#China

AIAlibaba is preparing its Zhenwu V900 proprietary accelerator for commercial release in the first quarter of 2027, claiming three times the performance of the M890. The company also targets more than 20 gigawatts of global data center capacity by 2032. Its capital expenditures rose 75% year-on-year in the June quarter, while AI cloud revenue grew 44.9% and cloud adjusted EBITA margin reached about 12%.

AITencent Hunyuan says it shrank the 770B-parameter Hy4 preview from roughly 1.5TB to 214 GiB while keeping the parameter count unchanged. The quoted Zhihu post by a Tencent Hunyuan quantization team member describes the method: a 1.25-bit sparse ternary encoding, mixed precision across expert layers, and STQ1_0 CUDA kernels in llama.cpp. The author reports nearly unchanged MRCR retrieval and a small decline in math.

Why it matters: The quoted Zhihu post explains how Hy4 preview's weights were quantized and kept usable at inference, a concrete engineering case for compressing large MoE models.

AINathan Lambert argues that Chinese open-weight models now lead American ones on benchmarks, Hugging Face downloads, and OpenRouter usage. He estimates the gap to the American closed frontier at 2 to 5 months for Chinese open models and 6 to 9 months for American open models. The piece also reports that Chinese open-weight models were mentioned in over 40% of arXiv papers he scanned, compared with 30% for American models.

AIAridge has signed a cooperation agreement with Ras Al Khaimah to set up a regulatory sandbox for advanced air mobility in the UAE, overseen by the UAE General Civil Aviation Authority. The program will test its Land Aircraft Carrier in desert conditions and plans a demonstration route between Abu Dhabi and Ras Al Khaimah. Regulatory approval for commercial passenger eVTOL flights remains pending.

AIModelScope has added inference and training support for Qwen-Image-2.1 on its Civision platform. The feature is currently available on the CN site, with international support promised as coming soon.

AIWan 3.0's output resolution has been raised by one level, according to a quoted post from @roco_kn_roco. The main post from Wan (@Alibaba_Wan) contains only emoji and adds no further details.

AIHuawei unveiled the Atlas 960E superpod, which links up to 4,096 NPUs using near-packaged optics (NPO) and claims eight exaflops at FP8 precision and up to one petabyte of high-bandwidth memory. Its Hi-ONE engine provides 7.2 terabits per second of transmission capacity, and Huawei says 5,500 engines replace 48,000 conventional 800G optical modules, cutting power consumption by more than 550 kilowatts. Huawei has proposed its NPO implementation agreement to the Optical Internetworking Forum, though it has not yet become a standard.

AIAt HUAWEI CONNECT 2026, Huawei announced the Ascend 960 SuperPoD, which supports up to 4,096 NPU cards and uses NPO technology. According to Huawei, Hi-ONE NPO units can replace 48,000 800G optical modules with about 5,500 units, reducing power consumption by more than 550kW, and system availability will reach 99.8%.

AIDeepSeek engineer Shengyu Liu, who wrote DeepSeek-V4.1-Flash's attention kernels, published an essay arguing that AI industrializing software production may leave students without the skills to understand and plan whole projects.

AIHiDream.ai launched vivago R1, a content creation agent, globally, with a domestic version upgrade. The company says R1 can output five-minute high-quality videos through agent planning, with a claimed 85% usable-output rate and support for multi-round extensions. It also released HiDream-O1-Video-1.0, a native omni-modal video model supporting single shots of 5 to 20 seconds at 1080p.

AIRadixArk's SGLang-Diffusion, paired with VDN-H3, generates 14.4 seconds of 768p video in 9.0 seconds on 8× B200 GPUs. The 8-step denoising alone takes 6.9 seconds, which is over 2× real time, and the team reports no measured quality regression against dense 50-step MiniMax H3 across 103 test prompts.

AIJohn Schulman posted that Anthropic's approach to Elon Musk would be nice to see applied with China. The post gives no detail on what that approach involves.

AIShanghai AI Lab's InternLM team released Intern-S2-397B, a multimodal foundation model for scientific intelligence and long-horizon agents. The model uses visual pre-training on raw scientific literature pages, multi-task reinforcement learning across more than 20 scientific domains, and agentic reinforcement learning in sandboxed environments.

