AI News

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15 May 202628 Dhuʻl-Qiʻdah 1447 AH

US Stock Markets Brace for Critical Week with Nvidia Results

Investors in U.S. markets are preparing for a pivotal week that could shape stock trajectories for the remainder of 2026. Market attention is focused on Nvidia's results set for Wednesday, with the company's stock having surged 40% since March, raising concerns about the sustainability of this growth. Additionally, retail sector reports led by Walmart will shed light on the impact of inflation on consumer spending. As the average gasoline price in the U.S. reaches $4.50 per gallon, investors fear inflation may negatively affect purchasing power.

Business

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Historic Strike Threatens Samsung's Future with 45,000 Workers

Samsung Electronics is poised to enter its largest strike in history, with over 45,000 workers set to strike for 18 days starting May 21. This move raises concerns among the South Korean government and foreign investors, with JPMorgan estimating potential operating profit losses between $14 billion and $21 billion. The crisis centers on the "fair distribution" of profits from the AI boom, as memory chip employees received bonuses up to 600% of their annual salary, while semiconductor fabrication workers received bonuses of only up to 100%.

Agents

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

MediaTek Dimensity: The Chip Platform Powering Smartphone AI Agents

MediaTek is positioning its Dimensity platform to enhance AI experiences in smartphones, as announced at the Dimensity Developer Conference. The industry is shifting towards on-device AI, focusing on balancing computing power and energy efficiency. The three core challenges for AI applications on smartphones require tight optimization between silicon and software. MediaTek anticipates significant growth in the smart agent market, with daily task volumes rising from 120 million in 2025 to 870 million in 2026, reflecting a 700% year-over-year increase.

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Anthropic frames AI competition with China as a now-or-never moment for Washington

What strategies can the U.S. implement to secure its AI leadership?

Infrastructure

‘Panic’ over capacity crunch in mature node chips drives orders to Chinese foundries

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Infrastructure

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

‘Panic’ over capacity crunch in mature node chips drives orders to Chinese foundries

Zhao Haijun, co-CEO of SMIC, stated that global AI demand is reviving orders for Chinese foundries. Overseas competitors are shifting production towards high-margin AI chips, leading to a shortage in mature-node semiconductors. Zhao highlighted that AI demand has directly caused a shortage in power-management and other mature capacities. This shift reflects significant changes in the global semiconductor market as companies aim to enhance their production capabilities in this area.

Agents

Mira Murati Wants Her AI to ‘Keep Humans in the Loop’

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Agents

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Mira Murati Wants Her AI to ‘Keep Humans in the Loop’

Mira Murati, founder of Thinking Machines Lab and former CTO at OpenAI, articulated her vision for AI development, emphasizing that her goal is not to replace humans but to create AI systems that enhance collaboration between humans and machines. This approach aligns with current trends in AI that prioritize partnership over replacement. This vision is particularly relevant amid rising concerns about AI's impact on the job market. Studies indicate that many jobs may be affected by new technologies, increasing the need for new business models.

Infrastructure

SMIC: AI Boom Drives Power Management Chip Demand, Automotive BCD Platform in High Demand

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Infrastructure

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

SMIC: AI Boom Drives Power Management Chip Demand, Automotive BCD Platform in High Demand

SMIC's CEO, Zhao Haijun, announced during an earnings call that the AI boom is significantly increasing demand for power management and data transmission chips. Meanwhile, supply chains for NOR Flash and other memory products are facing constraints. The company’s standalone Flash and analog process platforms are experiencing robust demand, showcasing their refined capabilities. SMIC's automotive-grade processes cover a wide range of products, indicating ongoing advancements in this sector.

Models

DeepMotor: Beijing Startup Betting on First-Person Human Data for Embodied AGI

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Models

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

DeepMotor: Beijing Startup Betting on First-Person Human Data for Embodied AGI

Beijing-based startup DeepMotor, founded by Chen Kai, is advancing towards achieving embodied artificial intelligence through human video data. Established in early 2025, the company faced skepticism from local investors regarding the viability of this approach. However, the landscape shifted in May 2025 when Tesla announced its pivot to training robots using human video data. In June, GeneralistAI showcased a traditional learning model for robots, emphasizing the necessity of real human data. FigureAI also announced partnerships with commercial real estate firms to gather human video data.

Business

Tencent Q1 2026: Revenue Up 9% as AI Investment Surges

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Business

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Tencent Q1 2026: Revenue Up 9% as AI Investment Surges

Tencent reported its Q1 2026 results, with total revenues reaching 196.46 billion yuan, a 9% increase from the previous year. Operating profits, excluding IFRS impacts, stood at 75.63 billion yuan, also up by 9%. However, significant investments in artificial intelligence negatively affected profitability, as operating profits could have risen by 17% without the impact of new products. Research and development investments totaled 22.54 billion yuan in Q1, marking a 19% rise year-on-year, while capital expenditures reached 31.94 billion yuan, up 16% from the prior year.

Agents

Former Kepler Robotics CEO Launches New Venture Sota Unlimited, Betting on 'Robot Brain' for Overseas Markets

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Agents

15 May 202628 Dhuʻl-Qiʻdah 1447 AH

Former Kepler Robotics CEO Launches New Venture Sota Unlimited, Betting on 'Robot Brain' for Overseas Markets

On May 14, Hu Debo, former CEO of Kepler Robotics, launched his new venture, Sota Unlimited, focusing on embodied AI. Unlike Kepler, which targeted industrial applications, Sota aims to develop the AI 'brain' for robots, tackling challenges in understanding motion and physics. Kepler Robotics, co-founded in 2023, quickly became a leader in bipedal humanoid robots, raising a billion-yuan A++ round in April. Sota Unlimited seeks to address complex issues in integrating robots into the physical world through advanced data collection and world action models.