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A must read, and an indication that getting a lead at this critical juncture seems to have cemented DeepSeek’s position at the top tier, with other ai companies building on its foundation models

As someone who got their driving license in Taiwan and also is totally incapable of actually driving, this is 🎯🎯🎯

Some evidence of industry consolidation among top PRC AI labs b/c 'DeepSeek Moment' 👀👀 01.ai has bowed out of the race (adopting DS for apps); big pressure on Zhipu and others. Very interesting Financial Times piece by Eleanor Olcott, Ryan McMorrow and Zijing Wu.

My social media feed has recently been awash with complaints about research funding reductions in Chinese universities (see, e.g., the screenshot below, which comes from someone teaching at a regional university—a somewhat similar situation applies to the top institutions in

Beijing's cherry blossom season reminded me that I'd passed the year of living in this city. The flowers were in full bloom when I moved here from Hong Kong last April, adding colour to the capital's monotone streets. Time has gone by quickly, accelerated by the dizzying pace of

An executive of a sanctioned AI company complained to me that they were "sanctioned from profiting from human rights abuses". But after the local government failed to pay their bills, there was no "profit to speak of".

XJP enters the AI vortex

Some updates regarding Huawei's Ascend 910C According to engineers, porting a model from CUDA to CANN requires a team of about 200 people working for six months, and even then, the performance reaches only around 90% of the original.

NEW: Huawei is building a 7nm fab in Shenzhen for its smartphone and Ascend chips, its first effort to manufacture its own high-end chips. The Guanlan site is part of a sprawling network of new chip manufacturing sites all working on various elements of Huawei's push to become

The making of the first electro state: Xi's aggressive pursuit of energy self-sufficiency could give China the upper hand in the trade war with the US ... via Financial Times w Nassos Stylianou Jana Tauschinski ft.com/content/f86782…

SCOOP - Treasury secretary Bessent & Chinese finance minister Lan held a #secretmeeting in the IMF basement 3 weeks ago that helped paved the way for the trade deal reached in Geneva at the weekend #USChinaScoop ft.com/content/a541bd…

Where will the US-China rollercoaster take us all? Join us on 28 May and put your questions to our expert panel for Financial Times subscribers with Gideon Rachman Eleanor Olcott Oren Cass and Janka Oertel expertly moderated by Geoff Dyer. Register now at ft.com/us-china

Happy to be nominated for SOPA Young Journalist alongside fellow badass China tech reporter Qianer Liu

From the archives

Last year, China's parcel delivery industry handled 174.5 BILLION packages — equivalent to more than 124 per person.

Still yet to talk to any engineers here who say Huawei Ascend working for AI training. It’s ok for inference on small models. DeepSeek doing all of their R2 training on Nvidia, can still get hands on enough H100s to scale up their cluster.