#China

Geek+ Called a 268% Wider Loss a “Remarkable Improvement in Profit”

The warehouse robot maker's loss went from RMB48.0m to RMB176.5m. Its flagship 81.9% improvement is calculated by removing the AI spending it calls its strategy.

18h ago

Geek+ marketing graphic captioned “One-stop Software Suite”, showing its warehouse software on desktop, laptop and tablet screens

AI Chips

The Reported Chip Rule on Remote Access Has Not Been Written Yet

Coverage describes new export controls on Chinese remote access to AI servers. The Federal Register shows no such rule, no proposal and no advance notice.

21h ago

Close-up of densely cabled server hardware with a stylised graffiti overlay, from the source article

AI Chips

CXMT Is the Seventh Chinese Firm to Sue the Pentagon Over the 1260H List

China's largest DRAM maker filed in Washington on 28 August. The published justification for its designation is two lines about who owns it.

22h ago

AI Models

GLM-5.3's Open Licence Adds a Security Review for $10bn Rivals

Z.ai released the full model's weights under a licence that requires large model-as-a-service operators to pass a review whose scope Z.ai decides itself.

23h ago

Hugging Face model card graphic reading “zai-org / GLM-5.3” over a blue and orange gradient

AI Agents

ByteDance's Feishu Agent: "First to Pass Dual Certification" Is Testing

Doubao Work logs in through Feishu and inherits the enterprise's context within the user's permission scope. That design decision is the whole product.

4d ago

Product screenshot of the Lark workspace showing dashboard panels with pie charts, bar charts and a sales-by-region graph beside a chat pane.

China AI Regulation

China's Draft Law Puts the Ticket on Carmakers, But Only In First Reading

A revision of the Road Traffic Safety Law adds a chapter on autonomous vehicles. Two things it does not do are the two things the headlines said it does.

4d ago

Autonomous-driving exhibit at a Chinese trade show, showing detached steering wheels and instrument displays mounted on a lit platform.

AI Chips

Xiaomi's 3nm Chip Demo: 200B Models, But On a Desktop Box

Development is complete and commercial use is set for 2027. The TOPS figure, the launch vehicle and the install timetable were all withheld.

5d ago

A product render of Xiaomi's Xring D100 processor package, lit gold against a dark background with the Xring D100 name above it.

Finance AI

Michael Burry Left Alibaba for JD.com Before The Placement

The rotation had already happened. What Alibaba's share sale changed was his plan to reverse it.

5d ago

Investor Michael Burry in a pinstriped jacket and open striped shirt, photographed against a step-and-repeat banner for the film The Big Short.

Finance AI

Alibaba's HK$80B AI Placement Was Priced at 8.4%, Or 3.6% Off

The pricing announcement carries two discount figures against two listings. Most coverage quotes one of them without saying which.

5d ago

China AI Regulation

China Signed CNY 136.1B Compute Deals, Yet 28.6% of Racks Sit Empty

Both numbers were released at the same conference in Hohhot. Only one of them will travel, and it is not the occupancy rate.

Aug 22, 2026

A wide view of the packed auditorium at the 2026 Green Computing Power (AI) Conference in Hohhot, with the event name displayed on the stage screen.

AI Chips

US Lab Tests Chinese Lidar, Funded By An Undisclosed Company

"Government lab probes Chinese sensors" implies a government investigation. It is contract research with a private sponsor whose identity is not public.

Aug 22, 2026

Close-up of a Hesai lidar unit mounted on a vehicle roof, with office towers behind it.

Legal AI

Ex-Google Engineer Lost 7 Espionage Counts, But 7 Theft Stand

This was not an appeal and not an acquittal on the taking. The trial judge found the government never proved the China element.

Aug 21, 2026

AI Models

DeepSeek's Vision Model Came With Five Benchmarks, None Vision

V4-Flash-Vision-Exp is experimental, API-only, and scored entirely on agentic and coding evaluations.

Aug 21, 2026

AI Tools

RayNeo Launched the Same Glasses Twice, With Mismatched Specs

The international release names Gemini 3.1 Flash Lite and 1,300 nits. The Chinese launch four hours earlier named different models and a brighter display.

Aug 21, 2026

Product shot of two pairs of RayNeo smart glasses on a dark background, captioned RayNeo GT Max and RayNeo iO.

China AI Regulation

Alibaba's Second-Gen T-Head Chip Hasn't Taped Out Yet

The CEO's phrasing is forward-looking. Everything Alibaba is shipping in its own data centres today is the previous generation.

Aug 21, 2026

A dark server appliance photographed head-on with Chinese lettering and a circular badge on its front panel.

Manufacturing AI

Unitree Fell 11% on Day Two While Its Founder Put the "ChatGPT Moment" at Five to Ten Years

The quote everyone ran is the optimistic half. Wang Xingxing gave a range, and the top of it is a decade.

