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    <title>Big Tech - South China Morning Post</title>
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    <description>The latest big tech news on Apple, Microsoft, Google, Amazon and Facebook.</description>
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      <author>Chong Ming Lee</author>
      <dc:creator>Chong Ming Lee</dc:creator>
      <description>Nvidia’s board of directors is facing perhaps its biggest test yet as it weighs whether to oust chief executive Jensen Huang, the man credited with transforming the chipmaker into one of the world’s most valuable companies.
The board was reportedly preparing to remove Huang after reports that he had an extramarital relationship with Kimberly Powell, Nvidia’s vice-president of healthcare, who reported to him, according to The New York Times and Wall Street Journal on Wednesday.
The latest...</description>
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      <pubDate>Thu, 12 Nov 2026 10:30:04 +0000</pubDate>
      <title>Loyalty vs accountability: a look at the Nvidia board deciding CEO Jensen Huang’s fate</title>
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      <author>Howard Liu,Iris Deng</author>
      <dc:creator>Howard Liu,Iris Deng</dc:creator>
      <description>Nvidia shares fell more than 8 per cent at one point in US after-hours trading on Wednesday as CEO Jensen Huang’s prospects of hanging onto his role became more clouded after media reports of a board meeting and another extramarital affair.
The drop in the American AI chip giant’s share price erased a 2.9 per cent rebound in the regular trading session, after the stock lost over 9.5 per cent in trading on Monday and Tuesday.
It came as speculation mounted over whether Huang would keep his job....</description>
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      <pubDate>Thu, 12 Nov 2026 00:53:52 +0000</pubDate>
      <title>‘Web of complexity’: Jensen Huang’s position in doubt as Nvidia shares plunge overnight</title>
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    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>Alibaba Group Holding’s planned Hong Kong listing of its semiconductor design arm, T-Head, is poised to reshape China’s artificial intelligence hardware arena while unlocking billions of dollars in trapped valuation for the tech titan, according to analysts.
The proposed spin-off serves as a test of whether the sum of Alibaba’s parts is worth significantly more than its current market valuation. Alibaba’s Hong Kong-listed shares slipped about 1 per cent to HK$100.60 on Wednesday, the day...</description>
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      <pubDate>Wed, 11 Nov 2026 10:31:02 +0000</pubDate>
      <title>Amid Nvidia saga, T-Head IPO a crucial test for Alibaba – and China’s AI ambitions</title>
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      <author>Brian Rhoads,Raymond Ma</author>
      <dc:creator>Brian Rhoads,Raymond Ma</dc:creator>
      <description>Alibaba has applied to list chip-design unit T-Head in Hong Kong, as the Chinese tech giant braves a cooling initial public offering (IPO) market to raise funds for artificial intelligence (AI) ambitions.
The Hong Kong stock exchange has approved the proposed separation and a confidential listing application was filed in September, Alibaba said in a statement on Tuesday. T-Head, which provides full-stack data centre chips, will remain a unit of the company. Alibaba also owns the South China...</description>
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      <pubDate>Wed, 11 Nov 2026 09:19:59 +0000</pubDate>
      <title>Alibaba readies T-Head chip IPO as Hong Kong frenzy cools</title>
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      <author>SCMP</author>
      <dc:creator>SCMP</dc:creator>
      <description>We have put together stories from our coverage of Jensen Huang’s affair and its potential repercussions. If you would like to see more of our reporting, please consider subscribing.
1. Could Jensen Huang’s affair become another ‘spy balloon’ saga for US-China ties?
China hawks in Washington could weaponise allegations that Nvidia CEO Jensen Huang was targeted by Chinese intelligence, despite denials from Beijing, Chinese experts warn.
2. ‘Adding fuel to fire’: how Nvidia CEO’s troubles could...</description>
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      <pubDate>Wed, 11 Nov 2026 08:20:27 +0000</pubDate>
      <title>Nvidia CEO Jensen Huang’s affair: everything you need to know</title>
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      <author>Howard Liu</author>
      <dc:creator>Howard Liu</dc:creator>
      <description>Taiwan Semiconductor Manufacturing Company’s (TSMC) move to take equity stakes in both OpenAI and Anthropic will give the world’s largest contract chipmaker direct financial ties to the frontier AI labs driving demand for its business.
Its board on Tuesday authorised up to US$500 million to buy Anthropic common shares at its initial public offering (IPO) price, and up to US$500 million to buy preferred shares in OpenAI.
Directors separately approved up to US$500 million to establish a dedicated...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3374037/what-taiwanese-chip-giant-tsmc-gains-taking-stakes-openai-and-anthropics-ai-race</link>
      <pubDate>Wed, 11 Nov 2026 07:30:21 +0000</pubDate>
      <title>What Taiwanese chip giant TSMC gains from taking stakes in OpenAI and Anthropic’s AI race</title>
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    </item>
    <item>
      <author>Ben Jiang,Ann Cao,Howard Liu</author>
      <dc:creator>Ben Jiang,Ann Cao,Howard Liu</dc:creator>
      <description>A political storm sparked by US media reports alleging American intelligence agencies suspect Nvidia CEO Jensen Huang was targeted in an espionage operation – a claim Beijing has denied – threatens to intensify Washington’s tech blockade on China following a Democratic midterm victory.
