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News
[Today’s Signal] The U.S. Blocked GPUs to China. Now It Says AI Knowledge Is Moving Through APIs
2+ hour, 36+ min ago (1212+ words) While Washington has spent years restricting China’s access to advanced GPUs, U.S. authorities now say another route has allowed Chinese AI developers to tap capabilities embedded in American frontier models. The route runs through APIs, cloud platforms and third-party networks…...
Cohere $2B-$3B at $20B Valuation: The Sovereign AI Lab Raises a Late-Stage Round Outside the US-China Axis
11+ hour, 19+ min ago (238+ words) In advanced talks to raise $2B-$3B with Canadian government backing, the last major North American frontier lab without a 2026 mega-round is betting that state-backed sovereignty can compete with Silicon Valley's capital-intensive model. Cohere reportedly rejected offers to reincorporate in the United…...
China's AI industry is moving from models to agents, a state report says
20+ hour, 27+ min ago (87+ words) A China Telecom report says inference will be 80% of the country's compute market by 2029. Europe's gigafactories are due online in mid-2028....
Can Thai AI Models Beat Global Models at Thai? Here Is Where They Win
21+ hour, 32+ min ago (489+ words) By Nokka | September 11, 2026 The most common question in Thai AI circles is whether Thai models can compete with global ones. The short answer: they win at some jobs and lose at others. The usual misconception is treating it as a…...
Are China’s AI Models The New Global Stars?
22+ hour, 42+ min ago (20+ words) Certain US and global technology firms have reported using lower-cost, China-developed large language models for certain applications. Read more here....
Chinese AI Upstart Raises Stakes for U.S. Tech Giants
1+ day, 10+ hour ago (266+ words) Moonshot is a Chinese artificial-intelligence developer best known for its Kimi family of large-language models. The company sells AI services to consumers and enterprises and is increasingly looking to cloud partnerships to expand distribution and monetize its models. Moonshot recently…...
The Hardware Sovereign: Why China is Listing Chipmakers Before Model Labs
1+ day, 12+ hour ago (148+ words) The $28B debut on Shanghai's STAR Market signals that Chinese capital is pricing domestic silicon as a national security asset, not a venture bet – and Tencent is backing both the chips and the models. As we look toward the upcoming DeepSeek…...
Nathan Labenz: The U.S. Should Trade Chips for Chinese Solar, Battery and Robotics Know-How — BigGo Finance
2+ day, 5+ hour ago (106+ words) The numbers Labenz marshals cut against the default Silicon Valley story. On headline dollar GDP, the U.S. looks 50% bigger — roughly $30 trillion per year against China's $20 trillion. But on purchasing-power-parity terms, the picture inverts: China measures about $45 trillion against the U.S.'s…...
Google’s Supermodel Problem, Heath’s V.C. Era & A China Warning
2+ day, 5+ hour ago (328+ words) A new economic model in which writers are also partners in the business. Customize your settings to receive the newsletters you want from the authors you follow. Connect directly with Puck talent through email and exclusive events. And now for…...
Best in Blue Book: Introducing the first Transportation Edition
2+ day, 12+ hour ago (302+ words) Produce doesn’t move without the transportation industry behind it—and this fall, it gets its own seat at the table. Every load of produce that arrives fresh, on time, and undamaged has a logistics partner behind it who got it…...