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AI & Enterprise

DeepSeek to double peak-hour fees for V4 model API from July

Chinese AI unicorn DeepSeek will double peak-hour usage fees for its V4 model API, shifting its pricing strategy after sparking a price war with deep discounts. The company told subscribers it will raise V4 API prices during peak hours of 9 a.m. to noon and 2 p.m. to 6 p.m. Beijing time. The changes will take effect when the full V4 version goes online in mid-July.

AI & Enterprise

China AI server chip market sees domestic share near 80 percent, narrowing Nvidia\'s footing

Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last year, while Chinese suppliers rise to 56 percent. Custom chips designed by Chinese internet firms are also growing, driven by geopolitical uncertainty and China’s push for tech self-reliance.

AI & Enterprise

Alibaba triples registered capital at AI chip unit T-Head

Alibaba has increased the registered capital of its semiconductor unit T-Head to 1 billion yuan from 300 million yuan, stepping up investment in AI chips. The move is its first capital increase for T-Head in about three years. Alibaba is placing chips at the center of its AI strategy and plans to combine T-Head-designed semiconductors with Alibaba Cloud and Qwen-based models. The company has also disclosed new chip products and shipment figures.