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Key Facts

Key PlayersBaidu, Alibaba, DeepSeek, ByteDance, Tencent

Top InstitutionsTsinghua, Peking University, CAS

AI Policy StanceState-directed, strategic priority

Notable LegislationGenerative AI Regulations (2023)

Top News

Chinese Robotaxis Challenge Waymo in Global Autonomous Vehicle Race

Chinese autonomous vehicle companies are expanding globally, competing with American firms like Waymo. Baidu's Apollo Go, WeRide, and Pony AI are making significant progress in robotaxi projects, establishing operations in Dubai, Abu Dhabi, and Singapore, with plans for European expansion.

Technology2 sources

Chinese Robotaxis Challenge Waymo in Global Autonomous Vehicle Race

Technology2 sources

Alibaba Enters Smart Glasses Market with AI-Powered Quark Glasses and Chatbot

Alibaba launches Quark AI Glasses and a new AI chatbot, marking its entry into the consumer AI market. The move positions the company to compete with Meta and other tech giants in the growing smart glasses sector.

Technology5 sources

Alibaba Enters Smart Glasses Market with AI-Powered Quark Glasses and Chatbot

Technology5 sources

Nvidia's AI Market Share in China Plummets to Zero Amid Geopolitical Tensions

Nvidia CEO Jensen Huang reveals the company's complete exit from the Chinese AI market due to U.S. export controls. The tech giant's market share has dropped from 95% to 0%, raising concerns about the impact on both American and Chinese tech industries.

Technology5 sources

Nvidia's AI Market Share in China Plummets to Zero Amid Geopolitical Tensions

Technology5 sources

Alibaba's AI Investment in E-commerce Breaks Even, Signaling Positive ROI in Retail Tech

Chinese tech giant Alibaba reports that its AI spending in e-commerce is already breaking even, with significant improvements in advertising returns and user experience. This milestone challenges industry skepticism about AI's direct financial returns in retail operations.

Business2 sources

Alibaba's AI Investment in E-commerce Breaks Even, Signaling Positive ROI in Retail Tech

Business2 sources

MSI Denies Involvement in Alleged RTX 5090 Sales in China Amid Export Control Concerns

MSI has issued a statement denying any official sales or distribution of Nvidia's RTX 5090 GPUs in China, following the circulation of images showing pallets of these restricted graphics cards in the country. The incident highlights ongoing challenges in enforcing export controls on high-end AI chips.

Policy2 sources

MSI Denies Involvement in Alleged RTX 5090 Sales in China Amid Export Control Concerns

Policy2 sources

ASML's Q3 Results Signal Strong AI Demand Amid China Slowdown

ASML, the world's largest supplier of chip-making equipment, reports strong Q3 results driven by AI investments. The company expects continued growth despite anticipated decline in Chinese sales.

Technology8 sources

ASML's Q3 Results Signal Strong AI Demand Amid China Slowdown

Technology8 sources

Taiwan Reports Surge in Chinese Cyberattacks and Warns of 'Online Troll Army'

Taiwan's National Security Bureau reports a 17% increase in Chinese cyberattacks on government departments in 2025, averaging 2.8 million daily attacks. The bureau warns of an 'online troll army' spreading disinformation and sowing discord among Taiwanese citizens.

Technology2 sources

Taiwan Reports Surge in Chinese Cyberattacks and Warns of 'Online Troll Army'

Technology2 sources

China Bans TechInsights After Revealing Foreign Components in Huawei's AI Chips

China has blacklisted Canadian semiconductor research firm TechInsights following a report that exposed the use of foreign components in Huawei's latest AI chips. This move highlights the ongoing tensions in the global chip industry and China's push for technological self-sufficiency.

Technology2 sources

China Bans TechInsights After Revealing Foreign Components in Huawei's AI Chips

Technology2 sources

US-China Chip War Intensifies: Nvidia Caught in the Crossfire

The US Senate passes a bill prioritizing AI chip sales to American companies, while China tightens customs checks on Nvidia GPUs. This escalation in the tech war puts Nvidia in a challenging position, potentially reshaping the global AI supply chain.

Policy11 sources

US-China Chip War Intensifies: Nvidia Caught in the Crossfire

Policy11 sources

Nvidia Supplier Megaspeed Under Investigation for Alleged AI Chip Diversion to China

Singapore-based Megaspeed, a major Nvidia customer, is under investigation by U.S. and Singaporean authorities for allegedly helping Chinese companies bypass export restrictions on advanced AI chips.

Technology5 sources

Nvidia Supplier Megaspeed Under Investigation for Alleged AI Chip Diversion to China

Technology5 sources

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