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Key Facts

Key PlayersBaidu, Alibaba, DeepSeek, ByteDance, Tencent

Top InstitutionsTsinghua, Peking University, CAS

AI Policy StanceState-directed, strategic priority

Notable LegislationGenerative AI Regulations (2023)

Top News

Trump Claims Data Centers Could Be Bigger Than Oil, Pushes States to Accelerate AI Growth

President Donald Trump declared that data centers could eventually surpass oil as an economic force, calling artificial intelligence bigger than the internet by many times. He urged states to cut taxes and embrace AI infrastructure while warning that the U.S. cannot afford to lose the global competition in AI to China.

Policy2 sources

Trump Claims Data Centers Could Be Bigger Than Oil, Pushes States to Accelerate AI Growth

Policy2 sources

ByteDance trains massive 10 trillion parameter AI model to rival Anthropic's Mythos

ByteDance is training an AI model with up to 10 trillion parameters, three times larger than any Chinese model released to date. The TikTok parent aims to rival Anthropic's Mythos system as Chinese companies push to close the gap with leading US AI labs through independent model development.

Technology4 sources

ByteDance trains massive 10 trillion parameter AI model to rival Anthropic's Mythos

Technology4 sources

DeepSeek reopens $8 billion funding round while investing $20.8 million in humanoid robot maker Unitree

Chinese AI startup DeepSeek has reopened its $8 billion funding round at a $74 billion valuation while simultaneously investing $20.8 million in Unitree's Shanghai IPO. The dual moves signal a strategic shift from cost-efficient AI models toward robotics and embodied intelligence, with plans to build data centers in Inner Mongolia.

Technology4 sources

DeepSeek reopens $8 billion funding round while investing $20.8 million in humanoid robot maker Unitree

Technology4 sources

Unitree IPO values China's humanoid robot champion at $9 billion as geopolitical tensions escalate

China's Unitree priced its Shanghai IPO at $9 billion, becoming the country's first mainland-listed humanoid robot maker. The deal comes as U.S.-China trade and technology tensions intensify, with Washington imposing new restrictions on Chinese robotics while Beijing positions humanoid robots as a strategic industry for its AI ambitions.

Business3 sources

Unitree IPO values China's humanoid robot champion at $9 billion as geopolitical tensions escalate

Business3 sources

ByteDance Founder Bans AI Distillation, Sacrificing Short-Term Gains Amid US-China AI Tensions

ByteDance founder Zhang Yiming has instructed staff to avoid AI distillation—using outputs from larger, more powerful systems to train smaller models. The directive, dating back to 2023, prioritizes long-term technological breakthroughs over immediate competitive advantages, even as rivals surge ahead using the controversial technique.

Policy3 sources

ByteDance Founder Bans AI Distillation, Sacrificing Short-Term Gains Amid US-China AI Tensions

Policy3 sources

China Fears Anthropic's Mythos AI Model Could Become Offensive Cyber Weapon Before Xi-Trump Summit

Beijing is growing increasingly anxious about Anthropic's Mythos AI model, viewing it as a potential offensive cyber weapon ahead of Xi Jinping's planned September 24 meeting with Donald Trump. Officials question why China is denied access to the frontier AI model that has demonstrated exceptional capability at exploiting software vulnerabilities.

Policy2 sources

China Fears Anthropic's Mythos AI Model Could Become Offensive Cyber Weapon Before Xi-Trump Summit

Policy2 sources

US Ban on Chinese AI Hardware Could Disrupt Data Centers and Raise Costs for Amazon, Microsoft

The Trump administration is drafting a ban on Chinese data center components, targeting optical transceivers that power AI infrastructure. Zhongji Innolight and Eoptolink shares plunged 8-16% as the Federal Communications Commission moves to block imports over national security concerns, threatening to disrupt AI supply chains and increase costs for major hyperscalers.

Policy14 sources

US Ban on Chinese AI Hardware Could Disrupt Data Centers and Raise Costs for Amazon, Microsoft

Policy14 sources

Alibaba Unveils Qwen3.8-Max AI Model with 2.4 Trillion Parameters, Escalating U.S.-China AI Race

Alibaba released Qwen3.8-Max, its most powerful AI model yet, with 2.4 trillion parameters and performance matching Anthropic's Claude Fable 5. The open-weight release intensifies U.S.-China competition as Chinese firms rapidly close the gap with American AI leaders through aggressive releases and cost efficiency.

