---
title: "Weekly AI Worldview | Zhongke Ruijian Raises Near ¥100M; AMD to Buy ZT Systems for $4.9B"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2024-08-26T16:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20240826a05vvd00"
source: "https://ffcap.cn/en/research/20240826a05vvd00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20240826A05VVD00"
---

# Weekly AI Worldview | Zhongke Ruijian Raises Near ¥100M; AMD to Buy ZT Systems for $4.9B

_Unique Research · Company / Weekly Digest · August 26, 2024_

**Ingest note:** ~13 CN images; attach on ingest. Event signup CTA omitted.

## China funding

**Zhongke Ruijian (中科睿鉴)** — AI forged-content detection; near **¥100M** raise, sole investor **Fortune Capital (达晨财智)**. Detects deepfakes / AIGC / PS across audio-visual-text for regulators, enterprises, individuals. ICT-CAS–background team; patents + papers. Mar 2023: 6B-param multimodal detector “Ruijian Turing” (MoE over vertical detectors). Avg accuracy >90% on multiple mainstream image/video generators; more consumer tools planned.

## Overseas funding

**Opkey** — AI ERP continuous-testing platform; **$47M** Series B led by PeakSpan (existing follow). Founders ex-Adobe/Oracle. Tracks ERP integrations/updates + user uptake of new features. Supports Oracle, Workday, Coupa, Veeva, Salesforce, SAP, Microsoft Dynamics, UKG, Trackwise.

**Story** — IP blockchain for content ownership/licensing amid AI training disputes; **$80M** Series B incl. a16z crypto → val **$2.25B**. CEO S.Y. Lee (ex-Radish). 200+ teams / 20M+ addressable IP registrations via Ablo, Sekai, Magma. Commercial product later this year.

**SleekFlow** — Asia social-commerce / conversational AI; **$7M** to deepen AI + expand SEA / Middle East / Europe. Lead: Atinum Investment (+ existing). New CTO Gao Lei (Silicon Valley). Omnichannel chat + marketing automation; verticals insurance / healthcare / telecom / retail. APAC social commerce projected >$894M by 2028 (CN cite).

**Eppo** — AI model eval & customization / experimentation (ex-Airbnb DS Chetan Sharma); **$28M** Series B led by Innovation Endeavors → val **$138M**; cumulative **$47.5M**. Contextual bandits for auto variant discovery. Customers: Twitch, SurveyMonkey, DraftKings, Coinbase, Descript, Perplexity. Headcount 45 → ~65 by year-end. Context: Gartner — half of AI leaders unsure how to prove AI ROI.

**Defcon AI** — military logistics software (ML + math optimization for aircraft, crews, rest/fuel, cargo); **$44M** seed led by Bessemer. Co-founded 2022 by Gen. Paul Selva (ret. USAF / TRANSCOM) + two others. ~$15M gov contracts; combat-ready software in <2 years.

## China events

**TuSimple** formally enters generative AI apps — partnership with Shanghai Three-Body Animation on _The Three-Body Problem_ animated film + games (licensed IP). New GenAI business unit board-approved; will use AV large-model + data infra. CEO Cheng Lu: not exiting transport — continue AV commercialization via tech partnerships/licensing. Addressable animation + games market >$600B cited.

## Overseas events

**AMD** to acquire server designer **ZT Systems** for **$4.9B** cash+stock (75%/25%); close expected H1 2025. ZT among largest private AI train/infer infra providers; >$10B annual revenue. Lisa Su: sell manufacturing; keep system design — path to full AI systems provider (after Silo AI buy). AMD +4.5% / Nvidia +4.4% on news; analysts flag margin risk if not AI-system-focused.

**SK hynix** H1 2024 sales **₩28.85T** — China 29.8% / U.S. 55.4% of sales. China sales >2× YoY; U.S. nearly 3× on AI / Big Tech demand. DRAM/NAND price lifts + HBM & enterprise SSD. Wuxi DRAM, Chongqing backend, Dalian NAND profitable; U.S. sales co back to profit.

**SK Telecom × Rebellions** merge to build ₩1T+ AI chip player. SKT sub Sapion Korea merges with Rebellions (CEO Park Sung-hyun; two chips in 3 years; ₩300M investment cited). EV ratio Sapion:Rebellions = 1:2.4; keep “Rebellions” name under Rebellions management. SKT / SK hynix / SK Square to sell some shares so management stays in control.

## People

**Andrew Ng** steps down as CEO of Landing AI (founded 2017); COO Dan Maloney becomes CEO; Ng → Executive Chairman. Recent: AI Fund plans another $120M; Ng named Amazon board member.

**Huang Yingning** (ex-4Paradigm AIOS GM; PKU machine perception) founds **BeiPei Tech (贝陪科技)** — AI LLM education companion toys. Top-tier China VC; team from Tsinghua / PKU / Stanford. (Baoliaotai)

**Wang Weiwei** (ex-Alibaba DAMO chief architect; NJU CS + Tsinghua MBA; Baidu smart-customer-service GM; 30+ NLP patents) founded **DamaiCha** (2023), angel-funded; building multimodal video tool **OctaAI** (diffusion-based image gen/edit; in-house stack). (Baoliaotai exclusive)

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240826a05vvd00
On-site reading page: https://ffcap.cn/en/research/20240826a05vvd00