Nvidia 51% Rule: Cloud Partners Must Limit China to Under Half
Nvidia told cloud partners to sell 51% of services to non-Chinese firms. The FT says the verbal rule hits new contracts and overseas AI rentals.
·15 min read
Topic
China
44 articles
AIGeopoliticsTech IndustryDeveloper ToolsCybersecurityInfrastructureAI InfrastructureAI ModelsSemiconductorsCloud InfrastructureWeb DevelopmentBreaking News
DeepSeek V5 May Train on Huawei Ascend 950 Chips in 2027
Cailian reports DeepSeek V5 would pre-train on Huawei Ascend 950, shifting Ascend from inference into training. What that means for China AI and Nvidia.
·15 min read
Taiwan Chip Bill: 10-Year Jail for Illegal AI Exports to China
Taiwan held a Nov 2, 2026 hearing on a Trade Act bill that could jail AI chip smugglers for 10 years. Supermicro case, loopholes and developer impact.
·15 min read
DeepSeek V4.1 Flash: 552B MoE, 1M Context, $0.30 Input, MIT License
DeepSeek V4.1 Flash is a 552B MoE with 1M context, MIT weights and $0.30 per million input tokens. Benchmarks, third-party scores and self-hosting math.
·15 min read
Trump-Xi Summit: $30B Tariff Deal, AI Hotline, Pandas and Gifts
Xi Jinping visited Trump Sept 23-25, 2026: truce extended to Jan 10, $30B tariff relief each way, an AI dialogue and incident hotline, pandas and gifts.
·18 min read
Beyond Trump: What the Super Intelligence Rename Means Globally
The US now says Super Intelligence while 28 countries, the EU, China and the UN still say AI. What the split means for global AI rules and builders.
·15 min read
China Order 841: Tech Export Exit Bans Start Sept 15, 2026
State Council Order 841 took effect Sept 15, 2026: China can bar exits for export-control violations that may harm industrial or tech security.
·11 min read
China AI Chip Boom: CAICT 417% Demand vs 128% Supply 2026
Caixin Sept 15, 2026: CAICT says China AI compute demand jumped 417% YoY in Q1 vs 128% supply. Sellers market and subscription rationing explained.
·12 min read
Chrome-Windows 0-Day GRIMWEDGE CVE Patch Gap Guide 2026
Volexity: UTA0560 and JungleBamboo chained CVE-2026-85046, 87491, and 85880. Chromium fixed upstream before Chrome stable. Patch guide.
·12 min read
DeepSeek 160K Ascend Chips: 1GW China Inference Without Nvidia
DeepSeek ordered 160,000+ Huawei Ascend 950DT chips for a ~1 GW Ulanqab site. Inference without Nvidia; training still on US GPUs. China supply chain read.
·11 min read
Ox Alpha (0x) Model: Free 1M-Context Coding Preview 2026
Ox Alpha hit OpenRouter Aug 20, 2026 as stealth/ox-alpha: 1M context, multimodal, free for a week. No lab claimed it. Specs, fingerprints, and risks.
·10 min read
White House: Moonshot Used Banned Nvidia GB300 in Thailand — RASA Bill Explained
US accuses Moonshot AI of accessing restricted Nvidia GB300 Blackwell chips via Thailand to train Kimi K3. What RASA means for cloud GPU procurement in the US, UK, and EU.
·11 min read
Kimi K3: China's 2.8T Open-Weight Model Beats GPT-5.6 Sol in Code
Moonshot AI released Kimi K3 on July 16 — a 2.8T sparse MoE model ranking first globally in Frontend Code Arena at 1,679 points. Full weights drop July 27.
·10 min read
Apple Intelligence Gets China Approval Running Alibaba's Qwen On-Device
China's CAC cleared Apple Intelligence on July 15 with Alibaba's Qwen powering it. PrismML compressed 27B params to under 4GB — runs on iPhone 15 and newer. Alibaba shares +4%.
·9 min read
China Threatens India Brahmaputra Water After Indus Treaty Row
Chinese analyst Victor Gao warned India that Beijing controls Brahmaputra headwaters and can restrict river flows if New Delhi weaponizes the Indus.
