CATL bets on RoboParty: China's battery giant enters the humanoid race sideways
The world's largest battery maker takes a stake in a HIT-founded open-source humanoid startup. Not a VC move - an integration play.
4 h ago 5 8
InAgent achieves 90.2% on OSWorld: the computer-use agent gap narrows for the Chinese stack
A Chinese CUA becomes the first to surpass 90% on OSWorld. The gap with US frontier labs is now a harness gap, not a model gap.
4 h ago 5 6
Montage starts CXL 3.2 chip production - China gets a second memory-fabric supplier
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
Aug 1, 2026 at 09:40 14 18
CXMT closes in on LPDDR6 mass production at 12,800 Mbps - the Chinese memory step-up
ChangXin Memory Technologies nears mass production of 12,800 Mbps LPDDR6 mobile DRAM—a real technological leap for China's memory industry, months after its IPO surge.
Aug 1, 2026 at 09:40 12 13
MiniMax H3 open-source: Chinese lab breaks the price of full-modal
MiniMax releases H3, an open-source full-modal (text, image, audio, video) model at one-third the price of competitors. The AI video market stops being binary: expensive closed-source or weak open-source.
Jul 31, 2026 at 12:50 12 14
DeepSeek V4-Flash-0731 in public beta: the Codex protocol arrives at the Chinese rival
DeepSeek pushes V4-Flash-0731 to public beta with Responses API, Codex adaptation, 82.7 on Terminal Bench 2.1 and 54.4 on DeepSWE. The vendor lock runtime decreases by one level.
Jul 31, 2026 at 12:50 12 10
China Telecom deploys the first domestic TPU cluster - Zhonghao Xinying brings silicon to service
China Telecom deploys the first TPU cluster in Hangzhou based on Zhonghao Xinying's Chana chips. The Chinese sovereign compute gains a third silicon vendor with a scale customer.
Jul 28, 2026 at 21:00 17 12
CXMT surges 500% on debut, tops Intel's market cap - Chinese memory reprices at cycle peak
Chinese memory maker CXMT jumped 471-500% on its Shanghai listing and - for a moment - its market cap surpassed Intel's. The market's message: HBM/DRAM is where the AI dollars land next.
Jul 27, 2026 at 10:16 6 6
Huawei's Thailand AI push: China's soft-power stack finds its next customer
Huawei Cloud makes its "Agentic Infrastructure" available in Thailand and opens the beta of CodeArts Agent in the country. Chinese AI diplomacy (thread `china-ai-soft-power`) moves from discourse to product deployment.
Jul 26, 2026 at 18:40 9 8
China ranks second in global compute power as AI servers overtake general-purpose ones
Pandaily reports China's compute power now ranks second globally, and AI servers have overtaken general-purpose servers for the first time. Five sub-sectors shape the next leg.
Jul 25, 2026 at 10:28 11 9
UK AISI and CAISI publish first joint cyber assessment of Kimi K3
The NIST website hosts a preliminary joint assessment by UK AI Safety Institute and CAISI (US) of Kimi K3's cyber capabilities - the first formal cross-Atlantic evaluation of a Chinese open-weight frontier model.
Jul 25, 2026 at 10:27 10 11
"AI communism": Kimi K3 shakes the thesis of the model monopoly on Wall Street
On the TechCrunch Equity podcast, American VCs refer to the Kimi K3 effect on valuations as "AI communism." The real signal: the first time a Chinese open-weight model forces American CFOs to recalculate their P&L.
Jul 24, 2026 at 21:00 5 8