Analysts said the twin developments could give the US Congress the political momentum needed to plug loopholes in existing semiconductor restrictions, accelerating efforts to curb third-country chip smuggling and...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373977/adding-fuel-fire-how-nvidia-ceos-troubles-us-midterms-may-tighten-china-chip-curbs</link>
      <pubDate>Tue, 10 Nov 2026 14:30:22 +0000</pubDate>
      <title>How Nvidia CEO’s troubles, US midterms may tighten China chip curbs: ‘adding fuel to fire’</title>
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      <author>Chong Ming Lee</author>
      <dc:creator>Chong Ming Lee</dc:creator>
      <description>Nvidia founder and CEO Jensen Huang has admitted to having an extramarital affair as the chipmaker investigates reported allegations that a Chinese businesswoman close to him may have been working for Beijing’s intelligence services.
Beijing has rejected the espionage claims as “baseless”, while Nvidia has said it had no reason to believe company secrets or US national security were compromised. The controversy wiped about US$190 billion off the chipmaker’s market value in a single day.
US...</description>
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      <link>https://www.scmp.com/tech/tech-war/article/3373960/who-alice-huang-and-why-her-relationship-nvidias-ceo-under-scrutiny</link>
      <pubDate>Tue, 10 Nov 2026 10:40:24 +0000</pubDate>
      <title>Who is Alice Huang and why is her relationship with Nvidia’s CEO under scrutiny?</title>
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      <author>Iris Deng</author>
      <dc:creator>Iris Deng</dc:creator>
      <description>Prices for Nvidia graphics processing units (GPUs) are falling in China’s largest electronics market, as traders shrug off the frenzy of market speculation over tightening export controls in the wake of the US midterm elections and the Jensen Huang affair.
The US chip giant’s top-of-the-range GeForce RTX 5090 graphics card surged in price last month at Shenzhen’s Huaqiangbei market, but that was mostly driven by rumours that Nvidia was going to halt production to focus on high-end enterprise...</description>
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      <pubDate>Tue, 10 Nov 2026 04:00:30 +0000</pubDate>
      <title>Chinese traders still confident of Nvidia GPU access amid Jensen Huang scandal</title>
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      <author>Howard Liu</author>
      <dc:creator>Howard Liu</dc:creator>
      <description>Nvidia is facing an unprecedented valuation test as a board inquiry into CEO Jensen Huang exposes the US chipmaker to a rare key-person risk, while investors also weigh the midterm elections’ potential impact on Washington’s chip controls and AI regulation.
The company’s shares slumped 7.3 per cent as markets opened in the United States on Monday, following Huang’s bombshell confirmation over the weekend that he had been unfaithful to his wife and would cooperate with an investigation into his...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373825/nvidia-faces-defining-test-jensen-huang-probe-adds-chip-stock-turbulence</link>
      <pubDate>Mon, 09 Nov 2026 14:30:07 +0000</pubDate>
      <title>Nvidia faces defining test as Jensen Huang probe adds to chip stock turbulence</title>
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      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>DeepSeek’s Harness artificial intelligence agent framework has reached 1.54 million daily active users less than three months after launch, the Chinese AI champion said on Sunday, marking rapid growth in a new battleground between leading Chinese and American AI giants.
Users of Harness through the company’s official application programming interface were consuming around 92 trillion tokens a day as of November 4, the Hangzhou-based start-up said. That is equivalent to about 1.1 billion tokens...</description>
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      <pubDate>Mon, 09 Nov 2026 07:00:04 +0000</pubDate>
      <title>Can DeepSeek challenge OpenAI, Anthropic in AI agents as Harness adoption takes off?</title>
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      <author>Howard Liu</author>
      <dc:creator>Howard Liu</dc:creator>
      <description>The board of US AI chip giant Nvidia has announced an independent investigation as chief executive Jensen Huang said in a memo to employees that he had been unfaithful to his wife.
Huang admitted to an extramarital affair and apologised to his family and colleagues in the memo, which the company published on its website on Sunday.
“I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry,” Huang wrote.
He apologised and pledged to...</description>
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      <link>https://www.scmp.com/tech/article/3373724/nvidia-ceo-jensen-huang-admits-affair-board-orders-investigation</link>
      <pubDate>Mon, 09 Nov 2026 00:53:13 +0000</pubDate>
      <title>Nvidia CEO Jensen Huang admits to affair; board orders investigation</title>
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      <author>Vincent Chow</author>
      <dc:creator>Vincent Chow</dc:creator>
      <description>Artificial intelligence models will soon be powerful enough to master biology, presenting both benefits and serious risks, Tencent Holdings’ chief AI scientist and former OpenAI star researcher Vinces Yao Shunyu said during a rare public appearance on Saturday.
The assessment comes as frontier AI systems are increasingly being applied to medicine and biology, which could accelerate discovery of new drugs and other treatments. However, experts also warn that malicious actors could use AI to...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373697/ai-will-soon-master-biology-unleashing-new-safety-risks-tencent-ai-chief-warns</link>
      <pubDate>Sun, 08 Nov 2026 10:22:27 +0000</pubDate>
      <title>AI will soon master biology, unleashing new safety risks, Tencent AI chief warns</title>
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      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>The driver’s seat was empty and the steering wheel was turning on its own. Sitting in the back of a Pony.ai robotaxi in Shenzhen, I felt a flicker of nervousness.
