China Innovation Watch

China Innovation Watch

Home
Notes
Premium
Archive
Leaderboard
About
GenAI fuels China’s $223B compute surge
China’s AI infrastructure is scaling fast as LLM workloads and enterprise adoption drive explosive growth in compute power.
AI apps battle for China’s mobile mindshare
China’s consumer AI scene is a three-horse race between Tencent’s Yuanbao, ByteDance’s Doubao, and Alibaba’s Quark—each pushing aggressive ad spend and…
China expands instant tax refunds to boost spending
China will roll out its “instant tax refund” policy nationwide from April 8, 2025. This program allows foreign visitors to receive VAT rebates…
China’s sex tech revolution goes mainstream
From food delivery to livestreams, tech giants and e-commerce platforms are racing to claim a share of China's booming yet discreet $28B adult products…
China AI startups lead global patent race
From DeepSeek to Moonshot AI, Chinese startups and institutions are rewriting the rules of global AI development. China now owns 74.7% of global AI…
China's silent AI revolution is happening in small towns
How China's elderly are quietly fueling AI adoption beyond big tech hubs—and reshaping the digital divide along the way. Apps like Doubao, Kimi, and…
BYD races ahead of Tesla in 2024 EV showdown
BYD outpaces Tesla in 2024 with 4.27M EVs sold and record profits. See how the Chinese automaker compares to Tesla in global sales, innovation, and…

March 2025

AI can't save growth forever at Kuaishou
Kuaishou bets big on AI with its video model Kling, but growth comes at a cost. As legacy revenue slows and competition intensifies, can AI really carry…
Huawei’s 2024 profit falls despite record revenue
Huawei’s EV revenue surged 474%, but 2024 profits still fell 28%. Despite record ¥862B revenue, falling margins and lost non-operating income weighed…
Meituan’s Q4 signals a deeper pivot: from food delivery to infrastructure
Meituan ends 2024 on a high—rising revenue, narrowing losses, and a bet on AI and international growth that could redefine its next chapter.
Alibaba’s new AI sees, hears, talks in real time
Qwen2.5-Omni combines vision, speech, and language into one real-time model that’s small enough for edge devices. Qwen2.5-Omni feels like a glimpse into…
AI unlocking China's $1.7T silver economy
How Artificial Intelligence is Reshaping China's Eldercare Industry and Creating New Economic Opportunities
© 2025 Incitez Pte Ltd
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture