News of the day
1. China's 15th Five-Year Plan prioritizes AI, quantum computing, and biotech, detailing targets for AI chip development, model architectures, and deployment across industries by 2030. → Read more
2. Alibaba unveils Qwen3.6-Plus, its third proprietary AI model in just days, showcasing rapid innovation and a strong push in AI development. → Read more
3. Chinese chipmakers now hold nearly 41% of China's AI accelerator server market in 2025, according to an IDC report. This indicates a major shift in the domestic AI hardware landscape. → Read more
4. Comparing OpenClaw and Hermes Agent, two open-source projects building persistent AI agents that remember and learn, moving beyond session-based limitations. → Read more
Our take
Hi Dotikers!
Yesterday, we lingered on Anthropic's mishap: Claude Code's source code shipped in plain text on npm, like an unwrapped gift left under the tree. Meanwhile, on the other side of the map, another player is planning its move on a slightly longer horizon than the next update cycle.
China has just adopted its 15th Five-Year Plan, covering the 2026–2030 period, and artificial intelligence is everywhere in it. More than fifty mentions throughout the document, making it one of the most visible threads in the entire text. That number alone says something about how Beijing sees the years ahead: not as a race to build models, but as a systematic integration of AI into the deep layers of the economy and the state apparatus.
What stands out upon reading is the logic of sectoral coverage. Manufacturing, energy, agriculture, finance, logistics, public services: nothing is left out. The plan calls for the creation of national computing clusters dubbed "intelligent computing clusters," with market mechanisms to make these resources accessible to SMEs. It also pushes research into multimodal architectures, agentic systems, and what the text refers to as "embodied" AI, meaning AI embedded in physical systems. In parallel, advanced 5G and 6G networks are explicitly designated as supporting infrastructure for these workloads.
It's tempting to read this document as a mere statement of ambition. That would be a mistake. The Chinese Five-Year Plan is an instrument of real coordination: it cascades down to local governments, banks, state-owned enterprises, and investors, all of whom must then align with its indicators. This is not PowerPoint strategy.
What is less often said is that Beijing appears to have quietly dropped the 70% semiconductor self-sufficiency target set in Made in China 2025, a goal missed by a wide margin. It has been replaced by a deployment metric: the digital economy's value added reaching 12.5% of GDP by 2030. China is no longer measuring its success by the number of chips produced, but by how deeply computing infrastructure penetrates its economy. That is a significant strategic shift, and a rather clever one.
M.
Meme of the day
