Large companies:
China's first 10,000-card full-stack self-developed and controllable intelligent computing cluster goes live.
Shenzhen's AI high-quality development achieved a new breakthrough: On March 26, the 11,000P intelligent computing cluster built by Shenzhen was officially activated. Combined with the 3,000P activated earlier last year, the cluster has now fully completed 14,000P of intelligent computing power. This is the country's first 10,000-card-level full-stack self-controllable intelligent computing cluster built with domestically produced advanced chips.
Tesla: TERAFAB project officially launched, expected to produce over 1 terawatt of computing power annually.
36Kr learned from Tesla AI's Weibo that the TERAFAB project was officially launched, expected to deliver more than 1 terawatt (1TW) of computing power annually. Musk predicts the humanoid robot industry's potential annual output could reach 1 billion to 10 billion units. As robots enter larger-scale application, demand for high-performance chips will further rise. TERAFAB will produce chips for Tesla's humanoid robots.
Pop Mart theme park tickets to rise.
36Kr learned that on March 30, Pop Mart City Park issued a price adjustment notice saying it will open some new areas on April 30, 2026, with a new ticket scheme going into effect, and tickets will go on sale from April 16. The park is expected to fully open on July 30 and will raise ticket prices overall.
Ant Group's security team discovered multiple high-risk vulnerabilities in OpenClaw and helped quickly fix them.
36Kr has learned that, according to the latest news from the GitHub community on March 30, Ant Group's AI security lab recently conducted a special security audit of the open-source autonomous agent framework OpenClaw. During a three-day in-depth inspection, the team submitted 33 security vulnerability reports. Of these, OpenClaw has confirmed and fixed eight vulnerabilities in the latest version 2026.3.28, including one critical, four high-severity, and three medium-severity vulnerabilities. Ant Group said it will continue to monitor OpenClaw's security risks and support the safe and stable application of AI agents in the industry.
Xiaomi has officially launched a dedicated AI talent recruitment program, according to founder Lei Jun.
36Kr has learned that Lei Jun said in a post that Xiaomi's AI research and development and capital expenditure this year will reach 16 billion yuan, and the company has made significant progress in projects including foundation models, embodied intelligent robots, and "phone lobster." The dedicated AI talent recruitment program has now officially begun.
China Auto Rental said bookings for the 2026 Qingming holiday have doubled year-on-year, and it expects the period to see the highest travel peak on record for the holiday.
36Kr has learned that, according to data released by China Auto Rental, driven by the favorable connection between spring breaks at primary and secondary schools in many regions and the Qingming holiday, this year's Qingming self-driving market is experiencing the strongest "spring-chasing" boom in history, showing notable "golden week" characteristics. Since the platform opened bookings one week in advance, both booking volume and user numbers have doubled year-on-year, and it is expected to set a new historical peak for Qingming travel.
One month after the release of Kimi K2.5, Moonshot AI's annual recurring revenue has surpassed $100 million.
According to people familiar with the matter, in early March, one month after the release of the Kimi K2.5 model, Moonshot AI's annual recurring revenue surpassed $100 million. The people also said that after the K2.5 model went live, API supply quotas for tokens per minute quickly became tight, with some customers making consumption commitments and prepayment guarantees at the tens of millions of dollars level to secure priority supply.
Samsung Electronics has begun mass production of 236-layer NAND flash memory.
Samsung Electronics has completed the first phase of process upgrades at its Xi'an plant, phasing out traditional 128-layer (V6) NAND flash and starting mass production of 236-layer (V8) products. Samsung is now planning further upgrades, with a transition to 286-layer (V9) NAND flash expected to be completed this year.
New products:
iQIYI releases "Nadou Pro," an intelligent agent for professional film and TV production.
36Kr learned that on March 30, iQIYI announced that its AI agent platform "Nadou Pro" has officially opened to the public, entering the pre-commercial stage.
Investment and financing:
"Ruiyun Cold Chain" completes a new round of 100 million yuan financing.
36Kr learned that Ruiyun Cold Chain, a domestic digital cold-chain integrated service platform, announced the completion of a new round of 100 million yuan financing, just three months after its previous round. This round was led by Wuxi High-tech Zone Xintie Fund, with participation from Ningbo Yongyong Equity Investment Fund, Tianjin Bozheng Taida Investment Fund, and Guangdong Shengde Enterprise Investment. The funds will mainly be used for digital capability enhancement and supply chain business expansion.
"Linghou Robot" announces completion of a B-round financing of several hundred million yuan.
36Kr has learned that Linghou Robotics officially announced the completion of a Series B financing of several hundred million yuan. The round included investors such as SMIC Juyuan, Houwei Capital, Sequoia China, Guotai Junan Innovation Investment, and Hefei Jiantou Fund, while existing shareholders including Shanghai Zhiyuan, Boyuan Capital, Jinding Capital, and the Huayu Transformation and Upgrading Fund under CRRC Capital also added investment.
Today's view:
Bank of Japan Governor Kazuo Ueda said the central bank may consider raising interest rates in the coming months.
Bank of Japan Governor Kazuo Ueda said Monday at the Diet that the central bank will closely monitor the yen's trajectory as it affects the economy and prices. He signaled that the BOJ may consider raising interest rates in the coming months as Middle East conflicts intensify domestic inflation pressures and a persistently weak yen pushes up import costs. The comments came as the yen weakened past 160 per dollar, the lowest since July 2024.
Maersk announced a US inland fuel surcharge.
Maersk said on March 30 it will impose a temporary US inland fuel surcharge on cargo it moves by truck, citing volatile fuel supply and higher delivery costs. The surcharge will be $140 for bookings made on or after April 18, subject to applicable laws and regulations.
Other noteworthy news:
The World Data Organization was established.
The World Data Organization was established in Beijing on March 30. According to its preparatory committee, the organization—known by the acronym WDO—is a professional, non-governmental, non-profit international body formed voluntarily by data-related institutions and individuals worldwide. Its stated mission is to "bridge the data divide, unlock data value, and prosper the digital economy." The organization will focus on advancing global data cooperation and governance practices, exploring pathways for efficient exchange and responsible use of data built on compliance, security, and trust, and providing solid support for the growth of the global digital economy.