https://www.scmp.com/rss/517279/feed Nvidia is one of the most valuable companies in the semiconductor industry. Founded by Taiwan-born American businessman Jensen Huang, it holds a near monopoly on graphics processing units used to train AI systems. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Anthony Rowley Anthony Rowley Not a sudden, major crash but a series of mini-crises. That, according to some, is the prospect facing the global economy and financial system in the wake of conflict in the Middle East. But what if these mini-crises cascade into a collective collapse? And what if the Trump administration emerges as the only winner in the conflict by virtue of the fact that it has, in engineering the closure of the Strait of Hormuz, locked Europe and Asia into a desperate dependence on US oil and gas, especially... https://www.scmp.com/opinion/world-opinion/article/3352013/mini-crises-sparked-iran-war-may-add-big-collapse?utm_source=rss_feed https://www.scmp.com/opinion/world-opinion/article/3352013/mini-crises-sparked-iran-war-may-add-big-collapse?utm_source=rss_feed Sat, 02 May 2026 08:30:08 +0000 Tribune News Service Tribune News Service Eight technology companies, including Google, Nvidia and SpaceX, have struck deals with the Pentagon to help the US military gain an edge on the battlefield. “These agreements accelerate the transformation towards establishing the United States military as an AI-first fighting force and will strengthen our warfighters’ ability to maintain decision superiority across all domains of warfare,” the Department of Defence said on Friday. The companies will deploy their AI technology on the... https://www.scmp.com/news/us/economy-trade-business/article/3352199/us-pentagon-signs-ai-deals-google-nvidia-and-spacex-focus-lawful-use?utm_source=rss_feed https://www.scmp.com/news/us/economy-trade-business/article/3352199/us-pentagon-signs-ai-deals-google-nvidia-and-spacex-focus-lawful-use?utm_source=rss_feed Sat, 02 May 2026 01:47:15 +0000 Xinmei Shen Xinmei Shen Artificial intelligence investments by US tech giants continue to soar, dwarfing those of Chinese AI firms, but China’s rising appetite for AI applications will compel its tech companies to increase their AI spending this year, according to analysts. The largest US tech companies are on track for more than US$700 billion in AI capital expenditures this year, driven in part by rising memory costs and continuously growing demand for AI applications. Google and Microsoft on Thursday both said that... https://www.scmp.com/tech/big-tech/article/3352068/chinese-firms-face-pressure-ai-investments-us-peers-spending-keeps-soaring?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3352068/chinese-firms-face-pressure-ai-investments-us-peers-spending-keeps-soaring?utm_source=rss_feed Thu, 30 Apr 2026 14:30:09 +0000 Shi Huang Shi Huang A young scientist who was a leader in Britain’s AI chip field has returned to China, joining Nanjing University earlier this year as an associate professor at its School of Artificial Intelligence. Song Yuhang, whose published papers on artificial intelligence (AI) have been widely cited and reported, obtained his PhD from the University of Oxford in 2022, and is also a recipient of the coveted JP Morgan AI Research Award. According to Song, he and his fellow Oxford PhD candidate Walter Goodwin... https://www.scmp.com/news/china/science/article/3351871/oxford-ai-star-song-yuhang-returns-china-why-did-he-leave-chip-start?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3351871/oxford-ai-star-song-yuhang-returns-china-why-did-he-leave-chip-start?utm_source=rss_feed Thu, 30 Apr 2026 02:00:09 +0000 Xinmei Shen Xinmei Shen Cambricon Technologies, dubbed “China’s little Nvidia,” on Thursday became the costliest stock in mainland China’s equities market after it reported substantial growth in the first quarter amid an artificial intelligence boom and China’s tech self-sufficiency push. Cambricon shares rose as much as 18 per cent to nearly 1,680 yuan (US$245) on Thursday, beating optical chipmaker Yuanjie Semiconductor Technology, which traded at around 1,660 yuan. On Wednesday, Cambricon announced a 160 per cent... https://www.scmp.com/tech/article/3351894/revenue-jumps-chinas-cambricon-metax-amid-thirst-domestic-ai-chips?utm_source=rss_feed https://www.scmp.com/tech/article/3351894/revenue-jumps-chinas-cambricon-metax-amid-thirst-domestic-ai-chips?utm_source=rss_feed Wed, 29 Apr 2026 13:15:23 +0000 dpa dpa By Lauren Taylor “I can see Elsa’s palace!” my five-year-old exclaims with pure joy, the first time it comes into view at Disneyland Paris. On the other side of a lake is a realistic-looking, snowy mountain, on which Elsa’s Ice Palace is perched. The World of Frozen – an immersive experience based on the popular film franchise inside Disney Adventure World (formerly Walt Disney Studios Park) – is now open to the public, and we are among the first to access this huge new section of the... https://www.scmp.com/lifestyle/travel-leisure/article/3351017/world-frozen-disneyland-paris-delights-guests-magical-olaf-and-more?utm_source=rss_feed https://www.scmp.com/lifestyle/travel-leisure/article/3351017/world-frozen-disneyland-paris-delights-guests-magical-olaf-and-more?utm_source=rss_feed Tue, 28 Apr 2026 11:15:08 +0000 Vincent Chow,Minxiao Chang Vincent Chow,Minxiao Chang The potential emergence of a new DeepSeek spokesman has sparked intrigue as speculation over the whereabouts of founder and CEO Liang Wenfeng continues, more than a year after his last public appearance. While the Hangzhou start-up’s latest V4 model did not make the same waves as its breakout moment a year earlier, the much-anticipated release still grabbed headlines through a collaboration with domestic tech giant Huawei Technologies and its remarkably low prices. For the traditionally... https://www.scmp.com/tech/big-tech/article/3351700/deepseek-mystery-who-speaking-start-ceo-liang-wenfeng-remains-out-sight?