Archive - Recode China AI

🗞️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)

4 hrs ago • 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

👏Smart Yet Small: The Dawn of Local Intelligence

Alibaba’s new Qwen3.8-27B shows intelligence is getting smaller, cheaper, and running on your own hardware.

Aug 19 • Tony Peng

🗞️DeepSeek's Harness Debut, Unitree's IPO Frenzy, and Manus's Return from Meta

China AI Weekly Digest (Aug 9–Aug 15, 2026)

Aug 16 • Tony Peng

⚔️Out of the Trough: How Huawei's Ascend Chips Climbed Back

A translation of a five-hour interview transcript between Zhang Xiaojun and Liao Heng, a Huawei Fellow and chief semiconductor scientist, on Ascend, US…

Aug 10 • Tony Peng

🗞️Alibaba's Qwen3.8-Max, Unitree Prices $9B Robotics IPO, and DeepSeek's Price Hike

China AI Weekly Digest (Aug 2–Aug 8, 2026)

Aug 9 • Tony Peng

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