AI Market Movers · China & rest of world
Tencent
TCEHY
Tencent has WeChat for distribution and Hunyuan for models. The super-app is the moat. The lab is the hedge.
- Site
- tencent.com
- Product
- Hunyuan
In the Daily
· Morning Brief
The AI boom is running on borrowed moneyThe Wall Street Journal reports Broadcom is working to arrange more than $50 billion in financing for the custom AI chip it is building with OpenAI, with Apollo Global Management and Blackstone among the lenders in talks.
· Closing Time
Closing Time: ChatGPT is done just talkingOpenAI is rolling out GPT-6 in ChatGPT with Intelligent UI, answering with diagrams, charts, buttons and tools it builds on the spot (The Verge).
· Morning Brief
Dartmouth clears the detectorThe Dartmouth reports that interim dean of the faculty of Arts and Sciences John Carey emailed undergraduate faculty on Sept. 29 with “guidelines on use of AI detection in teaching.”
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.