China Innovation Watch

China Innovation Watch

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China’s 618 AI shopping war
Doubao, Qianwen, JD AI Gou, and Xiaohongshu are competing for the AI commerce layer this 618. Hands-on testing reveals a two-horse race. The deciding…
Qwen and Doubao closed China’s AI shopping loop. Paid ranking is the next fight.
Alibaba and ByteDance have moved AI shopping from demo to checkout before 618. Qwen can search, compare, and place Taobao orders inside Alibaba’s AI…
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…
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…
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…
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…
China's Double 11: AI and subsidies mask weakening consumer demand
Deep dive into China's Double 11 2025: RMB 1.7T GMV driven by AI infrastructure processing 150B queries, instant retail's RMB 67B breakthrough, and RMB…
Agentic AI upshift in China
AI agent market in China to surge 75× by 2028 as tech giants race to standardize.
Alibaba’s identity crisis spills into the open
From missed AI opportunities to bureaucratic dysfunction, this insider account exposes what’s broken inside Alibaba—and what’s at stake in China’s tech…
AI browsers reshape China’s tech battlefield
Alibaba and Tencent are transforming their browsers into AI-powered gateways, betting big on a new strategic front in China’s artificial intelligence…
Alibaba accelerates AI-driven growth in Q1
Alibaba accelerates into 2025 with triple-digit AI product growth and improved margins. Read key takeaways, strategic shifts, and global media…
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…
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