NVIDIA Rubin Platform Unveiled, Accelerating the Next Generation of AI Computing

NVIDIA has officially announced its next-generation AI computing platform, ‘Rubin.’ As the successor to the existing Blackwell architecture, Rubin aims to dramatically improve AI learning and inference performance. This announcement, coming at a time when the AI infrastructure competition is set to intensify in 2026, is causing significant ripples throughout the industry.

NVIDIA has revealed the core specifications of the Rubin platform through its official newsroom. Rubin will feature a new GPU architecture, next-generation NVLink interconnect, and high-bandwidth memory (HBM4). This is expected to improve the training speed of large language models (LLMs) by several times compared to the previous generation. The design is particularly optimized for building AI supercomputers. The key is that it’s not just about increasing chip performance, but a platform-level approach that enhances the efficiency of the entire system. According to Bloomberg, big tech companies are projected to invest $650 billion in AI computing in 2026. Amidst this massive investment flow, Rubin demonstrates NVIDIA’s strong commitment to maintaining its leadership in the AI chip market. While competitors like AMD, Intel, and Google TPU are also preparing next-generation chips, NVIDIA’s software ecosystem, CUDA, is unlikely to be easily shaken.

MIT Technology Review has identified the expansion of computing infrastructure as a key topic for AI in 2026. The Rubin platform aligns perfectly with this trend. As AI models continue to grow in size, the importance of hardware to support them will only increase. The actual release date and pricing policy of Rubin could significantly alter the landscape of the AI industry, so it’s important to keep a close watch on future developments.

FAQ

Q: When will the NVIDIA Rubin platform be released?

A: NVIDIA aims to ship it within 2026, and the exact schedule will be announced later.

Q: What is the biggest difference between Rubin and the existing Blackwell?

A: Rubin is a platform-level upgrade that significantly improves AI learning and inference performance with HBM4 memory and next-generation NVLink.

Q: What impact will the Rubin platform have on the AI market?

A: With big tech’s AI infrastructure investments rapidly increasing, Rubin is expected to further solidify NVIDIA’s market dominance.

AI Agents to Become Digital Colleagues in the Workplace by 2026

By 2026, AI agents are emerging as digital colleagues in the workplace, going beyond simple chatbots. The way we work is changing as AI appears that can independently judge and execute tasks, from organizing emails and managing schedules to analyzing data. Unlike the tool-based AI of the past, agent-based AI understands context and acts proactively.

Microsoft identified AI agents as a key keyword in its 2026 AI trend forecast. Their analysis suggests that AI is evolving beyond simply executing commands to understanding complex workflows and autonomously handling multiple steps. In fact, Microsoft Copilot, Google Gemini, and OpenAI’s agent features are rapidly spreading in the enterprise market. Examples include automatically distributing action items after summarizing meeting minutes, or monitoring project progress and identifying bottlenecks. TechCrunch reported that AI will move from hype to pragmatism in 2026, and the adoption of AI agents in the workplace is a prime example. Not only developers, but also marketers, sales, and HR personnel have begun to utilize AI agents tailored to their specific tasks. CES 2026 also highlighted physical AI and robots as major topics, with a clear trend of combining software agents and physical robots.

Of course, there are concerns. If an agent makes a wrong decision, the responsibility is unclear, and job changes due to automation are inevitable. However, in reality, AI agents are likely to settle in a way that reduces repetitive tasks and allows people to focus on creative work. 2026 could be recorded as the first year AI becomes a colleague. Organizations and individuals who adapt to this trend will have a competitive edge.

FAQ

Q: What is the difference between an AI agent and a traditional chatbot?

A: A chatbot is a passive tool that answers questions. An AI agent independently understands context and autonomously connects and performs multiple tasks. The key difference is the ability to judge and execute.

Q: In which roles are AI agents most useful?

A: They are highly effective in structured tasks such as repetitive data processing, schedule management, and email classification. The scope of application is also expanding in marketing campaign analysis and customer service automation.