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351700/deepseek-mystery-who-speaking-start-ceo-liang-wenfeng-remains-out-sight?utm_source=rss_feed Tue, 28 Apr 2026 11:00:15 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma DeepSeek is touting its ultra-low charges for models unveiled last week, stoking price competition as China challenges the United States in artificial intelligence (AI). Developers are being offered 75 per cent discounts on the newly released DeepSeek V4 Pro. Fees for input cache hits across the Hangzhou-based company’s AI platforms have also been slashed to 10 per cent of the original price. That provides a cost saving for users who frequently make similar or repeat requests. The V4 Pro and the... https://www.scmp.com/plus/tech/big-tech/article/3351567/deepseek-takes-step-away-nvidia-amid-export-curbs-china?utm_source=rss_feed https://www.scmp.com/plus/tech/big-tech/article/3351567/deepseek-takes-step-away-nvidia-amid-export-curbs-china?utm_source=rss_feed Mon, 27 Apr 2026 09:07:47 +0000 Daniel Ren,Iris Deng Daniel Ren,Iris Deng Physical artificial intelligence (AI) – the marriage of advanced machines with “brains” that allow them to interact with their environment – is expanding rapidly in China. It’s fuelling the development of smarter robots, drones and driverless cars that are appearing on roads and factory floors, in the skies and even on stage. Delivery drones have taken flight over cities like southern China’s Shenzhen, while delivery bots are riding city subways. The first autonomous vehicles are plying public... https://www.scmp.com/plus/tech/big-tech/article/3351514/chinas-physical-ai-progress-seen-roads-skies-and-factories?utm_source=rss_feed https://www.scmp.com/plus/tech/big-tech/article/3351514/chinas-physical-ai-progress-seen-roads-skies-and-factories?utm_source=rss_feed Mon, 27 Apr 2026 04:26:07 +0000 Iris Deng Iris Deng Shares of Moore Threads, one of China’s Nvidia challengers, jumped as much as 12.5 per cent on Monday morning on the back of a swing to a profit in the first quarter, as domestic graphics processing unit (GPU) champions capitalised on surging computing demand amid Beijing’s push for chip self-sufficiency. The Beijing-based firm reported a net profit of 29.4 million yuan (US$4.3 million) for the January to March 2026 period, compared with a net loss of 112.5 million yuan a year earlier, according... https://www.scmp.com/tech/article/3351492/moore-threads-posts-us43m-profit-nvidia-rival-surges-amid-beijing-chip-push?utm_source=rss_feed https://www.scmp.com/tech/article/3351492/moore-threads-posts-us43m-profit-nvidia-rival-surges-amid-beijing-chip-push?utm_source=rss_feed Mon, 27 Apr 2026 01:00:13 +0000 Iris Deng Iris Deng OpenClaw has adopted DeepSeek’s new V4 Flash as the default model for the popular artificial intelligence agent, while the global tech community scrutinises the implications of the Chinese AI firm’s major update optimised to run on Huawei Technologies’ chips. In an update on Sunday, OpenClaw said it had expanded its catalogue to include DeepSeek’s V4 Flash and its flagship V4 Pro models, and had integrated other capabilities such as Google Meet into the agent. OpenClaw also optimised how... https://www.scmp.com/tech/tech-trends/article/3351471/openclaw-adds-deepseek-v4-models-tech-world-assesses-huawei-tie?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3351471/openclaw-adds-deepseek-v4-models-tech-world-assesses-huawei-tie?utm_source=rss_feed Sun, 26 Apr 2026 09:24:39 +0000 Vincent Chow,Wency Chen Vincent Chow,Wency Chen Huawei Technologies’ newest Ascend 950PR and 950DT chips enjoyed “day zero” adaptation to DeepSeek’s latest V4 model, the Shenzhen-based tech giant said in a livestream on Friday, just hours after the model’s release. The hardware-software collaboration between the two Chinese firms underscores the progress China has made in tech self-reliance, a top national priority for Beijing amid US efforts to block its access to advanced semiconductor chips and chipmaking equipment. During the livestream... https://www.scmp.com/tech/big-tech/article/3351349/huawei-deepseek-strengthen-chinas-ai-self-reliance-collaboration-v4-model?