The AI funding machine is still running—but Nikkei Asia documents the first visible pressure points: higher borrowing costs for AI companies, the SpaceX secondary sell-off, and institutional investors recalibrating risk.
1 h ago 6 9
The humanoid robot maker prices its Hong Kong IPO at $9 billion, with DeepSeek taking a ¥141M strategic stake—the first direct public bet from the Chinese AI lab on embodied AI hardware.
yesterday 9 9
DeepSeek has posted notice of significant forthcoming API price increases on its pricing page. The company that commoditized frontier inference is now signaling the subsidy window is closing.
Aug 6, 2026 at 11:01 5 8
Sarvam AI moves from the model to the full stack - model + product + distribution - in a market where public procurement conditions access to data.
Jul 31, 2026 at 12:51 14 16
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
Microsoft unveils MAI-Cyber-1-Flash and a security agentic system, while 30+ publishers - Nvidia, Microsoft, allies - announce the « Open Secure AI Alliance ». Cyber-AI moves from feature to market.
Jul 28, 2026 at 20:57 9 10
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 14 8
The Okta Business at Work 2026 study highlights two clear indicators of enterprise adoption: Microsoft 365 Copilot is the broadest foundation, and Anthropic is the fastest-growing AI provider. Two parallel markets that coexist.
Jul 24, 2026 at 21:01 8 8
The IPO of Chinese DRAM champion validates the thesis of a rising compute sovereignty that builds its own stack - then turns to the domestic capital market to finance the HBM race.
Jul 24, 2026 at 09:33 12 8
The marginal cost of discovering a critical exploit falls below the threshold of an evening of research - the discovery/reward market ratio explodes.
Jul 20, 2026 at 16:39 19 14
Moonshot AI, publisher of Kimi K3, is preparing for its IPO in Hong Kong. The frontier bet moves to the liquidity stage.
Jul 20, 2026 at 11:40 10 11
A school in Colorado, the John Adams Academy, will install a non-lethal drone response system in August 2026. The question is no longer "does it work" - it's who authorizes the engagement and under what chain of command.
Jul 19, 2026 at 00:39 11 12
