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For DeepSeek, its sudden rise to stardom has created a dilemma: whether to raise money. Our deep dive into DeepSeek shows how its global success comes with new challenges and difficult choices. w/ Qianer Liu theinformation.com/articles/deeps…

Does China have a compute surplus or shortage? Another interesting article flagged by Emerging Technology Observatory describes the complex picture as “short-term sufficiency, long-term shortage” and includes a list of local government compute projects.

Exclusive: DeepSeek Spurs Black Market Demand for Nvidia Gaming Chips in China DeepSeek’s popularity has spurred a huge increase in demand in China for Nvidia’s gaming chips, which can be used to run DeepSeek’s AI models. Read more from Qianer Liu👇

theinformation.com/articles/deeps… Qianer Liu

Nvidia gaming chips, esp RTX 5090, now a hot ticket in the black market as Chinese smugglers race to meet demand from customers retrofitting them to deploy #DeepSeek models in AI data centers. by Qianer Liu via The Information $NVDA theinformation.com/articles/deeps…

Exclusive: How China’s Tech Titans Swallowed Their Pride and Embraced DeepSeek As several of China’s biggest tech giants have embraced DeepSeek’s upstart AI technology, ByteDance is internally debating whether to follow suit. Read more from Juro Osawa, Qianer Liu and

The Information's Asia bureau maybe small, but we always aim high. Extremely proud of our team for bagging two wins+two honorable mentions in the SABEW Best in Business awards, in collaboration w/ our inimitable colleagues in the U.S. Here's the deets: sabew.org/2025/03/2024-b…

When #DeepSeek became a national treasure in #China like pandas 🐼, it also means fences are installed around the startup. Another reporting tour de force by Juro Osawa & Qianer Liu theinformation.com/articles/deeps… via The Information

NEW: DeepSeek has restricted some employees involved in research and development of AI models from traveling abroad freely. Those employees were asked to hand in their passports. Story w/ Qianer Liu. theinformation.com/articles/deeps…

Exclusive: Google Taps MediaTek for Cheaper AI Chips Google is teaming up with MediaTek for its next AI chips, aiming to cut costs and lessen reliance on Broadcom. Read more from Qianer Liu👇

Exclusive: Nvidia Faces Dilemma After Chinese Firms Rush to Order $16 Billion in New AI Chips Chinese companies, including ByteDance, Alibaba, and Tencent, have placed at least $16 billion in orders for Nvidia's H20 AI chips. 🇨🇳 This comes ahead of a potential US ban. Read more

NEW: Right before Joe Biden left office, he announced a complicated rule making it much, much more difficult to export GPUs to other countries. Now Nvidia and its customers are preparing to grapple with it next month.... w/ Qianer Liu for The Information

#NVIDIA is again developing a chip for China after the H20 ban. Déjà vu? Not quite. If $NVDA keeps lowering specs of China-tailored chips, they might eventually lose appeal compared to homegrown alternatives. Scoop by Qianer Liu via The Information theinformation.com/articles/nvidi…

Immensely proud that The Information landed three nominations in the prestigious #SOPAwards2025, a record haul for us and a true testament to our dogged coverage of the #Asia tech scene in 2024. The Society of Publishers in Asia sopawards.com/the-sopa-award…

🚨 Reporting job alert: Join Stephanie Palazzolo & our incredible team The Information to lead coverage of OpenAI (w/ lots of support).

Exclusive: China Tightens Control Over AI Data Centers China is increasing oversight of AI data centers, potentially leading to longer licensing times for top tech companies. Read more from Qianer Liu 👇 theinformation.com/articles/china…

Please join me for a discussion with an outstanding panel of speakers on #China #AI at The Information's live video summit 9am Weds, May 28 HKT (6pm Tues May 27 PT). You can ask questions to our panelists during the live session. Sign up link👇 theinformation.com/events/beyond-…

Thank you, Ellie! We must be doing something right 😆

theinformation.com/articles/jense… Nvidia CEO Jensen Huang is meeting with Trump more frequently and becoming more vocal about the damage U.S. restrictions on chip sales to China are having on the U.S. tech industry. Check out Qianer Liu, Anissa Gardizy and my story for The Information

Exclusive: Nvidia’s Biggest Chinese Rival Huawei Struggles to Win at Home Despite the Nvidia CEO’s warning about competition from China, Huawei is having a hard time convincing big Chinese tech firms to buy its chips. Read more from Qianer Liu 👇 theinformation.com/articles/nvidi…