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Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are...
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Monday 25 August 2025
AI investments of top-4 Chinese CSPs

Introduction

Thursday 14 August 2025
Tencent widens AI chip sourcing as Beijing puts H20 under the microscope
Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...
Wednesday 23 July 2025
Chinese AI talent sparks global bidding war as US readies countermeasures
China's artificial intelligence sector is entering a new phase, shifting from model development to large-scale deployment, while a fierce battle for AI talent intensifies across the...
Wednesday 23 July 2025
Nvidia's Jensen Huang holds private talks with founder of Chinese AI startup MiniMax during Beijing visit
Nvidia CEO Jensen Huang met privately with Yan Junjie, the founder of Chinese AI startup MiniMax, during his recent visit to Beijing, marking a rare and closely watched interaction...
Thursday 17 July 2025
Nvidia's Jensen Huang names 10 Chinese AI firms shaping the future — from Tencent to MiniMax

Nvidia CEO Jensen Huang delivered a rare Mandarin-language keynote at the China International Supply Chain Expo on July 16, appearing...

Tuesday 10 June 2025
Chinese tech giants pivot to local memory suppliers as trade tensions persist
China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have...
Wednesday 28 May 2025
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...
Friday 16 May 2025
China's tech giants join forces to accelerate humanoid robotics push
With 2025 being hailed as the inaugural year of the humanoid robot, China's internet giants—Tencent, Baidu, and Alibaba—are accelerating their efforts to secure early...
Friday 25 April 2025
China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban
Ahead of the US government's early April export restrictions, Chinese tech giants ByteDance, Alibaba, and Tencent reportedly preemptively stockpiled up to one million units of Nvidia's...
Tuesday 22 April 2025
Huawei, Tencent, ByteDance scale up AI hiring to counter US tech blockade
As US-China tensions over artificial intelligence reach new heights in 2025, the tech conflict has entered a critical stage. The US Commerce Department has launched an export review...
Tuesday 1 April 2025
Zhipu AI enters the ring with AutoGLM; open-source AI agent targets LLM supremacy
Zhipu AI, a Chinese artificial intelligence (AI) startup, introduced its open-source AI agent AutoGLM at the 2025 Zhongguancun Forum. Designed to bridge advanced reasoning with task...
Tuesday 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
Tuesday 1 April 2025
Post-DeepSeek fallout: China's six AI startups shift from scaling to survival
DeepSeek's meteoric rise as an open-source large language model (LLM) has shaken up China's generative AI industry, redrawing the competitive map in record time. As the Financial...