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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

Taiwan launches first major crackdown on Nvidia chip smuggling to China as Jensen Huang urges compliance

Taiwan authorities have detained three suspects in the island's first formal semiconductor smuggling crackdown, targeting illegal exports of Nvidia AI chips to China through forged documents. The investigation connects to a larger $2.5 billion smuggling network involving Super Micro Computer servers, prompting Nvidia CEO Jensen Huang to call for stronger export control compliance from partners.

Policy7 sources

Taiwan launches first major crackdown on Nvidia chip smuggling to China as Jensen Huang urges compliance

Policy7 sources

Manus founders seek $1 billion to reverse Meta acquisition after Chinese regulatory block

Manus co-founders are exploring a $1 billion funding round to buy back their AI startup from Meta after China ordered the unwinding of the $2 billion-plus acquisition. The move highlights escalating US-China tech tensions and Beijing's willingness to enforce investment rules on companies with Chinese origins, even those relocated to Singapore.

Business2 sources

Manus founders seek $1 billion to reverse Meta acquisition after Chinese regulatory block

Business2 sources

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Beijing added Nvidia's RTX 5090D V2 to its banned imports list on May 15 while CEO Jensen Huang was visiting China alongside President Trump. The gaming chip, designed to comply with US export controls, had become a workaround for Chinese AI developers cut off from advanced processors. The move signals China's determination to support domestic chipmakers like Huawei as the US-China AI race intensifies.

Policy5 sources

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Policy5 sources

XPeng starts robotaxi mass production in Guangzhou with full-stack in-house technology

XPeng rolled its first mass-produced robotaxi off the production line in Guangzhou, becoming the first traditional automaker in China to achieve this milestone with entirely in-house developed technology. The Level 4 autonomous vehicle is built on the XPeng GX platform and powered by four Turing AI chips delivering 3,000 TOPS of computing power. Pilot operations begin in the second half of 2026, with fully driverless service targeted for early 2027.

Technology2 sources

XPeng starts robotaxi mass production in Guangzhou with full-stack in-house technology

Technology2 sources

Nvidia concedes China market to Huawei as export restrictions reshape AI chip landscape

Nvidia CEO Jensen Huang acknowledges the company has largely conceded China's AI chip market to Huawei amid ongoing U.S. export restrictions. Despite this retreat, Nvidia reported record Q1 revenue of $81.6 billion, an 85% year-over-year increase driven by the AI boom. Huang maintains that his $200 billion CPU market forecast still includes China, signaling long-term optimism even as the company's market share in the region has evaporated.

Business11 sources

Nvidia concedes China market to Huawei as export restrictions reshape AI chip landscape

Business11 sources

Anthropic warns US has until 2028 to secure AI dominance over China or risk authoritarian control

AI developer Anthropic issued a stark warning that the US must tighten chip export controls and model access restrictions before 2028 to maintain its lead in the US-China AI race. The company paints two scenarios: one where democracies set AI norms, another where authoritarian regimes shape global AI governance through surveillance and censorship technologies.

Policy5 sources

Anthropic warns US has until 2028 to secure AI dominance over China or risk authoritarian control

Policy5 sources

Unitree unveils $650K giant rideable mecha robot as company files for $7 billion IPO

Unitree Robotics unveiled the GD01, a 2.8-meter transformable mecha that a human pilot operates from an open cockpit. Priced at approximately $650,000, the robot switches between bipedal and quadrupedal modes in seconds. The launch comes as Unitree files for a $7 billion IPO, having shipped more humanoid robots than Tesla in 2025 and capturing 70% of the global quadruped robot market.

Technology3 sources

Unitree unveils $650K giant rideable mecha robot as company files for $7 billion IPO

Technology3 sources

US China AI talks begin as superpowers agree to establish guardrails for powerful models

The United States and China have agreed to launch formal discussions on AI governance following the Trump-Xi summit in Beijing. Treasury Secretary Scott Bessent confirmed the two AI superpowers will establish protocols to prevent non-state actors from accessing powerful AI models, marking the first official AI dialogue of Trump's second term despite ongoing competition for AI supremacy.

Policy5 sources

US China AI talks begin as superpowers agree to establish guardrails for powerful models

Policy5 sources

Copper prices hit record highs as AI boom collides with supply shortage and geopolitical tensions

Copper prices have surged to record highs near $14,700 per tonne, driven by the AI boom's insatiable demand for data center infrastructure. With a potential 10 million tonne deficit looming by 2040 and mining supply struggling to keep pace, markets are pricing copper as a strategic commodity for the AI era. Geopolitical tensions and sulfuric acid shortages are intensifying the supply crunch.

Business3 sources

Copper prices hit record highs as AI boom collides with supply shortage and geopolitical tensions

Business3 sources

State media control shapes what AI chatbots say by flooding training data with biased content

A new Nature study reveals governments indirectly influence large language models by controlling online media environments. Researchers found state-coordinated media appears 41 times more frequently than Wikipedia in Chinese training data, causing ChatGPT and Claude to produce more pro-government responses when prompted in native languages versus English.

Science3 sources

State media control shapes what AI chatbots say by flooding training data with biased content

Science3 sources

China threatens countermeasures as US chip equipment bill targets AI semiconductor production

China is pushing back hard against the proposed MATCH Act, legislation that would restrict Chinese chipmakers from producing AI semiconductors by limiting access to critical chipmaking equipment. Beijing has summoned U.S. diplomats, unveiled countermeasures, and is expected to raise the issue during high-level talks this week between Presidents Trump and Xi Jinping.

Policy2 sources

China threatens countermeasures as US chip equipment bill targets AI semiconductor production

Policy2 sources

China blocks Nvidia H200 purchases despite US approval, pushing domestic chip development

The US Commerce Department approved roughly 10 Chinese firms to buy Nvidia's H200 AI chips, but Beijing is blocking the purchases to steer investment toward domestic chipmakers like Huawei. Despite Nvidia CEO Jensen Huang joining President Trump's Beijing summit, the impasse remains, leaving billions in potential revenue frozen as the US-China tech rivalry intensifies.

Policy16 sources

China blocks Nvidia H200 purchases despite US approval, pushing domestic chip development

Policy16 sources

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Bangkok-based technology firm SiamAI has formally rejected allegations that it circumvented U.S. export restrictions to ship advanced AI servers to China. U.S. prosecutors claim at least $2.5 billion in American AI technology was illegally shipped, with more than $500 million moved between April and mid-May 2025. The case highlights growing tensions over semiconductor controls as Thailand emerges as a critical digital infrastructure hub.

Policy2 sources

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Policy2 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

US prosecutors identified Bangkok-based OBON Corp as the intermediary in a massive smuggling operation that routed restricted Nvidia AI GPUs to China. The $2.5 billion scheme allegedly involved Supermicro executives using falsified documents and dummy servers to bypass export controls, with Alibaba reportedly among the end customers receiving the banned hardware.

Policy5 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

Policy5 sources

US China plan official AI dialogue at Beijing summit as tech rivalry intensifies

The Trump Administration and Beijing are considering launching official discussions on artificial intelligence during next week's summit between President Donald Trump and Xi Jinping. Treasury Secretary Scott Bessent will lead the American side as both nations aim to address risks from erratic AI models, autonomous weapons systems, and potential cyberattacks by non-state actors.

Policy2 sources

US China plan official AI dialogue at Beijing summit as tech rivalry intensifies

Policy2 sources

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