO While Requiring Investors to Buy Its Semiconductors — BIS Warns of Circular Financing Risk

thenextweb.com · 2026-06-28 · Score : 26

Chinese AI and Chip Companies Drive Mainland IPO Rebound to $3.1B YTD — Five Times Year-Earlier Pace as STAR Market Opens LLM Listing Pathway

reuters.com · 2026-06-27 · Score : 19

AI Fever Powers Hong Kong Share Sales Through Hurdles to Five-Year High — H1 2026 IPOs, Placements, and Block Trades Raise ~$44 Billion

bloomberg.com · 2026-06-28 · Score : 16

WSJ: Z.ai's GLM-5.2 Matches Top US Models at Finding Security Bugs — Researchers Demand US Close Open-Model Export Control Gap

wsj.com · 2026-06-28 · Score : 23

Wired: Thriving Underground Economy for Anthropic's Claude API Spreads Across China via 'Transfer Station' Sites Buying Tokens Abroad

wired.com · 2026-06-28 · Score : 23

DeepSeek Open-Sources DeepSpec: Full-Stack Speculative Decoding Training Codebase With DSpark, DFlash, and Eagle3 Algorithms — Community Claims 60–85% Generation Speedup

github.com · 2026-06-27 · Score : 23

China's Tech Giants Quietly Trim Workforces as Workers Fear AI Will 'Optimise' Them Out of Their Jobs

scmp.com · 2026-06-27 · Score : 22

Apple Lobbies Trump Administration for Clearance to Buy Memory Chips From Pentagon-Blacklisted Chinese Chipmaker CXMT

9to5mac.com · 2026-06-26 · Score : 26

China Unveils Five-Year Plan Targeting 50% Non-Fossil Electricity by 2030, Explicitly Linked to Powering AI Compute Buildout

scmp.com · 2026-06-26 · Score : 20

Nature: State-Controlled Media Shapes LLM Outputs Globally — Chinese State Phrases in Training Data at 41× Wikipedia Rate, Models Show Pro-Regime Bias in Chinese-Language Queries

nature.com · 2026-06-26 · Score : 23

China SAMR Releases First National Standard for AI Agent Identity — Seven-Part 'Digital ID Card' Framework Mandates Closed-Loop Identity Management Across All Agent Deployments

scmp.com · 2026-06-26 · Score : 18

Hang Seng Posts Worst Week in Over a Year at -5.2%, HK Tech Index Down 3.4% as AI Deleveraging From Korea and Taiwan Spreads

scmp.com · 2026-06-26 · Score : 18

China Issues First Voluntary Code of Conduct for AI Smart Glasses — CAICT Requires Minimum Data Collection, Recording Indicators, and Explicit Consent

scmp.com · 2026-06-26 · Score : 18

ALERTE Pax Silica Second Summit Draws 35 Countries as India Raises AI Kill Switch Concerns and US Gives Informal Access Assurance

scmp.com · 2026-06-26 · Score : 29

Chinese Hedge Funds Warn AI 'Super Bubble' Collapse Point 'May Not Be Far Away' — Two Top Managers Cite Anthropic Revenue Pressure as Trigger Signal

bloomberg.com · 2026-06-26 · Score : 22

House Select Committee Hears China Has Extended Economic Espionage Campaign to Specifically Target US AI Advances, Military First in Line to Benefit

scmp.com · 2026-06-26 · Score : 20

Zhipu AI GLM-5.2 Hailed as New 'DeepSeek Moment' by Silicon Valley — First Open-Weight Model Called Reliable Daily Coding Driver

scmp.com · 2026-06-26 · Score : 22

DeepSeek Closes $7.4B First-Ever External Funding Round at $50–59B Valuation, Plans to Double All Departments

bloomberg.com · 2026-06-25 · Score : 23

Chinese Startup Fysics AI Launches Fysiverse Physics-Embedded World Model as Alternative to OpenAI and Meta Approaches

scmp.com · 2026-06-25 · Score : 17

Morgan Stanley Nearly Doubles 2026 China Humanoid Robot Forecast to 50,000 Units as Chinese Manufacturers Outpace Western Pilots

cnbc.com · 2026-06-24 · Score : 18

After Anthropic Shutdown, China's Z.ai Plans Mainland China Dual Listing to Fund AGI Push — Framing GLM-5.2 as Proof Frontier AI Must Stay Open

reuters.com · 2026-06-25 · Score : 23

Kuaishou Chip Spin-Off TranStreams Closes Series A+ Led by QF Capital and Baidu Ventures to Build Domestic AI Inference Silicon Amid US Export Controls

scmp.com · 2026-06-25 · Score : 21

FT Analysis: China's Shrinking Working-Age Population Is Accelerating Consensus to Deploy Embodied AI Robots Into Every Available Role as Fast as Possible

ft.com · 2026-06-25 · Score : 22

Qualcomm Unveils China-Specific Data Center AI Chip Designed in Compliance With US Export Controls as CEO Amon Enters AI Processor Race Against Nvidia

asia.nikkei.com · 2026-06-25 · Score : 23

Netherlands Lobbies Washington to Drop Chip Equipment Controls That Would Block ASML's Immersion DUV Sales to China

bloomberg.com · 2026-06-24 · Score : 22

ALERTE Anthropic Accuses Alibaba of Running World's Largest AI Distillation Attack — 29 Million Claude Exchanges via 25,000 Fraudulent Accounts, Letter Sent to US Senators and White House

thenextweb.com · 2026-06-24 · Score : 38

Qualcomm in Talks to Design Custom VPUs for ByteDance Using AlphaWave Semi Tech — Mass Production Targeted by End of 2026