Q: What are the precautions when introducing AI agents?

A: The scope of judgment and authority of the agent must be clearly defined. It is important to maintain a structure in which humans make the final confirmation for sensitive decisions. Security and privacy standards must also be established in advance.

AI Agents and Workflow Automation: Transforming the Business Landscape in 2026

The hottest keywords in the AI industry for 2026 are ‘agent’ and ‘automation.’ According to Google Cloud’s 2026 AI Agent Trends Report, 73% of companies plan to adopt AI agent-based workflows this year. Beyond simple chatbots, we’re entering an era where AI directly judges and executes tasks.

AI agents perform tasks independently, without waiting for user commands. For example, they can read customer inquiry emails, search relevant data, draft response proposals, and forward them to the responsible person. MIT Technology Review has designated 2026 as the ‘Year Zero of Agent AI,’ predicting rapid expansion, especially in marketing, customer support, and data analysis. Workflow automation platforms are already racing to incorporate agent features. Tools like Zapier, Make, and n8n offer templates that automatically handle complex workflows by linking with AI models. MIT Sloan School of Management analyzes that these tools can increase the productivity of small and medium-sized enterprises by an average of 40% or more. However, agent judgment errors and data security issues remain challenges. There are also significant concerns about AI making critical decisions without human final approval.

Nevertheless, the trend is clear. A structure where AI agents handle repetitive tasks and humans handle strategic decisions will quickly become established. Workflow automation is no longer an option but a survival strategy. The gap between companies that adopt AI agents early and those that don’t will widen over time. Now is the time to experiment and adapt.

FAQ

Q: What is the difference between an AI agent and a traditional chatbot?

A: Chatbots are passive tools that answer user questions, while agents are active systems that plan and execute tasks independently. Agents can achieve goals through multiple steps.

Q: Which workflow automation tool is best?

A: Zapier is easy for beginners, n8n is open source and freely customizable, and Make has an intuitive visual interface that is popular with non-developers. Choose according to your needs.

Q: What precautions should be taken when introducing AI agents?

A: Set important decisions to be reviewed by humans, and restrict access to sensitive data. It’s safest to start with small tasks and check reliability first.

Anthropic Claude Cowork Shock: AI Agents Changing the Software Market

Anthropic’s release of the Claude Cowork plugin has sent shockwaves through the software market. Launched on January 30, 2026, this tool has proven capable of replacing existing SaaS tools in the legal, development, and business automation sectors, causing a sharp decline in the stock prices of related companies. The market reaction was particularly intense following the announcement of the legal AI plugin, with companies like LegalZoom and Clio seeing their stock prices plummet by over 20%.

Claude Cowork is more than just a chatbot; it’s an agent system that automates actual work processes. According to a SiliconANGLE report, users can link it with tools like Slack, GitHub, and Jira to automatically handle repetitive tasks. The legal plugin can draft contracts, review clauses, and even analyze precedents. Legal IT Insider called it a “structural threat to the legal SaaS industry.” Analysis suggests it’s half the cost of existing solutions but 10 times faster. The development plugin also targets the developer productivity tool market by handling code reviews, writing tests, and managing CI/CD pipelines.

This situation demonstrates that AI agents have evolved from simple assistants to core task replacements. Software companies need to re-evaluate their AI integration strategies. It remains to be seen whether general-purpose agents like Claude will encroach on specialized tool markets or whether a collaborative ecosystem will emerge. What’s certain is that the intensifying competition in AI agents is challenging existing SaaS business models. The next six months will likely be a watershed moment for industry restructuring.

FAQ

Q: How is Claude Cowork different from existing software?

A: It’s not just about providing features; it’s an agent system that automates entire work processes. It can handle complex tasks by linking various tools based solely on user instructions.

Q: Can the legal plugin replace lawyers?