But as the car glided into traffic, the initial unease gave way to an appreciation of something far less futuristic: the blissful absence of small talk with the driver.
My test rides in two of China’s major tech hubs – with Pony.ai in Shenzhen and Baidu’s Apollo Go in Beijing – offered a first-hand experience of how autonomous vehicles...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373603/robotaxis-are-taking-over-chinas-cities-what-are-they-actually-ride</link>
      <pubDate>Sat, 07 Nov 2026 13:30:08 +0000</pubDate>
      <title>Robotaxis are taking over China’s cities. What are they actually like to ride?</title>
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    </item>
    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>China’s pure-play artificial intelligence chipmakers crossed an important milestone in the third quarter as several firms swung into profit, but severe supply chain hurdles and soaring memory costs cloud their long-term growth prospects.
Domestic graphics processing unit (GPU) developers including Moore Threads, MetaX and Iluvatar CoreX are racing to fill the market void left by Nvidia, whose high-end processors face strict US export controls.
These home-grown firms are competing fiercely to win...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373532/chinas-ai-chipmakers-report-first-profits-will-trend-continue</link>
      <pubDate>Fri, 06 Nov 2026 10:30:06 +0000</pubDate>
      <title>China’s AI chipmakers report first profits, but will the trend continue?</title>
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    </item>
    <item>
      <author>Mia Nurmamat</author>
      <dc:creator>Mia Nurmamat</dc:creator>
      <description>The sweeping midterm election victory by US Democrats has triggered warnings from analysts that an impending regulatory clampdown could derail the nation’s multi-trillion-dollar artificial intelligence data centre buildout.
Wall Street forecasters slashed their projections for Big Tech infrastructure spending hours after the vote, cautioning that a wave of proposed project moratoria and tighter oversight could stall up to 30 per cent of planned US facilities and force developers to downscale...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373506/does-democratic-midterm-victory-spell-end-us-ai-data-centre-boom</link>
      <pubDate>Fri, 06 Nov 2026 06:00:27 +0000</pubDate>
      <title>Does the Democratic midterm victory spell the end of US AI data centre boom?</title>
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    <item>
      <author>Chong Ming Lee,Mia Nurmamat</author>
      <dc:creator>Chong Ming Lee,Mia Nurmamat</dc:creator>
      <description>Elon Musk bet nearly half a billion dollars that political spending could keep Washington friendly to his sprawling business empire. On Tuesday, that bet came up short.
As Democrats recaptured control of the US Congress in the midterm elections, the world’s richest man found himself facing an abruptly altered political landscape.
After pouring a record-breaking US$474 million into political groups – overwhelmingly backing Republicans – Musk now faces a divided Washington keen to examine his...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373422/after-us474m-gamble-flops-what-happens-now-elon-musks-tesla-spacex-and-china-ties</link>
      <pubDate>Thu, 05 Nov 2026 15:00:08 +0000</pubDate>
      <title>After US$474m gamble flops, what happens now to Elon Musk’s Tesla, SpaceX and China ties?</title>
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    </item>
    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>China’s second-largest contract chipmaker, Hua Hong Grace Semiconductor, is aggressively expanding into silicon photonics, as the company looks to capture the next wave of the global artificial intelligence infrastructure boom.
Speaking on an earnings call with analysts on Thursday, Hua Hong chairman and president Bai Peng said the company planned to significantly expand its footprint in silicon photonics – a critical technology used in AI optical modules – during its next major capacity...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373445/chinese-chipmaker-hua-hong-bets-big-silicon-photonics-amid-ai-boom</link>
      <pubDate>Thu, 05 Nov 2026 13:27:39 +0000</pubDate>
      <title>Chinese chipmaker Hua Hong bets big on silicon photonics amid AI boom</title>
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    </item>
    <item>
      <author>Wency Chen</author>
      <dc:creator>Wency Chen</dc:creator>
      <description>Dong Mingzhu chairs Gree Electric Appliances, a home-appliance giant based in southern China’s Guangdong province. Having worked her way up from a frontline sales job, she is one of China’s best-known figures in manufacturing. As a deputy to the National People’s Congress, she has long advocated for manufacturing innovation, higher incomes and greener consumption.
In this interview, conducted when she was named an inaugural “Cool Leader” at an assembly of the UN Environment Programme’s Cool...</description>
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      <link>https://www.scmp.com/plus/tech/big-tech/article/3373365/chinas-appliance-queen-her-firms-quest-greener-cooling-and-going-global</link>
      <pubDate>Thu, 05 Nov 2026 07:23:30 +0000</pubDate>
      <title>China’s appliance queen on her firm’s quest for greener cooling, and going global</title>
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    </item>
    <item>
      <author>Vincent Chow</author>
      <dc:creator>Vincent Chow</dc:creator>
      <description>The Democratic Party’s sweeping midterm election victory and takeover of both houses of Congress could slow down the pace of artificial intelligence development in the US, with implications for both the global AI trade and the technology rivalry between Washington and Beijing, analysts said.