Aug 20, 2026

A conference stage screen showing a humanoid robot with Chinese annotation panels beside it, with a speaker at a lectern in the foreground.

AI Models

MiniMax Ships a Video-Model Workstation Three Weeks After Launch

MiniMax Design is a downloadable app, not a browser tool, and the news is the production surface — not H3, which is already open.

Aug 20, 2026

A screenshot of the MiniMax Design application in Chinese, showing the node canvas, a generation prompt panel and a strip of video frames.

AI Agents

DeepSeek Shipped Image Input for Its Agent CLI. Its Own Models Still Cannot See.

Release candidate 8 wires up an image transport path — for third-party vision models. Chinese coverage read it as a V4 spoiler.

Aug 20, 2026

DeepSeek Harness's project banner: a whale swimming in dark blue water beneath the words "Everything is a Plugin".

China AI Regulation

GLM-5.3 Is Called a Top Open Model, But Its Weights Aren't Public

Zhipu's API went live before dawn with a frontier benchmark claim and unchanged pricing — the open-weights release is scheduled for 28 August.

Aug 19, 2026

Sina Tech banner image accompanying the report on Zhipu's GLM-5.3 API launch.

AI Agents

Unitree Closed Its Debut Up 460%, Not 629%. Most Coverage Filed Before the Bell.

The first pure-play humanoid-robot listing gave back roughly a third of its opening spike during the session — after the wires had already published.

Aug 19, 2026

Two Unitree humanoid robots in blue and white boxing headgear sparring in a Unitree-branded ring before a crowd filming on phones.

Finance AI

Alibaba Sold a Games Studio for $1.5B, Not for AI

The internal memo says focus. The proceeds are unallocated in public, the terms are undisclosed, and the studio was not distressed.

Aug 17, 2026

AI Models

DeepSeek's New Prices Took Effect at 16:00 UTC. Cache Hits Cost Twelve Times More.

DeepSeek twice warned of a "significant" increase without naming a number or a date. Both have now arrived — and the largest rise is not the one being quoted.

Aug 17, 2026

AI Agents

Tencent Wired DeepSeek's Agent Framework into QQ. Install Takes Three Steps.

Two days after DeepSeek released Harness as a developer preview, China's largest chat platform made it a plugin — npm install, launch, scan a QR code.

Aug 16, 2026

China AI Regulation

China Published First Binding L3/L4 Safety Standard, No Lidar Mention

GB 44721-2026 turns a 2024 voluntary specification into a mandatory national standard, effective July 2027. A widely repeated claim that it forces lidar onto L4 vehicles and outlaws camera-only systems is not in the text.

Aug 4, 2026

A car cockpit mock-up with a steering wheel and curved instrument displays on a lit exhibition stand.

China AI Regulation

Xiaomi Complained About AI Crash Videos, And One Poster Got 7 Days

Chinese police detained one social media user and fined another over fabricated AI footage of Xiaomi cars crashing. No court was involved, and the whole thing took days.

Aug 3, 2026

A light blue Xiaomi YU7 electric crossover on a showroom stand, with visitors and staff standing around it.

China AI Regulation

China Briefed 70 Countries at the UN on an Organisation That Does Not Yet Function

The World AI Cooperation Organization has 29 signatories and a headquarters in Shanghai. It has no disclosed budget, no secretariat and no ratification timetable.

Aug 1, 2026

The letters AI rendered in metallic type above a circuit board

AI Agents

BYD Confirmed Its First Humanoid Robot Arrives in August, and Said Nothing Else

The world's largest EV maker put its robot plan on the record. There is no name, no specification, no price and no date beyond 'early August'.

Jul 28, 2026

A humanoid robot and a four-legged robot on an exhibition stand at a Chinese motor show, with two visitors standing beside them

AI Agents

Momenta Admits It Has Been Running Delivery Vans Without Drivers for Months

China's dominant assisted-driving supplier confirmed its robovan business on Monday — three days after a leak, and several months after the vehicles started working in Suzhou.

Jul 27, 2026

A small blue-and-white driverless delivery van on a Chinese motorway beneath overhead direction signs

AI Agents

Geely's Ride-Hailing Arm Took the Safety Driver Out of the Seat in Hangzhou

CaoCao has started testing robotaxis with nobody behind the wheel on public streets in Binjiang district, with a remote-monitoring platform watching every vehicle.

Jul 27, 2026

A white CaoCao robotaxi parked on a riverside road with the Shanghai skyline behind it

AI Chips

A Chinese Memory Maker Ended Its First Trading Day Worth More Than Intel

CXMT raised $8.6 billion in Asia's largest listing of the year, then closed up 466% — making it the most valuable company on mainland China's exchanges, on a 7.6% share of the DRAM market.

Jul 27, 2026