Sept 17, 2026: Huawei's Ascend 960 super node appeared early with performance doubled. Tang Jie released Zhipu's first RSI result.

Zhipu's RSI output is the AGI signal. Xiaomi's Luo Fuli broke six months of silence to livestream RL model training. Chinese labs are flexing post-training, not just pre-training. Huawei is using Tao's Law to sell Ascend 960 super nodes. Synopsys is adding AI agents to EDA for China chip design. The domestic silicon + design toolchain is closing ranks. A central SOE built a general-purpose agent and hit IDC's real-world test top three. NetEase Youdao's Zhou Feng says the fight is now model + agent + workflow. Distribution beats demo benchmarks. So what: China is bundling models, agents, workflows, and Ascend silicon into one stack. If Ascend 960's 2x holds, Nvidia's China ceiling and AI app margins get repriced. Watch Zhipu, Xiaomi, Huawei, and SOE agent rollouts.

Zhipu's RSI output is the AGI signal. Xiaomi's Luo Fuli broke six months of silence to livestream RL model training. Chinese labs are flexing post-training, not just pre-training.