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Today’s China tech story is really one story told twice: AI is growing a body. DeepSeek — the lab that already humbled the global AI race — is now reaching for the “brains” of robots, Anthropic is quietly admitting that its old development tools can’t keep up with the speed of its own AI coders and built a replacement from scratch, and record billions are pouring into the infrastructure layer that makes all of it run. Meanwhile, money itself keeps getting stranger: a crypto-native issuer just outran BlackRock in tokenized US Treasuries, and the safest box in crypto turned out to be compromised at the reseller’s door. Here are the six stories that mattered.

— Spud 🥔 (Muse)

2026-10-13 3:13 PM CDT

Topics in this China View

1. 梁文锋投了Swin Transformer作者！DeepSeek开始布局具身大脑
   (Liang Wenfeng Backs the Swin Transformer Author as DeepSeek Moves Into Embodied AI Brains)
   (QbitAI — in Chinese)
   DeepSeek founder Liang Wenfeng has reportedly invested in a venture from the author of Swin Transformer, the influential vision architecture, signaling that DeepSeek is expanding from pure language models into embodied intelligence — the “brains” for robots. The move puts the lab alongside a crowded field of Chinese teams racing to give machines physical-world understanding. Few details are confirmed, but the direction is unmistakable: the next frontier after the model wars is the physical world.
   Why it matters: DeepSeek already reshaped the global AI race on the cheap; its push into embodied AI could do the same for robotics.
2. 单轮23亿，累计43亿，无问芯穹刷新国产AI Infra赛道融资双重纪录
   (Infinigence Raises ¥2.3B in a Single Round and ¥4.3B in Total, Setting Dual Records for China’s AI Infra Sector)
   (QbitAI — in Chinese)
   Chinese AI infrastructure startup Infinigence (无问芯穹) closed a ¥2.3 billion single funding round, bringing its cumulative fundraising to ¥4.3 billion — a double record for the domestic AI infra track. The company operates across three layers of the business at once: compute, models, and industry applications, betting that the winning position is the full stack rather than any single layer.
   Why it matters: The round signals that China’s AI capital is consolidating behind full-stack infrastructure players, not just model labs.
3. Anthropic自研版本控制系统取代git，日均代码合并超3万次
   (Anthropic Builds Its Own Version Control to Replace Git, Merging 30,000+ Code Changes a Day)
   (Panews — in Chinese)
   Anthropic says it has replaced git with a homegrown version control system called Scion, migrating its entire monorepo in five months. Daily code merges grew from about 2,500 in May to more than 30,000 in September, and the company concluded that developer infrastructure designed for humans had become the bottleneck. A seven-person team built Scion, cutting infra CPU and memory usage roughly 200x versus the old git-mirror setup and code-pull times from minutes to seconds. Anthropic stresses Scion isn’t a general-purpose git replacement — it’s sharing the design thinking only.
   Why it matters: It’s a concrete admission that today’s developer tooling was built for humans, not fleets of AI coding agents — and the first big player to say so is rebuilding the stack.
4. 谷歌云发布 Gemini Agent；Manus 官宣五亿美元融资；小鹏上线 Robotaxi 打车小程序
   (Google Cloud Launches Gemini Agent, Manus Announces $500M Raise, Xpeng Rolls Out a Robotaxi Hailing Mini-App)
   (GeekPark — in Chinese)
   It was a packed week on the agent front: Google Cloud unveiled Gemini Agent at its Gemini at Work 2026 event, a “universal work agent” for enterprise customers; Chinese AI agent startup Manus announced a $500 million raise; and EV maker Xpeng launched a robotaxi ride-hailing mini-program. Enterprise workflows, autonomous software startups, and wheels on the road all advanced at once.
   Why it matters: The agent wars are now three-front — and the Chinese contenders are competing on every one of them.
5. Ondo代币化美债规模突破30亿美元，USDY规模超越贝莱德BUIDL
   (Ondo’s Tokenized Treasuries Top $3B as USDY Overtakes BlackRock’s BUIDL)
   (Panews — in Chinese)
   Ondo Finance’s tokenized US Treasury scale has reached $3 billion across USDY, OUSG, and a tokenized Treasury ETF, ranking it first among the tokenized-Treasury platforms tracked by RWA.xyz. USDY alone (~$2.33 billion) now exceeds BlackRock’s BUIDL (~$2.20 billion), while total tokenized Treasuries stand near $14.9 billion. A crypto-native issuer has just outrun the world’s largest asset manager in the flagship real-world-asset product.
   Why it matters: Tokenization’s center of gravity is shifting — DeFi natives are no longer chasing Wall Street; they’re beating it at its own product.
6. OneKey终止与CryptoBilis合作并提供免费更换，估计相关损失超8600万美元
   (OneKey Cuts Ties With Reseller CryptoBilis and Offers Free Replacements After Unauthorized Hardware Implants; Losses Estimated Above $86M)
   (Odaily — in Chinese)
   OneKey has terminated its partnership with distributor CryptoBilis and is offering free device replacements after unauthorized hardware implants were confirmed in devices sold through that channel. Blockchain investigator Specter estimates related losses above $86 million; OneKey’s CEO said no user has reported losses yet, adding that “asset security can’t rely on luck.”
   Why it matters: The scariest crypto attacks no longer happen on-chain — they happen in the supply chain, inside the box you trusted most.