The assessment comes as concerns about AI and the data centres that power it proved to be a contributing factor in the backlash against the Republican Party and US President Donald Trump, a vocal supporter...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3373295/how-democratic-sweep-could-slow-ai-growth-us-and-help-chinas-ambitions</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3373295/how-democratic-sweep-could-slow-ai-growth-us-and-help-chinas-ambitions</link>
      <pubDate>Wed, 04 Nov 2026 15:00:08 +0000</pubDate>
      <title>How Democratic sweep could slow AI growth in US – and help China’s ambitions</title>
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    </item>
    <item>
      <author>Vincent Chow</author>
      <dc:creator>Vincent Chow</dc:creator>
      <description>DeepSeek is committed to open-source artificial intelligence to accelerate the arrival of artificial general intelligence (AGI), even if it heightens safety risks, a company engineer says, defying growing safety concerns from the US and scrutiny in China over whether the strategy poses national security risks.
Speaking on Tuesday on an AI panel at the World Internet Conference (WIC) in Wuzhen, DeepSeek engineer Gao Xi said open-source development promoted shared innovations and technical...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3373262/deepseek-engineer-defends-push-open-source-ai-smarter-humans-despite-higher-risks</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3373262/deepseek-engineer-defends-push-open-source-ai-smarter-humans-despite-higher-risks</link>
      <pubDate>Wed, 04 Nov 2026 12:00:10 +0000</pubDate>
      <title>DeepSeek engineer defends push for open-source AGI despite higher risks</title>
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    </item>
    <item>
      <author>Iris Deng</author>
      <dc:creator>Iris Deng</dc:creator>
      <description>Chinese tech giant Tencent Holdings has rolled out its latest flagship artificial intelligence model, Hy4, seeking to challenge top open-weight rivals with enhanced agentic capabilities built to power its enterprise software ecosystem.
Released on Wednesday, the large language model (LLM) introduced visual understanding for the first time. Hy4 could process images, analyse complex charts and conduct visual mathematical reasoning, according to the Shenzhen-based company.
Tencent said the release...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373227/tencent-unveils-hy4-open-weight-ai-race-deepseek-zai-alibaba-heats</link>
      <pubDate>Wed, 04 Nov 2026 07:01:09 +0000</pubDate>
      <title>Tencent unveils Hy4 as open-weight AI race with DeepSeek, Z.ai, Alibaba heats up</title>
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    </item>
    <item>
      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>For autonomous vehicles, the hardest lessons to learn are the ones that can test the skills of even the most experienced human drivers: an errant cyclist darting through a red light, or an animal bolting into oncoming traffic from behind a corner.
The Chinese tech giant Baidu has developed a new AI-driven simulator to prepare its Apollo robotaxis for just such rare but high-stakes road hazards, as the firm looks to gain an edge in the fast-growing self-driving taxi market.
The system, Apollo...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3373173/baidus-new-ai-simulator-gives-robotaxis-crash-course-rare-road-hazards</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3373173/baidus-new-ai-simulator-gives-robotaxis-crash-course-rare-road-hazards</link>
      <pubDate>Wed, 04 Nov 2026 01:30:05 +0000</pubDate>
      <title>Baidu’s new AI simulator gives robotaxis a crash course in rare road hazards</title>
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    </item>
    <item>
      <author>Chong Ming Lee</author>
      <dc:creator>Chong Ming Lee</dc:creator>
      <description>US artificial intelligence giant Anthropic’s initial public offering prospectus has exposed a vast profitability gap between it and rivals Z.ai and MiniMax, highlighting the challenges facing China’s AI model developers in turning technological advances into sustainable businesses.
The Claude developer’s filing with the US Securities and Exchange Commission (SEC) last week revealed a significant financial advantage over its most direct Chinese counterparts, despite the latter’s continued...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3373124/why-chinese-ai-stars-zai-minimax-struggle-match-anthropics-profit-margin</link>
      <pubDate>Tue, 03 Nov 2026 12:30:13 +0000</pubDate>
      <title>Why Chinese AI stars like Z.ai, MiniMax struggle to match Anthropic’s profit margin</title>
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    </item>
    <item>
      <author>Mia Nurmamat</author>
      <dc:creator>Mia Nurmamat</dc:creator>
      <description>China’s “Lipstick King” has traded make-up swatches for artificial intelligence.
Top live-streamer Li Jiaqi on Monday evening teamed up with an executive from Alibaba Group Holding to pitch AI subscriptions, selling nearly 100,000 monthly packages in just 30 minutes, according to data provided by the e-commerce giant.
The broadcast on Taobao and Tmall – Alibaba’s largest domestic online marketplace – marked the first time generative AI products have taken centre stage during the annual Singles’...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3373090/chinas-lipstick-king-hawks-tokens-ai-gets-mass-market-singles-day-push</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3373090/chinas-lipstick-king-hawks-tokens-ai-gets-mass-market-singles-day-push</link>
      <pubDate>Tue, 03 Nov 2026 06:30:09 +0000</pubDate>
      <title>China’s ‘Lipstick King’ hawks tokens as AI gets mass-market Singles’ Day push</title>
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    </item>
    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>Empyrean Technology, China’s top provider of electronic design automation (EDA) tools, plans to acquire a majority stake in a domestic start-up, reinforcing Beijing’s drive for tech self-sufficiency and bolstering support for Huawei Technologies’ semiconductor ambitions.
