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News
China's AI industry is moving from models to agents, a state report says
17+ hour, 24+ min ago (87+ words) A China Telecom report says inference will be 80% of the country's compute market by 2029. Europe's gigafactories are due online in mid-2028....
DeepSeek's V4.1-Flash takes on Opus 5, and retires V4-Pro
2+ day, 13+ hour ago (321+ words) DeepSeek V4.1-Flash: an open model DeepSeek says beats its own flagship, at lower prices, with a quarter of the memory. V4-Pro retires Monday....
ByteDance is preparing a real-time spatial video model under Zhang Yiming, Bloomberg reports
5+ day, 15+ hour ago (698+ words) Built on Seedance and aimed at Pico headsets, the model would render interactive 3D worlds in the cloud at roughly 50 milliseconds of latency. Close up ByteDance company logo on office building. ByteDance is preparing an AI model for real-time spatial video…...
Chinese banks and carriers have turned AI tokens into rewards, monthly plans and collateral
1+ week, 9+ hour ago (462+ words) A Guangzhou district will lend against token consumption, while European research finds the same sentence costs 2.5 times more in some EU languages Chinese banks, telecom carriers and a Guangzhou district have started packaging AI tokens as credit card rewards, monthly…...
Chinese profits rose 25.7%. The CSI 300 fell 9% and the Star 50 fell 29%
1+ week, 20+ hour ago (476+ words) Beijing's stock market is the first to watch a full AI capex cycle arrive in reported profit, and Europe has not started spending yet Graph showing rising profits with stacked coins on table Profits at onshore-listed Chinese companies rose 25.7% in…...
DeepSeek plans large Huawei chip order for new Inner Mongolia data centre
1+ week, 1+ day ago (331+ words) DeepSeek is preparing a large order of Huawei AI chips to supply a new data centre, according to Bloomberg. The order size, chip model and delivery schedule have not been disclosed and DeepSeek has not confirmed the plan....
ByteDance raises $29.6bn, Asia’s second-biggest loan this year, and pays less for it
1+ week, 2+ day ago (330+ words) ByteDance has secured a $29.6bn dollar loan after banks put in more than $30bn of orders, upsizing a facility that began at $20bn....
X's Chinese data centre bots had almost no audience
1+ week, 4+ day ago (578+ words) A Clemson researcher found most of the Chinese bots X blamed for the US data centre backlash had zero engagement....
Qwen4's architecture is here early, firing 6B parameters out of 125B
2+ week, 3+ day ago (81+ words) Qwen3.8-Flash-Next activates 6B of its 125B parameters per token. Its licence, not its architecture, is the part that matters under the EU AI Act....
Moonshot AI wants 30% of what US clouds earn from Kimi K3
2+ week, 3+ day ago (338+ words) China’s Moonshot AI is in early talks with Microsoft, Amazon and Google to host Kimi K3 under revenue-sharing deals worth up to 30%....