What changed
Tsinghua’s AI-optimizes-AI infra play claims a domestic trillion-token self-evolution loop. Renmin/iQuest wire OpenClaw and Claude Code into RL training.
NetEase Media drops Bee AI, pushing AI-native communities from search and creation to companion mode.
The Chinese team cited in π0 releases a new world simulator. Embodied AI training data just got a Chinese supplier.
Add it up: China is stacking agent context, self-improving infra, consumer stickiness, and robotics data while Anthropic’s IPO reprices the whole sector.