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AI News · 3 min read

Z.ai Runs Its 320B-Parameter Model on 100,000+ Chinese Chips — and Tripled Throughput in Two Weeks

Z.ai reported that its GLM-5.3-Flash model — 320 billion parameters, 1 million token context — is running on more than 100,000 Chinese-made accelerators with throughput tripled in under two weeks.

Sep 19

Energy & Climate · 5 min read

China's Wind and Solar Expansion Could Give It a Decisive Advantage in the AI Infrastructure Race

China added 430 gigawatts of renewable energy in 2025 alone and is co-locating AI data centers in surplus clean-power zones, creating a structural electricity cost advantage over US AI infrastructure that export controls and chip restrictions cannot address.

Jun 2

Manufacturing & Industry · 4 min read

China Deploys 295,000 Industrial Robots Per Year as US-China AI Race Shifts to Factories

China installs 295,000 industrial robots annually versus 34,200 in the US — an 8.6-to-1 gap that signals the US-China AI competition is moving from model benchmarks to factory floors.

May 18

AI News · 3 min read

Four Chinese Labs Release Open-Weight Coding Models at One-Third the Cost of Western Frontier AI

Four Chinese AI labs — Z.ai, MiniMax, Moonshot, and DeepSeek — released open-weight coding models matching Western frontier performance at one-third the inference cost in May 2026.

May 9

Business & Enterprise · 3 min read

China's Moonshot AI Raises $2 Billion at $20 Billion Valuation as Open-Source Demand Surges

Moonshot AI, developer of the open-weight Kimi model series, closed a $2 billion round led by Meituan's venture arm — reaching $200 million ARR as global demand for open-source AI alternatives accelerates.

May 8

AI News · 3 min read

DeepSeek Unveils Its Most Powerful Flagship Model Yet, One Year After Its Market-Shaking Debut

Chinese AI lab DeepSeek released its most capable model yet, roughly one year after its original launch rattled global AI markets — and the efficiency debate is back.

May 4

Finance & Banking · 3 min read

Goldman Sachs Cuts Hong Kong Staff Access to Anthropic's Claude Amid U.S.-China AI Tensions

Goldman Sachs has blocked Hong Kong employees from using Anthropic's Claude — both directly and through internal AI platforms — citing its contractual arrangement with Anthropic, not local regulation.

Apr 30

Science & Research · 3 min read

DeepSeek Launches V4 with 1.6 Trillion Parameters and 1 Million Token Context

DeepSeek released V4 today — 1.6 trillion parameters, a 1 million token context window, and open-source weights. Here is what changed and what it means for the global AI race.

Apr 25

AI News · 3 min read

DeepSeek Drops V4 Pro and Flash—A Year After Upending Silicon Valley

DeepSeek released V4 Flash and V4 Pro on April 24 with top-tier coding benchmarks and a 1-million-token context window—open-source, again, at a moment when Silicon Valley assumed the gap was widening.

Apr 25

Science & Research · 3 min read

Stanford AI Index 2026: China Has Nearly Closed the US Performance Gap

The 2026 Stanford AI Index found China closed the US AI performance lead from 9.26% to 1.70% in one year — while major labs slashed transparency scores by 31%.

Apr 15

Science & Research · 3 min read

DeepSeek V4 Launch Imminent: 1 Trillion Parameters, Huawei Chips, Open Weights

DeepSeek is preparing to release V4, a roughly 1 trillion parameter model with fully open weights that runs on Huawei's latest chips — not Nvidia hardware.

Apr 13