UPDATED AUGUST 13, 2026
UPDATED AUGUST 13, 2026

The Frontier

Your signal. Your price.

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  • · 2d ago

    Chinese companies bypass US export controls by renting restricted Nvidia chips located in Southeast Asian data centers. Alibaba uses a complex network of Cayman Islands and Singaporean shell entities to obscure its access to Malaysian hardware.

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  • · 2d ago

    Alibaba and Moonshot are pioneering a revenue sharing model for open-weights releases to monetize AI infrastructure. Moonshot requires inference providers to sign 30 percent revenue sharing agreements, preventing deep discounting and maintaining pricing power.

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  • · 4d ago

    Alibaba released Quen 3.8 Max, an open-weight multimodal model featuring a million-token context window. Priced significantly lower than Western frontier models, it performs closely to market leaders while running efficiently on lower-tier hardware.

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  • · 6d ago

    Alibaba released Qwen 3.8 Max, a 2.4 trillion parameter model that outperforms rival models on benchmarks at a steep discount. Deep Seek V4 Flash also debuted, offering inference roughly 100 times cheaper than Fable 5.

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