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China's mobile internet insights for q1
China's mobile user growth is effectively capped, but time-on-platform and sector-level engagement are accelerating sharply, led by AI-generated content…
May 7
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China's annual drug licensing share hit 30% of global deals
Q1 2026 brought $60B in outbound deals from Chinese drug developers. Why China captures that spillover is structural. It is harder to unwind than the…
May 5
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April 2026
Alibaba Cloud’s China IaaS share hits 32.8% on AI demand
Alibaba Cloud’s China share hitting 32.8%. Revenue growth outpaces the national market. The driver is the same everywhere: AI-native infrastructure…
Apr 28
2
China closes the AI model gap but trails the U.S. on investment and influence
Stanford’s 2026 AI Index shows China leads in patents, publications, and robots. The U.S. retains a structural edge in capital, model quality, and…
Apr 21
1
China Gen-AI Market Insights April 2026
Manufacturing AI penetration quintupled in 2025, inference costs collapsed by an order of magnitude, and domestic capital rotated 38% of fresh AI…
Apr 16
1
MiniMax closes its weights as China’s open-source era fades
The self-evolving model matches frontier US benchmarks at a fraction of the cost. It may also mark a strategic pivot. Could Chinese AI’s open-source era…
Apr 7
March 2026
Alibaba, Tencent, Baidu Q4 earnings reveal what AI ambition costs
Alibaba is building full stack AI from chips to consumer apps. Tencent is embedding AI into existing profit centers. Baidu is replacing its core…
Mar 30
4
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China releases the first quantum computer OS for free
China’s Origin Quantum has made Origin Pilot available for free public download. The strategy mirrors DeepSeek’s open-source AI playbook, applied to the…
Mar 17
3
China’s elderly digital consumers defy the low-value assumption
China’s 117M consumers aged 60 and above are habitual shoppers, above-average healthcare spenders, and the most impulse-vulnerable livestream buyers in…
Mar 17
Rural China’s digital consumers narrow the urban gap, signaling the next demand wave
Rural China’s 249M digital consumers sit 5.2 percentage points behind urban online shopping penetration. Income is growing faster. Spending optimism is…
Mar 12
1
OpenClaw’s China frenzy
China’s tech giants are using the viral open-source agent to lock in cloud users, monetize compute, harvest training data, and position for the next…
Mar 9
2
China’s gen-AI user base doubled in 6 months
China's generative AI user base doubled to 515M in six months. The strategic question is no longer who is using GenAI. It is who captures the…
Mar 5
1
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