# AI
Latest news and articles about AI
Total: 78 articles found
Pichai: Google’s Gemini Is a Force Multiplier for SaaS, Not Its Death Knell
On Alphabet’s earnings call Sundar Pichai said Gemini will empower SaaS companies by being embedded into workflows rather than replacing them. His comments highlight both an opportunity for software vendors to add AI-driven value and a strategic shift that increases dependence on major cloud and model providers.
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
Beijing’s Economists Push a New Playbook: Diversify, Rebuild Confidence and Green the Supply Chain
At NetEase’s 2026 economists’ conference in Beijing, officials, academics and business leaders argued that China’s next growth phase requires diversified, symbiotic policy: bolster household confidence with social and fiscal measures, pivot toward consumption and services, manage US trade frictions pragmatically, and accelerate credible green supply‑chain transition. The forum stressed that technology and AI pose both productivity opportunities and risks to human skills, while corporate ESG work faces significant implementation hurdles.
Chinese Tech Board Slides as Coal, Space‑Solar and Property Stocks Rally in Mid‑Session Rotation
China’s growth‑oriented ChiNext fell 1.74% at the mid‑day break as heavy trading and rapid sector rotation produced sharp divergences. Coal, space photovoltaic, aviation, real‑estate and hydrogen concepts surged in pockets while precious metals and AI application stocks sold off, leaving market breadth weak despite elevated turnover of RMB 1.62 trillion.
From Books to Models: Shanghai Scholar Urges Humanities to Supply Quality Data and Embrace AI-Age Reform
Meng Zhongjie, president of Shanghai International Studies University and a Shanghai people's congress deputy, urged humanities scholars to prepare high-quality corpora and actively collaborate with AI as part of a broader disciplinary transformation. His call highlights both an opportunity to shape Chinese-language AI and a tension between instrumental collaboration and preservation of critical scholarship.
Hang Seng Edges Higher as Tech Stocks Slip and AI Plays Rally
Hong Kong’s Hang Seng closed marginally higher while the Hang Seng Tech Index fell, as AI-related ‘large-model’ stocks and gold miners rallied and major internet platforms like Tencent slid. The session illustrated a market split: speculative AI plays attracted flows even as policy-sensitive mega-cap tech names remained susceptible to rumor-driven volatility.
Tencent’s Billion‑Yuan Red‑Envelope Push: A Sprint to Seed Long‑Term AI Habits
Tencent distributed RMB 1 billion in red envelopes to promote its AI app Yuanbao ahead of the 2026 Lunar New Year, briefly overloading servers and generating broad, short‑term engagement. The campaign bought reach inside Tencent’s vast social graph, but turning festive trials into lasting AI habits will depend on product depth, day‑to‑day usefulness and sustained infrastructure investment.
China’s Big Three Place a Trillion-RMB Bet on AI — Different Paths, Same High Stakes
China’s leading internet groups are spending hundreds of billions of yuan on AI, each following a different industrial logic: Alibaba is doubling down on cloud and commerce integration, Tencent is turning AI into immediate revenue uplifts inside WeChat and games, and ByteDance is attempting to seize the system‑level gateway on phones. The contest has moved from model architecture to ecosystem control, but talent, chips and capital patience are emerging chokepoints that will determine who converts investment into durable advantage.
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.
Tencent Goes Back to Red Envelopes: ¥1bn AI‑fuelled Giveaway Floods WeChat Groups
Tencent launched a RMB 1 billion Yuanbao campaign on February 1 that uses shareable red envelopes and limited 10,000‑yuan reward cards to drive viral engagement on WeChat. The mechanics are designed to pull users back into existing social networks, accelerating distribution for Tencent’s new AI‑oriented app while raising questions about spam, abuse and regulatory attention.
Zhejiang Builds an Offline Hub for China’s Largest Open‑Source AI Community — A Bet on Industrial AI
Zhejiang has opened a 10,000+ sqm developer centre in Hangzhou as the offline anchor for Moda, China’s largest open‑source AI community. Backed by Alibaba Cloud Valley and local government, the centre offers cheap co‑working, technical support for model deployment and a curated pipeline of industry pilot opportunities to accelerate industrial adoption of AI.
Musk's Next Move: Fusing SpaceX, Tesla and xAI into a 'Space‑Compute' Empire
Reports that Elon Musk is exploring tighter integration between SpaceX, Tesla and xAI reflect a strategic push to build a ‘space‑compute’ ecosystem combining satellite connectivity, vehicle and robot endpoints, and large AI models. While the business case is clear, major legal, technical and geopolitical hurdles make a full corporate merger unlikely in the near term; closer operational collaboration is the more probable path.