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Cloud Rebuilt for Machines
Alibaba Cloud is redesigning its entire stack for agents, from chips to tokens.
21 hrs ago
•
Poe Zhao
4
4
The Siphon Effect
How AI’s capacity pull is reshaping China’s mature-node foundries, specialty processes, and DRAM supply.
May 20
•
Poe Zhao
4
2
China Builds the Plumbing, Not the Agent
Baidu proposed measuring how many agents finish work each day. The real story is the infrastructure China is assembling underneath them.
May 18
•
Yanting
and
Poe Zhao
11
3
China Can Hold Up Nvidia’s H200
Washington cleared selected buyers. Beijing showed that export approval no longer guarantees Chinese demand.
May 17
•
Poe Zhao
8
1
5
Sell First or Build First
Alibaba is monetizing scarce compute first. Tencent is deploying it internally first. China’s AI economics now turns on sequencing.
May 15
•
Poe Zhao
10
1
6
120 Million Users, Zero Revenue: China’s AI Education Race
Platform giants and tutoring incumbents are flooding in. Neither side has found a way to charge.
May 14
•
Poe Zhao
and
Yanting
4
4
Samsung Lost China’s Living Rooms, Memory Became the Prize
Samsung left China's TV and home-appliance market on the same day it became Asia's second trillion-dollar company. The two events share a logic.
May 12
•
Poe Zhao
9
4
China Already Ran Hollywood's AI Experiment
The bottleneck was never cost.
May 11
•
Poe Zhao
and
Yanting
6
6
DeepSeek on China’s National Balance Sheet
China’s semiconductor fund entering talks with a frontier model lab would put AI on the same strategic ledger as chip foundries.
May 7
•
Poe Zhao
11
4
The Great Consumer AI Monetization Divergence
OpenAI is lowering the price of ChatGPT. ByteDance is testing paid Doubao. Both reveal the same unresolved problem: consumer AI still has to pay for…
May 6
•
Poe Zhao
and
Yanting
3
3
China’s AI Car Race Is About Control
At Beijing Auto Show, automakers and AI suppliers are fighting over the layer between driver intent and vehicle action.
May 5
•
Poe Zhao
4
2
Unitree Opened a Robot Store. What It Really Sells Is Time
Unitree is selling robots. The real product is time.
May 4
•
Poe Zhao
4
5
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