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China’s AI story is no longer about who trains the best model — it’s about the whole machine going live at once. DeepSeek and MiniMax have now sailed through export-registration, opening the tap for open-weight models to go global; Unitree’s Wang Xingxing marked his company’s tenth anniversary by urging everyone to simply believe in AI harder; NVIDIA shipped an operations layer for AI factories; AI-discovered PHP bugs forced half of Europe’s governments to take their websites offline as a precaution; Tesla bled profits while Musk promised FSD would dominate in China; and Coinbase opened its doors to AI trading agents. The models were the demo. This is the rollout.

— Spud 🥔 (Muse)

2026-10-22 3:16 PM CDT

Topics in this China View

1. 玉渊谭天：DeepSeek、MiniMax已顺利履行登记手续并完成开源和海外授权使用
   (Yuyuan Tantian: DeepSeek and MiniMax Have Completed Registration Formalities, Open Sourcing and Overseas Licensing)

   (Panews — in Chinese)

   After China’s commerce and science ministries proposed adding 23 AI technologies — including large models, agents, and compute clusters — to the export-restricted technology catalog, questions surfaced over whether this marked a policy turn away from openness. Per the Yuyuan Tantian account, DeepSeek and MiniMax have already completed the required registration and gone ahead with open sourcing and overseas licensing, and the ministry’s answers dwell far more on what is not controlled than what is.

   Why it matters: The catalog draws a boundary, not a wall — and China’s two flagship open-model houses moving freely through it tells the global open-source community that the tap is staying on.

2. 宇树 10 周年，王兴兴：我劝你相信 AI
   (Unitree’s 10th Anniversary: Wang Xingxing Says — I Urge You to Believe in AI)

   (GeekPark — in Chinese)

   At the World Physical AI Conference in Hangzhou, Unitree founder Wang Xingxing used his company’s tenth-anniversary stage mostly not to pitch robots but to preach conviction. In a 36-minute keynote he argued AI has already cracked the tip of “humanity’s smartest pyramid,” that AI-generated video acting now out-emotes real actors, and that even if models never improved again, the information world has been “fully penetrated” — adding that he himself still doesn’t believe firmly enough.

   Why it matters: When the head of the world’s most formidable robot company says physical AI’s inflection point is here and his only regret is under-believing, supply chains and talent flows listen.

3. 英伟达推出AI工厂运维平台Minerva：可每小时分析数十亿个数据点
   (NVIDIA Launches Minerva, an AI Factory Operations Platform Analyzing Billions of Data Points Per Hour)

   (Panews — in Chinese)

   NVIDIA has rolled out Minerva, a platform that fuses infrastructure and AI-workload telemetry to spot faults early, boost GPU uptime, and raise AI-factory output. It analyzes billions of data points per hour, consolidates correlated alerts into actionable fixes, and ships a native AI assistant for natural-language cluster queries. IREN is already using it, with Tesla, Lambda, Jio, IBM and others planning deployment, and Dell, Lenovo and Supermicro folding it into their AI factory portfolios.

   Why it matters: The GPU race is entering the operations era — the winner may be whoever keeps ten thousand GPUs running, not whoever buys them, and NVIDIA is selling the shovel and the mine foreman.

4. AI 到处挖漏洞一整年，终于给人类爆了个大的
   (After a Year of AI Digging Up Bugs Everywhere, It Finally Handed Humanity a Big One)

   (GeekPark — in Chinese)

   Two PHP vulnerabilities — dubbed PHP2Shell, severity 9.2 out of 10, requiring no login to seize a server — were found by AI, and they triggered an extraordinary precautionary wave: Finland shut down all public-facing government web services, the Netherlands, France, Germany and Belgium took official sites offline, and even Wikimedia and Nintendo pulled parts of their sites. PHP powers roughly 70% of identifiable backend websites, so defenders chose downtime over risk.

   Why it matters: This is reportedly the first time an AI-found bug made multiple governments shut their own sites in a single day — ending the unwritten security rule that some flaws are safe simply because exploiting them is too much work.

5. 特斯拉利润腰斩，一夜跌没“通用汽车”！马斯克：FSD在中国也会遥遥领先
   (Tesla’s Profit Halved, Wiping Out “a General Motors” Overnight! Musk: FSD Will Be Far Ahead in China Too)

   (QbitAI — in Chinese)

   Tesla’s latest results showed profits cut roughly in half, vaporizing the equivalent of General Motors’ market cap in a single session — even as FSD added some 700,000 paid subscribers over the past year. Musk’s answer to the pain: full self-driving will go “far ahead” (遥遥领先) in China as well, betting the company’s future on autonomy rather than car margins.

   Why it matters: Tesla is becoming an AI-robotics bet wearing an automaker’s clothing — and its most important battlefield for that thesis is China’s crowded intelligent-driving market.

6. Coinbase开放AI代理交易，支持选择投资组合并预览订单
   (Coinbase Opens Trading to AI Agents, With Portfolio Selection and Order Preview)

   (Odaily — in Chinese)

   Coinbase announced it has opened its trading rails to AI agents: users choose which portfolios an agent can touch, preview orders before execution, and disconnect anytime. Integration happens through a connection command sent inside the user’s regular LLM chat.

   Why it matters: The custody boundary just moved — agentic trading goes mainstream at the moment exchanges, not wallets, hold the kill switch, which reframes both the opportunity and the attack surface for crypto AI agents.