Alex Yumashev (Jitbit) explains why he unsubscribed from Cursor: VSCode base 7-8 months behind, 7 bugs reported in a year and never fixed, Agent mode forced with every update, ghost support. An individual signal that perfectly illustrates the editor-orchestrator divide.
18 h ago 11 10
Nscale acquires the company behind Ray - the open-source distributed-compute framework ML teams actually write against. The prize is placement, not code.
Jul 30, 2026 at 19:38 11 14
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
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
According to TechNode, Oppo and Vivo reportedly declined Samsung Electronics' price offer for Q3 2026 - the memory capex race is spilling over into client-to-client negotiations.
Jul 23, 2026 at 07:42 9 9
Nvidia delivers Vera to the 3 key accounts (OpenAI, Anthropic, SpaceX). At the same time, Wistron opens a server-dedicated Blackwell factory in Taylor, Texas. The Grace/Vera + Blackwell stack is being physically deployed.
Jul 22, 2026 at 12:41 16 9
The regime targets apps that simulate a specific personality and maintain a consistent emotional relationship - new pillar of the social framework for consumer LLM in China.
Jul 20, 2026 at 16:42 9 9
Meituan leads a $73.9M round for Xynova, a Chinese robotics company - its third round of the year. Service hyperscalers are pivoting towards embodied - not as a lab, but as a strategic client.
Jul 17, 2026 at 14:21 26 12
Series A of 24 M$ for Rime. The real figure is elsewhere: 100 M calls/month processed, distributed across several client companies.
Jul 15, 2026 at 19:28 17 8
BBB-, the last step before the speculative category. S&P does not downgrade Oracle for its results, but for the structure of its bet: $90-95 billion in capex and a single client that accounts for half of the commitments.
Jul 14, 2026 at 22:30 32 7
InfoQ publishes the analysis of a pre-flight discovery call, present in every customer session for years, revealed as an obstacle to global failover during AWS regional outages. A lesson in systems more than a patch.
Jul 13, 2026 at 17:27 29 7
Moonshot AI (Kimi) partners with Agricultural Bank of China and American Express to launch a credit card whose interface, customer relationship, and scoring are powered by a Chinese LLM. This is the first time a Chinese LLM has been placed at the heart of a major banking product.
Jul 11, 2026 at 17:19 3 10
![China: CAC regulates "anthropomorphic" AI companion apps - interim measures, not outright ban [ENCADRE titre="What is an anthropomorphic AI?" contenu="An AI that mimics human characteristics, such as emotions, personality, and appearance."]](/?page=img&w=640&s=21e20e7543a84b89&src=https%3A%2F%2Fcdn.nimpress.com%2Fmedia%2Fimages%2F78c8eea8130563de0e87c2de10ad117b.png)
