China’s Lead in Open-Source AI Jolts Washington and Silicon Valley wsj.com/tech/ai/chinas…

what I like most about this is that there's a very high likelihood that the textile robots and AI would be Chinese as well

people need to get a lot more comfortable with the reality that if you want to work with world leading production partners to make the best AI hardware... you're very likely going to be spending a lot of time in china

man... times they are a changing

Half a trillion RMB in reverse repo on one day is pretty massive. The monetary impact is potentially equivalent to 5% of gdp. bloomberg.com/news/articles/…

🚨 BREAKING: NVIDIA & Foxconn team up to produce humanoids! This November, the company is expected to showcase its first humanoid robots, manufactured in partnership with Foxconn, marking the start of what Jensen Huang calls the “physical AI” era. NVIDIA is now applying its

HK

Shares in Chinese chipmakers surge after DeepSeek hints at generational advances on.ft.com/4lYCn8d

Several Hong Kong-listed Chinese property giants said they expect deepening losses for the first half of the year, as they delivered fewer houses, saw their margins shrink, and their assets lost value. caixinglobal.com/2025-08-25/chi…

EU V will be a key bottle neck for many peoples work when it releases in November

I don't think this is the right move long term

This will get pretty interesting. Wonder what will end up counting as Chinese owned down the line. Plenty of people are using the Singapore loophole these days, but I wonder if that'll be enough later on

just put AI and chill

I would argue it's the other way around, china are delivering and deploying robots now. it's much more like the US companies competing with china

Winning

This is an interesting place to land. I want to see all the details of the structure before I make up my mind, but this was sort of core to the original objections

it's so interesting to see this play out. the "qualified divestiture" language didn't just outline the stuff for the algo, it also contained the parts where someone was smart enough to preclude a VIE-style arrangement for the US ops. If they're moving away from this entirely my

I mean, china is the best at this and probably also at robotics. right now if you don't want your AI products made in china for whatever reason chances are you'll just be getting them made by a chinese company in SEA

Foreign investors are plotting a return to China's stock markets in a big way three years after pulling back and terming them uninvestable, encouraged by the tech opportunities on offer, and a growing demand for diversification beyond U.S. assets. reuters.com/world/china/ch…

China tells its tech companies to stop buying all of Nvidia’s AI chips on.ft.com/47Sl3yh