China’s CXMT wins a reported $3bn memory deal with Tencent
ChangXin Memory Technologies has agreed to supply Tencent with roughly $3bn of memory chips, two people familiar with the matter told Reuters, in a deal that would bind one of China’s largest cloud operators to its largest homegrown DRAM maker. Neither company has confirmed the agreement publicly, and the figure comes from sourcing rather than […]<br /> This story continues at The Next Web [...]
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Tencent's Apache-licensed Hy3 takes on GLM-5.2 at half the size — and wins everywhere except coding
For the past year, the awkward secret of the open-weight model boom has been that many of the strongest Chinese releases were off-limits to a large slice of the enterprises most interested in them. Li [...]
Tencent's Team Memory shares AI agent memory across a team — with no governance yet for when it's wrong
A VB Pulse survey this June found that 57% of enterprises had traced a confidently wrong agent answer back to missing or inconsistent context — the latest sign of how central context has become to w [...]
Tencent agrees to stop promoting its Horizon ripoff during Sony lawsuit
Tencent has agreed to stop promoting and publicly testing Light of Motiram as a lawsuit with Sony works its way through the courts, according to a report by TheGamePost. This is Tencent's game th [...]
CXMT soared 466% on day one to become China’s most valuable onshore company
China has a new most valuable listed company, and it makes the chips inside your phone. CXMT, formerly ChangXin Memory Technologies, closed its Shanghai debut up 466% on Monday, the South China Mornin [...]
Kai-Fu Lee's brutal assessment: America is already losing the AI hardware war to China
China is on track to dominate consumer artificial intelligence applications and robotics manufacturing within years, but the United States will maintain its substantial lead in enterprise AI adoption [...]
Apple starts testing China’s state-backed memory chips, and Washington is watching
Apple has begun testing memory chips from China’s state-backed CXMT for devices sold in China, the Financial Times reports. That puts it behind a supplier Washington has flagged as a security risk. [...]
A 0.12% parameter add-on gives AI agents the working memory RAG can't
AI agents forget. Every time a coding assistant loses track of a debugging thread, or a data analysis agent re-ingests the same context it already processed, the team pays in latency, token costs, and [...]