A: It can automate repetitive tasks like drafting contracts or searching for precedents, but final judgment and negotiation remain in the domain of experts. It’s more likely to be used as an assistive tool.

Q: Is the decline in software company stock prices temporary?

A: The market sees it as a structural threat. AI agents are integrating specialized SaaS functions, shaking the foundations of existing business models. Companies’ response strategies will be a key factor in stock price recovery.

The Maturation Stages of AI Agents: Evolution to Enterprise Automation

AI agents are rapidly evolving from simple chatbots into enterprise automation tools that autonomously handle complex tasks. Microsoft even highlighted the maturation of agents as the number one AI trend for 2026. Now, agents don’t just wait for commands; they make decisions and act on their own.

Early AI agents repeated simple tasks based on predefined rules. But the agents emerging now are different. According to a report by Google Cloud, by 2026, agents will possess multimodal understanding and long-term memory, enabling them to handle complex workflows across multiple systems. For example, upon receiving a customer inquiry, they can check the CRM and integrate with the inventory system to automatically coordinate delivery schedules. This shift fundamentally changes how businesses operate. IBM analyzes that agents will significantly reduce employees’ repetitive tasks, freeing up time to focus on creative work. In practice, in the financial sector, agents automatically review loan application documents, and in manufacturing, they proactively detect equipment anomalies and schedule maintenance.

Agent technology is not yet fully mature. However, it’s maturing rapidly. In the future, agents will become business partners, not just simple tools. Companies should start now to concretize agent utilization scenarios and refine their data infrastructure. Only prepared organizations will secure a competitive edge in the age of automation.

FAQ

Q: How are AI agents different from existing chatbots?

A: Chatbots only answer user questions. Agents connect multiple systems to autonomously execute tasks and even derive results.

Q: What is the biggest barrier to adopting agents?

A: Data integration and security. For agents to access multiple systems, a unified data structure and robust access control are required.

Q: Can SMEs also leverage AI agents?

A: Yes, they can. With the increasing availability of cloud-based agent services, they can be adopted on a subscription basis without initial investment.

Preventing MacBook from Sleeping with the macOS caffeinate Command

Introduction

I once left Claude Code running for a long time and stepped away. When I came back, my MacBook had gone to sleep and the process had stopped. This issue of the MacBook turning off on its own while something is running in the terminal can be solved with a basic macOS command.

1. What is caffeinate?

caffeinate is a command built into macOS. No separate installation is required. As the name suggests, it “caffeinates” your MacBook to prevent it from sleeping.

You could change the settings in System Preferences to “Prevent computer from sleeping,” but then you have to change it back every time. caffeinate prevents sleep only when needed, and automatically reverts to the original settings when the task is finished.

2. Basic Usage — When Starting a New Process

To prevent sleep from the moment you start a terminal task, simply add the command to be executed after caffeinate.

caffeinate -dims claude

This will prevent your MacBook from sleeping while Claude Code is running. When you terminate Claude Code, caffeinate will automatically terminate as well.

You might be wondering what -dims is. These are flags that prevent different types of sleep.

Flag Meaning Description
-d display Prevent display sleep (prevent screen from turning off)
-i idle Prevent system idle sleep (doesn’t sleep even without input)
-m disk Prevent disk sleep
-s system Prevent system sleep (when plugged in)

If you don’t mind the screen turning off and just want to prevent the task from stopping, -i is sufficient.

caffeinate -i claude

3. Applying to an Already Running Process

There are times when you’ve already started running Claude Code and think, “Oh, I didn’t use caffeinate.” In this case, you can open another terminal tab and use the -w flag.

# Run in another terminal tab
caffeinate -dims -w $(pgrep -ox "claude")

-w prevents sleep while a specific process ID (PID) is alive. pgrep -ox "claude" finds the PID of the currently running claude process.

