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  1. Recode China AI

    DeepSeek collaborates with Huawei to challenge NVIDIA's CUDA defenses, Manus restarts as the focal point of the heating up intelligent agent war

    DeepSeek has open-sourced a complete software toolkit built specifically for Huawei Ascend chips, directly challenging NVIDIA's CUDA lock-in effect; Manus has restarted as Manus 2.0 with a valuation of $4 billion, launching an always-on personal agent Cue, directly challenging Meta's Muse product, highlighting that the competition for personal agents has become a key battleground in Chinese AI this year.