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351349/huawei-deepseek-strengthen-chinas-ai-self-reliance-collaboration-v4-model?utm_source=rss_feed Fri, 24 Apr 2026 14:30:08 +0000 Coco Feng Coco Feng Amid the artificial intelligence boom, the world has been laser-focused on technologies like graphics processing units and memory chips. However, a quieter miracle has been unfolding in the mainland stock market. Optical modules, which allow ultra-fast communications in data centres, have minted a new class of industrial upstarts. In the past year, shares in Shenzhen-listed Zhongji Innolight, the world’s largest optical module producer, jumped tenfold. Smaller peers Eoptolink Technology and... https://www.scmp.com/tech/article/3351312/why-chinas-optical-communications-sector-latest-ai-boom-beneficiary?utm_source=rss_feed https://www.scmp.com/tech/article/3351312/why-chinas-optical-communications-sector-latest-ai-boom-beneficiary?utm_source=rss_feed Fri, 24 Apr 2026 11:30:09 +0000 Wency Chen Wency Chen The central processing unit (CPU) – the chip technology that drove Intel’s sales and profits for decades but was overshadowed by the graphics processing unit (GPU) in the AI age – is making a comeback. That’s according to Intel CEO Lip-Bu Tan, speaking on the company’s latest earnings call. “The CPU is [reasserting] itself as the indispensable foundation of the AI era,” he said. “This isn’t just our wishful thinking, it’s what we hear from our customers.” Intel shares rose about 20 per cent in... https://www.scmp.com/tech/tech-trends/article/3351277/how-intel-riding-cpu-comeback-ai-shifts-and-where-china-stands?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3351277/how-intel-riding-cpu-comeback-ai-shifts-and-where-china-stands?utm_source=rss_feed Fri, 24 Apr 2026 08:00:21 +0000 Daniel Ren,Themis Qi Daniel Ren,Themis Qi Chinese electric vehicle (EV) makers and supply-chain vendors, from Tesla rivals Xpeng to Nio and lidar sensor producer Hesai Group, will display their technological advances on a new front – in-car chips – at the Auto China show in Beijing as the country’s automotive industry makes rapid progress. Carmakers and vendors are designing and developing chips to power autonomous driving and in-car entertainment systems. These chips boast computing power on par with blockbuster products made by chip... https://www.scmp.com/business/china-business/article/3351186/chinese-ev-makers-bet-house-chips-make-cars-smarter-and-more-autonomous?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3351186/chinese-ev-makers-bet-house-chips-make-cars-smarter-and-more-autonomous?utm_source=rss_feed Fri, 24 Apr 2026 00:30:08 +0000 Ben Jiang Ben Jiang China’s top market regulator will launch a six-month crackdown on the country’s internet advertising sector, targeting malpractices including the misuse of artificial intelligence, in what it described as its first campaign to clean up the broader online advertising ecosystem. The State Administration for Market Regulation (SAMR) said on Thursday that the campaign comes as new risks – from AI misuse to traffic-driven marketing tactics – emerge alongside long-standing issues, even as data and... https://www.scmp.com/tech/article/3351202/beijing-moves-clean-online-ad-ecosystem-first-its-kind-campaign?utm_source=rss_feed https://www.scmp.com/tech/article/3351202/beijing-moves-clean-online-ad-ecosystem-first-its-kind-campaign?utm_source=rss_feed Thu, 23 Apr 2026 13:03:24 +0000 Khushboo Razdan Khushboo Razdan US Commerce Secretary Howard Lutnick sought to quell fears in Senate testimony on Wednesday that American technology was aiding China’s military, but drew scepticism given the US president’s willingness to sell advanced semiconductors. Lutnick asserted before the powerful Senate Appropriations Committee that US President Donald Trump was striking a “delicate balance” on the technology transfer issue given his cordial personal relationship with Chinese leader Xi Jinping, claiming that China had... https://www.scmp.com/news/us/science-technology/article/3351059/china-bought-zero-h200-chips-today-says-lutnick-he-cites-delicate-balance-xi?utm_source=rss_feed https://www.scmp.com/news/us/science-technology/article/3351059/china-bought-zero-h200-chips-today-says-lutnick-he-cites-delicate-balance-xi?utm_source=rss_feed Wed, 22 Apr 2026 21:46:17 +0000 Vincent Chow Vincent Chow In the first of a three-part series on Anthropic’s new powerful Mythos AI model, we look at its impact on Chinese AI, cybersecurity and competition with the US. US start-up Anthropic announced its latest artificial intelligence model Claude Mythos Preview on April 7, sparking an unprecedented global response among policymakers and regulators due to its powerful ability to identify and exploit cybersecurity vulnerabilities. Instead of a public release, Anthropic released Mythos to a consortium of... https://www.scmp.com/tech/tech-trends/article/3350987/anthropics-mythos-stoking-cybersecurity-fears-what-does-it-mean-china?