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2026-10-14

Investment

  • NVDA

    Nvidia's share of China's data-center AI accelerator market fell to 34% in the first half of 2026, while Huawei reached 28%, according to an IDC report seen by Reuters. US export restrictions constrained Nvidia's supplies as Chinese chipmakers expanded shipments.

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2026-10-15

Technology

  • Apple plans to launch Apple Intelligence in mainland China in December with the iOS 27.3 update, according to Bloomberg. The initial set of AI features will reportedly use Alibaba's models after an extended regulatory approval process.

    Industry • TechNode

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