China

China adds data and algorithms to its trade secret rules, as part of Beijing's efforts to prevent tech leaks amid intensifying strategic competition with the US (www.bloomberg.com)
6 hours ago China Algorithm

Procurement records show at least seven Chinese universities that support the country's military and defense industry are seeking access to Nvidia's H200 chips (www.bloomberg.com)
9 hours ago China Nvidia

Nvidia launches Nemotron 3 Ultra, a 550B-parameter MoE open model; Artificial Analysis: it's the smartest open US model but trails the Chinese model Kimi K2.6 (the-decoder.com)
14 hours ago China Nvidia

Internal documents: Chinese company Geedge is working to build AI tools to predict those who could pose a political risk, but US chip controls hampered its work (www.nytimes.com)
1 day ago China AI

Wirescreen analysis of 3,800 Chinese military procurement records finds 500+ instances since 2019 where the PLA sought Nvidia chips, including the A100 and A800 (www.nytimes.com)
1 day ago China Nvidia

Chinese AI developer MiniMax launches M3, a new coding model that it says rivals Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (www.theinformation.com)
1 day ago China AI

Grab says it commits to “Taiwan's data security and public trust”, after reports of Grab's collaborations with China's Huawei and Alibaba sparked concerns (asia.nikkei.com)
1 day ago China Taiwan Alibaba

China issues new investment rules, expanding regulator powers to scrutinize overseas deals involving Chinese investors, tech, and data, effective from July 1 (www.reuters.com)
1 day ago China

How China Is Building Ethiopia's Infrastructure (www.heritage.org)
1 day ago China

The U.S. Busted A Chinese Smuggling Ring For Nvidia Chips (www.heritage.org)
1 day ago China U.S. Nvidia

China's expanding frontiers: views in The Strategist (www.aspistrategist.org.au)
1 day ago China

A look at AMD CEO Lisa Su's and Nvidia CEO Jensen Huang's contrasting China playbooks, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (www.reuters.com)
2 days ago China Nvidia AMD

China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses (asia.nikkei.com)
2 days ago China

China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories and AI and robotics companies (restofworld.org)
2 days ago China AI Robot

Filing shows Shanghai-based MiniMax has begun preparations for a Chinese IPO; the AI company listed in Hong Kong in January and says its ARR has reached $300M (www.bloomberg.com)
3 days ago China Hong Kong IPO AI Shanghai

Allegations that China is behind US data center protests draw criticism from allies of the AI industry, who say the industry and politicians are in denial (www.washingtonpost.com)
4 days ago China AI

Satellite images show China preparing huge expansion of its nuclear missile capabilities to hit US (www.dailymail.co.uk)
4 days ago China

China exports 68 GW of Solar PV amid Hormuz Energy Crisis (www.juancole.com)
4 days ago China Energy Solar

Tencent bets on smaller AI models in the race with Chinese rivals, as EVP Dowson Tong says AI now contributes 20%+ of its revenue and 95%+ of new internal code (asia.nikkei.com)
4 days ago China AI Tencent

BYD announces the Xuanji A3 chip, which it calls China's most powerful chip for ADAS and the centerpiece of its new laptop-sized central computing platform (www.bloomberg.com)
4 days ago China

Critical minerals: The West is learning the wrong lesson from China (www.lowyinstitute.org)
4 days ago China

Sources: Australia-founded Airwallex, which Keith Rabois accused of being a “Chinese backdoor”, is relocating some staff out of China amid its US expansion (www.ft.com)
5 days ago China Australia

Xi's summit diplomacy reveals an increasingly confident China (www.aspistrategist.org.au)
5 days ago China

Global AI hardware demand is easing China's concerns over a stronger yuan hurting exports, as AI hardware exports surge and chip equipment imports rise (www.bloomberg.com)
5 days ago China AI

The UK's GCHQ head says the UK and allies have a “narrowing window” to counter cyber threats from China and Russia, as Russia intensifies “daily” hybrid warfare (www.cnbc.com)
5 days ago Russia China

While Xi and Putin Argue Over Pipeline, U.S. Keeps Chokehold on China's Energy (www.gatestoneinstitute.org)
6 days ago China Putin U.S. Energy

The Shanghai Stock Exchange says memory maker CXMT cleared a listing review for the exchange's Nasdaq-like STAR Board, in what could be China's top IPO in 2026 (www.wsj.com)
6 days ago China IPO Shanghai

Temu owner PDD reports Q1 revenue up 11% YoY to ~$15.7B, below ~$16.2B est., net profit down 15% to ~$1.85B, below ~$3.4B est., amid fierce competition in China (www.wsj.com)
6 days ago China

Sources: Germany and Spain are leading opposition to EU plans to ban Chinese suppliers like Huawei from telecom networks as part of new cybersecurity rules (www.bloomberg.com)
6 days ago China Germany Ban Spain

Sources: Taiwan suspects three people smuggled at least one Nvidia chip shipment to China after first exporting them to Japan; Taiwan detained them last week (www.bloomberg.com)
6 days ago China Japan Taiwan Nvidia

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