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3350987/anthropics-mythos-stoking-cybersecurity-fears-what-does-it-mean-china?utm_source=rss_feed Wed, 22 Apr 2026 08:00:08 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma Nvidia supplier Victory Giant surged 50 per cent on its first day of trading following the biggest Hong Kong initial public offering this year, as investor appetite for artificial intelligence stocks weathers uncertainty in the Middle East. The printed-circuit board maker closed at HK$315.00 compared with the HK$209.88 price of shares in its HK$20 billion (US$2.6 billion) IPO. The Guangdong-based company has also jumped fourfold in a year in Shenzhen trading. Victory Giant is the latest in a... https://www.scmp.com/plus/business/banking-finance/article/3350873/victory-giant-skyrockets-after-biggest-hong-kong-ipo-year?utm_source=rss_feed https://www.scmp.com/plus/business/banking-finance/article/3350873/victory-giant-skyrockets-after-biggest-hong-kong-ipo-year?utm_source=rss_feed Tue, 21 Apr 2026 09:12:30 +0000 Eunice Xu Eunice Xu Victory Giant, a Chinese manufacturer of printed circuit boards (PCBs) for artificial intelligence and high-performance computing, rose by 57.23 per cent in its trading debut in Hong Kong on Tuesday, as investors rushed to tap into surging global demand for the hardware powering the AI infrastructure boom. Shares in the Guangdong-based company, a supplier to US chip leader Nvidia, opened at HK$330, versus the offer price of HK$209.88 – the maximum offer price. The firm raised HK$20 billion... https://www.scmp.com/business/banking-finance/article/3350801/chinese-circuit-board-supplier-victory-giant-jumps-hong-kong-share-debut?utm_source=rss_feed https://www.scmp.com/business/banking-finance/article/3350801/chinese-circuit-board-supplier-victory-giant-jumps-hong-kong-share-debut?utm_source=rss_feed Tue, 21 Apr 2026 01:43:39 +0000 Coco Feng Coco Feng ByteDance, the parent company of TikTok and Douyin, saw its net profit plummet by more than 70 per cent in 2025 as it poured money into artificial intelligence, according to Chinese media reports. At the same time, revenue from overseas markets surged by nearly 50 per cent, far outpacing the roughly 20 per cent growth in China, according to reports on Monday by outlets including Securities Times and 36Kr, which cited a person familiar with the matter. For the first time, overseas revenue... https://www.scmp.com/tech/article/3350720/bytedance-profit-plunges-ai-push-tiktok-shop-powers-overseas-growth-reports?utm_source=rss_feed https://www.scmp.com/tech/article/3350720/bytedance-profit-plunges-ai-push-tiktok-shop-powers-overseas-growth-reports?utm_source=rss_feed Mon, 20 Apr 2026 11:00:11 +0000 Coco Feng Coco Feng Nvidia CEO Jensen Huang said on a recent podcast that if Chinese artificial intelligence start-up DeepSeek optimised its new models on chips from Huawei Technologies, it would be “a horrible outcome” for the US. If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday. The conversation... https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us?utm_source=rss_feed https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us?utm_source=rss_feed Fri, 17 Apr 2026 10:00:14 +0000 Lucy Quaggin Lucy Quaggin At a congressional hearing on Capitol Hill on Thursday, lawmakers and experts accused China of buying “what they can” and stealing “what they cannot” in the global artificial intelligence (AI) race, while warning the United States’ immigration and research policies could be hindering innovation necessary to stay ahead. “The pattern is clear. China is dependent on our tech stack to continue their AI development. China is willing to buy what they can, and steal what they cannot, to advance their... https://www.scmp.com/news/china/diplomacy/article/3350380/china-willing-buy-or-steal-us-tech-get-ahead-ai-race-congress-told?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3350380/china-willing-buy-or-steal-us-tech-get-ahead-ai-race-congress-told?utm_source=rss_feed Thu, 16 Apr 2026 22:26:36 +0000 Minxiao Chang Minxiao Chang Silicon photonic computing chips – long overlooked in the artificial intelligence hardware stack – are emerging as a new focal point in mainland China’s semiconductor push, as domestic companies move towards public listings amid intensifying US-China competition and surging demand for next-generation computing infrastructure. Shanghai-based Lightelligence, the first company globally to achieve large-scale deployment of hybrid optical-electronic computing, passed its Hong Kong listing hearing on... https://www.scmp.com/tech/big-tech/article/3350183/lightelligence-track-ipo-plans-chinas-ai-photonics-race-gathers-pace?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350183/lightelligence-track-ipo-plans-chinas-ai-photonics-race-gathers-pace?utm_source=rss_feed Wed, 15 Apr 2026 11:00:31 +0000 Jeffrey Wu Jeffrey Wu A quiet but consequential shift is reshaping the global artificial intelligence competition, and it has little to do with which country builds the most powerful model. Jensen Huang did not mean to describe a geopolitical strategy. But when Nvidia’s chief executive declared, “Your workload is inference, your tokens are your commodity, and that compute is your revenue,” he was articulating, from the supply side, something China had concluded from the other direction. To understand why, start with... https://www.scmp.com/opinion/china-opinion/article/3349947/us-controls-chips-ai-race-china-controls-scoreboard?