china-ai
10 articles tagged with this topic
Apple Cuts Vision Pro and Siri Teams: Is This a Nadella-Style Pivot?
Apple cuts Vision Pro, Siri, and Intelligent Systems Experiences teams, pivoting to AI and new hardware. Vision Pro isn't the next iPhone.
China's Embodied AI: The Valuation Illusion vs. Factory Economics
A ¥20B embodied AI firm's robot failed to fold a towel in 15 minutes. The question isn't motion—it's whether task economics support the valuation.
AI Compute Chases Cheap Electricity: China's Inner Mongolia Secret
AI's energy geography: Inner Mongolia is China's AI data center hub. When compute's core input is energy, industry migrates to cheapest power.
Alibaba Frames AI Capex as a Three-Year Payback Story
Alibaba FY27 Q1: AI ARR RMB 49.5B (35% of external cloud). CEO Wu claims 3-year capex payback — China's first quantifiable AI ROI anchor.
Alibaba Profit Plunges 75%: A Globally Synchronized AI Capex War Signal
Alibaba quarterly profit crashed 75%+ with $10B capex. Proof hyperscalers entering hypercapex. Builders must recalibrate Qwen, cloud pricing, GPU.
Computing-Power Coordination Standard: AI's Real Bottleneck Isn't in Chips
China leads the first global IEC standard for data center computing-power coordination. Surface-level soft power masks a deeper battle over who define
Qwen Teases Midsize Open Model Next Week—China's Open-Source Push Accelerates
Qwen community manager teased a midsize open-source model for next week on Discord, continuing the 2025 release cadence. Community pegs 32B-72B.
WeChat Work MCP Goes Fully Open: Tencent Cedes Enterprise Distribution to Agents
Per 36Kr: WeChat Work opened CLI and MCP. WorkBuddy, DeepSeek Harness, Minimax Code access ten modules. Tencent cedes distribution to Agents.
Qwen 3B Downloads: Open-Source AI's Center of Gravity Shifts East
Qwen open-weight models hit 3B downloads in 6 months, surpassing Llama and Gemma. Open-weight's center of gravity shifts east to China—the AI Android
Apple Adopts Alibaba's Qwen: A Different Solution for China's AI Distribution
Apple Intelligence integrating Qwen on its China site isn't a symbol of "domestic substitution"—it's distribution being repriced within regulatory con