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Nvidia CEO Jensen Huang at the State Dinner in Washington D.C. on September 24, 2026. Photo: AP
Artificial intelligence

Nvidia, AMD CEOs join Tsinghua advisory board as US-China chip tensions persist

Huang and Su were among three new members appointed to the advisory board of Tsinghua University’s School of Economics and Management.

Alibaba

Alibaba deepens sports tech push with new Brooklyn Nets partnership

Artificial intelligence

AMD buys Li Fei-Fei’s World Labs for US$8.2b, escalating rivalry with Nvidia

ByteDance

ByteDance occupies one-fifth of China’s data centre capacity: SemiAnalysis

SemiAnalysis estimates that China has more than 24GW of delivered data centre capacity, with another 20GW in the pipeline.

This arranged photograph shows a smartphone screen displaying the logo of Seedance 2.0, the video generation model from ByteDance. Photo: AFP via Getty Images/TNS
This arranged photograph shows a smartphone screen displaying the logo of Seedance 2.0, the video generation model from ByteDance. Photo: AFP via Getty Images/TNS
Alibaba

China’s answer to Google Maps now tells you where local taxi drivers eat lunch

Amap is harnessing AI to offer an array of new features, from 3D maps of indoor spaces to hyper-specific restaurant recommendations.

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2026 Xi-Trump summits

Xi at White House, trade truce extension, Golden Week travel

This week: Xi Jinping and Donald Trump discuss AI and Taiwan in summit, the trade-war truce is prolonged until January, and China cracks down on fentanyl. Next week: Manufacturing PMI may show third month of contraction, RoboTechnik headlines four Hong Kong IPO debuts, holidaymakers take advantage of National Day golden week, and more.

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US-China tech war

Xi-Trump dinner puts US tech titans in spotlight – what does it mean for ties?

Nvidia, Apple, AMD and Tesla executives secured prime seats at the White House, underscoring the centrality of AI, chips and tech amid persistent tensions.

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AMD CEO Lisa Su, her husband Daniel Lin, Nvidia CEO Jensen Huang, his wife Lori Huang and Apple’s executive chairman Tim Cook attend a state dinner hosted by US President Donald Trump for President Xi Jinping in the East Room of the White House in Washington on Thursday. Photo: AFP
AMD CEO Lisa Su, her husband Daniel Lin, Nvidia CEO Jensen Huang, his wife Lori Huang and Apple’s executive chairman Tim Cook attend a state dinner hosted by US President Donald Trump for President Xi Jinping in the East Room of the White House in Washington on Thursday. Photo: AFP
Alibaba

Alibaba unveils ‘pragmatic’ AI road map to drive monetisation as capex soars

Current investor sentiment has shifted from enthusiasm for AI catalysts to the need for tangible returns and infrastructure efficiency.

Alibaba

Alibaba Cloud set to open new data centres in Europe as overseas push gains pace

The tech giant is set to add extra capacity to help international clients deploy real-world artificial intelligence.

Ant Group

Fintech giant Ant Group restructures Alipay around AI agents to drive growth

Agentic commerce is entering a phase of ‘explosive, large-scale growth’, Ant CEO Cyril Han Xinyi said in an internal letter on Monday.

The Ant Group booth at the World Artificial Intelligence Conference in Shanghai, July 17, 2026. Photo: Reuters
Alibaba

Alibaba debuts ‘China’s most powerful’ AI chip, teases 10-trillion-parameter model

The tech giant also aims to scale its Alibaba Cloud global data-centre capacity to more than 20 gigawatts by 2032.

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Eddie Wu Yongming, CEO of Alibaba Group, delivers a keynote speech at the firm’s Apsara Conference on Tuesday. Photo: Handout
Eddie Wu Yongming, CEO of Alibaba Group, delivers a keynote speech at the firm’s Apsara Conference on Tuesday. Photo: Handout
US-China tech war

As AI safety fears mount, can a US-China hotline prevent a global crisis?

Washington and Beijing are seeking new ways to manage risks as competition intensifies, though analysts warn establishing effective safeguards may prove difficult.

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2026 Xi-Trump summits

US, China agree AI dialogue ahead of Trump-Xi summit

Eight hours of trade talks on Sunday produced agreements on artificial intelligence and trade as President Xi Jinping readies to fly to the US.

US-China tech war

Neither the US nor China can win the AI race alone, BofA analyst says

American power grid limits and China’s reliance on overseas chips mean both nations must lean on international cooperation.

An aerial photo shows a Google data centre in Henderson, Nevada. Photo: TNS
US-China tech war

In Focus | Will US cloud computing restrictions rain on China’s AI parade?

If Washington expands its tech blockade to include cloud networks, China’s AI sector will face its most severe choke point since the chip bans.

Illustration: Huy Truong
Illustration: Huy Truong
DJI

China’s Insta360 opens first US flagship store in New York’s Times Square

Action camera maker Insta360 is opening a New York City flagship as it navigates price wars with DJI, soaring memory costs.

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Alibaba

Alibaba open-sources AI model that can detect cancer and nearly 150 conditions

Tested on nearly 40,000 real-world exams, the model outperformed most radiologists, according to a new study published in Science.

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Artificial intelligence

China’s top AI models generate just 10% of OpenAI, Anthropic revenue: report

ByteDance led the Chinese group in ARR at US$4 billion as of July, followed by Alibaba at US$2.4 billion in August, Rhodium Group found.

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The Moonshot AI logo is seen in this illustration taken September 5, 2026. Photo: Reuters
The Moonshot AI logo is seen in this illustration taken September 5, 2026. Photo: Reuters
Semiconductors

Chip foundries better shielded in AI slowdown than Asia-Pacific tech peers: S&P

Contract chipmakers like TSMC are well protected against spending contractions by hyperscalers, based on stress tests by the ratings agency.

Huawei

China to see major shift to Huawei for AI model training in 2027: deputy chair

The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.

Huawei

How Huawei plans to bypass US chip curbs with its latest technology

The Chinese tech giant is leveraging its UnifiedBus technology to link hundreds or thousands of chips into single computing unit.

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US restrictions have made system-level innovation more important to Huawei. Photo: Shutterstock
Semiconductors

Once reliant on Korean memory, Chinese smartphone makers are turning to CXMT

Fuelled by a global memory shortage, China’s CXMT is winning spots in flagship handsets from ByteDance-powered AI devices to Xiaomi’s top models.

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Chinese memory chip giant CXMT is rapidly gaining traction in the global DRAM market. Photo: Reuters
Chinese memory chip giant CXMT is rapidly gaining traction in the global DRAM market. Photo: Reuters
Semiconductors

Huawei quickens AI chip pace, promises next entrant 3 quarters early

Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.

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Huawei

Huawei unveils latest tech to boost AI power, curb China’s Nvidia reliance

Its SuperPoD will face off against offerings by US rivals in the global computing power arena, including Nvidia’s NVL system.

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Semiconductors

China’s AI chip stocks face crucial test as MetaX lock-up period expires

The Chinese AI chip firm enjoyed a blockbuster market debut in December, but its stock is now under pressure ahead of a major share release.

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People walk past the MetaX booth during the World Artificial Intelligence Conference in Shanghai. Photo: Reuters
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