Worries Over Mature-Node Chip Shortage Drive Orders to Chinese Foundries
The global AI boom is producing an unexpected side effect: a shortage of mature-node semiconductors and a surge in orders flowing to Chinese foundries to fill the gap.
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Saturday, May 16, 2026
Kuaishou Plans to Spin Off Kling AI at a $20 Billion Valuation and Raise $2 Billion
Kuaishou Technology is planning to spin off its Kling AI video generation unit at a valuation of $20 billion and raise approximately $2 billion in a pre-IPO financing round, according to reports by Chinese technology outlet LatePost and The Information, both published Monday.
Anthropic’s 2028 Paper on the US-China AI Race Is “Irresponsible,” Analysts Say
Anthropic chose a pointed moment to publish its most explicit policy intervention to date.
Chip Export Controls Were Not a Major Topic at the Trump-Xi Summit, US Trade Rep Confirms
The high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping in Beijing this week ended without any progress on one of the most consequential issues in the US-China technology rivalry: semiconductor export controls.
Friday, May 15, 2026
Moonshot AI Launches Kimi WebBridge, A Local-First Browser Agent That Keeps Your Data Off the Cloud
Moonshot AI, the Beijing-based startup behind the Kimi model family, released Kimi WebBridge on May 14, 2026, a browser extension that gives AI agents the ability to interact with websites the way a human would, clicking buttons, filling out forms, scrolling pages, and extracting data, all while running entirely on the user’s local machine.
Chinese Talent in Silicon Valley: Inside the AI Diaspora Powering Both Sides of the Race
The global artificial intelligence race is not just a contest of technologies but also of talent. At the heart of this competition lies an extraordinary diaspora of Chinese AI researchers and entrepreneurs dominating Silicon Valley’s cutting-edge innovation hubs.
Harvard Business School: China Is Running a “Diffusion-Forward” AI Strategy, and It Could Win
In a working paper released by the Harvard Business School AI Institute in May 2026, researchers Hao Chen and Meg Rithmire unveil a transformative perspective on China’s approach to artificial intelligence.
OpenAI Calls for IAEA-Style Global AI Governance Body Including China
In a bold and unprecedented move, OpenAI has publicly called for the creation of a global governance body for artificial intelligence that would include both the United States and China.
Doubao Goes Paid: ByteDance Launches Three-Tier Subscription at Up to $69/Month
ByteDance, the parent company of Douyin and TikTok, has officially introduced a paid subscription model for its flagship AI chatbot, Doubao. As of May 4, 2026, Doubao’s App Store page quietly revealed the launch of a structured three-tier subscription system with prices ranging from $9.40 to $69.20 per month.
Ex-Meta Researcher Tian Yuandong Co-Founds Self-Improving AI Startup Recursive Superintelligence
On May 13, 2026, Recursive Superintelligence officially emerged from stealth mode, announcing a staggering $650 million funding round that values the company at $4.65 billion. The round was led by GV, Alphabet’s venture capital arm, and Greycroft, with major participation from chipmakers Nvidia and AMD.
SMIC and Hua Hong Post Q1 Growth, Forecast Stronger Q2 on AI Demand
China’s leading semiconductor foundry, Semiconductor Manufacturing International Corporation (SMIC), announced its Q1 2026 financial results showing modest but notable growth. As reported by the South China Morning Post (SCMP), SMIC posted revenue of approximately $2.51 billion for the quarter.
ICLR 2026: Chinese Researchers Dominate the World’s Top AI Conference
China’s Unprecedented Lead at ICLR 2026 in Rio de Janeiro The International Conference on Learning Representations (ICLR) 2026, held last month in Rio de Janeiro, has revealed a dramatic reshaping of global AI research dynamics, with Chinese institutions dominating the event’s scholarly output.
Anthropic Publishes “2028” Paper Warning China Could Overtake US Without Chip Controls
On May 14, 2026, Anthropic, a leading US AI research company, published a landmark policy paper titled “2028: Two scenarios for global AI leadership”, which starkly outlines the risks and stakes in the ongoing AI competition between the United States and China.
US and China Agree to Launch Government-Level AI Safety Talks
In a significant move toward international cooperation on artificial intelligence, the United States and China have agreed to launch government-level talks to establish AI safety protocols during the Beijing summit.
Thursday, May 14, 2026
China’s AI Chip Independence Is No Longer Theoretical: CXMT, Huawei, and the New Supply Chain
For years, the premise of U.S. technology policy toward China has rested on an important foundational assumption: without access to Western semiconductors, China’s artificial intelligence ambitions would inevitably stall. The strategy of export controls was designed to exploit this vulnerability, cutting off the supply of advanced chips and the equipment needed to manufacture them.
China’s AI Race No Longer Looks Like Second Place
For the past two years, the prevailing narrative in the global artificial intelligence race has been one of American dominance. Driven by massive capital investment from Silicon Valley and the compute power of Nvidia, U.S. companies like OpenAI, Anthropic, and Google have consistently set the frontier of AI capabilities.
Cerebras Pricing Its IPO Above Range and What Its Listing May Mean for China
The market’s appetite for artificial intelligence hardware has propelled another chipmaker to a blockbuster public debut. Cerebras Systems, a startup that designs massive, wafer-scale AI processors, priced its initial public offering at $185 per share on Wednesday, significantly above its already upwardly revised target range.
AI Guardrails at the Trump-Xi Summit: Shared Fears, Competing Interests
As President Donald Trump and Chinese President Xi Jinping convene in Beijing for their highly anticipated summit, the agenda is dominated by familiar issues: trade tariffs, Taiwan, and semiconductor export controls.
China’s Think Tanks Are Requesting Access to Anthropic’s Mythos, and the White House Is Alarmed
The geopolitical battle over artificial intelligence has entered a new phase, moving beyond hardware export controls to the direct restriction of access to frontier software models. The latest flashpoint centers on Anthropic’s highly anticipated, yet unreleased, “Mythos” model.
Baidu Bets on “Daily Active Agents” as the New Metric for the AI Era
For the past decade, the success of consumer technology platforms has been measured by a single, ubiquitous metric: Daily Active Users (DAU). Now, Baidu is attempting to rewrite the scorecard for the artificial intelligence era.