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ByteDance grabs one-fifth of China’s data centre capacity as AI drives infrastructure boom
ByteDance accounts for roughly one-fifth of China’s delivered data centre capacity, making the TikTok owner the country’s largest tenant and a main driver of its artificial intelligence buildout, according to new estimates by research firm SemiAnalysis. The estimate comes from the firm’s tracking of more than 1,000 facilities in China operated by over 60 companies. ByteDance rents nearly all of its data centre footprint, SemiAnalysis said. Its AI products include Doubao, an assistant that...
How Alibaba is using AI to revamp its mapping app – and take on Meituan
Late last year, Zhang Xuan’s small beef noodle joint in Shanghai suddenly began seeing a dramatic surge in orders. Sales over the past few months have been 50 to 60 per cent higher than normal, he estimates. The driver? The new Street Stars feature on Chinese tech giant Alibaba Group Holding’s Amap mapping app, which listed Zhang’s eatery as the fourth best restaurant in Shanghai’s Changning district. Prominently displayed on Amap’s main page, the system uses artificial intelligence to rate...
Xi at White House, trade-war truce extension, Golden Week travel
Chinese President Xi Jinping and US President Donald Trump discussed artificial intelligence (AI) and Taiwan at the White House on Thursday as part of a state visit dominated by pageantry. On AI, Xi said that “the right thing to do is to draw on each other’s strengths, not guard against each other”, according to a statement from the Chinese foreign ministry. He also backed continued dialogue about risks, joint efforts to prevent misuse and keeping AI under human control. Trump earlier said on...
Xi-Trump dinner puts US tech titans in spotlight – what does it mean for China ties?
If the American guests seated at the head table with President Xi Jinping and US President Donald Trump at Thursday’s White House state dinner were any indication, Washington now views its relationship with Beijing largely through the prism of technology. Analysts said the seating arrangement underscored how tech industry titans driving the global AI infrastructure boom were pushing to draw the two economic superpowers closer together. Sitting alongside Xi, Chinese first lady Peng Liyuan, Trump...
Alibaba unveils ‘pragmatic’ AI road map to drive monetisation, infrastructure efficiency
The artificial intelligence road map presented at its flagship Apsara Conference this week showcased a pragmatic pivot by Chinese tech giant Alibaba Group Holding, offering a clearer path to monetisation despite a sharp escalation in capital expenditure, analysts said. The conference, which ran from Tuesday to Thursday under the theme “Intelligence goes beyond”, highlighted “Alibaba’s disciplined execution across its full-stack AI ecosystem”, said Cathy Chan, an analyst at CCB International. She...
Science News
Neither Beijing nor Washington can win the race for artificial intelligence dominance without relying on other countries, a Bank of America analyst said ahead of this week’s high-stakes bilateral summit, citing deeply entangled global tech supply chains. While China’s advantages had emerged in areas like power grids and manufacturing equipment, the country remained reliant on overseas suppliers for advanced chips, memory and some high-end materials, said Matty Zhao, co-head of China equity at...
When Chinese artificial intelligence developers want to train their next-generation frontier models, they all face the same daunting wall: they cannot legally buy the world’s most powerful AI chips. However, the country’s tech giants and start-ups have still managed to quietly keep pace with global rivals. Their secret is an elusive workaround: moving heavy training workloads across borders through the cloud. By setting up proxy entities in foreign jurisdictions, domestic firms have for years...
Techonology News
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China’s GoPro rival Insta360 opens first US flagship store in New York’s Times Square
Chinese action camera maker Insta360 is deepening its US footprint with a flagship store opening in New York as it navigates escalating price competition with DJI and industry-wide memory cost pressures. The Chinese GoPro rival was slated to plant its flag in the heart of Times Square with its first flagship retail store in the US on Saturday, a marquee launch as the firm looked to “leap to the next stage of growth”, co-founder Max Richter said. “The US market plays a very important role for us...
Alibaba open-sources medical AI model that can detect cancer and nearly 150 conditions
Alibaba Group Holding’s research arm, Damo Academy, has open-sourced an artificial intelligence model capable of identifying nearly 150 abdominal conditions – including cancers – by reading computed tomography (CT) scans, marking the latest step in the firm’s growing medical AI efforts. The vision-language model, called Damo Radar, was designed to analyse contrast-enhanced CT scans covering 18 abdominal organs and identify a broad range of diseases and other abnormalities, such as malignant...
Top Chinese AI models make 10% of OpenAI, Anthropic revenue despite high valuations: report
Chinese artificial intelligence models from seven major developers combined generate only about 10 per cent of the revenue reported for OpenAI and Anthropic, even as investor enthusiasm remains intense, according to US-based research firm Rhodium Group. The Chinese AI models earned an estimated US$10.7 billion in annual recurring revenue (ARR) from March to August, a fraction of the more than US$100 billion combined for OpenAI and Anthropic, according to the Rhodium report published on...
Chip foundries better insulated in an AI slowdown than Asia-Pacific tech peers, S&P says
As market fears mount over waning Big Tech spending and calls to slow down frontier artificial intelligence development, Asia-Pacific semiconductor foundries are better positioned to withstand a potential downturn in AI investment than other tech hardware firms in the region, according to S&P Global Ratings. In a report published on Thursday, the rating agency said it had stress tested four key Asia-Pacific sectors – foundries, memory manufacturers, cooling component suppliers and original...
China to see major shift to Huawei for AI model training in 2027: deputy chair
Huawei Technologies expects a major domestic shift towards its artificial intelligence computing infrastructure for model training next year, as its Ascend processors gain ground on Nvidia in China despite supply constraints, according to rotating chairman Eric Xu Zhijun. “I believe that starting from next year, a lot of the AI model training will be based on the SuperPoD or SuperCluster based on Ascend 950DT,” Xu told reporters during the Huawei Connect 2026 conference in Shanghai on...
IT News
China’s leading memory chipmaker ChangXin Memory Technologies (CXMT) is gaining ground among local smartphone vendors, with some of its high-end chips finding their way into flagship Chinese handsets as vendors push into the premium market. ZTE-backed Nubia’s NaviX Ultra that went on sale on Wednesday used LPDDR5X DRAM chips from CXMT, the companies announced earlier this month. The handset was dubbed the Nubia Doubao phone due to its integration of TikTok parent ByteDance’s Doubao artificial...
Huawei Technologies said on Thursday that it would launch its next-generation artificial intelligence chip in the first quarter of 2027, moving the target launch forward by nine months as the firm aggressively expands its ecosystem amid China’s self-sufficiency push. David Wang Tao, rotating and acting chairman for Huawei, said on Thursday that the Ascend 960DT chip, an AI chip designed for model training, “with performance doubling”, would be “ready in the first quarter of 2027”, three quarters...