The Beijing-based firm said in a Shenzhen Stock Exchange filing on Sunday that it would acquire a 50.38 per cent stake in Easy-Logic Technology for 218.8 million yuan (US$33 million). Once completed, the start-up would be...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3373005/chinas-eda-champion-buys-start-address-weak-link-support-huaweis-tau-scaling-law</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3373005/chinas-eda-champion-buys-start-address-weak-link-support-huaweis-tau-scaling-law</link>
      <pubDate>Mon, 02 Nov 2026 13:30:12 +0000</pubDate>
      <title>China’s EDA champion buys start-up to address weak link, support Huawei’s Tau Scaling Law</title>
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    <item>
      <author>Chong Ming Lee</author>
      <dc:creator>Chong Ming Lee</dc:creator>
      <description>For the first time, the amount of inference data generated by artificial intelligence systems in China has surpassed the amount of data used to train those systems, according to a new government-backed report, illustrating how the country is increasingly adopting AI at scale.
The report released on Saturday by the China Centre for Information Industry Development (CCID), which operates under China’s Ministry of Industry and Information Technology (MIIT), cited recent official data showing that...</description>
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      <pubDate>Mon, 02 Nov 2026 07:00:23 +0000</pubDate>
      <title>China touts AI milestone: models generate more tokens than used in training</title>
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    </item>
    <item>
      <author>Ben Jiang</author>
      <dc:creator>Ben Jiang</dc:creator>
      <description>Driving along the wide boulevards of Astana during a recent trip to the Kazakh capital, signs of China’s growing commercial footprint were everywhere.
Chinese cars were becoming a common sight on the streets here, as brands from BYD to Changan made aggressive inroads in a market once dominated by South Korea’s Hyundai and Kia, said the driver who picked me up from the airport in a gleaming Changan electric vehicle.
But it was not the rise of Chinese tech that had brought me to this energy-rich...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3372785/us-or-china-why-kazakhstan-refuses-pick-sides-it-eyes-ai-revolution</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3372785/us-or-china-why-kazakhstan-refuses-pick-sides-it-eyes-ai-revolution</link>
      <pubDate>Sun, 01 Nov 2026 06:00:13 +0000</pubDate>
      <title>US or China? Why Kazakhstan refuses to pick sides as it eyes AI revolution</title>
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    </item>
    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>Apple’s long-awaited artificial intelligence features will be officially launched in China in December, ending two years of regulatory uncertainty as the US tech giant seeks to bring advanced technologies to its second-largest market with the help of Alibaba Group Holding.
The first batch of Apple Intelligence services will roll out to Chinese iPhone users alongside the iOS 27.3 update in December, following an open beta test with developers starting November 4, the US company said in a...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3372831/apple-intelligence-roll-out-iphones-china-december-alibaba-backing</link>
      <pubDate>Sat, 31 Oct 2026 10:02:17 +0000</pubDate>
      <title>Apple Intelligence to roll out on iPhones in China in December with Alibaba backing</title>
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    </item>
    <item>
      <author>Ann Cao,Vincent Chow</author>
      <dc:creator>Ann Cao,Vincent Chow</dc:creator>
      <description>Artificial intelligence is no longer merely the driving force behind global semiconductor demand, but is also actively reinventing how chips are designed and built, industry leaders and scientists said at a major science forum in Shanghai on Friday.
Chen Yunji, co-founder of AI chipmaker Cambricon Technologies, predicted that the integration between AI and chip design would eventually automate the chip design process entirely.
“In the [next] 10 years, the most important development … is the RSI...</description>
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      <pubDate>Fri, 30 Oct 2026 12:59:39 +0000</pubDate>
      <title>AI, fuelled by advanced chips, set to power semiconductor manufacturing: industry veteran</title>
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    </item>
    <item>
      <author>Howard Liu</author>
      <dc:creator>Howard Liu</dc:creator>
      <description>Soaring artificial intelligence revenues have failed to shield Intel, Amazon and Google’s parent company Alphabet from a brutal Wall Street sell-off, as their latest quarterly results deepened investor jitters over mounting capital spending and delayed returns.
Intel plunged about 23 per cent in extended trading on Thursday, while Amazon shed 7.3 per cent. Alphabet tumbled 12.6 per cent during the regular session in its worst day on record, dragging the Nasdaq Composite down 1.4 per cent and...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3372737/amid-brutal-sell-what-comes-next-google-amazon-and-other-big-tech-titans</link>
      <pubDate>Fri, 30 Oct 2026 09:44:46 +0000</pubDate>
      <title>Amid brutal sell-off, what comes next for Google, Amazon and other Big Tech titans?</title>
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    </item>
    <item>
      <author>Iris Deng,Ben Jiang</author>
      <dc:creator>Iris Deng,Ben Jiang</dc:creator>
      <description>Chinese tech giant Tencent Holdings is using Southeast Asia as a launch pad to take its “cost-effective” artificial intelligence tools global, fronted by its workplace assistant WorkBuddy, amid cutthroat competition at home.
The company was targeting existing regional customers of its cloud computing and big data services, particularly in markets such as Indonesia, according to Dowson Tong, CEO of Tencent’s Cloud and Smart Industries Group.
