Tendance des mentions — 20 derniers numéros

Actus en direct (76)

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

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

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

Numéros de la newsletter (16)

#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 (76)

Numéros de la newsletter (16)