Kimi
PulseAugur coverage of Kimi — every cluster mentioning Kimi across labs, papers, and developer communities, ranked by signal.
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OpenAI, Anthropic report massive user growth and infrastructure strain
Sam Altman's OpenAI has seen a significant surge in GPT-5.5 usage, with downloads reaching 90 million and paid users increasing to over 4 million. Anthropic is also experiencing extreme growth, with annualized revenue j…
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China stocks mixed; AI tool Yuanbao adds WeChat summarization
36Kr reported on mixed market performance in China's A-share indices, with some sectors like heavy machinery and internet rising while others like insurance and liquor declined. Separately, the AI tool Yuanbao announced…
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NetEase Youdao launches ThinkFlow to unify enterprise LLM access
NetEase Youdao has launched ThinkFlow, a platform designed to streamline the integration and management of multiple large language models for enterprises. The platform addresses challenges such as fragmented model acces…
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Japan's food spending ratio hits 45-year high; Kuaishou plans AI spin-off
Japan's Engel coefficient, a measure of household spending on food, reached a new high of 28.8% in fiscal year 2025, the highest since 1980. In other news, Shanghai and Shenzhen stock markets saw trading volumes exceed …
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Zhongji Xuchuang stock hits 1000 yuan amid green energy push
Zhongji Xuchuang, a leading optical module manufacturer, saw its stock price surpass 1,000 yuan, marking a significant gain. The company is also exploring opportunities in the green electricity and computing power stora…
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Microsoft caps OpenAI revenue share payments at $38B
Microsoft has reportedly capped its revenue-share payments to OpenAI at $38 billion. Under their latest deal, OpenAI is expected to save $97 billion by 2030. The report also touches on the relative valuations of Kimi an…
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快手拟分拆AI部门融资20亿，OpenAI获微软巨额分成
快手计划分拆其AI部门可灵，并寻求20亿美元融资，此举引发市场关注，快手股价应声上涨超过9%。同时，有报道称微软与OpenAI达成了新的合作协议，微软将为OpenAI提供高达380亿美元的营收分成付款，并预计在2030年前为OpenAI节省970亿美元的成本。此外，英伟达CEO黄仁勋在毕业典礼上发表了关于AI将所有人都拉回同一起跑线的演讲。
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36Kr covers RMB rate, battery recycling, AI, and Nvidia CEO speech
36Kr reported on several distinct news items, including the RMB's central parity rate against the USD adjusting by 41 basis points to 6.8426. Greenmei, a leading Chinese company in recycling retired power batteries, sta…
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Huang: AI levels playing field; Kimi vs DeepSeek debate; securities, pig stocks rally
Nvidia CEO Jensen Huang addressed the graduating class of 2026, encouraging them not to fear the rise of AI, stating it levels the playing field for everyone. The cluster also touches on the valuation debate between AI …
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NASA Mars helicopter rotor exceeds Mach 1 in key test
NASA has successfully completed a critical test for the next generation of its Mars helicopter, achieving a rotor tip speed exceeding Mach 1 in simulated Martian atmospheric conditions. This advancement is expected to e…
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Huang: AI levels playing field; insurance funds eye hard tech
Nvidia CEO Jensen Huang addressed the graduating class of 2026, stating that AI is leveling the playing field for everyone. The news also touches on the valuation debate between AI models Kimi and DeepSeek, and the tren…
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Coupang faces massive fine for data breach; construction machinery prices rise
South Korean regulators have concluded their investigation into a massive data breach at e-commerce giant Coupang, with a decision on penalties expected as early as next month. The company could face fines up to 1.5 tri…
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Inflation, AI chip shortage pose risks to Fed and market
Inflation, rather than economic growth, is the primary risk facing the Federal Reserve and the market, according to Castle Securities. This concern is amplified by an AI-driven capital expenditure boom, looser financial…
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Chinese Companies Cut Wealth Management Investments Amid Cautious Outlook
Listed companies in China have significantly reduced their investments in wealth management products, with subscriptions dropping by approximately 50% compared to the same period last year. This trend indicates a more c…
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China's 10B+ Yuan Private Equity Firms Hit Record 136 Amid Market Rally
As of April 30, 2026, the number of private equity firms managing over 10 billion yuan in China has reached a new record of 136. This expansion is attributed to a rising stock market, increased profitability, and sustai…
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US Fed nominee advances; AI levels playing field; tech stocks see leverage
The lead item discusses Kevin Warsh passing a key procedural vote in the US Senate for Federal Reserve Chair. Separately, A-share margin balances exceeded 2.8 trillion yuan by May 8th, with leveraged funds increasing th…
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MiniMax AI joins Anthropic, Kimi for SF panel
MiniMax AI is participating in a panel discussion titled "America's Next Top Model" alongside Vercel, Anthropic, and Kimi (Moonshot AI). The event is scheduled for Wednesday in San Francisco.
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Jensen Huang: AI Levels Playing Field for Graduates
Nvidia CEO Jensen Huang delivered a commencement speech to the graduating class of 2026, asserting that artificial intelligence is leveling the playing field for everyone. The speech, which also touched on the competiti…
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Cursor users question unexpected AI usage limit resets
A user on Reddit reported that their rate limit for the AI coding assistant Cursor seemed to reset unexpectedly. They had apparently exceeded their monthly token quota, but later found they had available usage again. Th…
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36Kr Digest: Capital Flows, Tuya Smart Earnings, and AI Valuations
36Kr's "8点1氪" digest covers a range of financial and tech news. It highlights capital flows into various stock sectors, with specific companies like China Great Wall and JCET seeing significant inflows, while others lik…