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  • A conceptual illustration showing Alibaba's AI infrastructure investment strategy, with data centers, cloud computing symbols, and financial indicators in a Chinese technology land

    Alibaba vs. Meta: The AI Spending Reckoning and the Race for Profits

    3 months ago27 sources
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    Chinese tech giants like Alibaba face the same market skepticism as Meta: investors want proof that billions in AI infrastructure spending will generate sustainable profits.

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  • Editorial chart or graphic showing US-listed Chinese stock gains amid Fed uncertainty and AI sector struggles in July 2026

    Chinese ADRs Rally as Fed Uncertainty and AI Slump Drive Global Rotation

    3 months ago30 sources
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    A rotation out of struggling US AI and chip stocks into cheaper Chinese tech and e commerce names has pushed the Nasdaq Golden Dragon China Index up 1.7%, even as the Fed held rates steady at 3.5–3.75% with...

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  • Abstract visual showing financial data charts and glowing AI circuit patterns merging, representing asset managers' use of artificial intelligence in investment operations

    Asset Managers' AI Spending Paradox: 66% Fear Over-Investment While 85% Plan 50%+ Budget Hikes

    3 months ago15 sources
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    A Clearwater Analytics study of 178 senior asset manager executives found 63% of firms increased AI spending by more than 50% in the past 12 months, and 85% plan to raise budgets by at least 50% in the year...

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  • Chinese motorcycles and electric two-wheelers for export on shipping dock or production line

    Chinese Motorcycle Exports Hit Record High in First Half of 2026: Tech Gains, Tariff Rush, and Surging US Demand

    3 months ago19 sources
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    Chinese motorcycle exports reached an all time high of 26.2 million units in the first half of 2026, up 23.2% year on year, valued at US$11.28 billion, with US bound shipments surging 40% to 3.9 million moto...

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  • Artistic rendering of a humanoid robot against a backdrop of the Shanghai skyline and stock market graphics, representing Unitree Robotics' IPO on the STAR Market.

    Unitree Robotics IPO: $619 Million Shanghai Listing and the US-China Robotics Rivalry

    3 months ago22 sources
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    Unitree Robotics will launch its IPO on Shanghai's STAR Market, selling 40.45 million new shares (10% of its enlarged share capital) to raise approximately 4.2 billion yuan ( $619 million).

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  • RedNote data centre Inner Mongolia AI infrastructure Ulanqab 15th Five-Year Plan

    RedNote's $2.2 Billion Data Centre: Inside the Inner Mongolia AI Hub and China's 15th Five-Year Plan

    3 months ago19 sources
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    RedNote (Xiaohongshu) is building a 600 megawatt, $2.2 billion AI data centre in Inner Mongolia's Ulanqab region, targeting delivery by Q1 2027, to power its expanding AI capabilities and support its planned...

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  • MiniMax H3 AI video generation model interface showcasing 2K output with native stereo audio

    MiniMax H3 vs ByteDance Seedance: Open-Weights AI Video Model Undercuts Rivals at $7.80/Minute

    3 months ago27 sources
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    MiniMax launched the H3 multimodal video generation model on July 31, 2026, directly challenging ByteDance's Seedance 2.5 with open weights, dramatically lower pricing, and a unified omni modal architecture...

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  • OpenAI GPT-5.6 API pricing update announcement visual

    OpenAI Slashes GPT-5.6 API Prices by Up to 80%: New Luna and Terra Costs and Why It Happened

    3 months ago26 sources
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    On July 30, 2026, OpenAI slashed GPT 5.6 Luna API prices by 80% to $0.20 per million input tokens and $1.20 per million output tokens, and cut GPT 5.6 Terra by 20% to $2/$12.

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  • An AI-generated editorial illustration of a stock market crash with a crumbling blockchain-like pillar and cascading data lines, representing the collapse of an AI-focused hedge fu

    The AI Hedge Fund Blowup That Forced a $16 Billion Fire Sale — And the Warnings Chinese Investors Are Now Sounding

    3 months ago28 sources
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    Situational Awareness, an AI focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, was forced to sell its entire $16–$24 billion public stock portfolio at steep discounts in late July 202...

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  • An ink-wash map of AI depicting chipmakers as mountains on islands, algorithms as jagged mountain ranges, and ethical questions as uncharted islands, from a Shanghai AI lab exhibit

    What a Visit to Shanghai's AI Labs Reveals About China's Battle for Global AI Soft Power

    3 months ago19 sources
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    A visit to Shanghai's AI labs, centered on an ink wash map that visualizes AI as a landscape, reveals China is positioning itself not simply as an AI technology leader, but as the future arbiter of AI govern...

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  • Collage of the Pentagon building and logos of Fudan University and Shanghai Jiao Tong University, representing new additions to the U.S. national security research blacklist.

    Pentagon Expands Research Blacklist to China's Top Civilian Universities: What the Section 1286 List Means for U.S. Science Policy

    3 months ago22 sources
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    The Pentagon added Fudan University and Shanghai Jiao Tong University to its Section 1286 national security blacklist on July 23, 2026, bringing the total to 130 institutions across China, Russia, and Iran—w...

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  • CGN Daesan Phase II gas-fired power plant in Seosan, South Korea

    CGN's Daesan Phase II: China's 557 MW Hydrogen-Ready Gas Plant Powers South Korea's AI Boom

    3 months ago20 sources
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    CGN Energy International's Daesan Phase II gas fired power plant in Seosan, South Korea, began commercial operations on July 24, 2026, adding 557 MW of capacity that can generate up to 3.9 billion kWh annual...

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