DeepSeek V4 approaches: 1M tokens of context and double pricing
DeepSeek is preparing for the public release of its V4, with a 1M token window and a double pricing grid (peak/off-peak). The shadow extends beyond a simple update.
10 h ago 10 8
Qwen 3.8 Max quietly appears on qwen.ai
Alibaba's flagship ticks past 3.5. No blog post yet - just a product page and a version bump.
yesterday 18 10
Kimi K3 goes live at 2.8 trillion parameters: Moonshot ships the biggest open-weight frontier bet yet
Moonshot takes Kimi K3 to GA with a striking figure: 2.8 trillion parameters, the largest open-weight architecture announced to date.
Jul 17, 2026 at 09:18 16 8
AI bills faster than the cloud alerts: $14,000 in one day, $6,531 in 24 hours
Two recent incidents documented by InfoQ - an AWS key theft and an agent released without a ceiling - summarize the guardrail gap: the spending speed of an agent is that of a script, but the billing alert speed remains that of a human.
Jul 16, 2026 at 17:45 23 9
Xpeng promises global humanoid launch in 2027: the Chinese "embodied" race gets a distribution date
Xpeng, better known for EVs, will launch humanoid robots globally next year. The claim itself is common in 2026; the "globally" is the wager - and it lands right in the middle of the embodied-foundation race.
Jul 16, 2026 at 08:48 32 9
Hassabis proposes an AI FINRA - 30 days before each release
An independent standardization body, funded by the industry, that would inspect models before their release. The proposal is serious. So are its blind spots.
Jul 14, 2026 at 22:32 22 8
Google Cloud × Samsung: Gemini Enterprise in the Device eXperience, the bet on captive distribution
Google Cloud deploys Gemini Enterprise to Samsung DX employees worldwide - described as "its largest agentic deployment in Korea to date." The real challenge: access to a massive user base.
Jul 13, 2026 at 09:12 3 8
Nanya Tech quadruples its 2027 capex - Taiwan bets big on the DRAM comeback
The third-largest global DRAM player announces a 2027 capex quadrupled. This is not a bet on HBM - it's a bet on "old-school" memory that AI is putting back at the center.
Jul 11, 2026 at 17:19 4 8
ByteDance Seedream 5.0 Pro - the first Chinese image model that plays in the big leagues
Pandaily publishes an in-depth hands-on review of Seedream 5.0 Pro. It finally includes useful benchmarks, failure cases, and a position in the landscape.
Jul 11, 2026 at 17:19 12 6
MiniMax: the lockup crash, then 2.2 billion HKD in 48 hours
The MiniMax action drops 24% at the unlock, then raises 2.2 billion HKD in two days. The market learns to distinguish between an AI platform and an AI product.
Jul 11, 2026 at 10:44 8 7
Tech in Asia: Oracle capex $50B FY26 - credit risk tightens, Asian reading counts
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
5 h ago 5 5
Yimu Tech raises over 100 million RMB for robotic tactile sensors
Chinese capital is shifting from the embodied model to its hardware components - the "sensor stack" thesis is starting to be seriously funded.
5 h ago 7 4