Sign in Subscribe

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.

The Quiet Disruptor: How DeepSeek's Liang Wenfeng Turned Restraint Into a Weapon — and Learned Its Cost

For three years, DeepSeek's reclusive founder built the world's most talked-about AI lab by doing almost nothing the industry expected of him. Now, with a $7.4 billion fundraise and a talent exodus forcing his hand, the era of pure idealism may be over. An

ByteDance's $14.5B Substrate Bet Exposes AI's Choke Point

A massive procurement plan by ByteDance has laid bare the most critical bottleneck in the global artificial intelligence supply chain: the advanced packaging substrate. In September 2026, supply chain sources revealed that the Chinese tech giant plans to allocate an astonishing RMB 100 billion (US$14.49 billion) annually by

China's AI Giants Are Rebuilding From Scratch — And Dirty Data Is to Blame

A wave of pre-training restarts is exposing the industry's most expensive blind spot: years of scale-over-quality data strategies have left leading Chinese foundation model developers fighting a war they thought they had already won. Across China's AI landscape in the past six to

ChinaBiz Briefing | Alibaba's 20GW AI Bet, ByteDance Goes Physical, Unitree's Dexterous Hand, and a VLA Breakthrough

China's technology sector is undergoing a structural shift — from algorithm-first, asset-light strategies toward deep infrastructure ownership and hardware sovereignty. In a single day, Alibaba disclosed its most ambitious AI compute roadmap to date, ByteDance completed a multi-billion-dollar land acquisition spree in Beijing, and Unitree

Xiaomi Redraws AI's Price-Performance Frontier with MiMo-V2.6 launch

Xiaomi has launched and fully open-sourced its MiMo-V2.6 model series, deploying a $3.47 million reinforcement learning training campaign to deliver benchmark scores that rival closed-source frontier models — then pricing the API at a fraction of what Western competitors charge, effectively setting a new cost-performance

Alibaba Bets $20GW Data Center Empire on 'Machine Intelligence' Supercycle

Alibaba Group is staking its next decade on a single conviction: that the global supply of machine-generated intelligence will eventually dwarf human cognitive output by a factor of 1,000, and that whoever builds the infrastructure first will capture the commanding heights of that market. Speaking at the 2026

Huawei Deploys Massive AI Clusters to Bypass Nvidia and Dominate China Market

Huawei Technologies is radically shifting its artificial intelligence hardware strategy toward massive cluster architectures, aiming to bypass advanced semiconductor manufacturing constraints and permanently unseat Nvidia Corp. in China’s rapidly bifurcating AI market. Unveiled at the Huawei Connect 2026 conference in September, the Shenzhen-based tech giant's strategic

China's CXMT Enters Global DRAM Elite With 11.95nm Node, No EUV Required

ChangXin Memory Technologies defies the industry assumption that sub-15nm DRAM requires extreme ultraviolet lithography, mass-producing its fifth-generation platform at an 11.95nm active-area half-pitch—a milestone that reshapes the competitive calculus for Samsung, SK Hynix and Micron in the world's largest memory market.

Huawei Reengineers AI Infrastructure With Early Ascend 960 Launch

Huawei Technologies has overhauled its artificial intelligence computing architecture across silicon, server nodes, and physical data centers, signaling a strategic pivot from raw single-chip performance to system-level engineering amid the global race for 10-trillion-parameter AI models. At the Huawei Connect 2026 conference in Shanghai, the Chinese

Baidu Unveils AI Agent OS to Drive Cloud Growth

Baidu has launched China's first "Industrial Agent Operating System," a strategic restructuring aimed at embedding artificial intelligence directly into enterprise production systems to capture the next wave of corporate cloud spending. Unveiled at the 2026 Smart Economy Forum on Sept. 16, the system marks a critical