Technology & AI
- Nvidia is preparing a version of its Groq AI chips for the Chinese market
- Multiple Chinese companies have received approval from Chinese authorities to
buy Nvidia’s H200 AI chips, person familiar says
- Alibaba Cloud raises AI computing and storage prices up to 34%
- Baidu Cloud raises AI computing and storage prices
- Microsoft threatens legal action over OpenAI-Amazon frontier deal
- MiniMax unveils self-evolving agent model M2.7
- Tencent’s president Martin Lau: AI investment hit 18bn yuan last year, set to
at least double this year
Semiconductors & Industry
- Samsung Elec Foundry Head: To produce Tesla chips in late 2027
- Samsung and AMD to discuss opportunities for foundry partnership
- South Korea sends delegation to China to advance autonomous driving push
China Policy & Diplomacy
- China’s Foreign Ministry, on Trump seeking to delay Xi summit: Will continue
to communicate about Trump’s visit
- China expected to soon release rules for negative list management of fiscal
subsidies
Corporate & Earnings
- Tencent - FY revenues 751,766 mln yuan; FY profit attributable 224,842 mln
yuan
Geopolitics & Energy
- Israel defense minister Katz: Iranian intelligence minister Khatib killed
overnight
- White House: China agreed to postpone Trump visit
- Trump waives Jones Act in bid to curb high fuel prices
- U.S. DNI Gabbard cites reporting that China, India, other countries have been
able to move tankers through Strait of Hormuz
Federal Reserve
- Fed holds rates at 3.5–3.75%, maintains one cut projection for 2026
- Powell: Would serve as chair pro-tem until successor confirmed
