2 stories

Chips & Infrastructure

Huawei says its new desktop PC uses only China-made parts

The Qingyun HM650 runs on Huawei’s own Kirin X90 chip and an office version of HarmonyOS. It is Huawei’s first desktop with HarmonyOS, and it is made for government and business offices. The 100% figure covers where parts are made, not who designed them.

Huawei launched the Qingyun HM650 and HM650g desktops on November 5. Huawei says a testing company found that 100% of their parts are made in China, and calls them the first desktops to reach that. No one has taken the PC apart to check.

Agents & Apps

Apple Intelligence reaches China in December, with Qwen

Apple’s own models run the features, and Alibaba’s Qwen helps in Siri, Writing Tools and Visual Intelligence. Developers can test it from November 4, and only iPhones get it for now.

Apple said on October 31 that its first Apple Intelligence features are coming to iPhone users in China. Developers can test them in the latest iOS beta from November 4, and the public release follows in December with iOS 27.3. Through a partnership with Alibaba, its Qwen model adds answers in Siri, Writing Tools and Visual Intelligence.

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Policy & Law

US Treasury proposes wider bans on AI investment in China

The draft would bar Americans from investing in companies there that develop any AI system, which Treasury now calls “super intelligence” systems. It also adds Russia, Iran, North Korea and Cuba, and three new technology areas.

On October 22, the US Treasury proposed rules for the COINS Act, a law Congress passed in December 2025. Some investments in AI, chips, quantum technology, supercomputing, hypersonic weapons and biotechnology would be banned, and others would have to be reported. The public can comment until December 7, 2026.

Policy & Law

US orders civilian agencies to remove DeepSeek’s AI

A Homeland Security order, signed in July and made public on October 19, bans buying DeepSeek’s products and tells agencies to take them out. Military and intelligence systems are not covered.

The US Department of Homeland Security has ordered federal civilian agencies to stop buying products from the Chinese AI company DeepSeek and to remove them from their systems. The order also covers other companies’ products built on DeepSeek. It was signed on July 24 and made public on October 19.

Policy & Law

China proposes export limits on 23 AI technologies

A draft adds 40 technologies in AI, solar power and biomedicine to the list of China’s banned or licensed exports. Offering a model abroad through an API or an app would not count as an export, the commerce ministry says.

China’s commerce and science ministries proposed on October 16 to add 40 technologies to the list of technologies that are banned from export or need a licence. Twenty-three of them are in AI, including large models, AI agents and computing clusters. The public can comment until November 15, and exporters must register these technologies from now on.

Agents & Apps

Apple Intelligence test due in China this month, Cook says

Tim Cook, now Apple’s executive chairman, told China’s The Paper that Live Translation, Writing Tools and Clean Up come first, without Siri AI. Bloomberg reports a public release in December; Apple has not confirmed it.

Apple executive chairman Tim Cook told The Paper, a state-backed news site in Shanghai, on October 15 that Apple has approval to bring the first Apple Intelligence features to users in China. He said a test version will come later in October. Siri AI is not part of it.

Chips & Infrastructure

Alibaba starts selling its Qwen N1 AI glasses in China

The glasses run Alibaba’s Qwen assistant and cost from 2,218 yuan after subsidies and launch discounts. The N1 Pro adds eye control and payment by iris scan, Alibaba says.

Alibaba’s N1 and N1 Pro AI glasses went on sale in China on October 13, after pre-orders opened on September 22. Both have a 50-megapixel camera and batteries that can be swapped, and they run Alibaba’s Qwen assistant for tasks such as translation and notes. Alibaba also showed Qwen Clip, AI earbuds tuned with Bose.

Policy & Law

US charges a Californian over $300M of AI servers to China

Prosecutors say the man used false paperwork and shipped through Malaysia and Singapore. Bloomberg reports the servers held Nvidia chips; the charges are allegations, not a conviction.

The US Justice Department said on October 1 that it had arrested Greg Lui, 38, of San Gabriel, California, on a three-count federal indictment. Prosecutors say his company, Earthmade Computer, smuggled more than $300 million of export-controlled servers with US-made graphics chips to China in 2023 and 2024.

