Welcome to Qwen Live – Episode 1: Agent-First, When Your Next User Isn't Human. 📅 June 30, 2026 | 10:00 AM (UTC+8) 🔔Set Reminder Now: As AI evolves at lightning speed, your next user might not be human—it could be an AI agent. In this debut episode, we are joined by Linlin Kong, Head of Qwen Cloud, alongside Qwen Cloud Product Managers Pan Gu and Xijue. Together, they will explore building cloud platform for agent from scratch, redefine developer experiences for non-human users, and uncover the new paradigms of large-scale human-agent collaboration. Ready to build for agents? Get started with Qwen Cloud Platform: #Qwen# #QwenLive# #AIagents# #AICloud# #DeveloperExperience# #FutureOfWork#

You may have come across us through a post, an exhibition, or perhaps met us in person. Today, we would like to share a story about who we are and what we are building. This is our story featured in @straits_times, where we explore how #SMEs# can level up their #AI# capabilities while overcoming infrastructure barriers. It also shares our perspective on how the right infrastructure and platforms can simplify this journey, enabling organizations to move forward with greater clarity and confidence. AI is becoming a core capability for business growth. We are excited to be part of this journey. Read the full story to learn more✨: #EnterpriseAI# #AICloud# #AIInfrastructure#

AI-powered business now 50% of Baidu revenues, cloud growing at 30-40%. This will soon become a growth stock again, and heavily exposed to AI (cloud, AI apps, ASICs, robotaxis,..). Stock still only on 13x forward PE (Goldman est). I'm still long (holding shares in HK given US might delist Chinese names at some stage) and going to add further here given attractive risk-reward. From Goldman:

Weekly AI Update The AI chip gold rush has a new banker worth $2.4B Volta Infra, a brand new AI cloud startup, just raised $300 million plus $5 billion in financing to help more companies afford Nvidia's pricey chips, not just the tech giants. Backed by Nvidia, Michael Dell, Andreessen Horowitz, and Altimeter, it has already locked in a $10 billion contract to supply cloud capacity to an unnamed AI developer over six years. The bet is that whoever solves AI's financing problem wins, though critics warn of risky circular deals and a coming shakeout. Google's $1.5B play for Mechanize could finally fix its coding AI problem Google is reportedly in talks to pay around $1.5 billion to license technology from Mechanize, a young AI startup building simulated environments and benchmarks to train coding agents, while also hiring some of its top evaluation experts. The move fits a familiar Google playbook of striking talent and licensing deals that sidestep antitrust scrutiny, much like its earlier tie-ups with Windsurf and The goal is clear: close the gap with Anthropic's Claude Code and OpenAI's Codex, which have pulled ahead in the fast growing market for AI coding tools. Anthropic wants to build its own chips to run Claude faster and cheaper Anthropic confirmed it is assembling a custom silicon team to design its own AI chips, hiring engineers who will develop hardware and models together so Claude can run faster and at greater scale. The move puts it alongside OpenAI, Google, and Meta, all of which have pushed into custom chips, though building an advanced one can cost close to half a billion dollars. It is the latest piece of a massive infrastructure push that also includes a $15 billion Texas data center campus and deals with $AMZN, $NVDA, $AMD, and Samsung.

Weekly AI Update ANTHROPIC EXPORT CONTROLS LIFTED The U.S. Commerce Department lifted export controls on Anthropic's Claude Fable 5 and Mythos 5, restoring global access to Fable 5 and expanding Mythos 5 availability to approved partners. The move ends a regulatory standoff and removes a potential competitive advantage for Chinese AI developers. META EXPANDS INTO AI CLOUD $META is developing a cloud infrastructure business to sell AI computing power and hosted AI models, positioning itself against AWS, Google Cloud, Microsoft Azure, and $CRWV. The initiative could monetize excess AI infrastructure, helping offset the company's massive investments in data centers and AI chips. MGX CLOSES $49B AI FUND Abu Dhabi-based MGX has closed a $49 billion AI investment fund, one of the largest ever, exceeding its $45 billion target. The fund, a major backer of OpenAI, Anthropic, and xAI, will invest across semiconductors, AI infrastructure, and AI platforms, underscoring continued global capital inflows into the AI sector.

Before an AI agent can actually get work done, it needs a whole new stack: an identity, and the ability to search, to read documents, to review code, and to pay. Tomorrow in San Francisco, @GoKiteAI shares the stage at Agent Experience Demo Night, hosted by Sapient, with a lineup of teams building the rest of that stack: ▷ @auth0: the identity and login layer, acquired by Okta ▷ @Docusign (Nasdaq: DOCU): the global standard for e-signature and agreements ▷ @Box (NYSE: BOX): enterprise content and documents in the cloud ▷ @nebiusai (Nasdaq: NBIS): AI cloud and GPU infrastructure for training and inference ▷ @coderabbitai: AI code review on every pull request ▷ @tavilyai: the search API built for AI agents Our Co-Founder & CTO @scottshics will demo Kite's piece: a verifiable identity for every agent, and the ability to spend within limits you set. 📅 July 7th (Tue), 5:00-9:00 PM PDT 📍 Okta, 100 1st St, San Francisco Register (host approval required): See you there. 🪁

Every nation on Earth wants sovereign AI. If not they are making a big mistake. Compute/AI is the new strategic asset. Proud that @Dell is powering 250K @nvidia GPUs with the Dutch AI Cloud with VOLT — sovereign AI infrastructure built in the Netherlands, run on Dutch soil, for Europe's most critical sectors. First step toward an 800MW AI gigafactory in Rotterdam. Sovereign AI is the next phase of the digital economy. 🇳🇱⚡

Weekly NVIDIA Update NVIDIA EXPANDS AI STARTUP COMPUTE ACCESS $NVDA launched a partnership program with AI cloud providers to give startups greater access to GPU infrastructure. Initial partners Sharon AI and Firmus Technologies could provide access to over 200,000 Nvidia GPUs, including a planned 170,000-GPU data center in Indonesia, while Nvidia shares product and cloud revenue with participating providers. NVIDIA EXPANDS AI FOR LIFE SCIENCES NVIDIA integrated its BioNeMo Agent Toolkit into Anthropic’s Claude Science, enabling researchers to use AI agents with accelerated genomics, protein modeling and drug discovery workflows. The platform gives scientists access to NVIDIA’s AI models, NIM microservices and GPU-accelerated tools to speed biomedical research. FIREFLY ADOPTS NVIDIA EDGE AI FOR LUNAR MISSIONS Firefly Aerospace will deploy NVIDIA Jetson on its Blue Ghost Mission 2, marking the first use of the platform in lunar orbit. The Ocula imaging service will process AI data onboard, enabling near real-time lunar insights while reducing data transmission costs and latency.