#China

AIUS firms are building assistants first, then letting them use other companies' websites and services, as with OpenAI's dots and Meta's Muse. Chinese players such as Tencent's Xiaowei sit inside super-app WeChat and can place orders from businesses already on the platform. Source notes Tencent earns no new fees from these purchases and that early tests show mistakes, and that Amazon has blocked Muse.

AIThe Technology Innovation Institute introduces Falcon-ASR, a 1.6 billion parameter speech recognition model for Arabic with a focus on the Emirati dialect. On six Arabic test sets it reports an average word error rate of 20.92%, versus 23.17% for the best published leaderboard result it compared against. The model also transcribes English, French, Spanish and Portuguese with the same weights, and a demo Space is available while API access and native apps are planned.

AIA new angle on creativity. 𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗗𝗲𝘀𝗶𝗴𝗻, 𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝗯𝘆 𝗦𝗲𝗻𝘀𝗲𝗡𝗼𝘃𝗮 𝟲.𝟴 𝗙𝗹𝗮𝘀𝗵 𝗣𝗿𝗲𝘃𝗶𝗲𝘄, 𝗯𝗿𝗶𝗻𝗴𝘀 𝘀𝘁𝗮𝘁𝗶𝗰 𝗶𝗺𝗮𝗴𝗲𝘀 𝘁𝗼 𝗹𝗶𝗳𝗲.

AIDeepal Automobile officially announced the 2027 Deepal L06, positioned as a long-range magnetorheological AI sedan equipped with two "lobsters," namely an AI Agent and an AI Box. Chairman Deng Chenghao said the two systems let owners state their intent in a single sentence, though no launch date has been disclosed.

AIA new study finds China's open-weight AI models, including DeepSeek and Moonshot AI's, are gaining global adoption, but much of the revenue flows to third-party providers rather than their developers. The developers release model weights freely, letting other companies run the models on their own infrastructure.

AIThe FCC's proposed ban on new Chinese optical transceivers targets the top of the supply stack, but the author argues it leaves the dependencies that matter untouched. The analysis traces the module, laser, indium phosphide wafer, and indium metal layers, finding that China controls the wafers and refined indium while U.S. firms depend on Chinese-made substrates. The author concludes that a module-level rule would take years to replace lost capacity and would not change control of the lower layers.

AIGoogle and Meta have started sending some live traffic through a land route across Iraq that they had previously held in reserve, according to a person familiar with the deal. Most data between Europe and Asia still flows through subsea cables under the Red Sea, where Yemen's side of the strait is now contested and cable repairs could take months.

AIOver 70% of the 100M+ ElevenAgents conversations in India over the past year were in Hindi, Kannada, Tamil, and Telugu. Voice AI in India is multilingual, and the Summit brought together 500+ enterprise leaders, builders, and partners who are building for this future.

AIThe Chinese models are great, but horribly token inefficient (try running an eval with max reasoning to feel the pain). I'm looking forward to a future where open models start competing on this axis!

AIParamount Skydance completed its roughly $110 billion acquisition of Warner Bros. Discovery on October 6, with the combined company renamed Skydance. Reports also say Moonshot AI finished a final private round at about a $50 billion valuation and is preparing a Hong Kong IPO for the first quarter of next year, while Microsoft and Meta reportedly asked employees to use Claude less.

AIopen AI models: "Closed models are the equivalent in real estate to renting an apartment... As AI adoption has increased, an ownership market is basically coming in.. The only way to own intelligence, by definition, is if it's open"

AIBanning is impossible and otherwise strategic competition becomes really untenable in a few years.

AI…reports, citing people familiar with the matter. Tencent and battery maker CATL are among the biggest investors in the round, which is expected to close soon. DeepSeek is planning an IPO in early 2027, though details could still change.

AIMakes me wonder if the real Western vs. Chinese OSS models gap is simply this: Chinese labs can distill Anthropic and OpenAI models. Western labs can’t.

AIChina's booming artificial intelligence sector has kept local researchers at home, but it has not yet attracted overseas scientists despite a government push to recruit them.

AI…especially wrt China), and ignoring evidence that a mythos-class cyber model being released has largely been fine. 🌶️ one.

AINathan Lambert argues that policy debates on open-weight model cyber risks lack nuance, because banning open models may not reduce risk and could weaken American competitiveness. He says closed frontier APIs have been tied to most documented cyber attacks, and that restricting open models while closed models keep advancing could widen the offense-defense gap. He also argues that Chinese labs' safety practices are shaped by their own government and society, and that the claimed risk of models like Claude Mythos has been overstated.

AIChina now leads research in nearly 90% of 74 critical technologies, according to the Australian Strategic Policy Institute's December 2025 Critical Technology Tracker. China also produces 70% of the world's EVs, 80%–85% of global solar photovoltaic manufacturing, and over 75% of battery production. The report measures cited research rather than deployable manufacturing, a gap the article flags as a key caveat.

AI…of about $50 billion, Bloomberg reports, citing people familiar with the matter. Kuaishou's AI video platform Kling AI has picked banks for a Hong Kong IPO that could raise at least $1 billion, targeting a listing as early as 2027. The offering's size and timing could still change.

AISouth Korea's Ministry of Science and ICT plans a ₩4.7 trillion special program to develop a frontier AI large model starting March 2027, Reuters reported. The lead developer will be chosen through competitive bidding after the National Assembly passes the 2027 fiscal budget in December, with the winner expected to be finalized as early as February 2028. The program is separate from the existing domestic foundation model project, which will continue and select two final teams in a third-stage review in February 2027.

