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Bilibili Q2 2026: Profit Jumps 55% as Advertising Becomes Its Largest Business

Bilibili posted a 55% surge in net profit for the second quarter of 2026, as its advertising business overtook all other revenue segments to become the platform's primary growth driver — a structural shift that signals the Chinese video platform is moving decisively from a loss-narrowing story to

MiniMax Triples Alibaba Cloud Spending Cap to $1.2 Billion as AI Compute Demand Surges

MiniMax, the Chinese artificial intelligence startup, has sharply raised its cloud computing procurement ceiling with Alibaba Cloud, tripling the three-year spending cap to $1.2 billion (approximately RMB 80.66 billion yuan) from the original $375 million — a 220% increase — as surging demand for AI model training and inference

Baidu’s AI Revenue Tops 50% as Dual-Primary Listing Opens a Repricing Path

A structural shift in listing status, arriving precisely as AI revenue crosses the 50% threshold, compels investors to abandon the search-advertising lens they have used to price Baidu for a decade. Baidu, China's dominant search and artificial intelligence group, announced on August 27, 2026 that it will

SMIC Profit Jumps 94% as Record Margins Meet Relentless Capex

A record Q3 margin guidance signals a genuine inflection—yet five years of reinvested capital underscore why owning SMIC means betting on national industrial policy, not shareholder returns. Semiconductor International Manufacturing Corporation (SMIC), China's largest contract chipmaker, reported first-half 2026 net profit of RMB 44.67 billion

Citi: Nvidia’s H200 Sales Can’t Explain China’s AI Capex Surge

Citi Research published a flash note on August 27, 2026, dissecting Nvidia Corp's (NVDA) disclosure during its fiscal second-quarter earnings call that it had sold a small number of H200 chips to Chinese customers. The report, authored by analysts Alicia Yap, Nelson Cheung, and Vicky Wei, cuts

ChinaBiz Briefing | Alibaba's Qwen3.8-Flash, Zhipu’s Chip Bet, Li Auto’s Margin Crunch

China's AI sector is entering a new phase — one defined less by benchmark races and more by the harder questions of unit economics, infrastructure capital, and pricing power. Wednesday's news flow delivers a rare convergence: a DeepSeek financial disclosure that reframes the company as a capital

Why DeepSeek's Price Hike Matters: China's AI Compute Supply Chain Explained

What Happened — And Why It's More Than a Pricing Story In mid-August 2026, DeepSeek adjusted its API prices twice within seven days. The first move raised the peak-hour output price for its flagship V4-Pro model from ¥6 to ¥27 per million tokens — a 350% increase

JPMorgan Says Alibaba’s $19B Selloff Overstates the Cost of Its $10B Share Sale

J.P. Morgan calculates that less than $1 billion of Alibaba's post-placement market cap destruction is mathematically attributable to the deal itself — leaving roughly $18 billion in losses it attributes to irrational repricing of the company's broader capex ambitions. Alibaba Group completed a 710-million-

DeepSeek Posts 10x Revenue Surge, 82.9% API Margin as Valuation Nears $70B

DeepSeek is demonstrating that China's most closely watched AI startup can generate Silicon Valley-grade unit economics at a fraction of Western rivals' scale, with new financial disclosures showing an 82.9% gross margin on its API business even as it closes in on a second fundraising

Alibaba's Qwen3.8-Flash Rewrites the AI Cost Curve, Previews Qwen4 Architecture

Alibaba Group on Aug. 26 released Qwen3.8-Flash, a multimodal mixture-of-experts model that activates only 6 billion of its 125 billion parameters per token—delivering frontier-level performance at a price point that undercuts every major competitor and, crucially, doubles as the architectural blueprint for the forthcoming