If pgrep finds multiple processes and causes an error, you can use only the -o flag. (Selects only the oldest parent process)

caffeinate -dims -w $(pgrep -o "claude")

4. Using with a Specified Time

If you want to prevent sleep for a specific period, specify the time in seconds with the -t flag.

# Prevent sleep for 2 hours (7200 seconds)
caffeinate -dims -t 7200

5. Practical Usage Examples

You can use this for any long-running task in the terminal, not just Claude Code.

# Large build
caffeinate -i ./gradlew assembleRelease

# Download large file
caffeinate -i wget https://example.com/big-file.zip

# npm install + build
caffeinate -i bash -c "npm install && npm run build"

# Run server
caffeinate -dims node server.js

The key is simple. “Put caffeinate -i in front of any long-running command.” Just remember this.

6. Things to Note

  • Even with caffeinate, your MacBook will go to sleep if you close the lid (clamshell mode). To use it with the lid closed, you need an external monitor + power + keyboard/mouse connected.
  • The -s flag does not work in battery mode. Use the -i flag when using battery power.
  • To end caffeinate, press Ctrl+C in the corresponding terminal.

7. Registering an Alias — When You’re Tired of Typing It Every Time

Typing caffeinate -dims claude every time is a hassle. If you register an alias, caffeinate will be applied automatically even if you only type claude.

Add the following line to ~/.zshrc (~/.bashrc for bash users).

# Add to ~/.zshrc
alias claude='caffeinate -dims claude'

Save and open a new terminal or run source ~/.zshrc to apply the changes.

source ~/.zshrc

From now on, just typing claude will run Claude Code with caffeinate enabled. You don’t have to worry about it anymore.

If you want to run claude purely without caffeinate, you can use the command keyword.

# Run original claude ignoring alias
command claude

Thoughts

It’s a minor thing, but it’s subtly annoying if you don’t know about it. Especially when working with AI like Claude Code for long periods, it’s quite frustrating if the MacBook goes to sleep in the middle and the session is disconnected. Knowing caffeinate can completely prevent this situation. If you register an alias, you can forget about it altogether.

Claude Code v2.1.32 Release Notes – Practical Usage Tips

Introduction

Since I’m using Claude Code as my main development tool, I’ve developed a habit of checking the release notes as soon as they come out. v2.1.32 was released on February 5th, and this update has quite a few substantial changes, so I’m going to summarize them.

It would be boring to simply end with “This feature has been added,” so I’m also including practical usage tips on how to actually use them. I hope it helps someone.


1. New Features

A. Claude Opus 4.6 Model Support

The latest Opus model has been added. You can select it with the --model option in Claude Code, and you can also set it as the default.

Usage Tip: Model Usage Strategy

You don’t need to use Opus for every task. If you divide and use them according to the situation, you can save costs and improve speed.

Situation Model Reason
Architecture design, complex refactoring Opus Requires broad context understanding + precise judgment
Simple bug fixes, code formatting Sonnet Fast and cheap, good enough for this
File exploration, search-oriented tasks Haiku Fast when run as a sub-agent

When designing with the Plan agent, use Opus, and when actually modifying the code, use Sonnet for good cost-effectiveness.

B. Agent Teams (Research Preview)

This feature allows multiple agents to collaborate by sending messages to each other. It’s still in the experimental stage, so environment variables need to be set.

# Enable Agent Teams
export CLAUDE_CODE_EXPERIMENTAL_AGENT_TEAMS=1

Usage Tip: When is it useful?

Honestly, it still consumes a lot of tokens, so it’s burdensome to use on a daily basis. But it’s worth trying in these situations.

  • Large-scale multi-module refactoring: When modifying module A requires modules B and C to change in a chain reaction.
  • API spec changes: When the backend DTO changes, all layers from Remote → Data → Domain → Presentation need to be modified simultaneously.
  • Migration tasks: For example, tasks spanning the entire project, such as Gson → Kotlin Serialization.