The international push coincided with triple-digit...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3372550/tencent-targets-southeast-asia-launch-pad-ai-agent-workbuddy-amid-tough-local-market</link>
      <pubDate>Thu, 29 Oct 2026 07:30:10 +0000</pubDate>
      <title>Tencent targets Southeast Asia as launch pad for AI agent WorkBuddy amid tough local market</title>
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    </item>
    <item>
      <author>Iris Deng</author>
      <dc:creator>Iris Deng</dc:creator>
      <description>Shen Jiaoqi, a banker living in southern China’s Guangdong province, cannot stop watching microdramas. The shows are so addictive that she sometimes spends entire days gazing at her phone. One time, she even kept watching while she showered.
“Honestly, I was watching for the eye candy rather than the plots,” she said. “The AI has really made the characters look stunning.”
Shen is far from alone. Microdramas have exploded in popularity in China over the past few years, offering viewers a quick...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3372463/chinas-microdrama-war-heats-tencent-bytedance-fight-eyeballs</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3372463/chinas-microdrama-war-heats-tencent-bytedance-fight-eyeballs</link>
      <pubDate>Thu, 29 Oct 2026 02:00:06 +0000</pubDate>
      <title>China’s microdrama war heats up as Tencent, ByteDance fight for eyeballs</title>
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    </item>
    <item>
      <author>Howard Liu,Ben Jiang</author>
      <dc:creator>Howard Liu,Ben Jiang</dc:creator>
      <description>As investor anxiety over an artificial intelligence bubble mounts, SpaceX’s Elon Musk and Nvidia chief Jensen Huang have offered starkly divergent outlooks on whether the specialist cloud providers powering the boom can survive their mounting debts.
While Musk has warned of impending collapses and consolidation among the more than 200 dedicated graphics processing unit (GPU) rental ventures known as “neoclouds”, Huang remains bullish, insisting that robust market demand will unlock the capital...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3372447/elon-musk-jensen-huang-have-opposing-outlooks-ai-neoclouds-who-likely-correct</link>
      <pubDate>Wed, 28 Oct 2026 13:30:10 +0000</pubDate>
      <title>Elon Musk, Jensen Huang have opposing outlooks on AI neoclouds. Who is likely correct?</title>
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    </item>
    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>Huawei Technologies is already integrating elements of the Tau Scaling Law – a new chip design principle that helps the company overcome US export controls – into its wireless communications network, as it pushes for broader adoption across its products.
The Chinese tech giant is using the “time compression” concept based on its Tau Scaling Law in its next-generation wireless base stations, according to a company statement released on Wednesday, and the new design is already delivering tangible...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3372454/huaweis-tau-scaling-law-roll-out-reaches-base-stations-blow-us-chip-curbs</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3372454/huaweis-tau-scaling-law-roll-out-reaches-base-stations-blow-us-chip-curbs</link>
      <pubDate>Wed, 28 Oct 2026 11:00:18 +0000</pubDate>
      <title>Huawei’s Tau Scaling Law roll-out reaches base stations in blow to US chip curbs</title>
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    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>ByteDance is accelerating its push into embodied artificial intelligence, stepping up recruitment for robotics talent as it seeks to move cutting-edge research out of the laboratory and into physical hardware.
The Beijing-based owner of TikTok and Douyin is hiring for around a dozen robotics positions across hardware and software within its Seed team, the internal unit dedicated to AI research and large language model development, according to postings released on the company’s career website...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3372295/bytedance-accelerates-robotics-commercialisation-new-recruitment-drive</guid>
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      <pubDate>Wed, 28 Oct 2026 03:00:10 +0000</pubDate>
      <title>ByteDance accelerates robotics commercialisation with new recruitment drive</title>
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    </item>
    <item>
      <author>Vincent Chow,Chong Ming Lee</author>
      <dc:creator>Vincent Chow,Chong Ming Lee</dc:creator>
      <description>Open-weight models, China-US tensions, Taiwan – just a few of the more than dozen references to China-related risks cited in Anthropic’s much-anticipated listing prospectus, which was finally released on Monday after months of speculation.
Mostly concentrated within the 93-page “risk factors” section of the filing with the US Securities and Exchange Commission, the disclosures reveal how the Silicon Valley start-up assesses the commercial threats posed by China and its artificial intelligence...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3372329/how-china-risk-factors-loom-over-anthropics-hotly-anticipated-ipo-filing</guid>
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      <pubDate>Tue, 27 Oct 2026 13:00:08 +0000</pubDate>
      <title>How China ‘risk factors’ loom over Anthropic’s hotly anticipated IPO filing</title>
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    </item>
    <item>
      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>Chinese artificial intelligence start-up Moonshot AI, developer of the popular Kimi series, apologised on Monday for limiting customers’ use of its latest model in a botched roll-out that has also invited scrutiny over its promotional practices and cybersecurity measures.
