Artificial Intelligence

Xiaomi makes its biggest semiconductor push since it began developing chips in-house in 2016.

Tencent, Mihoyo, and other game companies are taking different paths toward AI, but increasingly see it as a competitive capability.

Nvidia, Meta release open models to challenge Chinese rivals.

The integration gives Tesla a local partner for cockpit intelligence while leaving open a future pairing with FSD.

Faster cloud growth is being accompanied by mounting pressure on earnings and cash flow from AI infrastructure spending.

Kimi K3 has pushed Moonshot AI closer to the frontier, but that advantage may prove fleeting as compute becomes the next constraint.

Rapid GPU cloud growth contrasted with more modest gains in AI applications.

Scarcity and market enthusiasm can lift AI valuations, but only revenue and commercial deployment can sustain them, he said.