AI

Tencent’s AI gamble runs through WeChat

Tencent is no longer trying to build China’s smartest model. The goal is to become the layer every AI agent must call to reach real-world services…

Jun 9

Alibaba's AI cloud hits US$5B run rate as operating earnings collapse to zero

Alibaba's March quarter 2026 results show AI-related cloud revenue at RMB9B, an annualized run rate of approximately US$5.2B and the 11th consecutive…

May 20

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

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

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

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

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

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

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

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

Alibaba's instant retail bet signals AI agents’ next commerce frontier

Alibaba’s AI model chose on-demand delivery as its Spring Festival battlefield. The logic reveals why instant retail, not traditional e-commerce, is…

Mar 3

How AI and Elderly Demographics Created China’s Most Profitable Micro-Drama Tier

Budget productions return 70% profitability. Premium content gambles on binary outcomes.

Jan 28

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts