China is tightening rules on emotional AI, prompting ByteDance, Alibaba and Tencent to curb companion-style chatbot features with humanlike cues.

Baidu’s AI chip arm Kunlunxin is reportedly preparing for a Hong Kong listing, with published valuation targets ranging from $50 billion to $64.6 billion across wire reports. The move, if pursued, would put a fresh spotlight on China’s domestic AI compute stack just as Hong Kong tech shares rebound and competition around AI infrastructure deepens.

CNBC reports uncertainty remains over US chip sales and rare earths after Trump's China visit, affecting the AI hardware race.

Anthropic says US policymakers must close compute, chip, cloud, and distillation loopholes to preserve an AI lead over China.