“We’re sorry for the rate limits and unnecessary quota consumption on the K3.1 Pro subscription plan,” Moonshot said in a post on social media. In a separate Chinese-language notice, it said it took responsibility for the...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3372247/moonshot-apologises-after-kimi-k31-pro-roll-out-stumbles-promotional-scrutiny-widens</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3372247/moonshot-apologises-after-kimi-k31-pro-roll-out-stumbles-promotional-scrutiny-widens</link>
      <pubDate>Tue, 27 Oct 2026 06:00:10 +0000</pubDate>
      <title>Moonshot apologises after Kimi K3.1 Pro roll-out stumbles as promotional scrutiny widens</title>
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    </item>
    <item>
      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>Shares in ZTE rose more than 7 per cent in Hong Kong on Tuesday after the Chinese telecommunications equipment maker posted a nearly fivefold jump in third-quarter profit, driven by rapid expansion in its computing infrastructure and overseas operations.
Net profit attributable to shareholders reached 1.31 billion yuan (US$196.3 million) for the three months ended September 30, up 395 per cent from a year earlier, according to an exchange filing released on Monday evening. Revenue climbed 34 per...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3372231/zte-7-after-ai-pivot-computing-surge-drive-fivefold-increase-third-quarter-profit</link>
      <pubDate>Tue, 27 Oct 2026 03:17:11 +0000</pubDate>
      <title>ZTE up 7% after AI pivot, computing surge drive massive increase in third-quarter profit</title>
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    </item>
    <item>
      <author>Ben Jiang,Ann Cao,Richard Chen</author>
      <dc:creator>Ben Jiang,Ann Cao,Richard Chen</dc:creator>
      <description>Long before artificial intelligence became the next big thing in the tech industry, Wang Jian was crafting the foundational infrastructure that would eventually power it. In 2008, he joined Alibaba Group Holding – owner of the South China Morning Post – as chief architect and founded Alibaba Cloud in 2009, convincing the company’s leadership to invest heavily in building a cloud computing infrastructure from scratch.
Today, Wang’s purview has expanded considerably. As an academician at the...</description>
      <guid isPermaLink="true">https://www.scmp.com/plus/tech/tech-trends/article/3372106/alibaba-cloud-founder-how-ai-can-unlock-human-potential</guid>
      <link>https://www.scmp.com/plus/tech/tech-trends/article/3372106/alibaba-cloud-founder-how-ai-can-unlock-human-potential</link>
      <pubDate>Mon, 26 Oct 2026 02:26:16 +0000</pubDate>
      <title>Alibaba Cloud founder on how AI can unlock human potential</title>
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    <item>
      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>While few dispute that China is narrowing the gap with the United States in developing artificial intelligence (AI) models, there is one area where Chinese firms are already the undisputed leaders: video.
China has seen a proliferation of advanced generative AI video models – systems trained on visual data to generate or edit video content based on user inputs such as text prompts, images and audio.
The country’s vast short-video ecosystems and looser copyright rules have helped give Chinese...</description>
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      <pubDate>Mon, 26 Oct 2026 01:06:01 +0000</pubDate>
      <title>China shoots ahead on AI video models</title>
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    </item>
    <item>
      <author>Ben Jiang,Ann Cao,Richard Chen</author>
      <dc:creator>Ben Jiang,Ann Cao,Richard Chen</dc:creator>
      <description>Long before artificial intelligence became the next big thing in the tech industry, Wang Jian was crafting the foundational infrastructure that would eventually power it. In 2008, he joined Alibaba Group Holding – owner of the South China Morning Post – as chief architect and founded Alibaba Cloud in 2009, convincing the company’s leadership to invest heavily in building a cloud computing infrastructure from scratch.
Today, Wang’s purview has expanded considerably. As an academician at the...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/tech-trends/article/3371979/why-cloud-computing-pioneer-wang-jian-thinks-space-next-ai-frontier</guid>
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      <pubDate>Sun, 25 Oct 2026 22:00:20 +0000</pubDate>
      <title>Why cloud computing pioneer Wang Jian thinks space is the next AI frontier</title>
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    </item>
    <item>
      <author>Ben Jiang</author>
      <dc:creator>Ben Jiang</dc:creator>
      <description>Nvidia CEO Jensen Huang is pitching the concept of “sovereign AI” in Kazakhstan – part of his global crusade urging nations to build domestic computing infrastructure using the firm’s chips – as the energy-rich nation emerges as a US-China battleground for artificial intelligence.
Speaking at a fireside chat in Astana on Friday with Kazakh AI and digital development minister Zhaslan Madiyev, Huang said AI was reshaping every industry in a transformation that “affects every single person and...</description>
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      <link>https://www.scmp.com/tech/big-tech/article/3371946/nvidias-jensen-huang-brings-sovereign-ai-push-kazakhstan-shrugs-bubble-fears</link>
      <pubDate>Fri, 23 Oct 2026 13:00:14 +0000</pubDate>
      <title>Nvidia’s Jensen Huang brings ‘sovereign AI’ push to Kazakhstan, shrugs off bubble fears</title>
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    <item>
      <author>Wency Chen</author>
      <dc:creator>Wency Chen</dc:creator>
      <description>This article was first published by The Korea Times in a partnership with the South China Morning Post.
Chinese humanoid robot makers are accelerating efforts to gain a foothold in South Korea, moving beyond dance performances and showroom displays to factory trials and commercial deployments, as Seoul ramps up investment in physical artificial intelligence.
