US weighs letting Apple buy Chinese memory chips, for China-market devices only

On 24 August, media reports said the US government is considering approving Apple’s purchase of products from Chinese memory makers, in a move to ease the storage supply pressure the company currently faces. According to the reports, Apple has already been testing DRAM and NAND chips from two Chinese memory suppliers. If later cleared for … Read more

Tencent’s AI capex hit 52.8 billion yuan in Q2, and the bill is reshaping its cash

On 12 August, Tencent reported a second-quarter result that split the market. Revenue reached 204.785 billion yuan, up 11 per cent and past 200 billion for the first time, but capital expenditure hit 52.784 billion yuan, up 176 per cent year on year and 65 per cent quarter on quarter, far above the 32.1 billion … Read more

Nvidia tells customers AI server prices will rise more than 15 per cent

On 23 August, Bloomberg reported on Saturday that some of Nvidia’s largest customers have been told that servers containing its artificial-intelligence chips will in many cases rise more than 15 per cent, because memory-chip costs are surging. The price increase takes effect from the start of next year and covers systems built on the flagship … Read more

Apple’s Vision Pro VP Paul Meade leaves for OpenAI’s hardware push

Bloomberg reports Paul Meade, the Apple vice president who led the Vision Pro team, is leaving to join OpenAI’s hardware group. The move follows a contested reorganisation after John Ternus succeeded Tim Cook as the next CEO and promoted Johny Srouji to chief hardware officer. Srouji rebuilt hardware engineering so Meade and several other VPs … Read more

Xiaomi reorganises around MiMo, betting its base model defends the AI-agent entrance

AI large models are evolving from a product into the infrastructure a company runs on. Xiaomi recently reorganised XiaoAI and its AI business: the near-decade-old assistant is shifting from a standalone team to one backed by the base-model team, a cloud engineering team and an on-device OS team. Reporting says the MiMo base-model team led … Read more

A 22-year Huawei veteran is building ‘LPU+’, and just closed another funding round

Before Groq’s LPU rode Nvidia’s spotlight to fame, Yuanchuan Micro founder and CEO Yang Bin was already sketching an inference chip. LeiFeng Net has learned exclusively that the LPU start-up has closed a several-hundred-million-yuan Pre-A round led by IDG Capital, with Futong Capital, JK Venture, Shangqi Capital, Shunxi Fund and Xuhui Sci-Tech Innovation Investment joining. … Read more

2,056 robots, 16 countries: Beijing’s Humanoid Robot Games become a procurement fair

On 22 August the second World Humanoid Robot Games opened at Beijing’s National Speed Skating Oval, themed “Competing intelligently toward the future”, hosted by the Beijing municipal government and China Media Group. The event runs five days, up from three, with 51 events and 1,301 matches. It drew 666 teams and 2,056 robots from 16 … Read more

Shangwei’s Qiyuan humanoids open for consumer pre-order, with first shipments due in September

On 23 August, Qiyuan Robot, under Shangwei Advanced Materials, opened pre-orders for its Qiyuan Q1 and Qiyuan T1 humanoids through its mini-program, Tmall, Douyin, Bilibili and offline events. A 1,000 yuan deposit deducts 2,000 yuan from the final price, and first shipments are expected in September. For an industry hunting for a landing path, this … Read more

Galbot’s humanoid just played a live tennis rally, and called it the ‘AstraTennis moment’

On 22 August, at the National Speed Skating Oval in Beijing, the opening of the second World Humanoid Robot Games put a live tennis court on air. A humanoid robot faced incoming balls travelling above 50 km/h, judged the bounce in milliseconds, moved its feet, twisted its body and swung, landing the ball inside the … Read more