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Double 11 Grew Just 2.4%
Tokens Became a Retail Product
Platforms Traded Coupons for Membership
Douyin Purges AI Marketing Accounts
DeepSeek Harness Hits 1.54M Daily Users
Baidu Open-Sources a 280B Model
Kimi Sells the Runtime, Not the Model
Nvidia Buys Throughput, Not Capacity
Intel Puts 18A on Display at CIIE
Huawei Cloud Sets a Date for Pangu
Anthropic’s $1.5T Ask Meets Resistance
AI Coding Tools Get Absorbed
Beijing Maps AI Into Commerce
China’s Robot Conference Opens in Xi’an
AI Power Demand Shows Up in Grid Data
China Puts Embodied AI Into Elderly Care
China Opens Anti-Dumping Case on EU Aramid Yarn
Apple Ships Its First Touchscreen Mac
Semiconductors Fall 12.25% in the Worst Session Since 2020
OpenAI Ships GPT-6 Cyber to Approved Customers Only
Huawei Ships a HarmonyOS Desktop That Is Entirely Domestic
A Fire at One Plant Takes Out 4% of High-End Copper Laminate
Microsoft Pulls Back Two Nscale Commitments
Google Pledges $17 Billion for a Wyoming Campus
Anthropic Lets Claude Read Your Bank Accounts
Apple Raises $7.5 Billion With Orders Four Times Covered
Enterprise Agents Reach 21.2 Billion Yuan, Embodied AI 915 Billion
Kimi K3.1 Pro Opens at 2.8 Trillion Parameters
CIIE Opens With 480 Product Debuts and a 6G Prototype
China’s Display Industry Passes 800 Billion Yuan
Qianchuan Tightens Rules on AI-Assembled Creator Video
Democrats Take Both Chambers as Data Centre Ballots Pass
Meta Raises Over $20 Billion in Two Days
Memory Stocks Fall While Margins Sit at 80%
Qualcomm Lands Its Largest 5G Deal With SpaceX
Enterprise AI Spending Reaches $177 Billion
Perplexity Says Its Agent Beat a Human Ad Account by 63%
Xiaomi Shows a Humanoid Working an Eight-Hour Shift
UK AI Subscriptions Pass One Billion Pounds a Year
India Sets a Four-Tier AI Security Audit Regime
AI Memory Costs Cut Switch 2 Sales 41%
Zipline Raises $1.5B at a $21.5B Valuation
Just Eat Takeaway Launches an AI Ad Platform in Europe
MMA Announces an APAC Event Built on Hands-On AI
Hong Kong Summit: AI Capex Enters Show-Me-the-Money Phase
Baidu Open-Sources a 280B Sparse Model With 14B Active
Twenty Chinese Groups Publish a Voluntary Agent Convention
Voters in ten US states considered 41 measures restricting AI data centres in the midterms and passed 40 of them
Meta Buys Conductor, a Parallel Coding Agent Startup
Apple Drops the Siri AI Waitlist, With China and the EU Left Out
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Observer

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