reuters.com · 2026-06-24 · Score : 23

Bessent at Economic Club of New York: China Getting Ahead on AI Is America's 'Biggest Risk,' Outweighs Safety and Job Concerns

scmp.com · 2026-06-24 · Score : 22

Zhipu Eyes Multibillion-Dollar Hong Kong Share Sale After Stock Surges 2,000% Since January IPO to $128B Market Cap

bloomberg.com · 2026-06-24 · Score : 20

Nvidia DGX B300 Server Hits $1.1M on China Black Market as Export Controls Drive AI Chip Prices to More Than Double

ft.com · 2026-06-24 · Score : 23

Qwen-AgentWorld: Alibaba Releases First Large-Scale Language World Models — 397B Outscores GPT-5.4 and Claude Opus 4.8 on AgentWorldBench

huggingface.co · 2026-06-23 · Score : 25

Baichuan-M4 Tops OpenAI HealthBench by 15.9 Points Over GPT-5.5 Just Six Days After ChatGPT Health Launched — China's MicroPort Toumai Also Wins First EU CE Mark for Remote Surgical Robot

scmp.com · 2026-06-24 · Score : 25

Alibaba Sues U.S. DOD Seeking Removal From Pentagon Military-Company Blacklist, Calling Designation a Constitutional Due Process Violation

bloomberg.com · 2026-06-23 · Score : 23

Beijing Summons Alibaba, Tencent, ByteDance, Baidu, JD, and Meituan Over Deflationary AI and Tech Price Wars in Anti-Involution Crackdown

cnbc.com · 2026-06-23 · Score : 18

Tencent Negotiates Exit From Japanese Game Studio Investments Including Marvelous as Capital Redirects Toward AI

bloomberg.com · 2026-06-23 · Score : 19

Tencent Hunyuan Releases Open Training Framework for Agentic Phone Use — Multi-Step Mobile GUI Navigation Models Across Real-World App Interfaces

huggingface.co · 2026-06-23 · Score : 18

Zhipu Founder Tells Elon Musk GLM-5.2 Will Match Anthropic's Fable 5 Before Year-End in Public Exchange Over China's AI Parity Timeline

scmp.com · 2026-06-22 · Score : 21

JD.com Founder Liu Qiangdong Says Robots Will Replace All 700,000 Delivery Workers, Announces Nirvana Plan for Worker Retraining at 120 Schools

technode.com · 2026-06-22 · Score : 23

Apple Supplier Lingyi iTech Raises $1.1B in Hong Kong IPO to Pivot From Consumer Electronics to AI Hardware and Humanoid Robots

scmp.com · 2026-06-22 · Score : 18

ByteDance Sidelines IPO as Gray-Market Valuation Nears $1 Trillion — Would Be China's First Company to Reach That Threshold

asia.nikkei.com · 2026-06-22 · Score : 20

Japan's Top Five Chipmaking Equipment Suppliers Post First-Ever Combined 10% Drop in China Sales as Domestic Rivals Gain Ground

asia.nikkei.com · 2026-06-21 · Score : 21

China Adds Ten US Defense and Rare-Earth Companies to Export Controls, Bans Government Procurement From 46 US Firms Including Anduril

asia.nikkei.com · 2026-06-22 · Score : 27

Chinese AI Stocks Rally Over 23% in Hong Kong on Demand Optimism and Beijing Policy Support

bloomberg.com · 2026-06-22 · Score : 16

Road to Autonomy Index Ranks Baidu Apollo Go First in Global Robotaxis, With Three Chinese AV Firms in Top Five

techcrunch.com · 2026-06-21 · Score : 19

AI Server Build-Out Sends MLCC Component Prices Up to 4x in Shenzhen Spot Market

scmp.com · 2026-06-20 · Score : 19

Hong Kong Must Route AI Compute to Greater Bay Area Cities and Specialize in Low-Energy Financial AI, SCMP Analysis Warns

scmp.com · 2026-06-21 · Score : 15

Europe Controls Just 5% of Global AI Compute vs. US's 80% — 'Europe 2031' Scenario Warns of Economic Collapse, Chinese Credit Expansion, and US Seizure of ASML by Decade's End

theguardian.com · 2026-06-20 · Score : 19

Banning Open Source AI Would Be a Mistake

interconnects.ai · 2026-06-19 · Score : 17

China Mandates AI Education From Age Six Across All School Grades as Xi Jinping Frames AI Fluency as National Security Imperative

aljazeera.com · 2026-06-19 · Score : 16

Zhipu Surges 170% as MiniMax Slides 50% — Anthropic Export Ban Cements China AI Winner-Loser Pair Trade

bloomberg.com · 2026-06-18 · Score : 21

CNBC: DeepSeek Reportedly Required Investors to Sign Anti-Poaching Clauses Barring Recruitment of Its Engineers

cnbc.com · 2026-06-18 · Score : 20

Momenta Receives Chinese Regulator Approval for Hong Kong IPO as US Listing Plan Lapses — GM- and Toyota-Backed AV Startup Targets $1B+ Raise, WSJ Cites ~$9B Valuation

cnevpost.com · 2026-06-18 · Score : 24

ALERTE SK Telecom's Suspected China Ties Were the Hidden Trigger of Anthropic's Fable 5 and Mythos Shutdown, New Report Reveals

the-decoder.com · 2026-06-18 · Score : 28

ALERTE US Tells ASML Its Top EUV Chip Tool May Have Reached China in Violation of Export Controls — ASML Denies Any Machine Exists There

techcrunch.com · 2026-06-19 · Score : 34

China's Top Securities Regulator Warns Against AI-Driven Stock Speculation, Plans Guidance Targeting Deepfakes and Model Hype in Capital Markets

cnbc.com · 2026-06-17 · Score : 21

Numéros de la newsletter (15)

#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