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A new USCC report finds Chinese open-source models now dominate US AI startup stacks, with Qwen surpassing Llama in global downloads and Chinese models taking 41% of all Hugging Face downloads.
Federal prosecutors indicted Supermicro's co-founder and SVP along with two associates for smuggling $2.5 billion in Nvidia AI accelerator servers to China using fake hardware and stripped serial numbers.
MiniMax's new 2,300B MoE model tops the Artificial Analysis Intelligence Index and claims to run 30-50% of its own RL research workflow autonomously.
Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
Tencent's 2025 results beat estimates, with the company spending $2.6B on AI last year and planning to at least double that in 2026 despite ongoing GPU supply constraints from US export controls.
MiniMax M2.7 is a 230B MoE coding agent that handles 30-50% of MiniMax's own RL research workflow, scoring 56.22% on SWE-Pro and 78% on SWE-bench Verified at $0.30/M input tokens.
Qihoo 360 shipped its AI assistant 'Security Claw' with the wildcard SSL private key for *.myclaw.360.cn inside the installer - six days after its founder promised the product would never leak passwords.
Chinese authorities ordered government agencies and state-owned banks to remove or restrict OpenClaw, citing security risks from the AI agent's autonomous operation and broad data access.
Tencent hosted free OpenClaw installations at its Shenzhen headquarters while the local government rolled out subsidies up to 10 million yuan for companies building on the platform.
MiniMax M2.5 matches Claude Opus 4.6 on SWE-Bench at 1/20th the price - but a spike in hallucinations and a distillation controversy complicate the story.
China announced up to $70 billion in semiconductor and AI subsidies during the Two Sessions - one of the largest government chip programs in history, aimed at full self-sufficiency as US export controls tighten.
The Trump administration is considering limiting Chinese companies to 75,000 Nvidia H200 GPUs each - less than half what Alibaba and ByteDance want - while zero chips have shipped despite months of export approvals.
