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Who Pays When China’s Compute Sits Idle
A Beijing AI cloud’s IPO filing shows project customers becoming its landlords, while it commits to years of fixed payments against shorter customer…
Oct 9
•
Poe Zhao
3
3
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
Alibaba’s 20 Gigawatts Are a Chip Bet
Banks put forecasts on Alibaba’s 20GW data center target within a day, but the numbers lean on a Chinese-made chip share Alibaba has not disclosed.
Sep 23
•
Poe Zhao
4
11
Huawei Wants to Be Nvidia
Guo Ping sorted Huawei's businesses by who builds a model and who sells compute. The annual report shows the resource cost.
Sep 16
•
Poe Zhao
10
7
The Silicon Bill Behind Huawei’s Folded Kirin
LogicFolding raises transistor density without a new process node. Its two active tiers make cost, yield and capacity the real test.
Sep 11
•
Poe Zhao
and
Yanting
3
11
Who Is Financing China’s AI Chip Inventory
Cambricon, Hygon and five GPU designers hold more inventory than half-year revenue. Their filings show suppliers, last year's customers, banks and…
Sep 8
•
Poe Zhao
and
Yanting
7
11
Baidu’s AI Spending and Kunlunxin’s $50 Billion Target
Baidu tripled AI capex while its stock fell. The connection to Kunlunxin’s $50bn IPO target is the question this analysis asks.
Aug 20
•
Poe Zhao
3
7
Washington Targets China’s Next Optical Module
The reported draft would exempt what Chinese suppliers already sell in the US, so the cost would land a full product cycle later.
Aug 10
•
Poe Zhao
and
Yanting
6
8
AMEC Still Needs the Order
Anonymous sources place Samsung and SK Hynix inside a Chinese toolmaker’s evaluation pipeline, Samsung denies it, and AMEC’s 311% profit guidance came…
Aug 5
•
Poe Zhao
6
4
CXMT’s 466% Debut on a 6.73% Float
China’s most valuable mainland-listed company opened with 4.5bn of its 66.9bn shares free to trade. The first major supply test arrives in July 2027.
Jul 29
•
Poe Zhao
2
3
China’s Supernode Moment
Nearly every major Chinese AI hardware vendor at WAIC 2026 showcased a supernode. The components required to build them at scale have not caught up.
Jul 28
•
Poe Zhao
6
6
The Perpetual Raise
China’s AI companies are returning to capital markets before revenue can finance the next stage of expansion.
Jul 20
•
Poe Zhao
3
3
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