China has granted conditional approval for the import of Nvidia's high-end AI GPUs, signaling a strategic move to support its major internet firms while protecting domestic semiconductor interests. The approvals arrived during Nvidia CEO Jensen Huang's visit to Beijing, but strict licensing terms and restrictions on state-backed entities suggest a cautious approach. Chinese tech companies await future rounds of permission, and regulators are weighing the need for foreign chips against the goal of boosting local chip production. Leia mais →

China’s top internet regulator, the Cyberspace Administration of China (CAC), requires every AI tool with public‑opinion or social‑mobilization capabilities to be filed in a public algorithm registry. The resulting database reveals thousands of generative‑AI and deep‑synthesis tools spread across major tech hubs such as Beijing, Shenzhen, Shanghai and Hangzhou, as well as emerging centers like Chongqing, Hefei and Guizhou. State‑linked firms account for a significant share of filings, while foreign companies represent a tiny fraction. Competition is diverse, with six “AI tigers” backed by Alibaba or Tencent, and a wave of startups applying AI to education, traditional medicine, carbon accounting, robotics and immersive entertainment. Many of these firms are already eyeing overseas markets, illustrating China’s growing global AI footprint. Leia mais →

Researchers in China have unveiled photonic AI chips that reportedly outperform conventional Nvidia GPUs by up to 100 times on narrowly defined generative tasks. The hybrid ACCEL system combines optical and analog electronic components, while the all‑optical LightGen chip contains more than two million photonic neurons. Both platforms claim dramatic improvements in speed and energy efficiency for image‑related workloads, though they are targeted at specialized applications rather than general‑purpose computing. Leia mais →

China's Cyberspace Administration has drafted comprehensive regulations aimed at curbing harmful behavior by AI chatbots. The proposal would apply to any AI service available in the country that simulates human conversation through text, images, audio or video. Key provisions require immediate human intervention when users mention suicide, mandate guardian contact information for minors and the elderly, and ban content that encourages self‑harm, violence, obscenity, gambling, crime or emotional manipulation. Experts say the rules could become the world’s most stringent framework for AI companions, addressing growing concerns about mental‑health impacts and misinformation. Leia mais →

The United States is confronting a growing clash over how to regulate artificial intelligence, drawing parallels to the hands‑off approach of the early Internet era. While some lawmakers pushed the Telecommunications Act of 1996 to give the FCC oversight, modern efforts focus on preventing an AI arms race with China and addressing concerns about bias, misinformation, and job security. The White House has issued an executive order to block state‑level AI rules, arguing that fragmented regulation would hinder national competitiveness. Meanwhile, the EU has moved faster on user‑data protections, highlighting divergent global strategies. Leia mais →

President Donald Trump announced that Nvidia has received White House approval to export its H200 AI GPU chips to "approved customers" in China and other nations. The deal includes a 25 percent U.S. cut of sales, higher than the 15 percent cut previously demanded. The H200 chips are an upgrade to the scaled‑down H20 models already allowed for export, though they remain less powerful than Nvidia's flagship Blackwell GPUs. Trump framed the policy as a boost for American jobs, manufacturing, and taxpayers, while noting that Nvidia’s U.S. customers are already moving forward with Blackwell chips. Senators have urged continued restrictions on China’s access to the most advanced AI chips. Leia mais →

The U.S. Department of Commerce has authorized Nvidia to ship its H200 artificial‑intelligence chips to approved Chinese customers. The approval allows the company to sell chips that are roughly 18 months old, with the United States taking a 25% share of the sales. The decision comes amid bipartisan legislative efforts to block advanced AI chip exports and follows a series of policy shifts on U.S. chip sales to China. Lawmakers have introduced the Secure and Feasible Exports (SAFE) Chips Act, which would prohibit such exports for up to 30 months. Leia mais →

Nvidia chief executive Jensen Huang cautioned that China can construct AI data centers and even hospitals far faster than the United States, citing the country's expansive energy resources and swift construction capabilities. At the same time, a report from OpenRouter and Andreessen Horowitz shows Chinese open‑source large language models now account for roughly 30% of global AI token usage, up from just over 1% a year earlier. While Huang affirmed Nvidia’s chip technology remains ahead of China, the rapid growth of Chinese AI models and the nation’s infrastructure advantages highlight an intensifying competitive landscape. Leia mais →

Chinese startup DeepSeek has released two new AI models—DeepSeek‑V3.2 and DeepSeek‑V3.2‑Speciale—under an open-source license. The models claim performance comparable to GPT‑5 and Gemini 3 Pro on long‑form reasoning, tool use, and dense problem solving while offering a 128,000‑token context window and reduced computational cost through Sparse Attention. Their launch challenges the dominance of U.S. AI firms, sparks regulatory scrutiny in Europe, and raises questions about the future of AI accessibility and geopolitics. Leia mais →

China’s National Development and Reform Commission cautioned that the rapid expansion of the humanoid robotics sector could be forming a bubble. The agency highlighted the need to balance growth speed with bubble risk, noting that investment continues despite limited proven applications. With more than 150 companies operating in the market—over half of which are startups or entrants from other fields—the warning marks a rare note of caution from Beijing on an industry it has labeled vital for future economic growth. Leia mais →