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3349947/us-controls-chips-ai-race-china-controls-scoreboard?utm_source=rss_feed Wed, 15 Apr 2026 08:30:09 +0000 Minxiao Chang Minxiao Chang China’s world models are benefiting from early integration with the country’s strong industrial base, which gives the domestic ecosystem greater momentum than that of the US, according to an executive at a leading Chinese world model start-up. World models simulate 3D environments and physical dynamics, and are expected to help train the next generation of physical artificial intelligence applications, including robots and autonomous vehicles. Wang Xiaofeng, an algorithm partner at GigaAI, said... https://www.scmp.com/tech/big-tech/article/3350062/chinas-edge-over-us-ai-world-models-abundant-data-faster-deployment-executive-says?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350062/chinas-edge-over-us-ai-world-models-abundant-data-faster-deployment-executive-says?utm_source=rss_feed Tue, 14 Apr 2026 12:00:10 +0000 Ann Cao Ann Cao Chinese chip start-up Dishan Technology has achieved a breakthrough in designing a 2-nanometre artificial intelligence chip, according to local media reports. Shanghai-based Dishan, which focuses on the development of high-performance computing chips and sensor chips, was now in the crucial prototype verification stage for its first 2nm AI graphics processing unit (GPU), the Shanghai Morning Post reported recently. The GPU was unveiled by the company last July. The company then said it had... https://www.scmp.com/tech/tech-trends/article/3350050/chinas-dishan-technology-nears-2nm-ai-chip-breakthrough-reports-say?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3350050/chinas-dishan-technology-nears-2nm-ai-chip-breakthrough-reports-say?utm_source=rss_feed Tue, 14 Apr 2026 10:59:56 +0000 Ann Cao,Themis Qi Ann Cao,Themis Qi Printed circuit boards (PCBs) – unsung core components in all electronic devices – are emerging as the latest source of excitement in China’s chip supply chain, as domestic companies capitalise on surging global demand for artificial intelligence infrastructure to pursue share listings. Victory Giant Technology, a PCB supplier to US chip champion Nvidia, kicked off bookbuilding in Hong Kong on Monday for an initial public offering (IPO) that aims to raise up to HK$17.49 billion (US$2.2... https://www.scmp.com/tech/tech-trends/article/3349924/victory-giant-joins-ipo-push-chinas-circuit-board-makers-amid-ai-frenzy?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3349924/victory-giant-joins-ipo-push-chinas-circuit-board-makers-amid-ai-frenzy?utm_source=rss_feed Mon, 13 Apr 2026 12:00:08 +0000 Daniel Ren Daniel Ren A pivotal year for self-driving cars has begun in China, with the first “hands off” models approved to ply public roads, carmakers gearing up to mass-produce them and the first mandatory safety standards for autonomous vehicles out for public comment. The first carmakers were given the go-ahead in mid-December to build electric vehicle (EV) models with Level 3 (L3) autonomous driving capability. On an international scale from L0 to L5, an L3 autonomous vehicle can operate independently under... https://www.scmp.com/plus/business/china-evs/article/3349837/chinese-carmakers-gear-l3-self-driving-roll-out?utm_source=rss_feed https://www.scmp.com/plus/business/china-evs/article/3349837/chinese-carmakers-gear-l3-self-driving-roll-out?utm_source=rss_feed Mon, 13 Apr 2026 03:40:07 +0000 Ann Cao Ann Cao Chinese artificial intelligence start-up DeepSeek is ramping up recruitment in Inner Mongolia, signalling a potential expansion of its data centre footprint ahead of the much-anticipated release of its V4 model. The Hangzhou-based company is recruiting for two new roles – server maintenance engineers and delivery managers to oversee data centre launches – in Ulanqab, in Inner Mongolia, according to recent job postings. The move marks the first time DeepSeek has publicly advertised on-site roles... https://www.scmp.com/tech/big-tech/article/3349741/deepseek-ramps-hiring-ahead-v4-launch-questions-swirl-over-chip-strategy?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349741/deepseek-ramps-hiring-ahead-v4-launch-questions-swirl-over-chip-strategy?utm_source=rss_feed Sat, 11 Apr 2026 08:37:34 +0000 Sylvia Ma,Vincent Chow Sylvia Ma,Vincent Chow With US Treasury Secretary Scott Bessent and Federal Reserve chair Jerome Powell reported to have held urgent talks over Anthropic’s latest artificial intelligence model, experts are warning that immediate cybersecurity assessments are needed to avert potential economic damage running into the hundreds of billions of US dollars. Across the Pacific, however, analysts said China’s banks were taking a more cautious approach, as Beijing prioritises financial stability and intensifies monitoring of... https://www.scmp.com/economy/global-economy/article/3349685/china-banks-buffer-against-ai-contagions-us-sweats-over-anthropics-mythos?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3349685/china-banks-buffer-against-ai-contagions-us-sweats-over-anthropics-mythos?utm_source=rss_feed Fri, 10 Apr 2026 15:00:08 +0000 Minxiao Chang Minxiao Chang Alibaba Cloud captured more than 50 per cent of global open-source model downloads as of March following the release of its Qwen 3.5 model series, a new report has found. The finding underscores the dominance of Chinese models in the global open-source artificial intelligence landscape, though some US companies including OpenAI and Nvidia are also making early gains. Qwen reached nearly 1 billion cumulative downloads by March, far surpassing rivals like Meta Platforms’ Llama and DeepSeek,... https://www.scmp.com/tech/big-tech/article/3349552/alibabas-qwen-family-captures-over-50-global-open-source-downloads-report-finds?