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Wednesday 29 October 2025
Huawei Cloud on the back foot in China's AI race
Huawei Cloud is navigating one of its most turbulent periods yet. Confronted by internal and external headwinds—from a disciplinary probe and sweeping restructuring to a shrinking...
Wednesday 29 October 2025
Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly
As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry...
Wednesday 22 October 2025
China's AI glasses are prototypes no more: Alibaba, Baidu just made them a market
The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's...
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...
Wednesday 1 October 2025
Baidu's Apollo Go robotaxi accelerates abroad, eyeing Southeast Asia and Australia
Baidu's Apollo Go robotaxi service, gaining traction in China, is fast-tracking expansion abroad with Southeast Asia and Australia as its next targets. Halton Niu, GM of Overseas...
Saturday 27 September 2025
Why DeepSeek's R2 still isn't here: Liang Wenfeng's balancing act
On September 22, DeepSeek released the upgraded DeepSeek-V3.1-Terminus model through its API platform and quickly made it open source. The update fixed user-reported issues, but once...
Thursday 18 September 2025
Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip
Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already...
Thursday 18 September 2025
Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem
Baidu, one of China's leading internet companies, has cultivated its in-house Kunlun chip for years and recently secured a significant contract with China Mobile, marking the first...
Wednesday 10 September 2025
Baidu launches ERNIE X1.1, claiming to rival OpenAI GPT-5 and Google Gemini 2.5 Pro benchmarks
Baidu has launched the upgraded inference model ERNIE X1.1, claiming it rivals US models like OpenAI GPT-5 and Google Gemini 2.5 Pro in benchmark tests and surpasses the DeepSeek...
Thursday 4 September 2025
Baidu, Huawei push supernode clusters to sidestep chip limits in China's AI race
The generative AI surge is accelerating at record pace, with computing power emerging as the decisive asset. As advanced AI chips grow scarce under tightening export controls, China...
Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are...
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Monday 25 August 2025
AI investments of top-4 Chinese CSPs

Introduction

Monday 25 August 2025
Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia
China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...
Wednesday 20 August 2025
Alibaba's Qwen3-Coder captures over 20% market share, challenging Claude Sonnet 4 for top AI coding model
Alibaba Group's AI code-writing model, Qwen3-Coder, has become the world's second most used AI coding tool within a month of its July 23 launch. It holds a significant 20% share of...