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Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.

Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash and solid-state drives.

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A grey-market economy of API proxy services in China is reselling access to Anthropic's Claude models at as little as 10% of the official price.

Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots.