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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
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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
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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
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Poe Zhao
5
2
4
China's GPU Gold Rush: Betting Billions on Sub-3% Market Share
Billions are flowing into Chinese GPUs with almost no market share. This is why investors still buy.
Dec 23, 2025
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Poe Zhao
9
6
Volcano Engine’s Billion-Dollar Gamble on MaaS
ByteDance's cloud unit is sacrificing 10x revenue for a market that barely exists. Here's the math.
Dec 2, 2025
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Poe Zhao
8
6
China's GPU Makers Burn Rmb6bn Racing Toward IPO Exits
Moore Threads and rivals are heading to market with billion-yuan burn rates and captive customers. Public investors will fund what venture capital…
Nov 14, 2025
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Poe Zhao
5
4
China’s Robotaxi IPOs Fund a Demographic Bet, Not a Business
L4 specialists burn billions while automakers and platforms wait to capture the value.
Nov 11, 2025
•
Poe Zhao
6
3
3
China's AI Battle: Why Super Apps Already Won
Standalone AI ventures face an insurmountable distribution problem.
Nov 4, 2025
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Poe Zhao
9
3
China's Solar Panel Playbook, Now Running on AI
Chinese AI labs are commoditizing coding models with the same strategy that reshaped solar and batteries. Western startups are adapting--by building on…
Nov 3, 2025
•
Poe Zhao
17
2
9
China’s Robot Funds Bet on Exits, Not Engineering
Local governments deploy $3.6bn to pre-position humanoid “assets” for near-term listings as land sales fade.
Oct 27, 2025
•
Poe Zhao
6
7
China Builds AI Users, Exports AI Founders
When incumbents clone innovations faster than startups can scale, entrepreneurs don’t compete--they relocate.
Oct 16, 2025
•
Poe Zhao
5
8
A Spike, Not a Pyramid: China’s State-Engineered AI Boom
China’s AI boom is now driven by state capital, not venture markets.
Oct 8, 2025
•
Poe Zhao
5
3
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