Topic

AI

In-depth analysis of China’s AI industry, covering artificial intelligence, autonomous driving, robotics, AI chips, and large language models. This section tracks policy shifts, commercialization progress, and competitive dynamics shaping China’s rapidly evolving AI ecosystem.

China’s Tech Giants Race Into AI Pharma With Five Distinct Playbooks

ByteDance's spinoff of its AI pharma unit on June 10 crystallized a defining shift: China's largest internet platforms are no longer circling the drug discovery industry from the outside — they are restructuring their core businesses around it, each deploying a strategically distinct playbook that reveals as

Deutsche Bank: China’s RMB 2 Trillion AI Data Center Gamble Faces Oversupply Cliff

Deutsche Bank warns that Beijing's planned RMB 2 trillion (US$277.8 billion) state-directed AI data center build-out could more than double China's computing capacity to 76GW by 2031 — but risks engineering a structural oversupply that crushes pricing and margins before the decade is

ChinaBiz Briefing | BYD Hikes ADAS Prices, MiniMax Slumps, HiDream Upends AI

Today's developments highlight a brutal recalibration across China's tech and auto sectors, driven by the gravitational pull of artificial intelligence. While agile startups are leveraging architectural breakthroughs to disrupt global AI rankings, the sheer compute demand of AI data centers is actively cannibalizing EV supply chains,

Chinese Startup HiDream.ai Upends Generative AI Hierarchy, Overtaking Google and ByteDance

A three-year-old Chinese artificial intelligence startup has disrupted the global generative AI landscape, leveraging a novel unified architecture to bypass the industry’s capital-intensive compute race and dethrone established tech giants in benchmark rankings. HiDream.ai launched its commercial image generation model, HiDream-O1-Image-1.5,

AniShort Raises Near RMB 100M, Setting Funding Record in China's AI Short-Drama Tools Race

Ba Dian Ba Digital's platform hit 10,000 enterprise users and RMB 10M in monthly subscription revenue within three months of launch — now it is deploying fresh capital to chase a projected RMB 500 billion market by 2030. Ba Dian Ba Digital, the Shenzhen-based AIGC veteran behind

MiniMax Faces Triple Threat: Pricing Backlash, Benchmark Doubts, and a July Unlock

Once the brighter half of Hong Kong's AI twin listing, MiniMax has shed roughly 64% from its March peak, as a self-inflicted pricing controversy, contested model benchmarks, and an imminent flood of unlockable shares converge to stress-test a valuation that was always built on scarcity rather

ChinaBiz Briefing | Zero ICE in Top 10, BYD 2030 Ambition, Robotaxi Goes Global, XPeng’s AI Pivot

China’s mobility sector has crossed a structural point of no return. As internal combustion engine (ICE) vehicles entirely vanish from the country's top-10 best-seller list, domestic giants are aggressively exporting their software and hardware advantages. From BYD's 2030 global dominance pledge to Chinese

ChinaBiz Briefing | DeepSeek GW Pivot, Pentagon Lists Tech Giants, Xiaomi Breakthrough

Today's developments highlight a structural hardening of China's technology and industrial base amidst shifting global dynamics. From AI labs pivoting to proprietary infrastructure to robotics firms undercutting global rivals, Chinese tech is aggressively verticalizing to secure margins and supply chains. Meanwhile, broadening U.S. defense designations

DeepSeek Builds Gigawatt Data Centers, Ending the Leased-Compute Era

DeepSeek is recruiting infrastructure engineers to design and build data centers ranging from megawatt to gigawatt scale — a strategic inflection that reveals how China's most closely watched AI lab intends to deploy capital from its landmark fundraising round. The Hangzhou-based company posted a job listing for an

1T Model, 1,000 Tokens/s, 8 GPUs: Xiaomi Redefines Inference Limits

Xiaomi and inference specialist TileRT have achieved what the industry has long treated as a hardware problem — cracking the 1,000 tokens-per-second threshold on a one-trillion-parameter large language model using a single standard eight-GPU node, a result that directly challenges the commercial logic of custom-

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