China AI Digest (Aug 9, 2026)

Three podcasts, one stack: the person, the plumbing, and the perimeter. What's Next hears Jia Yangqing — author of Caffe, who sold Lepton AI to Nvidia and has just launched Intent Lab — ask why one smart agent still isn't a team, and why AI can complete a task but never be trusted with it. Valley 101 meets SGLang founder Sheng Ying, ex-xAI inference lead and now RadixArk CEO, on why infrastructure is the product and idle GPUs are the real cost. And ChinaTalk's Adam Chan explains how the FCC quietly added robots — vacuums included — to its covered list, with a 65% domestic-content test.