Companies, products, and big moves
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The money is chasing the layer between models and agents. And in robotics, two new papers argue the same lesson from the other direction: stop waiting for one model to rule them all. TokenRhythm, the AI infrastructure startup founded by former Huawei Noah's Ark lab director Wang Yunhe,
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The most-watched lab in open weights just got something none of its Western rivals have volunteered: a public look at the P&L. DeepSeek generated roughly $70.7 million in revenue during the first seven months of 2026 while posting a $106 million net loss, according to figures
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Two stories today about playing the long game: Tencent's cloud boss has written an unusually candid internal essay conceding his firm looks slow on AI — while in India, a voice-AI startup just convinced Peak XV that a phone call is only where the work begins. Dowson Tong,
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A busy Tuesday across Chinese tech: ByteDance gave its chatbot a real job title, Alibaba's founder put his own money behind the AI pivot he's asking investors to fund, and Tesla quietly scrubbed China from its self-driving map. ByteDance has launched Doubao Work, a standalone
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Two big rounds landed tonight — one for the people who attack AI models for a living, and one for the trucks that drive themselves to the store. Alice, the AI trust-and-safety company until this year known as ActiveFence, has raised $140 million led by Apax Digital Funds — and
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The second World Humanoid Robot Games closed out its Beijing run with viral sprints, sparks, and an uncomfortable reality check about what humanoids can actually do. Meanwhile, X reached for lawyers instead of firewalls to kill the internet's favorite ad-free reading front-end. Humanoid robots beat human
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Robotics has its "just prompt it" moment — or at least the strongest claim yet. Skild AI, the Pittsburgh startup behind the $14 billion-valued Skild Brain, says its flagship foundation model S1 can execute tasks it has never seen in training after watching one video of a human
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The labels that dragged Stability AI to court are now on its shareholder register — the clearest sign yet that licensed training data has become the industry's business model, not just its talking point. Stability AI has raised $76 million in a Series B round backed by the three
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OpenAI's decision to design its own inference chip stopped being a rumor and became a competitive threat today. Fresh off a June announcement, the company published the first real measured results for Jalapeño, the accelerator it co-built with Broadcom — and the numbers, if they hold, are the
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The legal AI land grab just got its biggest player yet — Google has stopped dabbling and shipped a full vertical. Google Cloud launched Gemini Enterprise for Legal on Tuesday, a purpose-built agentic AI package that plugs Gemini into the systems lawyers actually use — the company's most serious
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Porsche has signed a five-year, €1.25 billion ($1.46 billion) AI contract with India's Tata Consultancy Services — and has handed the IT giant one of its own businesses to seal it. Porsche will sell its in-house IT consulting unit, MHP, to TCS for €320 million,
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Cobots are quietly becoming an AI business. Dobot (Yuejiang Technology, HKEX 02432) reported first-half revenue of RMB 320 million, up 106.6% year over year — and the number that matters most is a single line item: embodied-intelligence robot sales jumped more than twenty-fold to over RMB 45