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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
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
Cambricon at 348 Times Earnings
The profitability question is settled. The valuation question is just getting started.
Apr 30
•
Poe Zhao
3
3
DeepSeek Is Turning China's Chip Problem Into a Compute-Shaping Bet
DeepSeek-V4 is less a benchmark story than a blueprint for making scarce compute economically useful.
Apr 24
•
Poe Zhao
20
3
9
CATL's Global Bill Comes Due
Profit soared 48.5% last quarter. Operating cash flow crept up 2.5%. The spread tells the real story of expansion.
Apr 16
•
Poe Zhao
9
2
Qwen's Open-Source Architect Is Out, Alibaba's Cloud Machine Is In
Behind the exit of Qwen's technical lead: an organization rebuilt around cloud revenue.
Mar 5
•
Poe Zhao
14
3
2
Kimi and the Four-Month Year
Moonshot AI says twenty days of revenue beat a full year. The denominator matters more than the numerator.
Mar 4
•
Poe Zhao
2
6
Two Unicorns, 28,000 Robots
Two days, two $1.4 billion valuations, and a sector projected to ship just 28,000 units this year.
Feb 25
•
Poe Zhao
6
5
Zhipu and the Scarcity Trap
A botched developer launch showed how little room for error a 1,000x revenue multiple buys.
Feb 23
•
Poe Zhao
8
3
China PV’s Space Solar Pop and the 24-Hour Paper Trail
A rumored tour lit up A-shares. Filings and regulators cooled it within 24 hours.
Feb 6
•
Poe Zhao
7
1
China’s AI Spending Shifts to Inference, Telecom Operators Lead the Build
RMB 51 billion in inference servers, 222 tenders, and a procurement trail that shows who controls the capacity.
Jan 28
•
Poe Zhao
7
4
Alibaba’s Chip IPO Is Really a Cloud Re-Rating Bet
Spinning out T-Head puts a market price on Alibaba’s AI infrastructure story, and forces proof on software and supply.
Jan 23
•
Poe Zhao
5
2
4
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