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The most significant signal ahead of the Trump-Xi summit in Beijing did not come from a press briefing or a policy paper. It came from a flight manifest. It was commonly believed that Nvidia CEO Jensen Huang would not joining the U.S.
When DeepSeek released its latest artificial intelligence model last month, the announcement included a technical detail that fundamentally alters the geopolitical landscape of the semiconductor industry. The Chinese startup confirmed that its advanced models are now fully compatible with Huawei’s Ascend line of AI processors.
When President Donald Trump arrives in Beijing for his highly anticipated state visit, his delegation will include some of the most powerful figures in American business. Elon Musk, Tim Cook, Larry Fink, and Boeing’s Kelly Ortberg are all scheduled to accompany the president.
On Friday evening, China Central Television’s most-watched news program broadcast footage that had never been shown publicly. The South China Morning Post reports that the Chip Fundamental Technology Research Laboratory at Huawei’s Lianqiu Lake campus in Shanghai appeared on Xinwen Lianbo, the state-run bulletin that reaches more than 200 million viewers nightly.
As President Donald Trump prepares for his high-stakes state visit to Beijing, the South China Morning Post argues that the U.S. administration is facing a stark reality: its semiconductor export controls have largely failed to halt China’s artificial intelligence ambitions. The summit presents a critical juncture for U.S.
Richard Chang, the founder of Semiconductor Manufacturing International Corporation (SMIC), China’s largest chipmaker, has pushed back against the prevailing industry narrative that defines semiconductor success solely by the ability to produce the most advanced nodes, such as 3nm or 2nm.
On April 24, 2026, China announced the LineShine supercomputer, a machine designed to achieve more than 2 exaflops of sustained performance using entirely domestic CPUs, with full deployment planned by the end of 2025. The announcement, reported by Crypto Briefing, represents one of the most ambitious claims in the history of Chinese high-performance computing.
China’s AI boom is consuming electricity at a pace that is beginning to strain the country’s power grid and carbon targets. Electricity consumption by internet data services and computing facilities rose 44 percent year on year in the first quarter of 2026, reaching 22.9 billion kilowatt-hours, according to the China Electricity Council.
ByteDance, the Chinese tech giant best known for TikTok and its vast AI-driven content ecosystem, is ramping up its AI infrastructure investments substantially for 2026.
When Nvidia announced a $300 million investment in Corning to build three new optical fiber manufacturing plants in the United States, the headline was about American manufacturing revival. But the deeper story, as the South China Morning Post reports, is about China.
Baidu is moving to spin off its artificial intelligence chip unit, Kunlunxin, in a dual initial public offering (IPO) that targets a valuation of approximately $14.7 billion.
Huawei Technologies is projecting a massive surge in its artificial intelligence chip business. The company expects revenue from its Ascend processors to jump by at least 60% to reach $12 billion in 2026.
In a massive boost to Southeast Asia’s digital infrastructure, TikTok has secured approval for a $25 billion data center expansion project in Thailand.
The launch of DeepSeek V4, one of China’s most advanced open-source large language models, has sent ripples through the domestic semiconductor industry. As US export controls continue to restrict access to top-tier Nvidia chips, Chinese AI developers are increasingly reliant on homegrown hardware.
A new TechInsights report published this week poses what may be the defining question of China’s AI decade: can the country deliver datacenter-grade artificial intelligence performance without access to Nvidia’s leading chips? The report, titled “The $100 Billion Question: Can China Deliver Datacenter AI Performance Without NVIDIA?”
Bloomberg reports that a surge in AI chip demand, not least from China, has emerged as a dominant force reshaping Asian financial markets, with Taiwan and South Korea at the forefront.
As China accelerates its race to global AI leadership, much of the spotlight has focused on breakthrough chips, sophisticated AI models, and high-profile tech hubs in Beijing, Shenzhen, and Hangzhou. Yet, behind this fast-evolving landscape lies a less glamorous but critical foundation: massive data-labeling centers staffed predominantly by rural workers in China’s inland provinces.
Nvidia, the $5 trillion semiconductor giant long synonymous with artificial intelligence (AI) computing power, now faces a stark reality: as of April 2025, its flagship H200 AI chips are banned from export to China. The consequences have been swift and profound.
China’s semiconductor ambitions have entered a new, accelerated phase as the country sets its sights on sourcing more than 70% of silicon wafers used by domestic chipmakers from local suppliers by the end of 2026.
DeepSeek’s launch of its V4 model series has done more than advance the frontier of open-source AI.