A growing number of Chinese robotics companies – including Hong Kong-listed UBTech Robotics, start-up Anyverse Dynamics, Shanghai-based...</description>
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      <pubDate>Fri, 23 Oct 2026 08:00:33 +0000</pubDate>
      <title>China’s humanoid robots hunt for work in South Korea as Seoul bets on physical AI</title>
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      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>Unitree Robotics is developing a “self-evolving” feedback loop designed to allow humanoid robots to write code, run simulations and improve their real-world performance independently, founder Wang Xingxing said, in a move that mirrors a broader push towards “self-improving” artificial intelligence.
Speaking on Thursday at a physical AI conference hosted by Unitree in Hangzhou, Wang unveiled the project, dubbed “Unitree Rehearsal”, which he called the company’s most important initiative of the...</description>
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      <link>https://www.scmp.com/tech/tech-trends/article/3371818/unitree-developing-ai-system-let-humanoid-robots-improve-themselves</link>
      <pubDate>Thu, 22 Oct 2026 13:30:12 +0000</pubDate>
      <title>Unitree developing AI system to let humanoid robots improve themselves</title>
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      <author>Minxiao Chang</author>
      <dc:creator>Minxiao Chang</dc:creator>
      <description>A knife-wielding intruder is confronted. A car is lifted to free a trapped victim. A pedestrian is pulled from the path of an oncoming vehicle.
The scenes described are not from a Hollywood blockbuster, but a promotional clip for a new “guardian” robot created by the Chinese technology firm Unitree Robotics.
The footage for the H2-X model, released on Wednesday, underscores a wider shift in strategy by the Hangzhou-based firm, as it focuses on finding practical, real-world uses for its athletic...</description>
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      <pubDate>Thu, 22 Oct 2026 00:00:15 +0000</pubDate>
      <title>China’s Unitree unveils ‘guardian’ robot that can disarm attackers, lift cars</title>
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      <author>Bloomberg</author>
      <dc:creator>Bloomberg</dc:creator>
      <description>Meta Platforms was ordered to pay a groundbreaking US$25 billion civil penalty to the state of New Mexico in a consumer deception case spurred by the Cambridge Analytica scandal.
The fine issued by state court Judge Francis Mathew is among the largest verdicts issued in US legal history.
The award comes after a jury in Santa Fe determined that Meta had violated the state’s consumer protection over 43 million times based on widely viewed deceptive statements made by the company and its top...</description>
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      <link>https://www.scmp.com/news/world/united-states-canada/article/3371689/meta-pay-new-mexico-historic-us25-billion-cambridge-analytica-case</link>
      <pubDate>Wed, 21 Oct 2026 19:08:19 +0000</pubDate>
      <title>Meta to pay New Mexico a historic US$25 billion in Cambridge Analytica Facebook case</title>
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    <item>
      <author>Ann Cao</author>
      <dc:creator>Ann Cao</dc:creator>
      <description>Tesla has agreed a deal to integrate Chinese fintech giant Ant Group’s Alipay digital payment software into its vehicles in China, as Elon Musk’s firm steps up efforts to offer localised smart features amid intense competition in the Chinese market.
The agreement, signed on Tuesday, will see Tesla roll out an Alipay-powered smart parking service across its Chinese fleet, according to the fintech firm.
Neither side revealed a launch date or which car models would receive the feature, though...</description>
      <guid isPermaLink="true">https://www.scmp.com/tech/big-tech/article/3371668/tesla-signs-deal-integrate-alipay-its-cars-china-competition-heats</guid>
      <link>https://www.scmp.com/tech/big-tech/article/3371668/tesla-signs-deal-integrate-alipay-its-cars-china-competition-heats</link>
      <pubDate>Wed, 21 Oct 2026 14:30:06 +0000</pubDate>
      <title>Tesla signs deal to integrate Alipay into its cars as China competition heats up</title>
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    <item>
      <author>Ben Jiang</author>
      <dc:creator>Ben Jiang</dc:creator>
      <description>The US government’s latest ban on Chinese artificial intelligence start-up DeepSeek could have a chilling effect on the wider American business community and deter companies from adopting low-cost Chinese AI models, industry experts say.
The US Department of Homeland Security (DHS) ordered federal civilian agencies to remove DeepSeek products and third-party services built on the Chinese AI model from their IT systems, according to a directive signed in July and published on Monday.
The...</description>
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      <pubDate>Wed, 21 Oct 2026 14:00:12 +0000</pubDate>
      <title>Washington’s DeepSeek ban may deter US firms from adopting Chinese AI models: experts</title>
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      <author>Howard Liu</author>
      <dc:creator>Howard Liu</dc:creator>
      <description>Nvidia CEO Jensen Huang is set to take the stage in Berlin on Wednesday, as the world’s most valuable company faces heightened investor scrutiny over whether the massive artificial intelligence spending boom – the engine behind the chipmaker’s meteoric growth – can deliver long-term returns.
The conference agenda focuses on sovereign AI, industrial automation and operational infrastructure – key sectors where Nvidia hopes to drive demand beyond the handful of US tech giants currently dominating...</description>
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      <pubDate>Wed, 21 Oct 2026 06:07:51 +0000</pubDate>
      <title>Nvidia CEO to deliver keynote speech in Berlin as his firm faces investor scrutiny over AI</title>
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