Hello China Tech
Subscribe
Sign in
Home
Start Here
Free Reads
Reports
Topics
For Teams
About
AI Models
Latest
Top
Discussions
Who Gets Alibaba’s Next AI Chips: Cloud Customers or Qwen?
In China’s AI chip shortage, Alibaba has not said how it will split its Zhenwu chips between cloud customers and its own Qwen models.
Sep 28
•
Poe Zhao
6
10
The China AI Gap Is Three Questions Now
Chinese models match US rivals on some coding benchmarks, trail in terminal-based agent work, and dominate parts of video generation. The gaps are real…
Sep 21
•
Poe Zhao
8
5
5
Beijing Paces at the Gate
Anthropic wants an evaluator at the desk. Beijing keeps the assessor at the door. The risk lists overlap. The checkpoints do not.
Sep 15
•
Poe Zhao
5
6
Zhipu Added Time to Its Equation
Zhipu’s API prices doubled and token volume rose 40-fold, but durable pricing power now rests on release speed and workflow depth.
Sep 4
•
Poe Zhao
2
12
Selling Tokens the Way They Sold Land
State firms in Guangzhou sell AI inference as metered tokens while carrying Rmb 134bn in debt. The banks lending against the data are proceeding…
Sep 1
•
Poe Zhao
2
7
What Kling’s Filings Don’t Show
Kling’s growth is official. Its revenue mix, customer concentration and breakeven date are not. The gap between exchange filings, broker research and a…
Aug 31
•
Poe Zhao
4
8
MiniMax Wrote Its Own Equation
Zhipu bet that model quality buys pricing power. MiniMax’s first-half report tests a rival formula: cheaper inference buys development speed. The growth…
Aug 28
•
Poe Zhao
7
8
The Like Economy
Hugging Face’s mid-year data separates AI attention from AI adoption. For Moonshot, the gap now sits beside a $50bn valuation ask.
Aug 17
•
Poe Zhao
3
4
The Identity Squeeze
Chinese AI founders turned American identity into a product. Beijing, Washington, and the model labs are all repricing it.
Aug 11
•
Poe Zhao
and
Yanting
7
9
The Seat Outlives the Agent
Over two weeks, China’s three tech giants reorganized office software around AI agents. QwenWork’s launch confirmed the one thing none of them changed…
Aug 4
•
Poe Zhao
8
10
Moonshot Sells the Right to Say No
Seven months after saying it was in no rush to list, Moonshot is preparing for a Hong Kong listing that could come within six months. Kimi K3 sits…
Jul 27
•
Poe Zhao
5
6
DeepSeek’s Theory of the AI Gap
Liang Wenfeng says talent, model capability, and applications all trace back to compute. His investor transcript also reveals where that theory begins…
Jul 23
•
Poe Zhao
26
11
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
