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November 10Tuesday
  1. Recode China AI38

    Ulanqab, a Remote Chinese City, Becomes an AI Boomtown and a Magnet for Young Workers

    Ulanqab, a once little-known city in Inner Mongolia, has become an emerging AI computing hub as data centers spread across its grasslands, drawing young workers from across China. Kuaishou began operating its first self-built data center there in 2023, and DeepSeek advertised senior operations and maintenance roles paying up to 30,000 yuan ($4,200) a month this April. The labor market is now saturating, with employers raising hiring standards and some considering only bachelor's degree holders.

November 8Sunday
  1. Recode China AI22

    Apple Tests Qwen in Apple Intelligence in China as Tencent Adds Vision to Hy4

    Apple began developer testing of Qwen inside Apple Intelligence in China this week, ahead of a planned December rollout with iOS 27.3, bringing Qwen into Siri, Writing Tools and Visual Intelligence on an opt-in basis. Tencent's November 4 Hy4 release adds visual reasoning and computer use, while Baidu, Moonshot, Ant and Meituan also published or launched new models.

November 1Sunday
  1. Recode China AI22

    CXMT Pushes Into HBM3E, Unitree Q3 Revenue Up 70%, and China's Stock Slide

    CXMT reported Q3 net profit of RMB54.4 billion and revenue of RMB118.71 billion, up 613.2% year on year, while Reuters says it has sent HBM3E samples to domestic chip designers with limited production planned within two months despite yields of just 20–30%. Unitree's first post-listing results showed Q3 revenue up 69.9% to RMB665 million as research spending rose roughly 250%. Moonshot launched Kimi K3.1 Pro with a one-million-token context window, then apologized for rate limits and restored a quarter of subscribers' monthly allowance.

October 25Sunday
  1. Recode China AI38

    DeepSeek's $15B Round, Moonshot's Kimi K3.1 Pro Launch, and China's AI Jobs Policy

    DeepSeek reportedly raised about RMB100 billion at a RMB500 billion pre-money valuation, with Tencent and CATL among the largest backers. Moonshot AI launched Kimi K3.1 Pro with a one-million-token context window and a Highspeed version it says runs two to three times faster, scoring 65.7% on Terminal-Bench 4.0. China's State Council issued guidance with 18 tasks across six areas to pair AI-driven job creation with measures for managing displacement.

October 22Thursday
  1. SemiAnalysis75

    The Huawei-DeepSeek Symbiosis: Ascend 950PR Benchmarks and DeepSeek's Ascend Kernel Support

    SemiAnalysis examines the Huawei-DeepSeek partnership, benchmarking an Ascend 950PR (28 cube cores, 128 GiB HBM) and reviewing DeepSeek's September 30 release of Ascend support for TileLang, DeepGEMM, DeepEP, TileKernels, FlashMLA and DeepSelect. The 950PR reaches 1.6384 TB/s peak HBM bandwidth and beats H100 bandwidth utilization at small message sizes, while its median achieved/attainable compute fraction is 41.5% versus H100's 46.8%; only TileLang is usable so far because the required CANN 9.2.0 was unreleased at writing. The authors argue the software stack is near the frontier even as Huawei hardware trails, and note that most optimizations target supernodes, with vLLM-Ascend still failing out of the box on x86 hosts.

October 18Sunday
  1. Recode China AI40

    China Proposes AI Export Controls, DeepSeek Bets on Robotics, Infinigence Raises $334M

    China's commerce and science ministries proposed adding AI models, agents, chip designs and computing clusters to the technology export-control catalogue, with API, app and SaaS access excluded from the draft rules. DeepSeek reportedly plans to lead a seed round in robotics-AI startup Winverse AI, while Infinigence AI closed a RMB2.3 billion Series C. DeepSeek also released V4.1-Flash-1017 with MIT-licensed weights and a 1M-token context window.