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Dora Zhang

Editor covering China's business and technology, focused on AI, electric vehicles, autonomous driving, and robotics, tracking industry developments, innovation, and market dynamics.

Tencent Launches Marvis Beta, Betting OS-Level AI Agent Can Reclaim PC Screen Time from Mobile

Tencent's application distribution unit has quietly entered the crowded AI agent race with Marvis, a Windows-integrated agent that routes tasks across six specialized sub-agents and a local model stack — positioning itself not as another chatbot, but as an AI layer embedded directly into the operating system&

Baidu's AI Revenue Crosses 50% Threshold as GPU Cloud Surges 184%, Marking Structural Inflection Point

Baidu has crossed a structural milestone that investors have been watching for years: AI revenue now accounts for the majority of its core business, a tipping point that reframes the company less as a search incumbent under siege and more as a legitimate AI infrastructure and services platform competing in

ChinaBiz Briefing | miHoYo’s $13.9B AI Bet, CXMT Profit Surge, and EV Price Wars

Today's developments underscore a pivotal maturation in China's tech ecosystem, moving from aggressive capital burn to structural profitability and global market share capture. As Chinese AI models and legacy semiconductor firms capitalize on global cost and supply chain shifts, domestic EV makers are aggressively segmenting the

China’s AI Models Sustain Global Lead as Inference Cost Advantages Reshape Developer Ecosystem

Chinese developers of large language models (LLMs) maintained their dominance in global API usage for a third consecutive week in mid-May 2026, driven by aggressive pricing strategies and seamless monetization transitions by tech giants like Tencent. Data compiled from API aggregator OpenRouter shows that China-developed LLMs processed 7.

NIO's ONVO L80 Targets Mass-Market SUV Crown With Sub-RMB250K Price Point

NIO's sub-brand fires directly at Xiaomi and Li Auto with a large-format pure-electric SUV priced from RMB242,800 (US$33,722), betting that space efficiency and battery-swap infrastructure can carve out defensible share in China's most contested EV segment. NIO officially launched

AI Memory Squeeze Drives China’s Sole DRAM Maker to US$3.4B Q1 Profit

China’s sole mass producer of dynamic random access memory (DRAM) wiped out nearly a decade of accumulated losses in a single quarter, capitalizing on a structural global memory shortage driven by artificial intelligence demand. In an updated prospectus filed on May 17, 2026, for its initial public offering on

miHoYo Commits RMB 100 Billion to AI, Repatriates Silicon Valley LLM Team

The maker of Genshin Impact is staking up to RMB 100 billion (US$13.9 billion) on artificial intelligence over three years — a capital commitment that repositions the privately held gaming giant as a technology infrastructure company competing directly in China's crowded large language model race. At a

ChinaBiz Briefing | Big Tech’s AI Split, SMIC Surge, and Li Auto’s Flagship Bet

First-quarter 2026 earnings reveal a stark turning point for Chinese technology and manufacturing giants: the brutal cost of innovation is forcing a divergence in capital allocation. Across e-commerce, semiconductors, and smart hardware, companies are fracturing between those subsidizing open-ended AI scale and those fiercely protecting near-term

Li Auto Bets Its Flagship Revival on AI Horsepower as Competition Intensifies

Li Auto launched the redesigned L9 flagship SUV on Thursday afternoon, staking its product-line recovery — and arguably its stock re-rating — on a vehicle priced up to RMB 559,800 (US$77,750) that the company's own chief executive has called "the starting point of embodied-

Honor Pivots to Hardware-Heavy AI ‘RobotPhone’ to Arrest Market Slide and Salvage Stalled IPO

Honor is pivoting to radical hardware innovation—a smartphone equipped with a mechanical micro-gimbal—in a high-stakes bid to arrest a severe domestic sales slump, differentiate its artificial intelligence strategy, and resuscitate a stalled initial public offering. On May 15, 2026, CEO Li Jian announced the third-quarter