The difference from the existing Task agent (sub-agent) is that Task delegates work in one direction, while Agent Teams allows agents to communicate with each other. Since it’s still a research preview, I recommend using it for experimental purposes rather than production work.

C. Auto Memory

I personally think this is the most practical feature in this update.

Claude Code automatically records what it learns while working in a MEMORY.md file and refers to it in the next conversation. It is stored in the .claude/projects/.../memory/ path inside the project directory.

Usage Tip: Memory Management

If you leave the memory unattended, it can be filled with unnecessary content. This management can help.

# MEMORY.md (keep under 200 lines)

## Project Structure
- feature module is Compose, comics module is XML + DataBinding
- Remote API must return DataResponse<T>

## Common Mistakes
- Do not use try-catch directly without using safeApiCall
- Do not use viewModelScope.launch directly in ViewModel, use onMain/onIO

## Detailed Note Links
- Build Issues: debugging.md
- Code Patterns: patterns.md

The key is to keep MEMORY.md concise because it will be truncated if it exceeds 200 lines, and separate the details into separate files. It’s similar to writing project rules in CLAUDE.md, but MEMORY.md is different in that Claude automatically learns and accumulates content.

D. “Summarize from here” Feature

You can summarize the conversation from a specific point in the message selector.

Usage Tip: Context Management

When working with Claude Code for a long time, there comes a point when the context window becomes insufficient. In the past, I would just start a new session or leave it to automatic compression, but now I can summarize based on the desired point.

This pattern was effective.

  1. Complete the exploration/investigation phase (reading files, understanding structure)
  2. Run “Summarize from here” here
  3. Start the implementation phase (exploration results are compressed into a summary, focus on code modification)

The implementation quality is improved because unnecessary exploration logs do not take up context, while key information is maintained.

E. –add-dir Skill Auto-Loading

.claude/skills/ files in directories added with --add-dir are also automatically recognized.

Usage Tip

You can collect common skills in a separate directory and load them with --add-dir for each project. With this update, skills are automatically loaded, making command reuse much easier.


2. Bug Fixes

A. @ File Autocomplete Path Correction

When running Claude Code in a subdirectory, there was a problem with the relative path being twisted when referencing @ files. For example, if you ran it in feature/offerwall/, the @src/main/... path would not be properly captured, but this has been fixed.

B. Bash Heredoc Template Literal Error

This is a welcome fix because I experienced this problem myself. In the Bash tool, if a JavaScript template literal (like ${index + 1}) was included in a heredoc, a “Bad substitution” error would occur. The cause was that the shell was interpreting ${} as variable substitution, but it is now properly escaped.

# Previous: This code would cause an error if it was in a heredoc
cat <<EOF
const item = items[${index + 1}]  // Bad substitution!
EOF

# v2.1.32: Works normally

C. Thai/Lao Vowel Rendering

The problem of Thai vowels being broken in the input field has been fixed. (This does not directly affect Korean users, but it is good to know when working with multilingual tasks)

D. [VSCode] Fixed Slash Command Malfunction

The problem of slash commands being executed incorrectly when pressing Enter with text entered in front of them in VSCode has been fixed. This will be noticeable for those who use Claude Code as a VSCode extension.


3. Improvements

A. –resume Agent Auto-Reuse

When continuing a previous conversation with --resume, the --agent value used in that conversation is automatically reused.

Usage Tip

This is useful when creating and using custom agents. For example, if you are working with a code review agent and then disconnect the session, the review agent settings will be automatically restored when you continue with claude --resume later. In the past, you had to reattach the --agent flag.

B. Skill Character Budget Expansion

The character budget allocated to skill descriptions has been expanded to 2% of the context window. This is good news for those who register and use many skills. If you use a large context window, more skill descriptions will fit without being truncated.

C. [VSCode] Conversation List Loading Spinner

Minor, but a loading spinner has been added when loading the past conversation list. For UX improvement.


4. Update Application Routine

For reference, I’ll share the order in which I check the release notes and apply them.

