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Headlines · 5
- China's model labs stay quiet over the holiday as OpenAI and Anthropic keep shipping
A 36Kr roundup notes that during China's week-long National Day holiday, DeepSeek, Zhipu, Moonshot AI, MiniMax, Alibaba, ByteDance and Tencent released no new flagship models, while OpenAI announced a 28-day release streak after its DevDay updates and Anthropic launched Haiku 5.5 on Oct 7. The companies were still active in other ways: DeepSeek updated its Harness and open-sourced Ascend-oriented compute and communication components, and Zhipu's GLM-5.3 went live on Amazon Bedrock on Oct 5. Reuters reported DeepSeek is raising over 80 billion yuan and Bloomberg reported Moonshot AI completed a pre-IPO private round, neither confirmed by the companies, while awaited models like DeepSeek V4.1 Pro and Doubao 2.2 have yet to appear.
36氪 人工智能 · 🔥 9 - Study: Only 3.6% of 857 Chinese frontier AI releases disclosed safety results
SemiAnalysis counted 857 model releases from nine leading Chinese developers between 2021 and 15 September 2026 and found only 31 (3.6%) came with a matching published safety result — just nine (1.1%) at or before launch — while 813 (94.9%) had no safety disclosure at all. It argues Beijing's regime is speed-first: the AI Safety Governance Framework 3.0 and a burst of agent, minor-protection and application rules govern content, deployment and process, but impose no frontier-risk duties tied to training compute or capability. The piece also traces the 2026 US-China Super Intelligence Dialogue and the White House Accord on Super Intelligence.
SemiAnalysis · 🔥 5 - Chinese gaming giants pour billions into AI, with NetEase and Tencent backing DeepSeek
A Zinc Scale article published via TMTPost says 15 major listed Chinese gaming companies took part in 72 investment deals worth over 87.2 billion yuan between 2025 and early July 2026, with only seven deals worth about 200 million yuan tied directly to games and the rest flowing mainly into AI and robotics. It reports that NetEase put in roughly 3 billion yuan and Tencent about 10 billion yuan in DeepSeek's first outside funding round in June 2026, and that 37 Interactive Entertainment booked about 1.016 billion yuan in investment income from its Zhipu stake.
钛媒体 · 🔥 4 - Alibaba said to lead $300M round in AI data startup UniPat at $2.5B valuation
Foreign media reported in September that Alibaba plans to lead a $300M funding round in AI training and evaluation company UniPat at roughly a $2.5B valuation, with Tencent and Sequoia China reportedly also interested. UniPat was founded by Li Kuan, previously at Alibaba's Tongyi AI Lab working on post-training, data synthesis and reinforcement learning, while CTO Chen Liang worked on Qwen and Moonshot's multimodal teams. The piece also describes a wave of similar startups founded by ex-model-team staff, including Copula Lab (ex-MiniMax) and Zhineng Zhishi (ex-ByteDance Seed), building post-training data, agent environments and benchmarks.
品玩 实时要闻 · 🔥 3 - DeepSeek weighs upsizing new funding round to as much as $15B ahead of 2027 IPO
DeepSeek is considering raising its latest funding round from an original target of about 50 billion yuan to at least 80 billion yuan, with signed term sheets pointing to a final total approaching 100 billion yuan, according to CNBC and Bloomberg; CNBC put the figure at as much as $14.9 billion. Tencent and CATL are the investors committing the largest amounts, and DeepSeek and Tencent did not respond to requests for comment, with terms still subject to change. The round is seen as paving the way for a potential IPO in early 2027, after a roughly 51 billion yuan first external round closed in June.
CNBC Technology · 🔥 11
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