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349552/alibabas-qwen-family-captures-over-50-global-open-source-downloads-report-finds?utm_source=rss_feed Fri, 10 Apr 2026 02:00:14 +0000 Vincent Chow Vincent Chow DeepSeek has introduced new “instant” and “expert” modes to its chatbot, the most significant update to its user interface since the Hangzhou-based start-up gained global recognition. The changes come ahead of the much-anticipated release of DeepSeek’s next-generation flagship model V4 this month, more than a year after its R1 version made it a household name. On Tuesday, the company added the two modes to its website and mobile app, giving users the choice of settings. Instant mode was designed... https://www.scmp.com/tech/policy/article/3349345/chinas-deepseek-adds-instant-and-expert-chatbot-modes-ahead-much-awaited-v4-release?utm_source=rss_feed https://www.scmp.com/tech/policy/article/3349345/chinas-deepseek-adds-instant-and-expert-chatbot-modes-ahead-much-awaited-v4-release?utm_source=rss_feed Wed, 08 Apr 2026 10:00:09 +0000 Vincent Chow Vincent Chow There was a surprise guest speaker at Nvidia’s widely watched GPU Technology Conference (GTC) in San Jose, California, last month: Yang Zhilin, the founder of Beijing-based Moonshot AI, the developer behind the Kimi family of foundational artificial intelligence models. Amid heated rhetoric about US-China AI competition, which some have likened to an “arms race”, the participation of a Chinese AI start-up’s CEO at the flagship event of American chipmaking giant Nvidia might have struck some as... https://www.scmp.com/tech/big-tech/article/3348973/competition-or-co-opetition-how-convergence-shaping-ai-race-between-china-and-us?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348973/competition-or-co-opetition-how-convergence-shaping-ai-race-between-china-and-us?utm_source=rss_feed Sat, 04 Apr 2026 02:00:12 +0000 Agence France-Presse Agence France-Presse Iran’s Revolutionary Guards said on Tuesday that they would target leading US technology firms like Apple, Google and Meta if more Iranian leaders were killed in “targeted assassinations”. “These companies, starting from 8pm Tehran time on Wednesday, April 1, should expect the destruction of their relevant units in exchange for every assassination in Iran,” the Guards said in a statement listing the names of 18 companies it alleged were complicit in the killing of officials. “We advise the... https://www.scmp.com/news/world/middle-east/article/3348585/iran-says-will-target-apple-google-and-meta-if-more-its-leaders-are-killed?utm_source=rss_feed https://www.scmp.com/news/world/middle-east/article/3348585/iran-says-will-target-apple-google-and-meta-if-more-its-leaders-are-killed?utm_source=rss_feed Tue, 31 Mar 2026 17:23:28 +0000 Eunice Xu Eunice Xu China’s southern tech hub Shenzhen began operations of the country’s first 10,000-card intelligent computing cluster, built with advanced chips made by Huawei Technologies, in the latest sign of how the country is deepening its push for home-grown computing capabilities. Featuring a computing capacity of 11,000 petaflops, the new cluster, activated last week, is the country’s first 10,000-card intelligent computing cluster built with Huawei’s Ascend 910C AI chips, according to Shenzhen Special... https://www.scmp.com/tech/big-tech/article/3348502/shenzhen-activates-chinas-first-10000-card-ai-cluster-domestic-chips?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348502/shenzhen-activates-chinas-first-10000-card-ai-cluster-domestic-chips?utm_source=rss_feed Tue, 31 Mar 2026 11:00:08 +0000 Ben Jiang,Ann Cao Ben Jiang,Ann Cao Biren Technology and Iluvatar CoreX, two Chinese graphics processing unit (GPU) champions that are seen as potential alternatives to Nvidia, saw their revenues surge in 2025 amid China’s accelerated push for chip self-sufficiency, according to their first earnings reports since listing in January. Biren’s annual revenue surged 207.2 per cent from a year ago to 1.03 billion yuan (US$149 million), beating the consensus estimate of 954.5 million yuan, while its crosstown rival Iluvatar CoreX posted... https://www.scmp.com/tech/tech-trends/article/3348446/biren-iluvatar-corex-post-triple-digit-revenue-growth-losses-persist-ai-chip-race?