Archive - Recode China AI

𝌞We’re Hearing More Chinese AI Voices. Are We Understanding Them Better?

Social media and AI translation has opened up Chinese AI voices to the world. The DeepSeek researcher’s blog controversy shows what it still leaves…

Oct 13 • Tony Peng

🗞️DeepSeek Raises $12B+, Manus Lands $500M After Its Meta Split, and Kling Eyes $1B IPO

China AI Weekly Digest (Oct 4, 2026-Oct 10, 2026)

Oct 11 • Tony Peng

🗞️DeepSeek and Huawei Target Nvidia's CUDA Moat, and Manus Relaunches as the Agent Wars Heat Up

China AI Weekly Digest (Sep 27-Oct 3, 2026)

Oct 4 • Tony Peng

September 2026

🤠Why Meta’s Muse Has Chinese Tech Companies on High Alert

As Meta’s consumer AI agent sweeps the U.S., China’s tech companies are well-positioned to seize the opportunity and forge their own personal…

Sep 28 • Tony Peng

🗞️US and China Open an AI Dialogue, Alibaba Targets 20GW Global Data Center Capacity, and DeepSeek Nears a $7.5B Raise

China AI Weekly Digest (Sep 20-Sep 25, 2026)

Sep 27 • Tony Peng

🗞️Huawei Races Nvidia to 2027, Beijing Calls Amodei's AI Slowdown ‘Fear Mongering,’ and Manus Doubles Its Valuation

China AI Weekly Digest (Sep 13-Sep 19, 2026)

Sep 20 • Tony Peng

🚫Frontier US AI Labs Want to Hit a Pause. Will Chinese AI Labs Follow?

Quick thoughts on Anthropic CEO Dario Amodei’s new “pacing the frontier“ essay.

Sep 14 • Tony Peng

🗞️DeepSeek Ships V4.1-Flash, Enflame Goes Public, and Anthropic's New Accusation

China AI Weekly Digest (Sep 6-Sep 12, 2026)

Sep 13 • Tony Peng

🗞️ByteDance's $30B Loan, Moonshot's IPO Filing, and China's Hottest AI Chip Debut Yet

China AI Weekly Digest (Aug 30–Sep 5, 2026)

Sep 6 • Tony Peng

🤖Building Smart Robots Requires Massive Data. Where Do We Get It?

Investors are pouring billions into Chinese humanoid startups. This money is being used to buy data first.

Sep 3 • Tony Peng

August 2026

🗞️Z.ai Claims the Mystery Model, DeepSeek’s $74B Valuation, and Beijing’s Robot Olympics

China AI Weekly Digest (Aug 23–Aug 29, 2026)

Aug 30 • Tony Peng

🗞️Unitree's Blockbuster Debut, Nvidia Chips Get a Green Light in Beijing, and Big Tech’s AI Bet

China AI Weekly Digest (Aug 16–Aug 22, 2026)

Aug 23 • Tony Peng

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