AIReflection AI, an Nvidia-backed startup, released Beam, its first open-weight large model, aimed at coding and agent tasks. The company says Beam is comparable to Z.ai's GLM-5.2 and is approaching Qwen3.8-Max on coding and agent work. Beam has 501 billion total parameters, with 23 billion activated per task in a sparse architecture.

AIChina is more exposed than the US to semiconductor supply disruptions, with semiconductor producers earning $15.2 per $1,000 of Chinese final demand in 2022 versus $5.7 for US spending. In a combined Taiwan disruption and China–West decoupling scenario, Chinese advanced processor prices rise 17-fold and real gross national expenditure falls 3%, compared with about a 20% price rise and 0.6% fall for the US. The authors report the gap persists across robustness checks, though the exact size carries significant uncertainty.

AIChinese AI companies earn about 10% of the combined AI-related revenue of OpenAI and Anthropic, according to Epoch AI as of September 2026. Their main income streams are consumer apps, API access, enterprise and government deployments, licensing fees, and AI-complemented businesses such as cloud and advertising. Releasing model weights lets third-party hosts compete on price, which weakens API margins for model-focused firms like Z.ai and DeepSeek.

Why it matters: The piece maps how Chinese AI firms earn revenue and why open-weight releases weaken API pricing, giving context for comparing them with US frontier labs.

AIThere's a lot of ways people will overthink this, but the clearest takeaway should be that the Chinese are very very good at building LLMs.

AIReflection is set to release Beam, its first open-weight AI model, aiming to become a Western counterpart to DeepSeek. The source says Beam is trained from scratch for coding, reasoning, and AI agents, with benchmarks placing it alongside the strongest open models and more efficient token economics. Reflection has raised $4.6 billion from investors including Nvidia, Sequoia, and Lightspeed, and the interview covers its monetization plans for open-weight models.

AIThe multiyear agreement covers cross-licensing in 5G, computing, AI and networking. Qualcomm will also buy some of Huawei's U.S. patents: ownership, not just permission to use them. Financial terms haven't been disclosed, and the transaction still needs regulatory approval.

AIIndependent Chinese AI safety work has very little funding, and the Charity Law and Overseas NGO Law limit both domestic and foreign money flowing to nonprofits. Chinese charitable giving was about $21 billion in 2023 versus $557 billion in the US, with companies supplying 77 percent and most AI safety work sitting in state-backed institutions and universities. The author suggests options such as overseas compute, exchange programs, investment in safety companies, and a domestic regranting fund.

AIZhenwu V900 features 216 GB of memory capacity and 1,200 GB/s of interconnect bandwidth. The V900 is slated to be "3x" the performance of the Zhenwu M890 and will start shipments in Q1 2027. (1/3)🧵

AI美国在忙着做 Frontier Models 中国在忙着做 Open Models， 并努力成为 Frontier 欧洲在忙着做 Sovereign Models，谓之"主权" AI Translation: The US is busy building Frontier Models. China is busy building Open Models, and working hard to become Frontier. Europe is busy building Sovereign Models, calling it "sovereign" AI.

AIHuawei chairman Eric Xu said at Huawei Connect that Ascend now leads Nvidia in China, based on Huawei's own data, but did not give a market share. Bernstein forecasts about 50% for Huawei and 8% for Nvidia this year, and Xu says mainland process nodes, not chip design, are the bottleneck. DeepSeek reportedly plans to deploy at least 160,000 Ascend 950DT chips in Inner Mongolia.

AIThe source, a CSET web page listing expert commentary, provides only a headline about China's crackdown on AI relationships and a question of whether Beijing is ahead in regulating the area. The body consists of unrelated CSET media appearances and an op-ed on Iran's military use of AI and Chinese reusable rocket technology, with no details of the crackdown itself.

AIA quiet landscape, gently in motion. 🌿💧❄️ With Dynamic Design powered by SenseNova 6.8 Flash Preview, Xiaohongshu creator @Muzlz8888 (Mr.木子李子) sets the sand swirling, the stream flowing, the ducks moving and the snow drifting — while keeping the buildings still. From a static image to a scene with rhythm. ✨

AIChina has built two major low Earth orbit satellite megaconstellations: Guowang, a state-oriented network run by China SatNet, and commercially oriented Qianfan. Guowang had launched only 15 satellites by early 2024, far short of its plan for 12,992, and its state monopoly ended in October 2023 when the Ministry of Industry and Information Technology opened the sector to non-state firms.

AIOpenAI says more than 15,000 accounts attempted to extract its models' reasoning, and links a core group to people associated with Moonshot AI, maker of Kimi. Anthropic made a similar claim in February. OpenAI says no encryption was cracked and no database breached, and frames the charge as breaking its terms of service.

AI…and the race against China.

AIChina's state-owned CASC recovered a Long March 10B first-stage booster at sea in July, while LandSpace's Zhuque-3 booster landed softly on August 18 after a failed December attempt. Analysts say the tests are significant steps but do not yet mean China has mastered rocket reusability, which requires multiple successful launches to prove reliability. China launched 371 satellites in 2025 compared with SpaceX's 3,169, and Starlink accounts for about 70% of satellites in low Earth orbit.