Latest publications
TSMC 2nm: Line for Future AI Stretched Until 2028
Imagine you want to build the world's fastest race car, but the only factory capable of casting its engine is already booked for the next four years.
Samsung and SK Hynix: Why Your AI Server Will Soon Run Out of Space
While the whole world is going crazy over NVIDIA graphics processors and HBM RAM, Korean giants Samsung and SK Hynix decided to remind everyone that without fast "brains" for long-term data storage,…
Ant Group: How to Make 10,000 Employees Fall in Love with AI (And Profit From It)
While Western tech giants debate AI safety, Chinese fintech giant Ant Group has decided it's time to move from words to action and, more importantly, to money.
Chinese Market in the Red Zone: Why Investors Traded Chips for Baijiu
When the screens of monitors in Shanghai and Shenzhen light up with solid green (in China, this color symbolizes decline, unlike Western red), it is always reason for serious conversation.
Tencent Yuanbao: Now AI Goes to the Movies and Listens to Music With You
Remember when we perceived chatbots as an advanced Google search or a tool for writing boring emails? Tencent decided it's time to change that.
Chinese Chip Failure: Why Shanghai Index Dragged AI Sector Down
You know, when charts start turning red on the Shanghai stock exchange, it rarely affects only oil or metals.
Chunyun: 540 Million People Against Chinese Algorithms
When we talk about stress-testing systems, we usually imagine launching a new version of GTA or a global Black Friday sale on Amazon. But for China, the real stress test begins today.
Suzhou: Chinese Robot Forge Grows by 5.4% and That's a Market Signal
If you think the future of AI is decided only in San Francisco offices, take a look at fresh figures from China.
Tesla Optimus Gen 3: A Million Iron Workers and the End of Manual Labor Era
Remember that awkward moment in 2021, when a man in tight spandex walked on stage and began dancing, impersonating a robot?
ChiNext in Steep Dive: Chinese AI Sector Tests Investor Nerves
Imagine you're at a party where everyone's discussing a bright future and robots, but suddenly the music stops and guests begin nervously checking their wallets.
Xinxin Hangtu: China's State AI Fund Buys Startups from the Cradle
While the whole world watches quarterly reports from giants like Nvidia, in the shadow of big numbers an actual positional war for the future of semiconductors is unfolding.
Alibaba and Its New AI Sandbox: Why the Giant Needs Kechuang Kezao
Alibaba is doing what it does best again — multiplying entities to maintain flexibility. While Western analysts are guessing how powerful the next iteration of their language model will be, a new…
Deep Intelligent Pharma: 'Bionic Brain' Instead of Laboratory Armies
Imagine drug development stops being a lottery costing a billion dollars and ten years of life. While the world amuses itself generating pictures, a Chinese startup Deep Intelligent Pharma quietly…
Kimi K2.5: Chinese 'Smarty' Beat OpenAI and Went After Dollars
Imagine stepping into the ring against a heavyweight with a hundred times less money in your pocket and a team of a couple hundred people against a multi-thousand-strong army.
NVIDIA Bets Everything on OpenAI While Apple Engineers Run to Competitors
While you were brewing your morning coffee, the Silicon Valley landscape tilted again. Jensen Huang, the man in the perpetual leather jacket and head of NVIDIA, openly announced that his company will…
REPT BATTERO: How to Profit on Batteries When Everyone Else Just Burns Them
The Chinese battery market over the past couple of years has resembled a gladiatorial arena where only the thickest-skinned survive.
Exoskeletons Are Coming: China Moves Wearable Robots from Clinics to Mass Market
The dream of an Iron Man suit has long remained either in the movies or in very expensive rehabilitation centers for people with spinal injuries.
Tencent Yuanbao: When Hype Breaks Servers (and Reputation)
Picture this: you're one of the world's largest tech conglomerates with WeChat and endless gaming empires behind you, and your new AI assistant Yuanbao simply stops responding at the most critical…
Qianxun AI: Chinese Algorithms Steal Jobs from HR Departments
Recruiting in its classical form has long become a nightmare for both job seekers and employers. In China, where the scale of any problem is customarily multiplied by a million, the situation has…
Battle for Yuan: Chinese Tech Giants Burn Billions for AI Traffic
China is preparing to celebrate the Lunar New Year, but instead of the usual festive lull, we're witnessing a genuine digital war.
Chinese Margin Call: Why the AI Bubble in China is Deflating
While Western tech giants compete in the number of parameters of their models, the Chinese market decided to remind everyone of the existence of financial gravity.
Qwen App: Alibaba Burns 30 Billion on New Year Offensive
While the world discusses new OpenAI models, in China a battle of a completely different scale is unfolding — a struggle for who becomes the main digital assistant in the pocket of every resident of…
LimX Dynamics: $200 Million to Stop Robots From Being Toys
The embodied intelligence industry has finally reached that awkward crossroads where impressive on-stage dances no longer convert into investor confidence.
China's PMI Index: Manufacturing Awakens (Good Sign for AI Hardware)
Starting the year with growth — it's always a winning strategy, especially when we're talking about the "factory of the world." While we debate the latest language model updates and speculate about…
China's Media Machine: AI and 'Trinket Economy' Prepare for Big Reshuffle
While Western technology giants compete over the number of parameters in their models, the Chinese market quietly found a goldmine where AI meets real consumer money.
China's Chi-Next Against All Odds: Investors Shift Yuan to AI
The Chinese market today decided to show some character, and this character has a distinctly technological hue.
China's Central Bank Floods the Market with Liquidity: 75 Billion Yuan to Support 'Pants' (and Chips)
While we discuss the number of parameters in new models and teraflops in graphics cards, Beijing is solving a simpler and more important question—where to get the money to keep it all spinning.
Chinese Stock Exchanges: Investors Swap Gold for 'Hardware' for AI
Morning in Shanghai and Shenzhen began not with coffee but with classic market drama, where old money clashes with new technological ambitions.
Yuan Falls: Why China's AI Sector Pays a 'Dollar Tax'
While the global community watches the release of new language models with bated breath, in the quiet offices of the People's Bank of China, decisions are being made that influence the AI industry no…
Grok Returns to Indonesia: Elon Musk Promised to Keep the Neural Network in Check
Elon Musk frequently talks about his Grok neural network being the most honest and "anti-agenda" artificial intelligence that isn't afraid of hard truths.