·7 min read
US: China Is Pressuring States and Businesses to Cut Taiwan Ties
The US government issued a warning in 2026 that China is actively pressuring US state governments and businesses to shun Taiwan — a documented economic coercion campaign with direct supply chain implications.
·10 min read
China-US Trade War Timeline 2026: Tariffs, AI Chip Bans, Key Dates
Complete China-US trade war timeline for 2025-2026: Liberation Day 145% tariffs, the 30% truce, Nvidia chip bans, rare earth retaliation, and what it costs developers in hardware.
·12 min read
China Plans $295B AI Grid Mandating 80% Domestic Chips by 2028
China plans a $295B national AI data center grid by 2028 with 80% domestic chips mandated. Nvidia and AMD are locked out; Huawei and Biren are positioned to supply.
·11 min read
China June 2026: New Tech Transfer Controls Give Beijing Retaliation Powers
China enacted sweeping tech transfer controls June 11 2026, explicitly authorising government retaliation against nations that restrict Chinese tech investment. API and developer impact.
·8 min read
BYD Humanoid Robot Yao-Shun-Yu: China EV Giant Enters Embodied AI Race
BYD confirmed its secret humanoid robot project codename Yao-Shun-Yu, running since 2022 in Business Unit 15, with plans to sell robots through its global auto dealer network.
·8 min read
Trump: China and Japan Lack Courage to Open Hormuz. China: You Created This War.
Trump said China and Japan lack "courage or will" to open Hormuz. China fired back: the strait was open before your war. A full breakdown of the most explosive diplomatic exchange of the conflict.
·10 min read
Spain Tells China: Use Your Influence to End the Iran War
Spain's PM Sánchez called on China to leverage its Iran influence for peace — hours after Trump said China lacks "courage or will." Why Europe is going around Washington.
·8 min read
China Sent Iran 2,000 Tons of Rocket Fuel. Trump Says "Big Problems."
US intel: China delivered 2,000 tons of sodium perchlorate to Iran — enough for 785 missiles. MANPADs imminent. Trump threatened 50% tariffs. China denied everything.
·10 min read
Xiaomi's Hunter Alpha: The 1-Trillion-Parameter Model That Ran Anonymous for 8 Days
On March 11 a mystery 1-trillion-parameter model appeared on OpenRouter. The AI community burned 500 billion tokens assuming it was DeepSeek V4. On March 19 Xiaomi revealed it was theirs.
·7 min read
Hua Hong Joins SMIC at 7nm: China Has Two Advanced Chipmakers Now
Hua Hong's Huali Fab 6 in Shanghai is readying 7nm chip production. US-blacklisted GPU maker Biren is already taping out there. What it means for China's AI chip stack.
·7 min read
China Leads Global OpenClaw Adoption: 329K Stars, $275K Subsidies, Chinese Models Dominate
OpenClaw hit 329,000 GitHub stars — surpassing React. China is now the top adopter globally. Shenzhen is paying developers to build on it. MiniMax jumped 27.4% in one day.
·8 min read
Super Micro Co-Founder Arrested: $2.5B Nvidia AI Chips Smuggled to China with Dummy Servers
Super Micro co-founder Yih-Shyan Liaw was arrested for smuggling $2.5B in Nvidia AI servers to China using shell companies and dummy servers with serial numbers swapped using a hair dryer. Stock crashed 28%.
·7 min read
Nvidia Restarts H200 Chip Production for China After 10-Month Freeze
Jensen Huang confirmed Nvidia is restarting H200 manufacturing for China with US export licenses secured. ByteDance, Alibaba and Tencent approved for 400K+ units, capped at 75K per customer.
·7 min read
Alibaba Wukong vs Tencent WorkBuddy: Inside China's AI Agent War
Alibaba launched Wukong on March 17 as China's enterprise AI agent standard. Tencent fired back with WorkBuddy. Here is what the China AI agent battle means for global enterprise software.
·8 min read
ByteDance Routes 36,000 Nvidia B200 Chips Through Malaysia to Beat US Ban
ByteDance is deploying 36,000 Nvidia B200 Blackwell chips in Malaysia via a $2.5B deal, using Southeast Asian cloud firms to legally access hardware blocked under US export controls.
