[CHINA PULSE] Daily

ITjuzi data published Wednesday shows monthly robotics fundraising has cooled sharply as investors demand proof of commercial traction, not just capable prototypes.

The robot-AI training-data specialist pulled in strategic capital from an automaker, a search giant, and a humanoid peer — a cross-sector consortium that signals where data pipelines sit in the embodied-AI stack.

The delivery giant ships a full-scale agentic model trained and inferred on a 50,000-chip domestic cluster — no Nvidia in the stack.

The iOS developer beta that dropped Wednesday is the first moment Chinese users can touch Qwen inside Siri — full rollout waits for iOS 27.3 in December.

A fresh revenue split disclosed Wednesday shows ByteDance's cinematic video-generation model has found substantial paying customers outside China within weeks of launch.

An insider tells Huxiu the product pairs AI answers with web results and inherits QQ Browser and Sogou technology — entering a market Baidu and ByteDance already dominate.

The foundation model generates synthetic driving scenarios at scale, letting Apollo cut dependence on real-road edge-case data collection.

A government work report submitted to the NPC calls for deploying AI in financial oversight and consumer protection — a first formal legislative signal.

New detail: Liang Wenfeng puts the Ascend-to-Nvidia performance gap at 4-to-1, a cost DeepSeek is absorbing for supply-chain security.

Trump officials approached Oracle directly; Guangdong separately pushed Tencent toward domestic silicon.

ByteDance, Alibaba and Tencent alone ordered 3M+ units of the last Nvidia chip legally available in China.

Li Jiaqi's Taobao Live broadcast marks the first time generative AI took center stage at the world's largest shopping festival.

Moonshot hits its November 4 deadline, releasing K3.1 Pro weights with an explicit note that offensive cyber capability was removed at training.

New contracts now require cloud clients globally to prove at least 51% of AI compute serves non-China demand — a vendor-imposed rule that goes beyond published export controls.

Thirty-one fund managers and brokers applied for more than ¥100B in liquidity as Beijing tries to arrest the AI stock slide — not engineer a new rally.

DeepSeek's formal write-up describes a production system already running continuously inside Harness — its most detailed agentic engineering disclosure to date.

Qwen powers Siri, Writing Tools, and Visual Intelligence for Chinese iPhone users starting November 4; full rollout in iOS 27.3 this December.

The $2B Hong Kong listing filed confidentially in January is stuck in CSRC review; Baidu shares fell more than 1% on Tuesday.

Fresh weekly data shows DeepSeek's labs added 11 trillion tokens week-on-week — nearly double the net gain of the entire rest of the platform.

Short dramas are consuming a significant share of China's total AI capacity, with ByteDance holding the commanding position.

Beijing's stabilization reflex fires on the same day its own financial regulator warns about AI overconcentration.

The MIT-licensed dsh-superagent prototype monitors GitHub and Feishu, dispatches parallel worker sessions, and posted a median task time of 12.4 minutes.

The Information reports HBM is entering China via server packages, stripped after arrival; Huawei is telling 960DT buyers to source memory themselves, and Cambricon has raised chip prices 20–30%.

NFRA vice head Xiao Yuanqi at HKMA's Global Financial Leaders Summit: concentrated AI capital raises leverage and squeezes borrowing capacity for conventional firms.