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for: Wednesday, December 31, 2025



The $6.5 Billion Race: Chinese AI Firms Sprint to Hong Kong as the Exit Door Swings Open

Maria Garcia / implicator - Chinese AI firms MiniMax and Zhipu AI race to Hong Kong IPOs at $6.5B valuations despite massive losses. Zhipu burned $271M on $27M revenue in six months. The Manus-Meta deal reveals the emerging pattern: Chinese talent, Singapore HQ, American buyer.

#ai #startups #china #genai #stockmarket #business #asia #economy #technology

Baidu's in-house chip unit Kunlunxin joins wave of Chinese AI firms heading for Hong Kong IPO

2 months / the-decoder / Matthias Bastian

Baidu (BIDU) Stock; Gains as Kunlunxin Hong Kong Listing Sparks Investor Optimism

2 months / parameter / Newton Kitonga

Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China

2 months / cnbc

Shanghai AI Chipmaker Enflame Technology Completes IPO Tutoring as Tencent Emerges as Largest Shareholder

2 months / pandaily

Baidu Plans Spin-Off of Kunlunxin Chip Unit for Independent Hong Kong Listing

2 months / pandaily

Moonshot AI, one of China’s leading ‘AI Tigers’, raises $500M to fill its AI infrastructure war chest

2 months / siliconangle / Mike Wheatley

Zhipu Advances Malaysia’s Sovereign AI Initiative

2 months / pandaily

China’s Moonshot AI raises US$500 million in latest funding round: report

2 months / scmp

Chinese AI Startup MiniMax Eyes $600M IPO Backed by Alibaba and Abu Dhabi

2 months / eweek / Joseph Chisom Ofonagoro

The $6.5 Billion Race: Chinese AI Firms Sprint to Hong Kong as the Exit Door Swings Open

2 months / implicator / Maria Garcia

Chinese AI startups beat Silicon Valley to the public markets in a massive IPO wave

2 months / the-decoder / Matthias Bastian

MiniMax Launches IPO, Set to List on HKEX on January 9 with $349M in Cornerstone Commitments

2 months / pandaily

Back to Top / Wednesday, December 31, 2025, 8:20 am / permalink 17384 / 12 stories in 2 months


Nvidia plans H200 production ramp at TSMC while China debates whether to let the chips in

Matthias Bastian / the-decoder - Nvidia CEO Jensen Huang is sitting pretty: Chinese tech companies want to buy more than two million H200 chips. The company is now in talks with TSMC to ramp up production.The article Nvidia plans H200 production ramp at TSMC while China debates whether t…

#ai #semiconductors #china #chips #nvidia #tsmc #gpu #business #supplychain

Nvidia Ramps H200 Production as Chinese Orders Hit 2 Million Amid Tariff Shift

2 months / winbuzzer / Markus Kasanmascheff

Nvidia races to fill 2 million chip shortfall for Chinese tech giants

2 months / dataconomy / Kerem Gülen

TSMC (TSM) Stock; Rises as U.S. Approves China Chipmaking Tool Licence

2 months / parameter / Newton Kitonga

[Opinion] The Intel Foundry vs. TSMC Gap is the Most Overstated Narrative in Hardware Right Now

2 months / reddit / /u/eriksp92

U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department

2 months / tomshardware

Building Our Office Storage for the NVIDIA GB10 Agent AI Cluster

2 months / reddit / /u/sr_local

TSMC’s 2nm Process To Surpass The Company’s 3nm & 5nm Technologies In Cumulative Revenue By Q3 2026, Aiming To Become The Most Popular Node Propelled By Explosive AI Growth

2 months / wccftech / Omar Sohail

Five Brand New NVIDIA Blackwell GPU PCI IDs Spotted: GB112 & GB120 Could Point To More Ultra Variants

2 months / wccftech / Hassan Mujtaba

Report: Nvidia asks TSMC to ramp up H200 production amid strong demand in China

2 months / siliconangle / Maria Deutscher

Nvidia DMs TSMC: please sir can I have some more? The Chinese are starved for H200s

2 months / theregister / Tobias Mann

China Orders Millions of Nvidia AI Chips

2 months / iphoneincanada / Usman Qureshi

How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China

2 months / cnbc

NVIDIA Needs a Supply Chain ‘Miracle’ From TSMC as China’s H200 AI Chip Orders Overwhelm Supply, Triggering a Bottleneck

2 months / wccftech / Muhammad Zuhair

Nvidia plans H200 production ramp at TSMC while China debates whether to let the chips in

2 months / the-decoder / Matthias Bastian

Nvidia asks chipmaker TSMC to ramp up H200 production as China demand jumps, sources say

2 months / scmp

Hot chips, cold feet: What happens when AI's infrastructure outpaces demand?

3 months / informationweek / Pam Baker

Back to Top / Wednesday, December 31, 2025, 5:20 am / permalink 17382 / 16 stories in 2 months


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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