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02 Jan 2026

Baidu files for Kunlunxin spin-off in Hong Kong as China's AI chip race intensifies

Baidu has confidentially filed for a Hong Kong listing of Kunlunxin, its AI chip unit valued at $3 billion. The move comes as Chinese chipmakers race to secure funding amid Beijing's push for semiconductor self-sufficiency and escalating U.S.-China tech tensions. Kunlunxin designs powerful AI accelerators essential for data centers, positioning itself alongside Huawei and Cambricon as China seeks alternatives to Nvidia chips.

9 Sources

Samsung gains ground in HBM4 race as Nvidia production ignites AI memory battle with SK Hynix, Micron

Samsung Electronics says customers praised its HBM4 chips, declaring 'Samsung is back' as the chipmaker fights to reclaim AI memory leadership. Meanwhile, Nvidia's Vera Rubin platform enters full production, triggering an aggressive capacity race among memory suppliers targeting next-generation high-bandwidth memory dominance.

8 Sources

01 Jan 2026

Tesla sales plunge 10% as self-driving ambitions fail to materialize in 2025

Tesla delivered 1.6 million vehicles in 2025, marking a nearly 10% decline from 2023 and losing its EV sales crown to BYD. Despite stock prices hitting all-time highs fueled by Elon Musk's autonomous vehicle promises, the company's Robotaxi service remains limited to Austin and San Francisco with safety drivers still required. The gap between Musk's predictions and reality raises questions about investor confidence.

3 Sources

Brookfield Asset Management to launch cloud business targeting lower cost AI infrastructure

Brookfield Asset Management, one of the world's largest alternative investment firms, is planning to launch a cloud computing business called Radiant that will lease AI chips directly to customers. The move is tied to a $100 billion AI infrastructure program and could challenge AWS and Microsoft Azure by leveraging Brookfield's energy sector investments to control the AI value chain.

2 Sources

Instagram Chief Warns AI Images Are Outpacing Our Ability to Distinguish Real from Fake

Instagram head Adam Mosseri says AI-generated content has made authenticity infinitely reproducible, forcing a shift from trusting what we see to verifying who shares it. The platform plans to fingerprint real media and surface credibility signals as AI slop floods social feeds and deepfakes become indistinguishable from reality.

16 Sources

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