Companies
Industry leadersMoves and strategy from the leading players in China's AI compute landscape.
Alibaba Is Finally Seeing Money Come Back
Investments in MiniMax and Zhipu Are Starting to Pay Off for Alibaba
Report: ByteDance Plans to Raise AI Infrastructure Spending by 25%
ByteDance is preparing to spend more than 200 billion yuan, sharply lifting its AI budget as it doubles down on domestic chips and global infrastructure. Its spending still trails that of U.S. giants, but China’s AI sector is breaking through under a distinctive collaborative ecosystem, and its pace of catch-up is increasingly worrying experts in Silicon Valley.
ZTE Published a Paper Mapping the Frontier Directions for AI
Synced Editorial Team
ByteDance’s AI Ledger: Doubao Makes Less Than 1 Million Yuan a Day, While Seedance Runs at 70% Gross Margin
How do you get users to pay for services again in a market trained on free products?
ByteDance’s AI Push Is Racing Through Anxiety
If Doubao keeps up the user growth it has seen over the past 18 months, computing power costs will put ByteDance under enormous pressure.
Agents Need Scale and Brains: Inspur Information Packs 40,000 Agents Into One Rack While Letting Large Models Team Up on Answers
The core job of AI infrastructure has shifted from supporting large-model inference to supporting the scaled operation of massive numbers of agents and the continuous production of high-quality tokens.
ByteDance Goes All In on B2B AI, With Doubao’s Paid Tier Only the First Step
ByteDance’s AI Pivot
ZTE Teams Up With Domestic Computing Power Players to Win WAIC’s SAIL Star Award
This year’s WAIC SAIL Star award once again went to a supernode, and once again to ZTE.
ByteDance Raises 2026 Capex to More Than $30 Billion, Deepening AI Push and Shifting Toward Domestic Chips
C114 News: ByteDance has raised its 2026 capital expenditure plan by 25% to more than $30 billion, driven by AI investment and rising memory costs. The company plans to spend about $14 billion on NVIDIA GPUs and is increasing its budget for domestic chip purchases.
Alibaba Cloud’s 2026 Goal: Capture 80% of China’s Incremental AI Cloud Market
AI infra is cloud computing itself.
Top embodied intelligence brain company raises another several hundred million dollars in funding! World model path draws 15 VC firms eager to invest
With 2026 now past the halfway mark, embodied AI remains one of the hottest sectors in the primary market.
Alibaba Sharpens Its “Cloud + AI + Chips” Strategy as PPU Chip Shipments Reach Hundreds of Thousands
Alibaba has played a flush at the AI table.
With a market value of 305.5 billion yuan, Moore Threads rings the bell as the first publicly listed domestic general-purpose GPU company.
Moore Threads made its STAR Market debut on Tuesday as China’s first publicly listed general-purpose GPU company, opening 469% above its offering price and valuing the company at more than 305.5 billion yuan. The company raised 8 billion yuan, with most of the proceeds slated for R&D in AI chips, graphics chips and AI SoCs.