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Chinese EV Battery Giant CATL Plans to Invest in DeepSeek

By Juro Osawa and Qianer Liu · May 22, 2026 4:56am PDT

Chinese battery giant Contemporary Amperex Technology, better known as CATL, is planning to invest in Chinese AI developer DeepSeek’s fundraising, according to two people with direct knowledge of the matter. CATL’s planned investment comes as it is aggressively stepping up its efforts to sell power equipment to AI data centers. DeepSeek’s... Chinese battery giant Contemporary Amperex Technology, better known as CATL, is planning to...

Krishna Rangasayee. Photo By Shauna Clinton/ Getty Images

Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation

By Stephanie Palazzolo and Anissa Gardizy · May 18, 2026 7:00am PDT

Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth is. For example: San Jose, Calif.-based SiMa.ai, which develops chips that work on devices such as drones or cameras, is in talks with investors to raise more than... Nvidia might be on a tear, but some investors are still convinced that there’s demand for another...

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Cerebras IPO Stock Pop; Apple-OpenAI Drama

By Martin Peers · May 14, 2026 5:00pm PDT

This was quite the day. OpenAI is jumping up and down about its unhappiness with Apple (it’s doubtful Tim Cook is shaking in his boots). Big telecom threw down the gauntlet to Elon Musk and Amazon (not that they should worry). We get to both news items lower down. But first…the AI trade on Wall Street is booming, as demonstrated by today's... This was quite the day. OpenAI is jumping up and down about its unhappiness with Apple (it’s...

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AGI Is the Elephant in the Musk v. OpenAI Courtroom

By Rocket Drew · May 14, 2026 7:00am PDT

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AGI Is the Elephant in the Musk v. OpenAI Courtroom

By Rocket Drew · May 14, 2026 7:00am PDT

Lawyers for Elon Musk and OpenAI are set today to deliver closing arguments in their trial, which centers on Musk’s allegations that OpenAI breached a charitable trust, in part by violating its charitable mission. The two sides disagree on almost everything in the case, but one phrase is likely to be mentioned in both speeches: artificial... Lawyers for Elon Musk and OpenAI are set today to deliver closing arguments in their trial, which...

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Amazon’s AI Shopping Overhaul

By Martin Peers · May 13, 2026 5:00pm PDT · 1 comment

Remember Bard? It was the original name of Google’s AI chatbot, but the Gemini brand long ago replaced it. Just as you’ve likely forgotten that history, you’re not likely to remember Rufus in 12 months’ time, either. Rufus, the name of Amazon’s AI-powered shopping chatbot, got tossed on Wednesday and replaced with Amazon’s well-established Alexa... Remember Bard? It was the original name of Google’s AI chatbot, but the Gemini brand long ago...

Art by Mike Sulivan

Apple Explores Ways to Welcome AI Agents in the App Store

By Aaron Tilley · May 13, 2026 10:17am PDT

Apple is exploring ways to better incorporate AI agents into its App Store so it can benefit from the tech industry’s hottest trend while ensuring that the software in its store continues to play by its rules, according to people briefed on the matter. So far, the widespread embrace of agentic AI for software creation has put Apple on the... Apple is exploring ways to better incorporate AI agents into its App Store so it can benefit from...

Moonshot AI and Other Chinese Firms Weigh Corporate Overhaul in Wake of Meta-Manus Deal Reversal

By Jing Yang and Juro Osawa · May 1, 2026 6:00am PDT

Chinese tech startups such as Moonshot AI and DeepRoute.ai are considering changing their corporate structures—in which they’re partly incorporated overseas—in favor of incorporating in China. That shift follows signals from China’s securities regulator that it is less likely to approve initial public offerings by local companies... Chinese tech startups such as Moonshot AI and DeepRoute.ai are considering changing their...

Tencent headquarters in Shenzhen. Photo by Cheng Xin/Getty Images

Tencent’s New Model Shows Improvement, Partly Thanks to Anthropic

By Juro Osawa · Apr 28, 2026 6:00am PDT

Tencent headquarters in Shenzhen. Photo by Cheng Xin/Getty Images

Tencent’s New Model Shows Improvement, Partly Thanks to Anthropic

By Juro Osawa · Apr 28, 2026 6:00am PDT

Chinese tech giant Tencent’s latest AI model has generated positive reviews from developers. But the company probably owes some of that success to Anthropic. Tencent employees used Anthropic’s Claude to assist them with evaluating and fine-tuning the model, known as Hy3, to improve its performance, according to two people with direct knowledge... Chinese tech giant Tencent’s latest AI model has generated positive reviews from developers. But...

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New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right

By Aaron Holmes and Rocket Drew · Apr 23, 2026 7:00am PDT

Hours after Anthropic said it was investigating a report that users had gained unauthorized access to its ballyhooed Mythos model, OpenAI accidentally made a slate of its own unreleased models available on its Codex app. The breaches are a reminder that Anthropic and OpenAI have plenty of their own cybersecurity issues even as they help... Hours after Anthropic said it was investigating a report that users had gained unauthorized...

Artificial Intelligence

OpenClaw Struggles to Grow Up After Overnight Success

By Juro Osawa and Rocket Drew · Apr 22, 2026 6:00am PDT · 1 comment

OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult choice: whether to transition from an experimental hacker project to a sustainable tool companies can reliably use. One of the fastest-growing open-source software projects ever, OpenClaw is still managed by a group of volunteers who are trying to... OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult...

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Tencent, Alibaba in Talks to Invest in DeepSeek at $20 Billion-Plus Valuation

By The Information Staff · Apr 22, 2026 4:17am PDT

Chinese tech giants Tencent Holdings and Alibaba Group are in talks to invest in DeepSeek, the AI upstart that recently started fundraising for the first time, according to four people with knowledge of the conversations. DeepSeek, owned by Chinese hedge fund High-Flyer Capital Management, is now seeking to raise funding at a valuation of more... Chinese tech giants Tencent Holdings and Alibaba Group are in talks to invest in DeepSeek, the AI...

China’s 10 Most Important Chip Design Firms

By Qianer Liu · Apr 19, 2026 8:00am PDT · 2 comments

Sunday Insights

China’s 10 Most Important Chip Design Firms

By Qianer Liu · Apr 19, 2026 8:00am PDT · 2 comments

Ask Washington’s most plugged-in politicians and lobbyists which Chinese chip company is the biggest threat to Nvidia and you’ll hear one name: Huawei Technologies. Nvidia CEO Jensen Huang has repeatedly cited Huawei’s rising prominence in both private meetings with lawmakers and public forums. Huawei has become shorthand for China’s... Ask Washington’s most plugged-in politicians and lobbyists which Chinese chip company is the...

Art by Mike Sullivan

China’s Probe of Meta’s Manus Purchase Sends Startups Scrambling

By Jing Yang and Juro Osawa · Apr 15, 2026 7:00am PDT

China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to Meta Platforms has cast a shadow over a popular exit path for startup founders. And it has caused some startups to consider moving out of China or to shift some operations to Singapore.While some AI startups are happy to stay in China, relying on... China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to...

Art by Mike Sullivan

DeepSeek’s New AI Model Will Be a Victory for Huawei

By Qianer Liu · Apr 3, 2026 6:00am PDT

When DeepSeek introduces its next-generation model, likely in the next few weeks, it will mark a milestone in China’s yearslong quest for semiconductor self-sufficiency. That’s because the new model, called V4, will be able to run on the latest chips designed by Huawei Technologies. And in preparation for V4’s launch, Chinese tech giants,... When DeepSeek introduces its next-generation model, likely in the next few weeks, it will mark a...