·7 min read
Volt Typhoon and Salt Typhoon: China's Pre-Positioned Hackers Are Inside US Power Grids and Telecoms
FBI and CISA confirmed Chinese state hackers Volt Typhoon and Salt Typhoon have been dormant inside US power grids, water systems, and telecoms for years. Here is what happened, why it matters, and what infrastructure teams must do now.
·9 min read
ASML Export Ban: How Close China's SMEE EUV Machine Is in 2026
China's SMEE has a working DUV prototype and active EUV program. If it ships by 2027, US export controls on China's chip industry effectively fail.
·8 min read
Inside China's AI Manhattan Project: Export Control Gaps and the Race to Build Sovereign AI
China is running the largest state-directed AI programme in history — often called its "AI Manhattan Project." But US and allied export controls have critical gaps. Here is how China is navigating restrictions, what the gaps are, and what this means for global AI competition.
·8 min read
China's 15th Five-Year Plan Mentions AI 50 Times and Chips Barely at All
China submitted its 15th Five-Year Plan to the National People's Congress on March 5, 2026. AI appears 50+ times. Semiconductors barely register. Washington's chip export strategy is targeting the wrong layer. Here is what developers and tech strategists need to understand.
·8 min read
China's Honor Unveils a Humanoid Robot at MWC 2026 — The Phone Maker Goes Full Robotics
Honor, the Chinese smartphone brand spun off from Huawei, unveiled a full humanoid robot at Mobile World Congress 2026 in Barcelona. The move signals that Chinese consumer electronics brands are pivoting aggressively into embodied AI, following BYD, Xiaomi, and Unitree.
·7 min read
Salt Typhoon: China Hacked 80 Countries and No One Got Them Out
Salt Typhoon, a Chinese state APT group, has compromised at least 200 companies across 80 countries including US telecom giants. AT&T and Verizon cannot confirm the hackers are out.
·7 min read
Huawei Ascend 910C: China Plans 600,000 AI Chips in 2026
Huawei plans to produce 600,000 Ascend 910C AI chips in 2026, nearly doubling 2025 output. China's AI companies are training models on a hardware stack completely separate from Nvidia and CUDA.
·6 min read
Doubao Has 155M Weekly Users. Qwen Beats GPT-5 on Maths. China Won.
ByteDance Doubao has 155M weekly users. Qwen 3.5 beats GPT-5 on maths benchmarks. Chinese AI models now make up 30% of global AI usage in 2026.
·7 min read
China Hacked 53 Organisations Using Google Sheets as Its Command-and-Control Server. Google Just Shut It Down.
Chinese espionage group UNC2814 used Google Sheets to hide C2 traffic as normal cloud document activity. Mandiant caught it. Here is how the attack worked.
·6 min read
China's Robots Just Did Kung Fu on National Television. The West Is Behind.
At the CCTV Spring Festival Gala — watched by nearly one billion people — Unitree's humanoid robots performed autonomous kung fu, aerial flips, and parkour. Last year they barely walked. Here is what actually happened and what the technical progress means.
·7 min read
DeepSeek R2 Is Out: What Every Developer Needs to Know Right Now
DeepSeek R2 just dropped. It is multimodal, covers 100+ languages, and was trained on Nvidia Blackwell chips despite US export controls. Here is what changed from R1, what the benchmarks mean, and how to use it including running it locally.
·8 min read
India vs China AI Race 2026: Who's Winning? Humanoid Robots, Summits, and the Real Numbers
India hosted the world's largest AI summit; China's humanoid robots performed in front of a billion viewers. Both say they're winning the AI race. Here's the honest breakdown — India vs China AI 2026.
·9 min read
WAIC 2026 Shanghai: China's World Artificial Intelligence Conference — What to Expect
WAIC 2026 Shanghai (July): the World Artificial Intelligence Conference returns. What happened at WAIC 2025 — DeepSeek, Huawei CloudMatrix, 800+ companies — and what to expect from China's biggest AI event in 2026.
·7 min read
DeepSeek R1 Explained: What It Is, Why It Shook the AI World, and What Comes Next
DeepSeek R1 matched GPT-4 performance for $6 million — a fraction of what OpenAI spent. Here is a plain-English explanation of what DeepSeek actually is, why Nvidia lost $500 billion in a day, and what it means for developers and businesses.
·8 min read