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Microsoft cuts hundreds of Azure jobs in China as the borderless cloud splinters

The cloud was supposed to make geography irrelevant. Microsoft’s latest round of job cuts in China shows how quickly that promise is coming apart. Microsoft is laying off hundreds of staff at its Azure cloud unit in China, according to affected employees who spoke to the South China Morning Post. Two sources put the number […]

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China is drafting a $295bn plan to build AI data centres, and to lock Nvidia out of them

China wants to win the AI race on its own hardware. A new plan shows just how much it is willing to spend, and how far it will go to cut American chips out of the picture. Beijing is drafting a blueprint to spend around 2 trillion yuan ($295bn) over the next five years building […]

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BYD says demand is double its capacity, but its sales data tells a different story

BYD’s executive vice president Stella Li told CNBC on Monday that China’s EV market will push to close to 80% penetration, a bullish forecast that contrasts sharply with rival Nio, whose chief executive William Li said last month that the industry’s “golden era” was over. The prediction arrives on the same day the Pentagon added […]

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Pentagon adds Alibaba, Baidu, BYD, and Unitree to its Chinese military companies list

The Pentagon has added Alibaba, Baidu, BYD, and robotics company Unitree to a list of entities it says support the Chinese military, the Department of Defense announced on Monday. The updated 1260H list now names 188 companies that the Pentagon identifies as operating in the United States and contributing to China’s military-civil fusion strategy. The […]

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China just approved the world’s first commercial brain implant. The race with Neuralink is no longer theoretical.

Controlling a machine with your mind used to be science fiction. Now it is a regulated medical product, at least in China. Earlier this year, China’s National Medical Products Administration approved NEO, a coin-sized brain-computer interface developed by Shanghai-based NeuraMatrix and Tsinghua University researchers, for commercial use in patients with spinal cord injuries. It is the […]

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China just approved the world’s first commercial brain implant. The race with Neuralink is no longer theoretical. Read More »

The US wants NATO allies to spend their new defence budgets ripping out Huawei

The US has found a new use for Europe’s swelling defence budgets: tearing out Huawei. Whether its allies are listening is another matter. The State Department’s China coordinator, Joshua Young, told officials in Brussels last month that NATO members should use defence-related funding, the spending that counts towards the alliance’s targets, to rip out Huawei […]

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The AI models finding 10,000 vulnerabilities are the same ones China is trying to copy. That is the problem.

In May, Google’s Threat Intelligence Group confirmed the first known case of an AI system discovering and weaponising a zero-day exploit that was then deployed in the wild. A criminal actor used a frontier model to find a two-factor authentication bypass, build a working exploit, and use it before any defender knew the vulnerability existed. That […]

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The AI models finding 10,000 vulnerabilities are the same ones China is trying to copy. That is the problem. Read More »

Moonshot AI wants a $30bn valuation six months after being worth $4bn. That tells you everything about China’s AI funding race.

Moonshot AI, the Beijing-based developer of the Kimi chatbot, is seeking as much as $2 billion in a new funding round that would value the company at $30 billion, Bloomberg reported on Sunday. If the round closes at that target, it would mark a seven-fold increase in capitalisation since December, when the startup was valued at just […]

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Moonshot AI wants a $30bn valuation six months after being worth $4bn. That tells you everything about China’s AI funding race. Read More »

China wants slimmer EVs after batteries and features made them too heavy for parking spaces

China wants its electric vehicles to go on a diet. The average passenger car in the country weighed 1,704 kg in 2024, roughly a third more than in 2012, state broadcaster CCTV reported on Sunday. Many popular SUVs and MPVs now approach or exceed 2 metres in width, squeezing into parking spaces designed a decade […]

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Chinese EVs are circling the US market. Detroit’s best option may be to partner with them.

Chinese electric vehicles face 125% cumulative tariffs, a proposed Senate ban, and fierce opposition from lawmakers and the US auto industry. But there is a growing possibility that Chinese EVs will be sold in the US within the next few years. The routes in are multiplying: through Canada, Mexico, and partnerships with the very automakers […]

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Chinese EVs are circling the US market. Detroit’s best option may be to partner with them. Read More »

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