The Frontier
The AI-to-energy story in the West is about how much power the models need. In China it is about who sells the grid a forecast — and Ant Group's enterprise arm just pushed the horizon out to six weeks. Ant Digital Technology (蚂蚁数科) used the Bund Summit
The Frontier
Three papers this morning, one argument between them: the interesting frontier in agents is no longer peak capability but the cost, plumbing, and audit trail of getting work actually done. Occamy-1.0, released by Alibaba International's Accio team under Apache-2.0, is a 35B-total, 3B-
The Arena
The pacing debate has been argued in Washington and Tokyo for three days. On Monday the most useful verdict came from neither: it came from two chipmakers looking at a five-year electricity bill and saying no. Samsung Electronics and SK Hynix both rejected Korea Electric Power Corp.'s
The Arena
China spent two years building a token economy at industrial scale. This week it started building token-backed credit on top of it — while Washington is still arguing about who's allowed to referee the labs. China's first "token loan" landed in Guangzhou, where an
The Frontier
The model isn't out and there's no paper yet — but Zhipu's latest funding announcement just put the company's next technical bet in writing, and it's the most explicit commitment to recursive self-improvement any frontier lab has made in a
The Guardrails
The AI pacing fight dominated Sunday's headlines. In the same news cycle, the US government quietly reorganized its own. The National Security Agency is tearing down its directorate structure and rebuilding around five "mission centers" — China, cybersecurity, artificial intelligence, combat support and global intelligence — with a
The Arena
LG put its industrial AI stack on stage in Seoul this morning, and the interesting part isn't the model names — it's that the inspection model no longer needs to be retrained when the product changes. Meanwhile Chinese banks started underwriting AI companies on the strength of
The Arena
Physical AI's bottleneck just moved: China can now print humanoids at ten-thousand-unit scale, and the honest question is who's buying them. UBTECH Robotics has commissioned the world's first humanoid production line designed for ten-thousand-unit annual capacity, in Liuzhou, Guangxi. The
The Guardrails
The pacing debate spent the weekend arguing with Washington. On Monday morning it argued with Tokyo, and Tokyo blinked first. Tokyo delivered the first market verdict on the AI slowdown debate, and it was negative. The Nikkei 225 fell below 63,000 during Monday's session — the first time
The Guardrails
China spent the week writing rules for the AI it already runs — who has to answer you, what the state gets to see, and where the power comes from. All three landed within days of each other, and all three are the kind of plumbing decisions that outlast model releases.
The Guardrails
The pacing camp got its fourth member tonight, and the newest one arrived with an objection attached: Microsoft's CEO agrees the frontier should slow down, and does not agree that Anthropic, OpenAI and Google should be the ones deciding what that means. Satya Nadella wrote on X shortly
The Arena
China's AI-for-drug-discovery crowd spent Sunday at the Pujiang Innovation Forum arguing about the thing benchmarks don't measure — what happens after the model proposes. And the country's biggest banks are quietly building a lending product around the same question: is AI usage