AI News

72 new generative AI services registered Mar-Apr 2026. Total: 868 services registered, 530 applications completed, reflecting rapid growth in China's AI service registration.

Cisco FY26 Q3: revenue $15.84B (+12% YoY), net income $3.37B (+35%). AI infrastructure momentum surging with $5.3B cumulative AI orders, full-year guidance raised to $9B AI orders and $4B AI revenue.

Amazon launches Alexa Shopping replacing Rufus — price alerts, product comparison, auto-repurchase. Customizable rules, AI-powered recommendations based on user profiles. Available to all US Amazon users.

Alibaba reports 322% YoY increase in interest and investment income to 87.5B RMB, driven by MiniMax and Zhipu IPOs. Alibaba Cloud revenue up 38% to 41.6B RMB, commercialization growth at fastest in 9 quarters (40%).

US tech stocks mixed pre-market: Micron +4%, Intel +2%, Nvidia +1%, Tesla +0.17%, Meta -0.86%, Microsoft -0.61%, Apple -0.17%. Chinese ADRs mostly down, Alibaba -3%+.

Anthropic PBC is in early talks to raise at least $30B at a $900B+ pre-money valuation, potentially closing by end of month. IPO considered as early as October. OpenAI latest valued at $852B.

Google upgrades Gemini from chatbot to OS-level intelligence across phones, browsers, cars, and laptops. Rolling out this summer to 250M+ Android Auto vehicles. Apple WWDC faces pressure.

First Hong Kong embodied AI summit held May 12, focusing on commercialization. Companies showcased humanoid robots for industrial and service applications.

Kuaishou confirms it may bring in external funding for Kling AI spin-off, but plans are still preliminary. Kling is Kuaishou's AI video generation model.

OpenAI and Microsoft reach cooperation deal to save $97B in costs by 2030, deepening collaboration on AI compute infrastructure.

PBOC Q1 monetary policy report: AI will inject momentum into high-quality growth. Domestic LLM performance accelerating, AI integrating into manufacturing, finance, healthcare, transport. Chinese AI firms expanding into Southeast Asia, Middle East.

EU Commission spokesperson welcomes OpenAI's intent to open latest ChatGPT model access, further discussions this week. Talks with Anthropic on Mythos model at different stage, seeking similar solution.

May 11 close: storage chip stocks rally — Qualcomm +8%, Western Digital +7%, Micron +6%, Intel +3%, Nvidia +2%, all hitting record highs. Chinese ADRs mostly up: Li Auto +5%, Baidu, XPeng, NIO +3%+.

PBOC Q1 report: continue moderately loose monetary policy, use diverse policy tools to maintain ample liquidity. Reform LPR mechanism, improve quote quality to better reflect loan market rates.

Q1 2026: 17 BCI financing deals totaling 3.8B RMB in China, single quarter exceeding all of 2025. Industry shifting from betting on frontier tech to long-term ecosystem building and commercialization capability.

2026 government work report includes computing-power synergy. Inner Mongolia, Ningxia, Guizhou pushing green power-direct computing projects, source-grid-load-storage integration for renewable energy and computing facility co-planning.

Ministry of State Security warns: Bluetooth devices like wireless earbuds, smartwatches, keyboards may harbor security risks. Hackers could exploit vulnerabilities to steal personal information or conduct espionage.

Scientists at Univ. of Tokyo and Chiba Univ. develop quantum thermometer small enough to measure temperature inside single living cells, helping explore metabolism at the smallest scale. Published in Science Advances.

US scientists convert titanium dioxide films under 3nm thickness into ferroelectric material, opening new path for mass-producing faster, lower-power computing chips. Published in Science.

Baidu releases Wenxin 5.1 using "multi-dimensional elastic pre-training" at 6% the cost of comparable models, topping LMArena search chart in China.

Guangfan's world's first proactive AI earphones with vision capability launching May 15. Built-in camera enables visual perception, expanding interaction boundaries.

Leshang Tech announces Zeroth M1 humanoid robot as first mass-producible model connected to Tencent OpenClaw. Intent for 10K terminal connections, M1 launching late May.

Beijing Academy of AI unites top universities to release FlagSafe LLM security platform covering red teaming, blue defense, and white-box transparency.

Rumors say DeepSeek's massive fundraising attracted both Tencent and Alibaba, but talks collapsed. Sources claim Alibaba never actually negotiated.

Goldman predicts US data center power demand to grow from 31GW (2025) to 66GW (2027). Texas and Georgia becoming major AI data center hubs due to faster power expansion.

Hygon completes deep adaptation of ShenSuan 3 DCU with Tencent Hunyuan Hy3 preview — 295B parameters, 256K context, improved reasoning and code generation.

Zhejiang humanoid robot innovation center partners with Jack Tech for 2K custom robots, planning to scale to 1 million for garment flexible manufacturing.

