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AI China

What’s new in AI from China?

February 2026 is a busy time in AI coming out of China coinciding with the Chinese New Year.

I asked Grok this morning for an update and double checked it with Gemini.

Here’s what Grok reported:

Chinese AI is in a very active phase right now (mid-February 2026), with a massive wave of new model releases, upgrades, and applications timed around the Lunar New Year (Spring Festival) holiday. This echoes the “DeepSeek shock” from exactly one year ago, when DeepSeek’s low-cost, high-performance models disrupted global expectations.

Major Recent Releases and Upgrades (mostly this month)

Chinese companies are shipping frontier-level models at a furious pace, often open-source or very low-cost, focusing on efficiency, reasoning, coding, multimodality, agents, and real-world applications.

  • Alibaba → Just launched Qwen 3.5 (with agentic features, multimodal inputs like text + photo + video, up to 2-hour video analysis). They also released RynnBrain (specialized for physical AI/robotics, helping robots understand and interact with the real world).
  • ByteDance (TikTok parent) → Released Doubao 2.0 (claims to match GPT-5.2 / Gemini 3 Pro level reasoning and multi-step tasks). Their video gen model Seedance 2.0 went viral for high-quality deepfakes and creative uses, sparking huge youth/creator interest.
  • Zhipu AI → Dropped GLM-5 (open weights, strong in coding, long tasks, agent capabilities; one of the highest open-weight intelligence scores).
  • MiniMax → M2.5 and M2.5 Lightning (near state-of-the-art at ~1/20th the cost of top Western models like Claude Opus; very strong on coding/agent benchmarks).
  • Kuaishou → Kling 3.0 (advanced AI video generation).
  • Moonshot AI → Kimi K2.5 (very close to top proprietary models at 1/7th the price; excellent reasoning).
  • DeepSeek → Widely expected to drop V4 soon (focused on coding, potentially 1M+ context, efficient MoE architecture). They’ve been the pace-setter since early 2025.

Many of these are open-weight or open-source, leading to Alibaba’s Qwen family overtaking Meta’s Llama in cumulative Hugging Face downloads.

Broader Themes Right Now

  • Low-cost + open ecosystems → China is winning on price/performance and rapid iteration. Models often cost 5–20× less than Western equivalents while matching or nearing performance in many areas.
  • Two different races → Analysts say the US focuses on perfecting frontier models (bigger, more compute-heavy), while China emphasizes adoption — deploying cheap, efficient AI at massive scale in manufacturing, robotics, consumer apps, and the real economy.
  • Physical & embodied AI → Huge push here. Robotics demos (backflips, kung fu with nunchucks synced across many bots on live TV) show fast progress in “physical intelligence.” Alibaba’s RynnBrain targets robotics directly.
  • Other notable advances → In-orbit AI computing constellation (“Three-Body”) successfully tested (running LLMs on satellites for low-latency edge processing). Military applications (e.g., bio-inspired drone swarms using hawk/wolf behaviors) are advancing rapidly.
  • Challenges & realism → Some top Chinese AI leaders (e.g., Alibaba’s Qwen lead) estimate <20% chance of fully overtaking US frontier models in 3–5 years due to compute gaps and chip sanctions. But open collaboration and talent pipelines are closing the gap fast in many practical areas.

Overall, February 2026 feels like China’s AI industry hitting a coordinated sprint — not just catching up, but pulling ahead in accessible, deployable, cost-effective AI that reaches everyday users, creators, and industries quickly. The US still leads in raw frontier capability and monetization scale, but the gap is shrinking noticeably in deployment and iteration speed.


Gemini’s review included the following:

The report’s observation about the “Two Different Races” is the most insightful part:

• US Strategy: Scaling laws for maximum “Frontier Intelligence.”

• China Strategy: Scaling for “Deployment Efficiency.” By making models like MiniMax M2.5 and Kimi K2.5 available at a fraction of the cost ($0.15–$0.60 per 1M tokens), China is prioritizing the “AI Agent” economy, where reliability and low cost per task matter more than raw benchmark scores.

Categories
AI AI: Large Language Models

Kimi K2.5

I tried a few conversations with Kimi K2.5 last night and it is pretty impressive. It remains to be seen how the competition between models – especially open weight / open source models – will end up! Rumors are swirling that DeepSeek may release an updated model next month. We’ll see!

I asked Grok for the consensus “buzz” on the release of Kimi K2.5. Here’s what Grok reported this morning:

The consensus buzz around Kimi 2.5 (more precisely Kimi K2.5, from Moonshot AI) is extremely positive, especially in the open-source AI community, on platforms like Reddit (r/LocalLLaMA, r/singularity), X, Hugging Face, and tech news outlets. It was released very recently (around January 27, 2026), so the excitement is fresh and intense.

It’s widely hailed as one of the most powerful open-source models available right now—a native multimodal (text + vision, including strong video understanding and “visual coding”) Mixture-of-Experts model with ~1 trillion total parameters (32B active), 256K context, native INT4 quantization for efficiency, and standout agentic capabilities.

Key highlights driving the hype:

  • Benchmark dominance — It outperforms or beats models like GPT-5.2, Claude 4.5 Opus/Sonnet, Gemini variants, and other frontier models in several areas, including:
  • Humanity’s Last Exam (HLE): ~50-51.8% with tools (strong agentic reasoning)
  • SWE-Bench Verified (coding): Top scores, often leading in visual-to-code and software engineering tasks
  • Multimodal benchmarks (MMMU Pro, VideoMMMU, OCR-heavy tasks): State-of-the-art or near-SOTA without fine-tuning
  • Math/reasoning (AIME, GPQA-Diamond, etc.): Frequently matches or exceeds closed models
  • Standout features — “Agent Swarm” (beta) lets it orchestrate up to 100 sub-agents in parallel for complex tasks, handling 1,500+ tool calls and reportedly cutting execution time by up to 4.5x on long-horizon workflows. This is seen as a big step forward in agentic AI. Visual coding is a killer demo: upload a video/screen recording of a website/interface, and it clones it (including UX interactions) in one shot—people are calling this transformative for “vibe coding” and rapid prototyping.
  • Open-source advantage — Weights on Hugging Face under a Modified MIT license (permissive for most uses). It’s accessible via APIs (OpenAI-compatible) on platforms like Moonshot’s site, Together AI, NVIDIA NIM, and others—often at lower cost than Western closed models. Many see this as China continuing to close the gap (or pull ahead in open releases).

Community sentiment:

  • Enthusiastic praise for being “the strongest open-source model” in multimodal/agentic domains, with comments like “huge leap,” “crushing benchmarks,” and “changing the game” for coding, visual analysis, and tool-augmented work.
  • Some skepticism exists (as with any new model): questions about real-world vs. benchmark performance, potential optimization for evals, or occasional long-context quirks in earlier Kimi versions. A few users report mixed results in specific tools (e.g., GitHub Copilot integrations), but overall feedback leans heavily positive, especially for reasoning, creative tasks, and agentic flows.
  • It’s fueling discussions about open-source momentum, with parallels drawn to DeepSeek, Qwen, and others—positioning Moonshot as a top Chinese AI player.

In short, the vibe is “this is a massive win for open AI” and “watch out closed models”—with developers rushing to test it for coding agents, visual-to-code projects, and multi-agent setups. If you’re into frontier open models, it’s the hot topic right now.