Latest publications
OpenAI chooses money: why top scientists are leaving the company
OpenAI is no longer the cozy laboratory where scientists could spend years contemplating the nature of mind.
Waymo: $16 billion to finally make you forget about drivers
While the industry argues about when neural networks will replace programmers, Waymo decided to remind everyone who the real master of the physical world is.
Chinese Agriculture on Steroids: Why Beijing is Switching Farmers to AI
Every year at the beginning of the production cycle, Beijing issues the so-called "Central Document No. 1".
Tencent Against All: Chinese Investors Betting on AI Giant
Hong Kong's stock market now resembles a battlefield where old strategies are dying before our eyes. While index funds like the Tracker Fund are recording massive capital outflows, smart money from…
Health Over Career: Why Chinese Gen Z Now Consults AI Instead of Their Bosses
Picture a typical evening at a major Chinese tech giant's office. You're fixing bugs at 2 AM, drinking your fifth coffee, and suddenly feel your heart playing a strange solo.
Moore Threads: Chinese hardware finally learned to write code
While the world watches NVIDIA's latest quarterly earnings report, something more down-to-earth but critically important for the industry is happening in China.
GE Aerospace and Singapore gambit: $300 million for AI to inspect your engines
Imagine you're flying over the ocean at ten thousand meters altitude, and the only thing between you and the water is a huge piece of metal spinning at thousands of revolutions per minute.
Snowflake and OpenAI: a 200 million dollar partnership (and what's Anthropic's role)
Snowflake decided that having just one favorite in the artificial intelligence world wasn't enough. After the company issued a check for $200 million to the Anthropic startup in December, it was…
ByteDance Buys Up Beijing: Why Does an AI Giant Need Land for 2.8 Billion Yuan?
While the whole world discusses TikTok's latest legal battles in the West, parent company ByteDance quietly places 2.8 billion yuan on the table in the heart of China.
Agibot: 200 Robots Replace Artists in Live Performance
It seems the era of awkward videos where a single Boston Dynamics robot dances to an old hit is irretrievably behind us.
Port Ningbo Stakes on Millions: How AI Digests Global Exports
When we talk about five million containers in a single month, human imagination typically falters. Try to picture endless rows of steel boxes that need not just to be moved, but elegantly scheduled…
Hongfuhan and 480 Million: How Robots Capture Chinese Giants' Budgets
Imagine you're running a business, and a single phone call secures your work for a year ahead, closing more than half of all your financial plans.
Hong Kong Paradox: Why MiniMax and Zhipu Grow While Tech Giants Fall
Imagine you're at a party where everyone suddenly got sad, but in the corner a couple of guys open champagne and celebrate a triumph.
Sugon scaleX: 10,000 Accelerators in One Harness for Chinese Neural Networks
In a world where GPU quantity determines superpower status, China decided to stop complaining about sanctions and started building its own digital fortresses.
Gold at $4,900: Did Algorithms Go Crazy or Know Something Important?
The precious metals market delivered a performance today worthy of the volatility of meme coins or Nvidia stocks on their best Thursday.
Chinese Paradox: Market Flies Up, AI-Chip 'Nvidia Killer' Cambricon Falls Into the Abyss
Imagine a party where absolutely everyone is dancing — from solar panel manufacturers to tiny startups — and only one most important guest sits in the corner crying.
SpaceX Buys xAI: Why Elon Musk Needs a Rocket with Artificial Intelligence
Elon Musk has once again reshuffled the cards in his technology empire, and this time the stakes are higher than ever.
Hardware Decides Everything: How Chinese Chips and Servers Accelerated the Stock Exchange
The Chinese market today reminded the world that behind every "smart" algorithm stand quite tangible silicon wafers and endless racks of servers.
Shanghai: When Ordinary AI Is No Longer Enough for World Domination
While the whole world argues about whether ChatGPT will replace programmers, Shanghai has decided to play for keeps.
xAI appetite: how Elon Musk burned through $9.5 billion in nine months
If you thought your electricity bills this winter were high, take a look at xAI's financial statements.
Chinese market bets on hardware: why AI infrastructure is pulling up indices
Markets often make mistakes in their forecasts, but they rarely ignore real cash flows directed at the foundation of an industry.
Chinese market at 2 trillion: algorithms take over Shanghai and Beijing exchanges
While you were sipping your morning coffee, Chinese server farms processed the budget of an average European country.
Robot Bolt: China taught humanoids to run faster than Olympic athletes
While we watched with interest as Tesla and Figure robots carefully rearranged building blocks and brewed coffee, China decided it was time for humanoids to hit the track.
Longdianjing: when AI stopped being a diagnostician and picked up a needle
For a long time, artificial intelligence in medicine resembled a very erudite but extremely lazy intern.
NVIDIA chooses Far East: Chinese sensors for American silicon
While the headlines of world media are filled with news about export restrictions and trade wars, a quiet expansion is happening in the real sector.
Cambricon in steep decline: why 'Chinese Nvidia' suddenly became 14% cheaper
The morning for Cambricon investors did not start with coffee, but with a sharp desire to hit the "sell" button.
WPS 365 Medical SmartReport: Now AI Writes Medical Reports for People
Imagine you are a scientist who has just completed years of research into a potential cancer drug. Ahead lies the most grueling phase: transforming thousands of pages of raw data into a strictly…
Beijing Humanoids Enter Series Production: Why the Robotics Center Needs 700 Million Yuan
While the whole world debates whether GPT-5 will achieve consciousness, China is methodically building physical bodies for that consciousness.
Cambricon vs Insiders: Why China's Nvidia Is Going on Full Defense
Imagine you are the great hope of a huge country in the global race for artificial intelligence. Every word you speak is weighed carefully, and any rumor about your revenues could crash or soar the…
Samsung and Glass Substrates: Koreans Find a Way to Cool Down AI-Chip Fever by 2027
The semiconductor industry has hit a physical ceiling, and this is no exaggeration. While we marvel at the new capabilities of large language models, engineers at factories in South Korea and Taiwan…