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- Sep 16, 2026Sep 16, 2026ByteDance Spins Out AI Drug Unit Anew Labs At $1.5B Pulse story
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Latest Pulse
- Sep 27, 2026China May Let ByteDance, Alibaba Buy New Nvidia ChipsChina's government has signaled it may let ByteDance and Alibaba buy Nvidia's new RTX Pro 5500 chip, a partial reversal from Beijing's own months-long push to steer Chinese firms toward domestic AI hardware.→
- Sep 26, 2026TikTok Pays Alabama $100M Over Teen SafetyTikTok agreed to pay Alabama at least $100 million and adopt new teen-safety limits, the first settlement in a wave of state lawsuits alleging the app's design harmed young users' mental health.→
- Sep 22, 2026Alibaba Unveils AI Chip, Plans 20GW Of Data CentersAlibaba unveiled a new Zhenwu V900 AI accelerator that triples its predecessor's performance and set a target of 20 gigawatts of global data center capacity by 2032, days before the Trump-Xi summit puts AI chip policy back on the table.→
- Sep 21, 2026DeepSeek Bets 160,000 Huawei Chips On Beating Export CurbsDeepSeek CEO Liang Wenfeng expects Huawei to begin delivering AI training chips as early as Q4 2026, with DeepSeek planning to deploy at least 160,000 Huawei Ascend accelerators at a new Inner Mongolia data center.→
- Sep 16, 2026ByteDance Spins Out AI Drug Unit Anew Labs At $1.5BByteDance closed a $290 million funding round for Anew Labs, its newly spun-off AI drug discovery unit, at a $1.5 billion valuation, with the TikTok parent retaining 56% ownership.→
- Aug 20, 2026Meta Becomes One of Microsoft's Top AI CustomersMeta spends hundreds of millions of dollars a year and consumes trillions of tokens weekly through Microsoft's Azure AI Foundry, making it one of Microsoft's largest AI customers despite building competing models.→
- Aug 20, 2026Nvidia Plots China Chip Comeback as Export Loophole PersistsThe Information reported Nvidia plans to ship a China-compliant AI chip by year-end, which Nvidia denied same-day, while Chinese firms separately access banned Nvidia chips through Southeast Asian data centers.→
- Aug 19, 2026Nvidia's H200 Chips Trickle Back Into China at 13% of CapNvidia H200 chips are reaching Chinese customers like ByteDance and Tencent again under a January 2026 licensing framework, but Beijing -- not Washington -- is now the one keeping volumes low.→
- Aug 17, 2026Alibaba's $1.5B Gaming Sale Bankrolls Its AI PivotAlibaba is selling its gaming studio Lingxi Games to private equity firm Trustar Capital for more than $1.5 billion, the clearest sign yet that CEO Eddie Wu is stripping the conglomerate down to AI and cloud.→
- Aug 16, 2026China Weighs Export Controls on AI Models, ChipsChina's Ministry of Commerce is weighing export controls on advanced AI models, training data and chipmaking access, including barring TSMC from producing chips based on Chinese company designs.→
Coverage Timeline
newest firstAll Coverage
REGULATION
China May Let ByteDance, Alibaba Buy New Nvidia Chips
China's government has signaled it may let ByteDance and Alibaba buy Nvidia's new RTX Pro 5500 chip, a partial reversal from Beijing's own months-long push to steer Chinese firms toward domestic AI hardware.
DEEP DIVE
ByteDance Spins Out AI Drug Unit Anew Labs At $1.5B
AI$290M / $1.5B valuation
ByteDance Spins Out AI Drug Unit Anew Labs At $1.5B
ByteDance closed a $290 million funding round for Anew Labs, its newly spun-off AI drug discovery unit, at a $1.5 billion valuation, with the TikTok parent retaining 56% ownership.
DEEP DIVE
Nvidia's H200 Chips Trickle Back Into China at 13% of Cap
REGULATION
Nvidia's H200 Chips Trickle Back Into China at 13% of Cap
Nvidia H200 chips are reaching Chinese customers like ByteDance and Tencent again under a January 2026 licensing framework, but Beijing -- not Washington -- is now the one keeping volumes low.
DEEP DIVE
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- Market & Trends · Jul 1, 2026TikTok Aftermath: $14B Deal, Oracle 15%, What Changed
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