TREE NEWS update: Yi Lihua shared insights on AI investment, emphasizing the importance of identifying and backing star companies in the sector. He highlighted that the core strategy is to focus on leading players with strong growth potential.
TREE NEWS reports: US stocks show divergence as AI spending shifts from compute to cybersecurity, with CrowdStrike and Okta surging while Zscaler and SentinelOne slump. The market now rewards companies with accelerating growth metrics like Net New ARR, indicating AI’s next phase favors firms capturing new demand from AI agents.
TREE NEWS reports: Analysis suggests the frontier AI market is diverging into closed, vertically integrated camps, with major players consolidating proprietary models, data, and compute. This trend may reduce open collaboration and concentrate power among a few dominant firms.
TREE NEWS reports: Arthur Hayes has announced the launch of Technocore.chat, an AI agent chat service. The platform is now live, offering users a new interactive experience powered by AI.
TREE NEWS update: Manus has announced the resumption of its independent operations, shifting its focus to general-purpose AI agents. The move marks a strategic pivot for the company in the competitive AI landscape.
TREE NEWS reports: Anthropic has paused certain AI training and safety testing activities. The move comes amid ongoing concerns about AI safety and regulatory scrutiny.
TREE NEWS update: Andreessen Horowitz (a16z) has expanded its growth fund to $8.5 billion, following the recent raise of an additional $1.1 billion dedicated to AI hardware. This move underscores the firm’s continued focus on high-growth technology sectors, including AI and crypto.
TREE NEWS update: Texas Governor Greg Abbott has ordered state agencies to cease funding for AI-powered license-plate readers made by Flock Safety, following mounting privacy complaints and scandals involving officer misuse. The decision marks a significant regulatory setback for the company’s surveillance technology in the state.
TREE NEWS reports: Coinbase CEO Brian Armstrong announced that the exchange now supports AI agents trading stocks, alongside cryptocurrencies and derivatives, marking the arrival of ‘AiFi’ (Agentic Finance). Users can begin using preferred agent frameworks or agents to engage in trading.
TREE NEWS reports: WeChat Pay’s AI-exclusive card has integrated support for DeepSeek Harness and OpenClaw, expanding its AI ecosystem. This move enhances the card’s utility for AI-related transactions.
TREE NEWS update: Kuaishou announced that its Beijing Keling unit has entered into a cooperation agreement with the National Artificial Intelligence Fund and Zhengda Robotics. The partnership aims to advance AI and robotics initiatives, though specific terms were not disclosed.
TREE NEWS reports: OpenAI’s advertising business has reached an annualized revenue run rate of $1 billion, signaling strong growth in its commercial operations. The milestone highlights the company’s expanding monetization beyond its core AI offerings.
TREE NEWS update: Nvidia plans to invest $3.5 billion in MediaTek to deepen their partnership in AI chip development. The deal underscores Nvidia’s strategy to expand beyond GPUs into system-on-chip designs for edge and automotive applications. Financial details remain subject to regulatory approval.
TREE NEWS reports: Etherscan has introduced a dedicated API for AI agents, enabling direct access to on-chain data across over 60 blockchains. This move aims to streamline AI integration with blockchain data, potentially boosting efficiency for developers and automated systems.
TREE NEWS update: China’s Ministry of Industry and Information Technology has initiated a special action to cultivate AI application service providers. The program aims to promote the development and adoption of AI technologies across various industries.
TREE NEWS update: OpenAI has introduced a new pricing model for select large customers, charging based on task completion rather than fixed subscription fees. This shift aims to better align costs with value delivered.
TREE NEWS update: China’s Ministry of Commerce has called for expanding the application of brain-computer interfaces and artificial intelligence in products designed for the elderly. This move aims to enhance the quality of life for senior citizens through technological innovation. The initiative is part of broader efforts to promote age-friendly technologies.
TREE NEWS reports: Chinese AI chip maker Biren Technology saw its revenue grow nearly 20-fold amid a global shortage of high-end computing power. The demand for advanced compute continues to outpace supply, driving significant growth for the company.
TREE NEWS reports: MiniMax’s stock price has surged over 92% from its recent low, pushing its total market capitalization to HK$124.956 billion. The sharp rally reflects strong investor interest in the AI company.
TREE NEWS reports: ByteDance has reportedly adjusted the share price of its AI assistant Doubao to $17.02 and opened a window for cash exchange of Doubao shares. This move may impact the valuation of the AI product and its stakeholders.
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