China AI Digest (Sep 4, 2026)

Three podcasts, one handover — and each time the new holder can judge the thing less well than the one letting go. 科技乱炖 (Tech Hodgepodge) watches Nvidia's moat get probed from four sides while Nvidia agrees to buy Hugging Face for ~$12.9bn, and finds eight-card GPU servers quoted above ¥10m with spot shelf lives of hours. 晚点聊 LateTalk's reporters open up the money game of embodied intelligence: 70 seconds to pick up a bearing, HK$250m as the Chapter 18C floor, and 90+ data-collection centres closing the loop between local government, suppliers and startups. 科技早知道 (What's Next) on Hassabis stepping aside, Jeff Dean's exit after 27 years to found Discovery Loop, and Chinese open-weight models going from "swot" to must-have.