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3348446/biren-iluvatar-corex-post-triple-digit-revenue-growth-losses-persist-ai-chip-race?utm_source=rss_feed Mon, 30 Mar 2026 14:45:09 +0000 Wency Chen Wency Chen Manycore Tech, a Hangzhou-based developer of spatial design software, has passed its listing hearing in Hong Kong, moving a step closer to an initial public offering (IPO) as it pushes deeper into what it calls “spatial intelligence” – the integration of artificial intelligence with the physical world. The company is one of Hangzhou’s “Six Little Dragons” – a group of rising start-ups that includes AI developer DeepSeek, robotics firms Unitree Robotics and Deep Robotics, Black Myth creator Game... https://www.scmp.com/tech/article/3348377/firing-manycore-first-hangzhous-six-little-dragons-near-hong-kong-ipo?utm_source=rss_feed https://www.scmp.com/tech/article/3348377/firing-manycore-first-hangzhous-six-little-dragons-near-hong-kong-ipo?utm_source=rss_feed Mon, 30 Mar 2026 10:00:11 +0000 Wency Chen Wency Chen Yuanjie Semiconductor Technology, a Chinese maker of laser chips for optical communications, has emerged as one of the mainland exchanges’ biggest beneficiaries of the artificial intelligence infrastructure boom – with its shares rising nearly ninefold over the past year as it pursues a Hong Kong listing. The Shaanxi-based integrated device manufacturer, whose shares closed at 1,100 yuan on Friday, now ranks second by share price among mainland-listed companies, trailing only Kweichow Moutai at... https://www.scmp.com/tech/article/3348311/what-makes-yuanjie-chinese-optical-chip-star-and-hong-kong-ipo-candidate-stand-out?utm_source=rss_feed https://www.scmp.com/tech/article/3348311/what-makes-yuanjie-chinese-optical-chip-star-and-hong-kong-ipo-candidate-stand-out?utm_source=rss_feed Mon, 30 Mar 2026 02:00:06 +0000 Ke Meng Ke Meng In January, a top Chinese AI researcher told an industry summit in Beijing there was less than a 20 per cent chance of any Chinese company surpassing a leading US artificial intelligence firm in the next three to five years. The remark by Lin Junyang, until recently a technical leader working on Qwen, one of China’s most capable open-source AI models under Alibaba (which owns the South China Morning Post), made headlines. But much of the commentary missed a more important question Lin posed:... https://www.scmp.com/opinion/china-opinion/article/3347763/how-assess-chinas-real-chance-winning-ai-race-against-us?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3347763/how-assess-chinas-real-chance-winning-ai-race-against-us?utm_source=rss_feed Sun, 29 Mar 2026 08:30:09 +0000 Vincent Chow Vincent Chow A new artificial intelligence algorithm developed by Google that could reduce demand for memory chips triggered a slump in global memory stocks, but analysts said it presented an opportunity for investors to “buy the dip”. Shares in memory giants including Samsung and SK Hynix fell after Google said in a blog post on Tuesday that the algorithm, called TurboQuant, reduced the memory demands of key-value (KV) caches – a crucial component of how AI models are served to users – by six times through... https://www.scmp.com/tech/big-tech/article/3348038/googles-turboquant-ai-advance-dents-memory-chip-stocks-analysts-say-buy-dip?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348038/googles-turboquant-ai-advance-dents-memory-chip-stocks-analysts-say-buy-dip?utm_source=rss_feed Thu, 26 Mar 2026 13:24:11 +0000 Daniel Ren Daniel Ren China’s two biggest makers of lidar sensors for cars, Hesai Group and RoboSense Technology, have ramped up investments in robotics products as the country consolidates its leading position in building a global supply chain for the fast-growing sector. Shanghai-based Hesai, the world’s largest producer of lidar sensors that help cars map terrain, planned to spend 200 million yuan (US$28.9 million) this year to design and manufacture “eyes and muscles” for robots, creating a new growth engine... https://www.scmp.com/business/china-business/article/3347995/chinas-lidar-giants-pivot-robotics-jensen-huang-praises-chinese-supply-chain?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3347995/chinas-lidar-giants-pivot-robotics-jensen-huang-praises-chinese-supply-chain?utm_source=rss_feed Thu, 26 Mar 2026 09:12:13 +0000 Reuters Reuters US President Donald Trump appointed Meta Platforms CEO Mark Zuckerberg, Oracle Executive Chairman Larry Ellison and Nvidia CEO Jensen Huang to a council that will weigh ‌in on AI policy and other issues, the White House said on Wednesday. Google co-founder Sergey Brin and AMD CEO Lisa Su are also part of the initial batch of 13 members from the industry named to the President’s Council of Advisors on Science and Technology (PCAST). Trump ⁠has made securing US leadership in artificial... https://www.scmp.com/news/world/united-states-canada/article/3347903/trump-names-ceos-meta-nvidia-13-member-science-and-tech-council?utm_source=rss_feed https://www.scmp.com/news/world/united-states-canada/article/3347903/trump-names-ceos-meta-nvidia-13-member-science-and-tech-council?utm_source=rss_feed Wed, 25 Mar 2026 14:22:02 +0000 Ann Cao Ann Cao Agentic artificial intelligence and advanced packaging technology will be key growth drivers for China’s chip industry in coming years, as the country is expected to increase its share of chipmaking capacity to nearly half of the world’s total by 2028. According to data revealed at Semicon China, the world’s largest chip industry trade show, China’s share of wafer fabrication capacity for mainstream processes was expected to reach 42 per cent of global capacity by 2028. That would mark a rapid... https://www.scmp.com/tech/big-tech/article/3347902/semicon-china-ai-advanced-packaging-set-drive-countrys-chip-industry-growth?