A professor who has been in AI research for decades told me today: the true AGI should be small and efficient like a human brain, not big and lazy powered by a limitless metal farm.

Xiaomi among Chinese tech set to be hardest hit by US chip software ban: * XRING O1 used a mix of now banned US tools * licences unlikely to be revoked but no more update/support, crucial to keep manufacturing at TSMC * Lenovo, Bitmain also affected on.ft.com/43VA2ou

Scoop: Apple and Alibaba’s AI rollout in China delayed by Donald Trump’s trade war on.ft.com/43Q5rHL

Scoop: China delays approval of $35bn US chip merger amid Trump’s trade war * Earlier est to complete by H1 * SAMR prolonged approval process after US software bans * Synopsys restarted IP & hardware sales in China w/ EDA tools still banned $SNPS $ANSS on.ft.com/4n0XfNs

Is Shein's three-year IPO saga finally coming to an end? It's a long way home. Latest: Shein files for Hong Kong IPO & pressures UK to save London listing. on.ft.com/4lIEHQW

Scoop: Huang plans to meet Chinese premier Li Qiang next week; readies new China AI chip for Sep. Modified RTX Pro 6000. No HBM/NVLink. Good demand indicated after sample testing but not H20 level as Chinese clients seek to diversify. Free link: on.ft.com/3GDbZSn

Confirms our scoop earlier of the visit. First Beijing presser in how long? All eyes on whether he would announce the new China chip

Another earlier scoop confirmed. SAMR held up the $35bn Synopsys/Ansys deal amid EDA bans and granted approval days after such bans were lifted. “MofCom told SAMR to speed up.” Trade deal is working it seems. Free link: on.ft.com/452GDhm

Here we go. So how does the H20 application work exactly? New China GPU is the RTX Pro indeed as we reported last week: ft.com/content/e496f8…

Gotta be the largest infrastructure project in the world? The significance is under rated. scmp.com/news/china/dip…

Glad this is finally out after months of old-school journalism. There’s so much more to the story - and it needs to be told. Reminds me why I returned to the newsroom. Nvidia AI chips worth $1bn smuggled to China after Trump export controls Free link: on.ft.com/46V1hBy

Interesting - which export data exactly? One part got cut from the original copy: these distributors typically offer a 3-year warranty. Servicing these unofficial chips has become an industry in itself from installation to repairing.

Chinese tech investors & founders talk a lot about 18C this year. Together with a strong market, 18C is helping HK lure unicorns incl chipmakers Biren & Enflame; and AI dragons Minimax & Zhipu on.ft.com/45re3FE Scoop: China’s star tech companies rush to list in HK

SCOOP - US commerce department gives @Nvidia licences to sell H20 chip in China after CEO Jensen Huang meets Trump at White House. ft.com/content/e9c52f… via @ft

SCOOP - @Nvidia has done deal with Trump administration to pay US government 15% of revenues from #China H20 sales, in unprecedented quid pro quo for export licenses. ft.com/content/cd1a07…

“It’s not banned but has kind of become a politically incorrect thing to do.” What fun in a G2 world. on.ft.com/4mFrito Beijing demands Chinese tech giants justify purchases of Nvidia’s H20 chips

When you put the recent Nvidia China headlines together. Reality beats drama.

Got accused of China bashing and having a vendetta against the US, for the same article. I’m taking that as being balanced.

China is so far ahead in most areas of EV. Recently in SZ, I was reminded by a visiting German friend how unusually quiet the highways are because all vehicles are electric. on.ft.com/4fLYMnJ Will a 3-minute battery swap beat a 5-minute charge for China’s EV drivers?

Scoop: Behind Beijing’s sudden change of mind re H20 *Lutnick’s speech seen “insulting” by top leaders *CAC, NDRC pushed to ban H20 *Guidances remain informal *Ban on all foreign chips for inference considered but unlikely before enough domestic supply on.ft.com/3JHhTDa