# 1. Update
npm update -g @anthropic-ai/claude-code

# 2. Check Version
claude --version

# 3. Initial MEMORY.md Setup (When using Auto Memory for the first time)
# Write a summary of the project's core rules in the .claude/projects/.../memory/MEMORY.md file
# Claude will add it automatically, but setting the initial value improves the directionality

# 4. Test New Features
# Check Opus 4.6 performance with a simple task
claude --model claude-opus-4-6 "Analyze this project structure"

Conclusion

v2.1.32 feels like an update that improves real-world usability rather than flashy, large-scale features. In particular, Auto Memory and Summarize from here are features that directly solve the chronic problems of long sessions (lack of context, loss of context), so I think I will use them often.

Agent Teams is still in the experimental stage, but the direction itself is interesting. I believe that the structure of agents collaborating with each other could change the landscape of large-scale codebase work once it is stabilized.

And the heredoc bug fix… honestly, I’m personally most happy about this fix because I remember struggling with it once.

I hope this article helps those who use Claude Code, even just a little.

NASA Mars Rover Now Navigates Itself with AI – Dawn of Autonomous Navigation

NASA’s latest Mars rover is equipped with an AI-powered autonomous navigation system that designs its own routes without human intervention. With communication delays between Earth and Mars reaching up to 22 minutes, it’s now possible to avoid obstacles and find optimal routes in real time. This is expected to be a turning point in dramatically increasing the efficiency of space exploration.

Existing Mars rovers either executed commands sent from Earth or had limited autonomous functions. Their daily travel distance was only about 100 meters. The new system combines deep learning-based terrain recognition and route optimization algorithms. The cameras mounted on the rover analyze data in real time to identify rocks, craters, and slopes. This technology, named one of InfoWorld’s AI innovations for 2026, has recorded a 99.2% obstacle avoidance success rate in simulated environments. It reconstructs terrain data into a 3D map and analyzes hundreds of route scenarios per second. It selects the optimal route by comprehensively evaluating energy efficiency, scientific exploration value, and safety.

Autonomous navigation doesn’t just increase travel speed. It means the rover can independently discover and access scientifically interesting locations. MIT Technology Review predicts that such autonomous systems will be a core technology for future missions like lunar base construction and asteroid exploration. Combined with next-generation AI hardware research, even more complex decision-making becomes possible. AI operating without human intervention in extraterrestrial environments can change the paradigm of space exploration. If manned Mars exploration becomes a reality within the next 10 years, these autonomous systems are likely to serve as the vanguard for human exploration teams.

FAQ

Q: What’s different from existing rovers?

A: Existing rovers had to wait for commands from Earth and only traveled about 100m per day. The new system uses AI to analyze terrain in real time and determine its own route, dramatically improving travel speed and exploration efficiency.

Q: How did you solve the communication delay problem?

A: Real-time control was impossible due to the maximum 22-minute communication delay between Earth and Mars. AI autonomous navigation fundamentally bypasses the delay problem by allowing the rover to make immediate judgments and actions on-site.

Q: Can it be applied to other space explorations?

A: It can be used for various missions such as lunar base construction, asteroid exploration, and Jupiter satellite exploration. In particular, it is expected to be deployed as a vanguard for manned Mars exploration to investigate safe routes and base candidate sites in advance.

AI Infrastructure War Heats Up: NVIDIA, AMD, Microsoft See Surge in Demand for Large Scientific Computing Chips

The battleground for AI dominance is shifting from software to hardware. As of 2026, NVIDIA, AMD, and Microsoft are engaged in an unprecedented investment race in the high-performance computing chip market. Alphabet plans to invest up to $185 billion in AI infrastructure this year, Bloomberg reports. This significantly exceeds investor expectations.

