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.

DeepSeek Open-Sources Harness Agent Runtime, Targeting the AI Execution Layer

DeepSeek has launched DeepSeek Harness (DSH), a fully open-source Agent runtime framework released under the MIT license on August 13, 2026, marking the Hangzhou-based AI lab's first direct challenge to the execution-layer infrastructure that determines how AI models actually perform real-world tasks—not merely

ChinaBiz Briefing | Alibaba Open-Sources Qwen3.8, DeepSeek V4 Pro, Tencent Bets Big on AI

August 13, 2026 marks one of the densest single-day news cycles in China's tech calendar this year. Three major AI releases landed within hours of each other, Tencent revealed a capex figure that stunned analysts, a smartphone startup redefined what a premium handset can do mechanically, and

Tencent's RMB 52.8B AI Bet Signals a New Phase of China's Compute Race

What Is Actually Happening Here? Tencent's Q2 2026 earnings report contained a number that stopped analysts mid-sentence: capital expenditure of RMB 52.8 billion — 64% above consensus estimates and nearly three times the RMB 19.1 billion recorded in the same quarter a year earlier. The company

Alibaba Releases Weights for 2.4T-Parameter Qwen3.8, Escalating Open-Source AI Arms Race

China's largest publicly released model signals a strategic pivot: Alibaba is weaponizing openness to challenge proprietary frontier labs on agentic performance, not just benchmark scores. Alibaba's Qwen team on August 13, 2026 published the full model weights for Qwen3.8-2.4T-A95B on both Hugging

DeepSeek's V4 Pro Undercuts Grok 4.6 by 7x as Agentic AI Race Heats Up

DeepSeek blindsided the global AI industry late Wednesday with the surprise release of DeepSeek-V4-Pro-0813, a frontier large language model that benchmarks near or above Anthropic's Claude Fable 5 on agentic tasks — while pricing API output at $0.87 per million tokens, roughly one-seventh the

ChinaBiz Briefing | Alibaba Supernode, Nvidia Squeeze, BYD Flash Charging

China's technology and industrial sectors delivered a dense cluster of structural signals on August 12, with developments spanning AI compute infrastructure, semiconductor market share, model economics, EV hardware, and robotics capital markets. Taken together, the day's news maps the contours of a single overarching shift: China&

Alibaba Cloud's Domestic AI Supernode Goes Live, Igniting China's Compute Infrastructure Race

China's homegrown AI compute buildout crossed a critical threshold Tuesday as Alibaba Cloud launched its Lingjun Zhenwu M890 supernode instance — the first domestically developed supernode architecture proven to run models exceeding two trillion parameters — placing it in direct competition with Huawei's Ascend 384 and Baidu'

Why DeepSeek Is Raising Prices While OpenAI Cuts Them

What Is Happening? Something unusual is unfolding in the global AI model market: the pricing curves for American and Chinese large language models are moving in opposite directions. On one side, OpenAI slashed prices on its GPT-5.6 Luna tier by 80% in late July 2026, and Anthropic quietly

Goldman: China Has Entered “Go Global 3.0,” Mapping 11 AI Export Battlegrounds Worth $212B

Goldman Sachs published a sweeping 48-page equity research report on August 11, 2026, outlining what it calls China's "Go Global 3.0" era — a structural shift in the country's export ambitions that moves decisively beyond cheap manufactured goods and electric vehicles into AI-

ChinaBiz Briefing | Alibaba 100-Day AIDC, Apple-CXMT Talks, MiniMax Surge, Moore Threads HK IPO

China's AI infrastructure and capital markets are moving in lockstep — and on August 11, the pace accelerated. From Alibaba Cloud compressing data center build timelines to a fraction of U.S. benchmarks, to Apple seeking White House clearance to source memory from a Chinese chipmaker, to a domestic

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