Nvidia(US:NVDA) Tai Mei Ti A P P·2025-04-14 08:46Domestic News - Microsoft China clarified that reports about its cessation of operations in China are false, stating that the confusion arose from information related to its outsourcing partner, Wicresoft [2] - Ant Group's Vice President Xu Peng, who led the development of the BaiLing large model, has left the company after significant contributions to AI technology [3] - ByteDance's data platform team is not undergoing major changes as previously rumored; the original team leader has been on leave for personal reasons [4] - Nvidia's H20 AI chip imports are not affected by China's counter-tariff policies, as the chips are recognized as originating from outside China [4] - Huawei Cloud launched the CloudMatrix 384 super node, achieving a 50-fold increase in computing power density and a tenfold increase in interconnect bandwidth compared to traditional systems [5] - Jack Ma emphasized the importance of AI in enhancing human capabilities rather than replacing them during a recent Alibaba event [6] - The Chinese government announced a 34% tariff increase on all imports from the U.S., effective April 10, 2025, impacting various sectors [7] - A report from Stanford University indicated that the performance gap between top AI models in China and the U.S. has narrowed significantly to just 0.3% [8] Financing & Mergers - Qunche Intelligent completed a Pre-A++ round financing of several hundred million yuan, aiming to advance its developments in embodied intelligence [19] - Stardust Intelligent secured funding in its A and A+ rounds, led by Jin Qiu Fund and Ant Group, to further develop its AI robotic assistant [20] - AI chip company Aixin Yuanzhi announced a successful C round financing exceeding 1 billion yuan, marking one of the largest financing events in China's chip sector for 2024 [21] Trends & Policies - Shenzhen's mayor highlighted the potential of embodied intelligence and robotics as strategic emerging industries, aiming to foster innovation and development in these fields [22] - Beijing's economic bureau issued a plan to support the development of general intelligent agents, providing financial incentives for successful AI applications [23] - A new initiative in Beijing aims to establish a large model evaluation system for the healthcare sector, promoting AI applications in various medical fields [24] - IDC forecasts that China's total investment in AI will exceed $100 billion by 2028, with a compound annual growth rate of 35.2% [26]