A new International Energy Agency report shows global spending on data centers surpassing oil exploration, highlighting the massive power demand of AI-driven facilities. The surge strains electrical grids, especially near large cities, but also opens opportunities for renewable solutions such as solar farms and microgrids built from used EV batteries. Major AI firms like OpenAI, Meta and Anthropic have pledged billions toward new data center projects, while startups focusing on clean energy infrastructure stand to benefit from the shift. Leia mais →

Andy Konwinski, co‑founder of Databricks and the AI research firm Laude, warned that the United States is losing its AI edge to China, describing the shift as an existential threat to democracy. Speaking at the Cerebral Valley AI Summit, he highlighted that PhD students at top U.S. universities are seeing twice as many compelling ideas from Chinese firms as from American ones. Konwinski argued that open‑source collaboration, exemplified by the freely released Transformer paper, is essential for breakthroughs, while proprietary models and multimillion‑dollar salaries are draining talent from academia. He urged the U.S. to revive open scientific exchange to stay competitive. Leia mais →

Nvidia chief executive Jensen Huang warned that China is poised to win the artificial‑intelligence race, arguing that restrictive U.S. chip export policies could push Chinese developers toward independent ecosystems. Huang emphasized the importance of keeping American hardware and software at the core of global AI development while also engaging China’s massive developer community. He cautioned that policies limiting Chinese access to Nvidia’s latest processors might diminish U.S. influence over AI innovation worldwide. Leia mais →

Beijing‑based Noetix Robotics introduced Bumi, a three‑foot‑tall, 26‑pound humanoid robot priced at roughly 10,000 yuan (about $1,400). Targeted at consumers and educators, the robot offers a programming interface for learning and creative projects and will be available for preorder later this year. Bumi follows Noetix’s earlier success with the N2 model, which finished the world’s first robot half‑marathon. At its price point, Bumi undercuts rivals such as Unitree’s R1 ($5,900) and Tesla’s Optimus bot (estimated $20,000), marking a new low‑cost benchmark in the humanoid market. Leia mais →

China has unveiled a draft five-year plan that emphasizes technological self‑reliance and reduced exposure to foreign pressure. The proposal highlights development in semiconductors, artificial intelligence and renewable energy, while seeking to boost domestic consumption and lessen reliance on exports. It builds on the previous plan launched during the earlier U.S. administration and reflects ongoing trade tensions between Beijing and Washington. Leia mais →

OpenAI reported that it has banned a China‑originated account that used ChatGPT to design a social‑media listening “probe” capable of crawling major platforms for politically, ethnically or religiously defined content. The company also blocked an account developing a “High‑Risk Uyghur‑Related Inflow Warning Model” for tracking individuals. These actions are part of a broader effort that uncovered Russian, Korean and Chinese developers refining malware, and networks in Cambodia, Myanmar and Nigeria creating scams with the AI. OpenAI estimates its model detects scams three times more often than it creates them, and it has disrupted influence campaigns in Iran, Russia and China. Leia mais →

Major Chinese social media services—including WeChat, Douyin, Weibo and RedNote—have begun applying mandatory labels to posts that contain AI-generated text, images, audio or video. The move follows new legislation drafted by several government agencies to improve transparency around generative AI material. Users are required to label their own AI‑created content and are prohibited from removing or tampering with platform‑applied labels. The platforms also offer tools for reporting unlabelled AI material. Similar labeling in the United States is noted as a parallel development. Leia mais →

Cisco Talos identified more than 1,100 Ollama servers publicly reachable on the internet, many of which lack proper security controls. While roughly 80% of the servers are dormant, the remaining 20% host active language models that could be exploited for model extraction, jailbreaking, backdoor injection, and other attacks. The majority of exposed instances are located in the United States, followed by China and Germany, underscoring a widespread neglect of basic security practices such as access control and network isolation in AI deployments. Leia mais →

Nvidia has risen to global leadership in artificial‑intelligence chips, but its success has placed it at the center of escalating trade tensions between the United States and China. Successive U.S. administrations have imposed export controls that require Nvidia to ship reduced‑specification GPUs to China, spurring a black‑market for higher‑performance units. The Trump administration blocked sales of Nvidia’s H20 chip, a product designed for the Chinese market, before a deal allowed limited sales in exchange for a 15 percent revenue share to the U.S. government. Chinese regulators have since warned domestic firms against purchasing the H20, adding uncertainty to Nvidia’s Chinese business. CEO Jensen Huang has publicly criticized the U.S. curbs, calling them a failure that accelerates Chinese rivals’ development. Both Nvidia and China’s State Administration for Market Regulation declined comment. Leia mais →

China's State Administration for Market Regulation has opened an investigation into NVIDIA's $6.9 billion purchase of Mellanox, asserting that the deal violated national antitrust laws and the conditions China set when it approved the takeover. While no penalties have been announced, the regulator’s preliminary findings were kept confidential until now, coinciding with U.S.–China trade talks in Madrid. The original acquisition was announced in 2019 and approved by Chinese authorities the following year on the basis that NVIDIA would continue supplying GPUs and interconnect products under “fair, reasonable, and non‑discriminatory” terms. Leia mais →