Technology22 sources

Alibaba Unveils Qwen3.8-Max AI Model with 2.4 Trillion Parameters, Escalating U.S.-China AI Race

Technology22 sources

DeepSeek Founder Liang Wenfeng Says No KPIs, No Overtime Built His $60 Billion AI Lab

DeepSeek founder Liang Wenfeng told staff the $60 billion Chinese AI startup operates without KPIs or overtime, letting researchers spend half their day on unstructured work. The revelation challenges Silicon Valley's embrace of China's grueling 996 work culture as the path to AI dominance.

Business2 sources

DeepSeek Founder Liang Wenfeng Says No KPIs, No Overtime Built His $60 Billion AI Lab

Business2 sources

US Lawmakers Request Information from DoorDash Over Chinese AI Models Use

DoorDash received a letter from House Select Committee on China and Homeland Security chairmen requesting documents about its use of Moonshot AI's Kimi K2.6 model. The inquiry is part of a broader congressional investigation into national security risks from American companies' adoption of AI systems developed in China.

Policy2 sources

US Lawmakers Request Information from DoorDash Over Chinese AI Models Use

Policy2 sources

Chinese Military Taps OpenAI and Anthropic Models to Train Defence Systems via AI Model Distillation

A Reuters investigation uncovered that Chinese military researchers have systematically used outputs from leading US AI models developed by OpenAI and Anthropic to train domestic defence systems. The review of over 80 academic papers and patents reveals widespread use of AI model distillation by People's Liberation Army-linked institutions, exposing a critical gap in US export controls and escalating US-China geopolitical tensions ahead of AI governance talks.

Policy10 sources

Chinese Military Taps OpenAI and Anthropic Models to Train Defence Systems via AI Model Distillation

Policy10 sources

BYD to Debut Functional Humanoid Robots in August as China Accelerates AI Race Against Tesla

Chinese electric vehicle giant BYD announced it will unveil functional humanoid robots in August 2025 at its Di Space showrooms. The move intensifies competition with Tesla's Optimus as Chinese automakers dominate the humanoid robotics market, with China accounting for over 70% of global manufacturers and positioning for full commercialization ahead of the US.

Technology3 sources

BYD to Debut Functional Humanoid Robots in August as China Accelerates AI Race Against Tesla

Technology3 sources

MiniMax Stock Surges 17.4% as H3 Multimodal AI Model Launches With 100+ Day 0 Partners

Chinese AI firm MiniMax released its H3 model, an open-source multimodal AI model generating 2K videos with stereo sound at less than one-third of competitor costs. The video-generation model attracted over 100 partners within 24 hours, including Huawei Ascend and AMD, while MiniMax stock surging 17.4% on launch day signals strong market confidence in the company's competitive positioning.

Technology4 sources

MiniMax Stock Surges 17.4% as H3 Multimodal AI Model Launches With 100+ Day 0 Partners

Technology4 sources

FCC Robot Ban Sweeps Up Robot Vacuums, Blocking Major Brands From US Market

The Federal Communications Commission added foreign-made advanced robotic devices to its Covered List, effectively banning new robot vacuums from major manufacturers like Roborock, Dreame, and Ecovacs. The ban targets devices over 4.4 pounds with autonomous navigation and network connectivity, citing cybersecurity vulnerabilities and supply chain risks tied to foreign production.

Policy6 sources

FCC Robot Ban Sweeps Up Robot Vacuums, Blocking Major Brands From US Market

Policy6 sources

ByteDance's $4B AI revenue leads China as it restructures Lark into Doubao chatbot division

ByteDance now generates $4bn annually from AI, the highest figure claimed by any Chinese company. To strengthen its position, the TikTok parent is folding its Lark workplace app into teams behind Doubao chatbot and Volcano Engine cloud business. The restructuring signals ByteDance's costly bet to lead China across every layer of AI, from frontier models to custom chips.

Business2 sources

ByteDance's $4B AI revenue leads China as it restructures Lark into Doubao chatbot division

Business2 sources

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