AI Without Nvidia: China’s Silicon Declaration of Independence
DeepSeek runs on Huawei chips, SMIC profits triple, 90% domestic chip share in sight — how US export controls accelerated the decoupling they[…]
China AI Midweek — August 12, 2026
China boosts AI pitch to Europe amid US rivalry; Huawei scales AI chips; FCC targets Chinese optical transceivers.
AgiBot: The Three-Year-Old Company That Became the World’s Largest Humanoid Maker
44% global market share, 562% growth, a Hong Kong IPO on the way — inside the new world No. 1 in humanoid robots.
Tripo AI: The Chinese Startup Turning Text Into 3D Models in Seconds
Tripo AI generates production-quality 3D models from a photo or text prompt in under 10 seconds. Backed by Tencent, it’s quietly reshaping 3D[…]
Pony.ai: The Chinese Autonomous Driving Company That’s Already on European Roads
Pony.ai runs driverless robotaxis in China, is listed on Nasdaq, has Toyota as a backer — and is already running autonomous trucks in[…]
Alibaba Cloud: China’s Answer to AWS — and Europe’s Next Infrastructure Question
Alibaba Cloud is China’s AWS — and it’s quietly building European infrastructure and open-source AI models that belong in any serious enterprise evaluation.
DeepSeek: The Chinese AI Lab That Shocked Silicon Valley
DeepSeek shocked Silicon Valley with a frontier reasoning model trained at a fraction of the cost. Here’s what European decision-makers need to know.
Baidu Ernie vs. Tencent Hunyuan: Two Strategies, One Goal
Baidu bets on a vertical stack, Tencent on its platform empire. A side-by-side look at Ernie and Hunyuan.
China AI Weekly — March 22, 2026
Our first weekly briefing: OpenClaw takes over WeChat, plus the stories and numbers that mattered this week in China’s AI scene.
The Lobster That Conquered China: How OpenClaw Became the Biggest AI Story of 2026
How an open-source AI agent with a lobster mascot went from niche developer tool to China’s biggest AI phenomenon of 2026.