Latest publications
UBTECH and Fenglong: why robots aren't rushing to list on the stock exchange
Remember those days when any news about a technology giant buying a modest factory would trigger a bombshell effect on the stock exchange?
Huawei in the countryside: AI diagnostics now runs on an ordinary office PC
While Western tech giants compete over whose chatbot writes poetry better, Huawei decided to tackle something truly practical and useful.
Kimi K2.5 and OpenClaw: the Chinese answer to Claude goes free
The world is gradually getting used to the idea that quality artificial intelligence is an expensive toy.
SpaceX and a Million Satellites: Musk Builds an AI Cloud Straight in Space
Imagine you're looking at the night sky and realize that what's flying overhead isn't just a piece of metal broadcasting internet, but a working chip that's processing someone's neural network…
Kingsemi: a billion yuan to make Chinese chips stop breaking
While the general public is mesmerized by how many teraflops the next Nvidia novelty will produce, professionals are looking at completely different things.
Unitree UnifoLM-VLA-0: Chinese Robots Learn to Think with Their Hands
For a long time we looked at humanoid robots as impressive pieces of machinery that could do backflips but froze when faced with an ordinary doorknob. The problem wasn't the motors, but the "head".
Nvidia and Intel: Old Enemies Building a New Chip While Musk Fears China
The technology industry is entering a phase where yesterday's sworn enemies are beginning to share the same bed, and market leaders openly acknowledge the threat posed by eastern competitors.
Spark Ring: The AI Ring That Survived Against Investors and Common Sense
Imagine an investor meeting where you bring a chunk of black plastic printed on a 3D printer. It's thick, rough, and a ridiculous square protrudes from the top — supposedly a camera.
Shengyi Electronics: How to Make 350% Profit on 'Boring' AI Hardware
While venture capitalists and technology evangelists argue about when artificial intelligence will achieve consciousness, pragmatic guys from China's Guangdong province are simply counting money.
Nvidia and Intel: Arch Enemies Building a Common X86 Processor
Jensen Huang knows how to surprise the public not only with leather jackets, but also with unexpected alliances.
Elon Musk Acknowledged the Obvious: The Main Threat to Optimus Will Come from China
Elon Musk rarely acknowledges anyone's superiority, but when it comes to the physical embodiment of AI, his tone becomes unexpectedly sober.
Intel and NVIDIA Pull the Market Up: Chipmakers Back in Favor
While we discuss new capabilities of chatbots, the stock market reminds us of a simple truth: all the magic of artificial intelligence begins with silicon.
Starbucks and Deep Brew: When Algorithms Brew Coffee More Efficiently Than Baristas
While Silicon Valley is engaged in heated debates about whether GPT-5 will replace programmers, good old Starbucks is quietly demonstrating how AI is already reshaping the physical world today and,…
ST Chengchang: Chinese Chipmaker Tries to Cheat Fate and the Stock Exchange
Imagine you're playing a survival game where what's at stake is not just money, but the very right to call yourself a public company.
Shenzhen Expels Western Software: Smart Home Transitions to Chinese Chips and AI
Shenzhen long ago ceased to be just a massive smartphone assembly factory and transformed into a testing ground for technological sovereignty.
ByteDance at the Wheel: Why TikTok Owners Need Smart Car Parts
While you scroll through the endless TikTok feed, ByteDance's owners are busy with things far more tangible than recommendation algorithms.
AI-Love at 60 Billion: Why We Traded People for Chatbots
Remember the film "Her" with Scarlett Johansson? What seemed like a melancholic fantasy about the future ten years ago has today turned into dry statistics from Chinese market reports.
Sunrise S3: China's Answer to Video Memory Hunger and Expensive Generation
While the industry is gasping from video memory shortage and H100 price tags, the Chinese company Sunrise decided to come in with the trump cards that really concern developers.
Baidu and Alibaba: Chinese AI Giants Return Trust to Wall Street
The stock market often behaves like a moody teenager, but today on the US pre-market we're seeing rare unanimity regarding Chinese tech companies.
Cmsemicon Raises Prices: Chips Get 50% More Expensive (And This Is Just the Beginning)
While the whole world watches NVIDIA quotes and wonders how many more billions Sam Altman will ask for his factories, the real electronics manufacturing sector is experiencing things far more mundane…
AI Prisoner's Dilemma: Bridgewater Predicts Bubble Due to Fear of Falling Behind
Imagine you're sitting at a table in a casino, and the stakes double every five minutes. You're not sure the right card will come, but if you exit the game now, your competitors will take the pot and…
Hydrogen Ion: Alibaba Health Forces Medical AI to Answer for Its Words
Hydrogen Ion: Alibaba Health Makes Medical AI Accountable for Its Words Imagine asking a doctor for advice, and in response, he confidently starts citing medical references that never existed.
Losses are no obstacle: why does a power transmission line manufacturer need an AI startup
Picture this: your core business producing steel structures is posting only losses, accounts are running empty, and prospects are murky. What does typical management do in such a situation?
Mahuat'en: Tencent bets everything on AI (while others economize on food)
When a person of Pony Ma's caliber says a company is spending money on only one thing, it's worth listening.
China swaps old for smart: Beijing forces citizens to love AI gadgets
Imagine your old laptop, which barely handles three browser tabs, suddenly becomes an asset the government is willing to pay you extra for.
Silver Hits Records: Why AI Industry Should Prepare Wallets
While you were choosing between the new Claude model and GPT updates, the real world decided to remind you of its existence in quite a harsh way.
Samsung NAND: Prices Double While You Read This Headline
If you were planning to build a new server or simply upgrade your home PC with a fast storage drive, I have bad news for you.
Tesla vs. Everyone: Cathie Wood Promises to Crush the Taxi Market in Half
Imagine ordering a taxi that costs less than a cup of coffee at a roadside diner. Kathy Wood, affectionately called "Mother Tree" in Chinese financial circles, is convinced this future is much closer…
WhatsApp and the Privacy Myth: Meta Will Answer in Court for "End-to-End Encryption"
Remember that pleasant feeling of security when the message at the top of a WhatsApp chat says your messages are protected?
Singapore Buys a Ticket to the Big League: Why Does a City-State Need a Billion for AI
While Silicon Valley and Beijing are sorting out whose chatbot is longer, a small but extremely ambitious state on the equator has decided it's time to pull out the checkbook.