Writing about AI, chips and startups for @theinformation in Singapore. DMs open. Tips: [email protected] / Signal: claudiachong.12
Singapore
Joined August 2026
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Claudia Chong retweeted
Scoop: SpaceX has axed the team (roughly 60 people) behind AI video generation tool Grok Imagine. It's still live for now, but the company is shifting resources elsewhere
My first story on the Elon beat, with @claudiackm and @JuroOsawa.
theinformation.com/articles/…
Claudia Chong retweeted
SCOOP: Yes Jensen is out. But we have a new find for you. Alice Huang's companies recently became an investor in #DeepSeek through SPVs, under the promises that they can supply #Nvidia blackmarket Balckwell chips to DeepSeek. with @qianerliu via @theinformation $NVDA
Claudia Chong retweeted
SCOOP: We find out how long Alice Huang has known Jensen Huang, and identified her real company, Shanghai Century Litong, which enabled at least $7.5B Nvidia chips sales to China since 2023, bigger than previously reported. via @theinformation $NVDA
Claudia Chong retweeted
You can't make this up: Our latest investigation into how expensive high-bandwidth memory chips get smuggled to #China from #SouthKorea.
The trick? Pair them w/ cheap server chips to avoid export detection; solder the memory chips off the cheap server, viola. via @theinformation
Claudia Chong retweeted
SCOOP: Both Moonshot and DeepSeek distilled #OpenAI's Astra when developing their latest models (Kimi K3.1 & V4.1-Flash 1017), after Anthropic intensified the crackdown on distillation recently. w/ @JuroOsawa @QianerLiu via @theinformation theinformation.com/articles/…
Several companies linked to the AI boom have pulled or postponed their multibillion-dollar IPOs in recent weeks. Not DayOne. The little-known data center company from Singapore grew its business off a Chinese tech behemoth—ByteDance, which now accounts for nearly 70% revenue. w/ @JuroOsawa via @theinformation
theinformation.com/articles/…
Claudia Chong retweeted
I've been wondering for the past year if Chinese labs distill U.S. frontier models like @AnthropicAI suggests, how exactly does it work? For AI insiders, the story is not new. For outsiders, here's the answer @JuroOsawa @QianerLiu via @theinformation
theinformation.com/articles/…
Claudia Chong retweeted
china trips are ... so back! investors from founders fund, khosla, etc visited recently. ff went to learn abt supply chain dependencies in their portfolio, visiting manufacturing, robotics, self-driving, energy, ai cos, incl minimax in shanghai and ubtech in shenzhen, we heard.
Claudia Chong retweeted
DeepSeek CEO Liang Wenfeng believes Huawei’s AI chips could catch up with Nvidia’s within a few years and wants his company adapting to them early.
Full story: thein.fo/4rn0vWd
Claudia Chong retweeted
SCCOP: DeepSeek CEO Liang Wenfeng is betting BIG on Huawei chips, and he says the bet 'has to work." The company expects to receive a new batch of Huawei chips for AI training as early as Q4. By @JuroOsawa @QianerLiu via @theinformation
theinformation.com/articles/…
Claudia Chong retweeted
Tencent and other prominent investors are backing Naive AI, a secretive Chinese startup valued at $1.42 billion after three funding rounds.
Rather than train a model from scratch, the company is building on an existing open-weight model and focusing on later-stage improvements.
Full story: thein.fo/4gYVakp
Claudia Chong retweeted
The financing boom for the AI build-out is getting bigger and more complicated by the day—and AI companies have been staffing up for the challenge.
Read our full story: thein.fo/46Qvvo1
Regulators expect recurring revenue, a path to narrowing losses or real innovation before approvals can be considered theinformation.com/articles/…
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Claudia Chong retweeted
new from the team: Thinking Machine Lab finally closes in on its next financing, at ~$40b...
which is lower than it wanted but quite high for such a young lab, esp. as a multiple of its revenue.
Claudia Chong retweeted
CXMT is producing advanced HBM3E memory despite U.S. restrictions on China’s access to high-end chips and chipmaking equipment.
The breakthrough could reduce a major constraint facing Chinese AI chip designers.
Read more: thein.fo/3V56z9y
Claudia Chong retweeted
I'm so excited to announce that I'm hosting The Information's new AI show! Each episode will be a deep dive into a hard technical problem with a researcher or founder working on the frontier of AI
Up first, I'll be talking with @polynoamial about the challenges with AI agents
The Information’s TITV Presents: AI Deep Dive
Hosted by Rocket Drew, one of our leading AI reporters, this new long-form show will explore the most important technical ideas shaping artificial intelligence today.
AI researchers, engineers, and founders will join Rocket to discuss the technical breakthroughs and challenges defining the next phase of the AI industry.
Read more from @rocketalignment: thein.fo/4h7OJve
