Thursday, September 24, 2026: Tsinghua and Infinigence AI open-sourced RLArk, a cloud-native embodied-intelligence platform. A three-month-old physical-AI startup just topped the physical AI evaluatio

DeepSeek is squeezing more inference throughput from PCIe GPUs using kernel completion and communication reconstruction. A fully domestic-compute speech model now does colloquial transcription in one step. China's export-control hedge is getting real. Tencent WorkBuddy added overseas agent Xiaoyuan AI. It finds buyers, writes development letters, and negotiates business. Stripe Tour made its China debut to build AI economic infrastructure. Agents are moving from chat to revenue ops. Noein released its GLOW technical report on where embodied intelligence goes after GPT-6. Lingchu says robot training needs data quality, not just clocked hours. The robotics stack is being built in public. China is building the unsexy stack: cheap PCIe inference, domestic speech, agent payments, robot data, open-source embodied platforms. If it compounds, the trade isn't only model labs. It's infra and workflow tolls.

DeepSeek is squeezing more inference throughput from PCIe GPUs using kernel completion and communication reconstruction. A fully domestic-compute speech model now does colloquial transcription in one