AINathan Lambert has compiled a reading list of open-model writing covering why labs release open weights, the open-versus-closed debate, and US-China competition, last updated 15 September 2026. The list includes pieces on open-model economics, safety and marginal-risk research, and recent Chinese releases such as Kimi K3 and GLM-5.2. It also cites lawmaker inquiries into Western companies' use of Chinese models.

AITencent Hunyuan posted that much more AI is coming, with no specific model, date, or feature named. The post follows an Ivan Fioravanti visit to Tencent's Beijing headquarters, where he praised the team and said Hy4 Preview is only the tip of the iceberg.

AIDeepSeek says it will work with the open-source community on inference support for DeepSeek-V4.1-Flash and explore more deployment options. The company is inviting organizations planning large-scale deployments with 2,000 GPUs and a storage cluster to get in touch. The model and a technical report are published on Hugging Face.

AIAt Arm Everywhere China on September 8, 2026, Arm launched products spanning data center CPUs, mobile compute subsystems, and robotics platforms. The article says CSS for Mobile 2 integrates CPU, GPU, and neural accelerator for agent AI on phones, and Arm's Neoverse CSS N4 and AGI CPU target agent sandboxes in data centers. It also reports that Arm's Total Design ecosystem now covers over 80 partners for physical AI.

AIBAAI and Peking University researchers released official weights for ConsiSpace, a geometry-consistent multimodal framework for spatial reasoning in long-form visual observations. The model is described in the paper "ConsiSpace: Learning Geometric Consistency Matters for Video Spatial Reasoning" (arXiv:2607.17599).

AIZhipu (Z.ai) reported first-half 2026 revenue of US$142 million, up nearly 400% year on year, driven mainly by its open platform and API business. As of end-August 2026, ARR reached US$1.6 billion, and gross margin for the platform and API business rose from negative 0.4% to 24.6%. The company also said its platform had over 7.4 million registered users and that GLM-5.3's gains came partly from a several-dozen-fold expansion in data environments.

AIBaidu and IFAW have launched AI Guardian, a platform powered by ERNIE models that builds on a collaboration since 2020 that has helped remove more than 18,000 listings linked to the illegal wildlife trade. The platform aims to make this wildlife protection technology more accessible, and users can sign in through ai4wcp.com to help protect wildlife.

AIBAAI and Hao Tang's team at Peking University's School of Computer Science released GaussianMind, an audio-language model built on RoboBrain and OpenMOSS Audio. The model is available on Hugging Face and loads through custom Transformers code with trust_remote_code=True.

AIBaidu's latest AI Pulse highlights how its product portfolio, including DuMate, GenFlow, MeDo, and ERNIE Assistant, is built to take AI work from request to finished result. The post also notes that Baidu has become a dual-primary listed company and that its Apollo Go robotaxi service has expanded in Dubai and Hong Kong.

AITencent Hunyuan shared a post praising the result of an animation based on the Qingming Shanghe Tu, without giving further details. The quoted post says the creator built the animation with Tencent's Hy4 preview, and claims that from the same prompt it outperformed GLM5.3-flash.

AIHelical Fusion CTO Wei Xishuo told the NFEC2026 AI-for-fusion forum that the company uses an autoencoder to compress hundreds of stellarator shape parameters into three. The company says this lets it predict zonal flow residuals and turbulent transport from more than 15,000 global simulations and generate new configurations with up to 100x better confinement in simulation.

AITinker announces that Z.ai's GLM-5.3 is now available on its platform with a 256k context window. Tinker says it is currently the strongest open-weights model on coding evals including Terminal-Bench 3.0 and DeepSWE 1.1, built on the same base as GLM-5.2 with scaled-up post-training.

AISGLang offers day-0 support for GLM-5.3 on NVIDIA Blackwell and Hopper and AMD MI300X, MI325X, and MI355X GPUs, using the same runtime and flags. SGLang is also the rollout engine in Slime, the framework Zhipu used to post-train GLM-5.3, so the runtime that generated the RL trajectories now serves the model.