Show HN: Daily China AI news briefing – engineering, product, and business (overnightai.substack.com)

DeepSeek V4 made its debut today, marking a significant moment for China's AI landscape by breaking a 140-day silence since its last model release. This update showcases a remarkable efficiency enhancement, with the V4-Pro variant utilizing only 27% of the inference FLOPs and 10% of the KV cache of its predecessor, V3.2. The improved model was swiftly adopted by eight domestic chip families on launch day, thanks to BAAI's FlagOS, indicating the rapid readiness of China's chip ecosystem to support cutting-edge AI technology. The switch from NVIDIA to Huawei Ascend for training, although delayed the release, has positioned DeepSeek advantageously within a competitive framework where domestic support is on the rise. In parallel, Tencent announced the launch of Hy3, the result of an extensive 88-day rebuild of its Hunyuan model led by Yao Shunyu, who recently joined from OpenAI. This shift signals a turnaround for Tencent, which had lagged behind competitors. The automotive industry also saw significant advancements at the Beijing Auto Show, where Horizon Robotics unveiled integrated AI chips for autonomous driving, alongside multiple automakers announcing collaborations with Qwen. Lastly, strides in embodied AI are being made as China establishes formal testing infrastructures for humanoid robots, suggesting a move toward practical applications in this burgeoning field. These developments collectively illustrate the rapid evolution and competitive dynamics of AI and its related subsectors in China.