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TLDR AI

THE ALL-STAR CHINESE AI CONVERSATION OF 2026

Tsinghua University and Zhipu co-hosted AGI-Next, a summit for frontier AI, in Beijing on January 10. The event included a series of keynotes by notable figures in the Chinese AI industry. This post contains a translated transcript of the event, revealing a fascinating conversation about the AI landscape in China that covers the technical side, corporate dynamics, as well as the future envisioned by China's industry Titans. The event took an honest look at whether China's open-source leadership has actually narrowed the technology gap with the US, China's emerging AI-for-business paradigm, and what it will take for Chinese researchers to take riskier bets.

INTRODUCING THE AI CHIP SALES DATA EXPLORER

The AI Chip Sales data explorer uses financial reports, company disclosures, and more to estimate compute, power usage, and spending over time for a wide variety of AI chips. The cumulative global AI compute capacity has reached the equivalent of more than 15 million Nvidia H100 GPUs. The cost to purchase these chips has rapidly escalated to tens of billions of dollars per quarter, drawing over 10 GW of power per quarter. A link to the interactive data explorer is available.

ENGRAM: HOW DEEPSEEK ADDED A SECOND BRAIN TO THEIR LLM

DeepSeek's Engram architecture introduces a conditional memory system that uses lookup tables for common N-gram patterns, significantly reducing computational overhead in LLMs. This approach boosts performance on knowledge benchmarks and reasoning tasks by efficiently freeing up neural resources for complex reasoning. Engram's design leverages tokenizer compression, multi-head hashing, and context-aware gating, providing a marked improvement over MoE baselines without substantial memory impact.

GLM-IMAGE: AUTO-REGRESSIVE FOR DENSE-KNOWLEDGE AND HIGH-FIDELITY IMAGE GENERATION

GLM-Image is an open-source, industrial-grade discrete auto-regressive image generation model with a hybrid architecture that combines an auto-regressive module with a diffusion decoder. It excels in text-rendering and knowledge-intensive generation scenarios. The model performs especially well in tasks that require precise semantic and complex information expression. It supports a rich set of image-to-image tasks.

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