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.

ChinaBiz Briefing | DeepSeek Dominates, Huawei's Chip Pivot, and the AI Cloud Shakeout

China's tech sector is undergoing simultaneous transformations across AI infrastructure, semiconductor design, and cloud economics—three interconnected shifts that reveal how the competitive landscape is being fundamentally redrawn. From DeepSeek's aggressive pricing warfare forcing industry consolidation to Huawei's bold alternative to Moore's

China's AI Cloud Wars: How Tencent, Alibaba, and Baidu Are Adapting Their Strategies

What is happening in China's cloud computing market? China's cloud computing industry is undergoing a fundamental transformation as artificial intelligence becomes the primary competitive battleground. The three major players—Tencent Cloud, Alibaba Cloud, and Baidu Intelligent Cloud—are pursuing distinctly different strategies, each facing unique challenges

DeepSeek Tops Global AI Model Usage Rankings as China’s Token Consumption Surges

DeepSeek-V4-Flash has claimed the top position on OpenRouter’s global AI model usage rankings, as worldwide token consumption continues to rise amid growing demand from AI Agents and other generative AI applications. According to data from OpenRouter, global AI model usage reached 28.9 trillion tokens during the

What Is the Tau (τ) Scaling Law? Understanding Huawei's Alternative to Moore's Law

On May 25, 2026, Huawei introduced the "Tau (τ) Scaling Law," a proposed framework for advancing semiconductor performance as traditional transistor miniaturization approaches fundamental physical limits. But what exactly does this mean, and why does it matter? What Is the Tau (τ) Scaling Law? The Tau Scaling Law

DeepSeek Weaponizes Compute Costs to Force Global AI Consolidation in 2026

Chinese artificial intelligence developer DeepSeek has permanently slashed its flagship V4-Pro API pricing to near-zero margins, weaponizing recent architectural breakthroughs to force a structural consolidation across the global large language model (LLM) sector. The May 22 announcement, locking in a 75% lifetime discount effective May 31, 2026, drops

Huawei Unveils New Chip Law, Promises Major Kirin Boost This Fall

Huawei Technologies officially introduced "Tao's Law" at the 2026 International Symposium on Circuits and Systems held in Shanghai on May 25, marking China's first systematic principle guiding semiconductor industry development on the global stage. The company has successfully designed and mass-produced 381 chips

ChinaBiz Briefing | Nio’s Profit Pivot, Tesla FSD’s Ripple Effect, and the AI Battery Boom

China’s hyper-competitive technology and automotive sectors are entering a new phase of ruthless efficiency and margin protection. From Nio and Xiaomi recalibrating their EV strategies for profitability, to NetEase funding long-cycle game development, companies are decisively abandoning cash-burning volume grabs. Meanwhile, the impending arrival of Tesla’

Global ESS Battery Shipments Double as AI Data Centers and Geopolitics Rewire Supply Chains

Global energy storage system (ESS) battery shipments surged 109% year-over-year in the first four months of 2026, driven by artificial intelligence data center (AIDC) power demands and geopolitical energy realignments. The 310-gigawatt-hour (GWh) output recorded from January to April indicates the sector is tracking significantly ahead

ChinaBiz Briefing | Bilibili AI Ad Boom, Xpeng Price Cuts, and Cloud Price Hikes

Today’s developments highlight a structural shift across China’s technology and EV sectors: the end of subsidy-driven growth and a ruthless pivot toward immediate profitability. As AI infrastructure costs force cloud giants to hike prices and Bilibili leans on AI ads to offset legacy weaknesses, hardware players face

Alibaba Bets on Proprietary Chips and Autonomous AI Agents to Drive Cloud Growth

HONG KONG — Alibaba is repositioning its cloud business around autonomous artificial intelligence agents as China’s AI market shifts from chatbot competition toward enterprise infrastructure monetization and large-scale workflow automation. During the Alibaba Cloud Summit on May 20, senior executives described the industry’s transition into an “agentic era,

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