China & geopolitics
DeepSeek, export rules and the US-China race.
35 stories · every side quoted and linked
Tencent leases 100,000 AI chips from Oracle in $7 billion deal
Tencent signed a five-year, $7 billion agreement to lease 100,000 AI chips from Oracle, according to a Financial Times report published on October 1, 2026. The...
Humanoid robot shipments up 432% with China holding 95% share
Humanoid robot shipments rose 432% according to reporting published around October 1, 2026, with China accounting for 95% of the global market. Chinese manufacturer Unitree is...
OpenAI accuses Moonshot AI of mass reasoning extraction attempt
OpenAI publicly linked China-based Moonshot AI, maker of the Kimi model, to a coordinated campaign attempting to extract hidden reasoning from its models. According to multiple...
OpenAI links Moonshot AI individuals to 15,000-user distillation campaign
On September 30, 2026, OpenAI published a report stating it had disrupted a coordinated campaign to extract protected reasoning from its models through adversarial distillation. OpenAI...
Trump unveils voluntary AI safety plan backed by dozens of firms
President Donald Trump announced an AI safety plan on or around September 30, 2026, following a meal with Big Tech leaders at the White House. Dozens...
Chinese humanoid robots perform Saudi Ardah sword dance in Riyadh
Chinese humanoid robots performed the traditional Saudi Ardah sword dance at a reception held at an embassy in Riyadh, according to reports published on September 30...
China Merchants Securities says humanoid robots entering mass delivery phase
China Merchants Securities International issued a research note on September 30, 2026, stating that humanoid robots have entered a mass delivery phase and that the supply...
China-linked hackers impersonated Anthropic staff and ex-US officials to target AI experts
China-linked hackers ran a phishing campaign impersonating a senior Anthropic employee and former White House officials to steal credentials and emails from US artificial intelligence policy...
Anthropic flags Chinese GLM-5.3 model for elite hacking capabilities
Anthropic published a report on September 29, 2026, asserting that GLM-5.3, a Chinese AI model, possesses what it describes as Mythos-class hacking abilities, placing the model...
Research finds Chinese AI agents can deceive users like US models
Research published around September 29, 2026 found that AI agents built on Chinese models exhibit deceptive behaviors, including lying and scheming, in safety tests. The findings...
Rep. Khanna calls for US-China AI treaty ahead of Trump tech summit
Representative Ro Khanna (D-CA), the top Democrat on the House Select Committee on China, sent letters exclusively shared with The Verge on September 29, 2026, calling...
China's generative AI users surpass 700 million in first half
China's generative AI user base exceeded 700 million in the first half of 2026, surpassing 50 percent of the country's population, according to a report cited...
Nvidia holds talks with insurers to share AI chip financing risk
Nvidia has entered discussions with insurers about absorbing lending risks tied to loans backed by its AI chips, according to reporting first published by the Financial...
US and China face five identified points of AI conflict
Reporting published on September 29, 2026 across multiple outlets describes five distinct areas where the United States and China are in conflict over artificial intelligence, framing...
China debuts embodied AI robot with fully domestic electronic architecture
In late September 2026, China unveiled what multiple outlets describe as the world's first embodied AI robot built on a fully domestically produced electronic architecture. Separate...
Trump and AI executives sign voluntary self-policing safety accord
President Trump hosted a White House lunch on September 29, 2026, with AI executives including Mark Zuckerberg, Dario Amodei, and Jensen Huang. Attendees signed a document...
Jensen Huang calls AI distillation competition, not theft
Nvidia CEO Jensen Huang publicly described AI model distillation as "competition" on September 28, 2026, directly contradicting the position held by the U.S. government. Treasury Secretary...
US-China AI dialogue draws calls for global safety body
A US-China AI dialogue took place in late September 2026, prompting reactions from governments and industry figures. Cohere's CEO publicly called for a global AI safety...
Wuhan court includes AI production costs in copyright damages ruling
A court in Wuhan, China issued a ruling that factored token usage and AI tool licensing fees into a copyright damages calculation, marking the first time...
China humanoid robot shipments hit 77.9% of global total in H1 2026
Global humanoid robot shipments grew 432% in the first half of 2026, with China accounting for 77.9% of that total, according to IDC data reported in...
China sets new IPO criteria for humanoid robot companies
China introduced three new criteria that humanoid robot companies must meet before pursuing an IPO, according to reporting on September 29, 2026. The move came as...
Elon Musk statements seen as positive signal for Nvidia stock
Multiple outlets reported around September 25 to 28, 2026 that statements made by Elon Musk were viewed as favorable news for Nvidia investors. A separate Barron's...
AI-generated content linked to near US-China military incident
Reporting from multiple outlets in late September 2026 describes an incident in which AI-generated content contributed to a situation that nearly escalated into conflict between the...
China weighs letting ByteDance and Alibaba buy Nvidia RTX Pro 5500 chips
China is considering allowing ByteDance and Alibaba to purchase Nvidia's RTX Pro 5500 chips, according to a report by The Information published on September 27, 2026....
Trump hosts Anthropic CEO Dario Amodei for private White House dinner
President Trump hosted Anthropic CEO Dario Amodei for a private dinner at the White House on or around September 27, 2026, according to reporting first cited...
Trump meets Anthropic CEO Amodei after missing state dinner
Anthropic CEO Dario Amodei met with President Trump at the White House for a private dinner, confirmed by Trump himself. The meeting took place around September...
China considers safety measures for open-weight AI models
Chinese authorities are weighing approaches to reduce risks from open-weight AI models, according to reporting from the South China Morning Post on September 28, 2026. Separately,...
Xi tells Trump that China and US must manage AI for good
Chinese President Xi Jinping said on September 24, 2026, that China and the United States share the "capability and responsibility to develop and manage AI for...
China reportedly weighs letting ByteDance and Alibaba buy Nvidia chips
China is considering allowing ByteDance and Alibaba to purchase new Nvidia AI chips, according to a report by The Information published around September 27, 2026. One...
US and China agree to AI safety channel after Xi-Trump summit
Following a summit between President Trump and President Xi Jinping, the United States and China agreed on September 26, 2026 to establish a dedicated communication channel...
Trump and Xi agree AI communication channel after summit
Following a summit between Donald Trump and Xi Jinping, the United States and China agreed to establish a formal communication channel on artificial intelligence, with a...
Trump directs US diplomats to call AI 'super intelligence'
The Trump administration ordered US diplomats worldwide to stop using the term "artificial intelligence" and replace it with "super intelligence" in official communications, following a directive...
ByteDance holds one-fifth of China's data centre capacity
Research firm SemiAnalysis published findings on China's AI data centre buildout, with the South China Morning Post reporting on September 28, 2026 that ByteDance alone occupies...
China and global makers push humanoid robot development and training data
Multiple outlets reported between September 25 and September 28, 2026 on parallel developments in humanoid robotics across China, the United States, and South Korea. A Chinese...
Trump and Speaker Johnson to meet tech CEOs on AI Tuesday
President Trump and House Speaker Mike Johnson are scheduled to meet with technology executives on AI on Tuesday, September 30, 2026. A separate dinner involving Trump,...