A second act, from cars to bodies On 29 July, reports said Li Auto was planning two-wheeled and bipedal robots, and its shares rose 10 percent that day. XPeng’s own share rallies have likewise tracked robot news. The pattern shows a shift in the underlying story: the three newcomers, NIO, XPeng and Li Auto (collectively … Read more
HBM proved the trick HBM has shown that stacking and co-packaging storage media close to the GPU can relieve the data-movement bottleneck in AI compute. Now SK Hynix and SanDisk are applying the same idea to NAND, using HBF to put large-capacity flash next to GPUs and other xPUs in order to relieve the inference … Read more
Six rounds in half a year Delta Intelligence, a Chinese humanoid foundation-model company founded in January 2026, has closed an angel++ round worth close to 500m yuan, the sixth financing the company has raised in the six months since incorporation. Investors in this round include listed-company strategic backers and tier-one financial institutions. Proceeds will fund … Read more
The pot of tea in Zeng Yi’s office was refilled several times, and the conversation unwound at that pace, in the manner typical of Guangdong hospitality. Nothing formal, nothing vague either. He speaks with the residue of a Chaoshan accent, unhurried, finishing his sentences with a smile that narrows his eyes and tips him slightly … Read more
At most five companies in China are genuinely making money on ego data this year. The person making that call is Yuan Rizheng, an entrepreneur in embodied data. His name may be unfamiliar, but people in the field know the company: EgoScale. The obvious assumption is that the name rides on a trend, given that … Read more
In real-time voice interaction, latency is the only deadline. A text answer a few hundred milliseconds late leaves the user mildly unimpressed. One audible stutter and the sense of talking to something non-human destroys trust immediately. To fix that engineering problem, OpenAI spent six months rebuilding its entire voice system. OpenAI has now published an … Read more
Su Jianlin, a Kimi researcher and the author of rotary position embeddings, has published a short paper titled Notes on the MoE and Attention of K3. It concentrates on the trade-offs Moonshot made in expert architecture, training stability, load balancing and attention design. K3 carries 2.8 trillion total parameters and 896 routed experts. The model … Read more
The Information reported this week that at a Seed all-hands two weeks ago, Zhang Yiming spoke up in a way he rarely does and ruled out using distillation to catch the frontier large language models. His position was blunt: ByteDance should be willing to sacrifice some short-term interest for the sake of the long-term goal. … Read more
Jeff Dean has left Google. The chief scientist and Google Brain co-founder ended a 27-year run on 5 August 2026, and announced that he is starting a company. Alphabet shares moved sharply on the news. Dean joined in 1999 as employee number 30. The company had 25 people then, he recalled, and more than 190,000 … Read more
OpenRouter, the leading large-model API aggregator, is reported to be seeking a buyer and talking to several technology giants. The twist: just two months earlier it closed a 113 million dollar Series B led by Google’s CapitalG, with Nvidia, Snowflake, Databricks and ServiceNow alongside, at a 1.3 billion dollar post-money valuation, processing over 100 trillion … Read more