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Stretched Thin: China’s AI Engine Is Running on Fumes

Alibaba’s Qwen team lead reveals how compute constraints and export controls are creating a structural gap that Chinese AI firms can’t optimize their way out of

#China#compute#export-controls...

China

Z.ai’s $558M IPO: The End of Free AI Models in China

Zhipu AI’s Hong Kong debut marks a turning point for Chinese AI, forcing the ‘AI tiger’ to choose between open-source ideals and shareholder demands

#China#glm#IPO...

ai-chips

China’s TPU: 1.5x Faster Than A100, 5 Years Too Late, and the Ex-Google Engineer Credibility Gap

A Chinese startup’s bold claim of a TPU beating NVIDIA’s A100 exposes the fault lines between technical achievements, geopolitical posturing, and the harsh realities of AI hardware ecosystems.

#ai-chips#China#nvidia...

autonomous-agents

First Blood: When Claude Became a State-Sponsored Hacker

Anthropic’s own AI assistant turned against it, China just weaponized Claude Code to autonomously breach 30 companies, marking cybersecurity’s point of no return.

#autonomous-agents#China#Claude...

China

Great Walls and Great Pivots: How Mutual Bans Forged an AI Cold War

As China bans Nvidia from state data centers and the US blocks Blackwell exports, Nvidia pivots toward India as the world’s most valuable chipmaker navigates a geopolitical chessboard.

#China#geopolitics#India...