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3347902/semicon-china-ai-advanced-packaging-set-drive-countrys-chip-industry-growth?utm_source=rss_feed Wed, 25 Mar 2026 14:13:25 +0000 Dannie Peng Dannie Peng China has officially designated ciyuan as the translation for “token” – the computational units that power tools such as Claude, ChatGPT and Gemini – in a move widely seen as devising a new form of global currency for the age of artificial intelligence. In Chinese, ci translates to “word”, while yuan is commonly used as a synonym for “currency”. For instance, the basic unit of the Chinese renminbi is the yuan, and most foreign currencies are referred to as yuan in Chinese, prefixed by their... https://www.scmp.com/news/china/science/article/3347887/china-names-trillions-ai-token-after-yuan-should-us-worry-dollar?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3347887/china-names-trillions-ai-token-after-yuan-should-us-worry-dollar?utm_source=rss_feed Wed, 25 Mar 2026 12:00:26 +0000 Lucy Quaggin Lucy Quaggin China’s strategy of promoting open artificial intelligence (AI) models and leveraging manufacturing dominance is “mutually reinforcing”, forming a feedback loop that could challenge US dominance in AI, according to a new report by a US congressional advisory body. “It is the intersection of these two loops – one digital, one physical – that gives China’s open strategy its compounding force and poses the most serious long-term challenge to US AI leadership,” the United States-China Economic and... https://www.scmp.com/news/us/diplomacy/article/3347645/us-panel-credits-chinas-ai-edge-open-source-models-manufacturing-dominance?utm_source=rss_feed https://www.scmp.com/news/us/diplomacy/article/3347645/us-panel-credits-chinas-ai-edge-open-source-models-manufacturing-dominance?utm_source=rss_feed Mon, 23 Mar 2026 22:34:03 +0000 Wency Chen Wency Chen “Tokens are the new commodity,” said Nvidia CEO Jensen Huang, clad in his iconic leather jacket, at the company’s annual flagship developer conference, GTC, last week in San Jose, California. The chip designer’s helmsman wants to recast his company not as a silicon vendor but as the architect of what he calls “AI [artificial intelligence] factories”, whose standard product is “token”. While Nvidia is busy writing the rules of a new token economy, a parallel debate is emerging in China around the... https://www.scmp.com/tech/big-tech/article/3347495/how-china-could-dominate-ai-eras-tokenomics-vast-power-grids-and-low-cost-models?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3347495/how-china-could-dominate-ai-eras-tokenomics-vast-power-grids-and-low-cost-models?utm_source=rss_feed Sun, 22 Mar 2026 23:30:22 +0000 Ann Cao Ann Cao Nvidia CEO Jensen Huang says the US robotics industry will have to rely on China’s supply chain despite the US pioneering the market, as the company bets on physical AI and looks to return to the Chinese market. “I think China is formidable,” Huang said when asked about the country’s rise in the robotics industry during a podcast hosted by Silicon Valley tech executives. “The reason for that is because their microelectronics, motors, rare earth and magnets – which are foundational to robotics –... https://www.scmp.com/tech/big-tech/article/3347427/nvidias-huang-calls-china-formidable-robotics-company-bets-physical-ai?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3347427/nvidias-huang-calls-china-formidable-robotics-company-bets-physical-ai?utm_source=rss_feed Sat, 21 Mar 2026 10:18:16 +0000 Xinmei Shen Xinmei Shen The administration of US President Donald Trump on Friday unveiled an artificial intelligence (AI) policy framework aimed at curbing state-level restrictions on innovation, as it urged Congress to address AI risks and reinforce the US edge in an intensifying technology race with China. Congress should pre-empt state AI laws that “impose undue burdens”, to ensure a national standard instead of “fifty discordant ones”, Trump said in a new legislative recommendation named the National AI... https://www.scmp.com/news/us/diplomacy/article/3347396/trump-administration-moves-unify-ai-rules-bolster-edge-over-china?utm_source=rss_feed https://www.scmp.com/news/us/diplomacy/article/3347396/trump-administration-moves-unify-ai-rules-bolster-edge-over-china?utm_source=rss_feed Fri, 20 Mar 2026 19:43:27 +0000 Iris Deng Iris Deng Chinese tech giant Huawei Technologies has launched the Atlas 350 accelerator card for inference, boasting higher computing power for artificial intelligence applications and better performance than US rival Nvidia’s H20, as AI rapidly advances into the agentic era. The Atlas 350 AI accelerator card would be powered by Huawei’s latest Ascend 950PR chip, designed to deliver enhanced computing power and storage for AI inferencing, said Ma Haixu, a vice-president at Huawei, at the firm’s China... https://www.scmp.com/tech/tech-trends/article/3347346/huawei-challenges-nvidia-powerful-new-ai-accelerator-card?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3347346/huawei-challenges-nvidia-powerful-new-ai-accelerator-card?utm_source=rss_feed Fri, 20 Mar 2026 13:00:18 +0000