The Trump-Xi Visit Was Spectacle, But the Deal Is in the Bond Market
The Trump-Xi state visit was built around spectacle, but the real transaction is already being priced in the bond market, where the extens...
The U.S.-China Trade Truce Extension Is a Market Event, Not a Deal
The U.S.-China trade truce was extended for two months, and the market read it as a signal that the talks are working. That is the wrong r...
Bessent Bought Two Months on China. Markets Got a Date, Not a Deal
Treasury Secretary Scott Bessent said on September 23 that the United States and China would extend their Busan trade truce to January 10,...
Alibaba's 'Most Powerful' Chip Is Timed for a Summit, Not a Bake-Off
Alibaba used its Apsara Conference in Hangzhou on September 22 to unveil the Zhenwu V900, billed as China's most powerful AI accelerat...
Beijing’s Fresh $50 Billion Bank Injection Buys Time, Not a Credit Cure
Chinese authorities moved to inject more than $50 billion into banks and insurers, a fresh balance-sheet backstop that underscores how gro...
DeepSeek's New Vision Model Tests Whether Open-Source AI Can Win the Multimodal Race
DeepSeek has released an experimental model that expands its language-focused system into visual reasoning, challenging the assumption tha...
DeepSeek's V4-Flash Model Runs 100 Times Cheaper Than Anthropic's Claude, Accelerating AI's Race to Zero
Chinese AI lab DeepSeek has released a coding-focused model that performs near the level of Anthropic's most advanced system while cos...
Alibaba Unveils Qwen3.8-Max, a 2.4 Trillion-Parameter Model Built to Rival U.S. Frontier AI
Alibaba has unveiled its most capable artificial intelligence model to date, a 2.4 trillion-parameter system that the Chinese technology g...
U.S. Plans Broad Ban on Chinese Optical and AI Hardware Imports
The Biden administration is preparing to impose sweeping restrictions on imports of Chinese-made optical networking equipment and advanced...
New Book Examines China's AI Ecosystem as Global Regulatory Walls Rise
A new book examining China's artificial intelligence ecosystem hit shelves on August 4, 2026, as regulatory frameworks on both sides o...
New Book Examines China's AI Ecosystem as Global Regulatory Walls Rise
A new book examining China's artificial intelligence ecosystem hit shelves on August 4, 2026, as regulatory frameworks on both sides o...
China's anthropomorphic AI rules take effect, forcing ByteDance and Alibaba to pull user agents
New Chinese rules governing anthropomorphic and autonomous artificial-intelligence systems took effect on July 15, prompting ByteDance and...
China casts itself as champion of an open AI order at Shanghai summit
President Xi Jinping used the opening of the World Artificial Intelligence Conference in Shanghai to cast China as the standard-bearer for...
China's Moonshot AI unveils open model it calls the largest yet, shaking faith in U.S. chip dominance
Chinese startup Moonshot AI unveiled what it describes as the world's largest openly available artificial intelligence model on Friday...
Xi Jinping expected to keynote Shanghai AI conference as 29 nations back cooperation body
President Xi Jinping is expected to deliver a keynote address at the opening of the World Artificial Intelligence Conference in Shanghai o...
Beijing weighs a 'silicon curtain' around its most advanced AI models
China is weighing new limits on foreign access to its leading artificial intelligence systems, a move that would draw a regulatory curtain...
Chinese AI Models Are Quietly Winning Over American Companies With Dramatic Cost Savings
Chinese AI models from companies like DeepSeek and Z.ai are gaining rapid traction among U.S. businesses, driven by pricing that runs 60 t...