NVIDIA entered the AI weather forecasting market on January 15th by unveiling the Earth-2 open model family. The explosive growth in demand for large-scale scientific computing, such as climate simulations, has established high-performance chips as essential infrastructure. Microsoft hasn’t been idle either. On January 26th, TechCrunch reported that they announced their next-generation AI inference chip, Maia 200, accelerating their own silicon development. There’s a clear trend of cloud companies designing their own chips to reduce their reliance on NVIDIA.

At CES 2026, AMD unveiled the Ryzen AI 400 series, targeting the edge device AI chip market. With real-time AI processing becoming possible on PCs and mobile devices, competition is intensifying in both data center and edge chip markets. Demand has exploded, especially from scientific research institutions and pharmaceutical companies, which are massively adopting large computing chips for new drug development and protein folding prediction. Existing CPUs are simply too slow to be practical.

The hardware competition is expected to intensify further for the foreseeable future. As AI models become larger, both training and inference require enormous computational resources. Only companies with their own chips can gain an advantage in cost efficiency and performance optimization. Gartner predicts that 70% of large cloud providers will operate their own AI chips by 2027. Silicon innovation has become as crucial a competitive edge in the AI era as software innovation.

FAQ

Q: Why are cloud companies making their own chips?

A: To reduce reliance on NVIDIA chips and cut costs. They can also ensure performance optimization and supply chain stability with their own chips.

Q: What are high-performance computing chips?

A: Specialized chips that rapidly process complex scientific calculations such as climate simulations, new drug development, and protein folding. They have superior parallel processing capabilities compared to GPUs.

Q: Can AMD survive the competition?

A: There are opportunities in the edge device AI chip market. While NVIDIA dominates the data center, AMD has competitiveness in PCs and mobile devices.

China AI Showdown: ByteDance and Alibaba to Simultaneously Launch Flagship Models in February

China’s two biggest tech giants are set for a head-to-head showdown in the AI model market this February. ByteDance and Alibaba are both planning to launch their flagship AI models this month, according to a report by AI CERTs. Both companies are strategically timing their releases to demonstrate China’s technological prowess in the global AI race.

ByteDance is leveraging its massive user data and content generation know-how from TikTok to prepare a multimodal AI model. They’re particularly focused on creator support features that combine video generation and natural language processing. Alibaba, on the other hand, is leveraging its cloud infrastructure competitiveness to target the enterprise AI solutions market. This is expected to be a successor to the Tongyi Qianwen (Qwen) series, with enhanced e-commerce and logistics optimization features. According to MEAN’s analysis of February AI product trends, the concentration of Chinese companies launching in February is a strategic move timed to coincide with corporate budget execution after the Lunar New Year holiday.

This competition goes beyond a simple tech demo, foreshadowing a reshuffling of the global AI supply chain. Amid US AI chip export restrictions, Chinese companies have been responding with their own semiconductors and algorithm optimization. MIT Technology Review cited the rise of Chinese models as an AI trend for 2026, predicting they will have an advantage, especially in low-power, high-efficiency designs. The success of these two companies’ February launches is expected to be a turning point in determining leadership in the Asian AI ecosystem.

The industry is paying close attention to the benchmark performance and pricing policies of the two models. Unlike the North American and European markets dominated by OpenAI and Google, Chinese models are expected to increase their market share in the Asian, Middle Eastern, and African markets. Multilingual support and localization quality will be key to success.

FAQ

Q: Who is ahead, ByteDance or Alibaba?

A: ByteDance excels in content generation, while Alibaba is strong in enterprise solutions. The choice will depend on the specific purpose.

Q: Why is the February launch timing important?

A: It coincides with the execution of new corporate budgets after the Lunar New Year holiday, making it advantageous for securing B2B contracts. It also allows them to showcase their technological capabilities before major AI conferences in March.

Q: What is the impact on Korean companies?

A: Domestic AI companies like Naver and Kakao may face price competition pressure from Chinese models. On the other hand, opportunities for collaboration in specialized areas may also arise.