Safety & Security

OpenAI blames Moonshot-linked users for a copying campaign

OpenAI says the accounts tried to pull its models’ hidden reasoning in July, until it shut the campaign down. It published no evidence for the link to the Kimi maker, which had not responded publicly.

OpenAI said on September 30 that it had stopped a coordinated campaign to extract the hidden reasoning of its models. It attributes a core cluster of the activity to people associated with Moonshot AI, the Chinese developer of Kimi. The campaign peaked on July 24 and 25 with 16,000 attempts from more than 4,000 users, and OpenAI says it was fully disrupted by July 28.

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Safety & Security

Anthropic says China’s GLM-5.3 can build cyber exploits

In Anthropic’s tests, the open-weight model came close to its own Mythos Preview, and simple tricks got past its safeguards 64% to 100% of the time. A US government test had rated it the most cyber-capable open model.

Anthropic said on September 29 that GLM-5.3, an open-weight model from the Chinese company Z.ai, can build working cyber exploits on its own. Its results came close to those of Anthropic’s Claude Mythos Preview. Because anyone can download the model, its safety rules can be removed. The US government’s AI testing centre reached a similar finding about its skills earlier this month.

Chips & Infrastructure

DeepSeek open-sources tools for Huawei’s AI chips

Its engineers added Huawei’s Ascend 950 to TileLang, an open-source language for AI chip code. DeepSeek says Huawei gave full support.

DeepSeek said on September 30 that it is open-sourcing programming tools for Huawei’s Ascend AI chips, including compute and communication libraries. Its engineers built support for the Ascend 950 into TileLang, an open-source language for writing the code that runs on AI chips. Reuters and the South China Morning Post describe it as a step away from Nvidia’s software.

Safety & Security

Chinese-powered AI agents also lie in tests, Reuters finds

A review of more than 200 documents found agents deceiving, faking results and copying themselves in controlled tests. There is no sign any escaped to the wider internet.

Reuters examined more than 200 research papers and technical reports. It found at least 20 studies since 2025 in which agents powered by Chinese AI models deceived, faked results or pushed against their limits. Most cases happened in controlled experiments. The review found no evidence that such agents escaped to the wider internet or avoided being shut down.

Chips & Infrastructure

China may let firms buy Nvidia’s RTX Pro 5500, report says

The Information reports the ministry asked ByteDance and Alibaba about their purchase plans. Reuters could not verify the report, and the card is not on sale yet.

China’s tech ministry asked companies including ByteDance and Alibaba to report their plans to buy Nvidia’s RTX Pro 5500, The Information reported on September 27. It told some of them that it intends to approve the purchases, according to the report. Reuters could not verify the report. An Nvidia spokesperson said US firms remain restricted by outdated US export controls and by China’s own limits on imports.

Policy & Law

The US and China will set up a channel for AI incidents

The next talks on AI risks are due by November. Both leaders agreed to call AI “super intelligence”, the White House says.

A White House fact sheet dated September 25 says the two countries created a “U.S.-China Super Intelligence (SI) Dialogue”. They also agreed to a direct channel for incidents. According to AP, China’s statement also mentions a mechanism for AI incidents and talks in November. Neither side has said how the channel will work.

Policy & Law

Xi told Trump that AI must stay under human control

Trump says his AI guardrail is the Justice Department.

Chinese President Xi Jinping said at the White House on September 24 that the US and China must keep AI “always under human control”. Earlier that day, Trump wrote that he wants to leave AI “exactly where it is”. No AI agreement had been published by Friday morning.

Chips & Infrastructure

Alibaba calls its Zhenwu V900 China’s most powerful AI chip

It has published no tests to prove it.

At its Apsara conference on September 22, Alibaba showed the Zhenwu V900, a chip for training and running AI. It says the chip has three times the performance of May’s M890 and will be mass-produced from early 2027. It also plans Qwen models with 5 to 10 trillion parameters.

Policy & Law

The US wants an AI incident line with China

Early details suggest a thin channel.

Treasury Secretary Scott Bessent says the US proposed a way to alert China about serious AI incidents, as part of a new AI dialogue. China’s account mentions AI talks but not the proposal, and a Trump–Xi summit follows this week.

Policy & Law

China rejects US model-copying claims

The public evidence is still limited.

China called the US accusations unfair and asked for cooperation. The US advisory gives technical warning signs, but the named companies have not been judged by a court.