Tongding Interconnect announces 800M RMB joint venture for 600-ton optical fiber preform and 20M fiber-kilometer annual production.

Chongqing issues highway testing management rules for L3+ smart connected vehicles, accelerating commercialization of autonomous driving technology.

US indices fell: Dow -0.63%, S&P -0.38%, Nasdaq -0.13%. Tesla +3%, Nvidia +1%, Intel -3%, Amazon -1%. Chinese ADRs mostly down.

Yuejian Smart stock surged 53.58% in 6 days. Company warns smart fabric inspector product still in early promotion, 2025 revenue under 1M RMB, less than 1% of total.

UK FCA launches antitrust investigation into PayPal, Mastercard, and Visa over PayPal digital wallet usage and fund operations.

MiroMind announces MiroThinker agent service suspended in mainland China, HK & Macau from May 12. MiroMind is founded by Shanda Group creator Chen Tianqiao.

Corning issues $500M warrants to Nvidia — 15M shares at $180 + 3M pre-funded warrants at $0.0001, deepening optical communication cooperation.

Apple removes 32GB/64GB Mac models from store. Sources say demand exceeded expectations, supply adjustment takes time. AI-era memory demand spreading to consumer side.

All three US indices rose. Arm +13%, Nvidia +5%, driving AI chip sector rally. Chinese ADRs mostly up: Baidu +11%, Alibaba +6%.

OpenAI's JV raised ~$4B at $10B valuation, 3 deals in late stage. Anthropic's JV raised ~$1.5B with BlackRock, Goldman investors. Signals shift from model R&D to commercial deployment.

PayPal plans to cut 20% (4,760 positions) over 2-3 years. CEO says company fell behind on tech investment, redirecting resources to AI R&D.

Coinbase cuts ~14% (660-700 employees) to build an AI-native organization amid crypto volatility and AI transformation.

Anthropic launches 10 AI agents for financial services — presentations, statement review, compliance. Target: banking, insurance, fintech professionals.

Cengage, Hachette, Macmillan, McGraw-Hill file class action against Meta for using copyrighted works to train AI models.

Nobel laureate Brynjolfsson proposes "Turing Trap" concept — AI should extend human capabilities, not mimic/replace them. WEF: 1.3M AI jobs added in 2 years, 170M new jobs expected by 2030.

Embodied AI creates "data collectors" and "robot trainers" careers. 20M+ localized data points, 8M added in first 4 months. Market expected to reach 400B RMB, 1M+ new jobs.

Digital China Summit: NetDragon demonstrates AI-generated family tree app — enter surname, get 3D clan tree. LLM reduces weeks of genealogy research to seconds.

In Madagascar, AI wave creates data labeling industry — ~100K people in AI-related jobs by end of 2025. Monthly salary 120 EUR vs 80 EUR average.

Live e-commerce shifting from manual hosts to AI collaboration — smart product selection, virtual hosts, automated operations reducing labor costs.

iOS 27 focuses on AI — Siri redesigned as standalone app with multi-task support, Apple Intelligence photo search integrated into Camera.

Jensen Huang publicly states Nvidia's China AI chip market share has dropped to zero due to US export controls.

DeepSeek V4 Pro inference cost slashed to 8.7 cents per million tokens — 1/1700 of Anthropic Sonnet ($15).

Tencent Cloud announces 5% price increase on AI computing, container, and EMR products from May 9.

Berkshire CEO Greg Abel states no AI for AI's sake — three principles: hire top talent, maintain safety governance standards, keep humans in core decision-making.

Nobel laureate and DeepMind CEO Demis Hassabis says current AI is still early stage — physical AI and embodied intelligence are the real future.

Meta completes acquisition of humanoid robot AI startup Assured Robot Intelligence on May 1, accelerating humanoid R&D.

Tsinghua professor Yang Bin: treating AI as merely a technical problem will bring trouble — AI is not "+AI" but a system-level restructuring.

DeepSeek quietly launches multimodal features post-V4 release, currently in gray-scale beta. Open-sourced multimodal paradigm technology.

Apple releases M4 Mac lineup — new iMac, Mac mini, MacBook Pro. M2 Mac mini discontinued. New Mac mini dramatically smaller.

Digital China Summit: iSoftStone & Huawei partners release OPC industry empowerment solution with Pingtan AI cloud platform.

OpenAI releases GPT-5 — supports text, image, audio real-time interaction, 10x faster than GPT-4.

Anthropic announces Claude 4 passes 1000+ red team tests, 99.7% accuracy in rejecting harmful requests.

Alibaba releases Qwen-Max 3.0 — major improvements in math reasoning and code generation, 40% price reduction.

Nvidia releases Blackwell Ultra GPU at GTC — 20 PFLOPS per card, designed for large-scale AI training.