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.

Goldman Sachs Keeps Buy on MiniMax as ARR Doubles in Two Months, M3 and Hailuo 3 Set to Test Monetization Ceiling

Goldman Sachs reaffirms a HK$1,000 price target on MiniMax Group (0100.HK) — implying 25% upside from current levels — after the Hong Kong-listed AI model company disclosed that April annualized recurring revenue surged 100% versus February, with API revenue now commanding more than half of total sales, a

ChinaBiz Briefing | Baidu’s AI Milestone, EV Price War Stalls, and Tech IPO Reality Checks

Today’s developments across China’s technology landscape highlight a definitive shift from growth-at-all-costs to margin preservation and commercial viability. Whether it is automakers quietly ending a brutal EV price war, Baidu crossing a historic AI revenue threshold, or deep-tech IPOs facing scrutiny over profitability, the

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.

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

China’s Big Tech Fractures Over AI Monetization Timelines in Q1 2026

China's technology giants are pursuing sharply divergent artificial intelligence strategies in 2026, creating a divide between companies prioritizing AI scale and those focused on protecting profitability as they search for sustainable monetization paths. First-quarter earnings reveal a stark turning point in capital allocation: Alibaba is draining its

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