Sitemap - 2026 - Hello China Tech

Xiaomi’s Hidden Load-Bearer

Tencent’s Agent Flood

What Working Robots Actually Sell

Institutional Access

Cloud Rebuilt for Machines

The Siphon Effect

China Builds the Plumbing, Not the Agent

China Can Hold Up Nvidia’s H200

Sell First or Build First

120 Million Users, Zero Revenue: China’s AI Education Race

Samsung Lost China’s Living Rooms, Memory Became the Prize

China Already Ran Hollywood's AI Experiment

DeepSeek on China’s National Balance Sheet

The Great Consumer AI Monetization Divergence

China’s AI Car Race Is About Control

Unitree Opened a Robot Store. What It Really Sells Is Time

Cambricon at 348 Times Earnings

China Wants to Regulate a Feeling

GitHub Chose the Token Meter. China Chose the Data Plan

Moore Threads Has Revenue. Now Comes the Test

DeepSeek Is Turning China's Chip Problem Into a Compute-Shaping Bet

China's AI Model Companies Can Only Afford One Bet

China’s Robot Marathon Has a Winner: It’s a Smartphone Brand

DeepSeek Outgrows the Lab

CATL's Global Bill Comes Due

The End of Cheap AI Video in China

China’s Banks and the Dual AI Machine

From Lab to Factory: Alibaba Rewires AI, With Consequences for Open Source

The Token Reckoning

What China’s 470 AI Dramas a Day Reveals About AI Entertainment at Industrial Scale

Wuhan’s 100 Frozen Robotaxis and China’s Global Robotaxi Bet

140 Trillion a Day: The Token Economy China Is Building

Zhipu Bet Everything on One Equation

Meituan and the Limits of Scale

The Day Sora Died, Kling Posted $300 Million

Xiaomi Is Becoming a Different Company

Unitree Files for $610M IPO — Its Best Customer Isn’t a Factory

Alibaba’s $100 Billion AI Target Has a Timing Problem

The Two Tencents

AI Toys and the Two-Week Wall

Same Agent, Opposite Instincts: The OpenClaw Divide Between China and America

Inside Alibaba Token Hub: An AI Restructuring in Search of Its Market

Robots for Rent, Humans Included

OpenClaw and China’s Local Government Experiment

ByteDance Strips Video to Raid Meituan's Profit Engine

Why Tencent Needs OpenClaw More Than Any Other Chinese Tech Giant

OpenClaw Conquered China in 100 Days

Why Every AI Company Is Chasing Social

Qwen's Open-Source Architect Is Out, Alibaba's Cloud Machine Is In

Kimi and the Four-Month Year

The First AI Company to Show Its Cards

Baidu's AI Revenue Hit $5.8 Billion. That Wasn't Enough

The Export That Tariffs Can't Touch

When ChatGPT Health Became “America’s Afu”

Two Unicorns, 28,000 Robots

Zhipu and the Scarcity Trap

Humanoids Are Not Just Cars With Legs

Qwen 3.5 and the Margin Below

Three Bets, Three Walls: China’s Spring Festival AI War

Inside China’s Consensus Machine: How the Robot Investment Frenzy Actually Works

Meituan Writes a $717 Million Check to Remove an Option

China PV’s Space Solar Pop and the 24-Hour Paper Trail

China's Compute Bet: Can Efficiency Replace Scale?

StepFun’s $720M Bet: Hire the Founder Who Failed Three IPO Attempts

The Sandbox Strategy: Why Tencent Is Testing AI Social Outside WeChat

China’s Humanoid Robot Makers Compete for Visibility Before Viability

China’s AI Spending Shifts to Inference, Telecom Operators Lead the Build

China Turns IPOs Into Industrial Policy: The Commercial Space Case

Tencent’s $2.8B Insurance Policy: Inside Enflame’s Captive Supplier Model

Alibaba’s Chip IPO Is Really a Cloud Re-Rating Bet

Robotics +220%, Chips -17%, Here’s the real signal

Qwen Goes Shopping: Alibaba's Agent Bet Forces a Rewrite of Taobao's Economics

Why ByteDance Keeps Denying Its AI Glasses

Why Baidu's Best Assets Only Unlock Value After Leaving

China's Fast-Follower Trap: The Cost of Execution Excellence

What Changed in China Tech | Issue 2

China's Trillion-Yuan Venture Gamble

Moonshot AI’s $1.4 Billion War Chest: Buying the Right to Say No