China's $184B in AI VC, 86% of Made in China 2025 targets met, R&D spending surpassing the US. The real driver is commercialisation at scale, not government funding.

UCB will pay up to $2.2bn for Candid Therapeutics, betting on cizutamig and the wider T-cell engager rush in autoimmune disease.

SK Hynix shares jumped 12% as Big Tech reaffirmed plans to spend up to $725bn on AI infrastructure, deepening the memory-chip supercycle.

Anthropic is finalising a $1.5bn joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and General Atlantic to deploy Claude across PE portfolio companies.

New Mexico is asking a Santa Fe judge to force algorithm changes, age verification, and a $3.7bn teen mental-health fund onto Meta. The company has threatened to leave.

Samsung appointed Won-Jin Lee to head its Visual Display business as Q1 TV profit slipped and TCL closed the gap to a single percentage point.

Beijing-based Linkerbot, the global leader in dexterous robot hands, is targeting a $6bn valuation just weeks after closing $3bn round.

China's data exchanges traded 87.7B yuan in 2022, projected to hit 515.6B by 2030. Its Digital Silk Road exports governance with infrastructure. The GDPR has no equivalent.

Skydio pledges $3.5B to build US drones after DJI ban, but China controls the magnets, batteries, and motors. American alternatives cost 2-5x more. The supply chain doesn't exist.

ChatGPT subscribers can now run OpenClaw's AI agents via GPT-5.4 for $23/mo. Anthropic blocked Claude. OpenAI and Anthropic made opposite bets on the same product.

Apple discontinued the 256GB Mac Mini as DRAM prices surged 90% in Q1 2026. AI servers now consume 23% of global memory wafer output, pushing PC prices up 10-20%.

Tesla's Shanghai-built Model 3 enters Canada at C$39,490 under Carney's trade deal with Beijing. The 49,000-vehicle quota opens Canada to Chinese EVs at 6.1% tariff.