Friday, September 18, 2026: Huawei Cloud is going full-scale into AI agents — MiniMax and Kingsoft Office already using it, five new measures. Manus doubled its valuation on day 17 of its reboot.

LIMIX-2 just emerged as the Chinese model beating Google and Amazon in the new AGI battlefield. China’s model labs are shipping while US giants fight over capex. Huawei’s new AI industry playbook — seven-step method, vertical combat orgs, Dimak — is an enterprise land-grab. It’s selling implementation, not just cloud. OceanBase is betting the next trillion-dollar AI market is data foundations, a Databricks rival. Chinese AI infra is where the real multiple expansion is hiding. Chinese AI just got into Science for hospital work; doctors aren’t afraid of losing jobs. Add it up: China is pushing agents, data, and vertical AI into revenue. Trade the application layer, not just the chip trade.

LIMIX-2 just emerged as the Chinese model beating Google and Amazon in the new AGI battlefield. China’s model labs are shipping while US giants fight over capex.