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Sunday, July 26, 2026

  1. CHIPS & COMPUTEMARKETS

    China’s AI Computing Power Hits 962 EFLOPS, Ranking Second Globally as AI Servers Overtake General Servers

    China’s total computing power reached 962 exaflops (EFLOPS) in 2025, ranking second globally and accounting for approximately 21% of worldwide AI computing capacity, according to the 2025 China Server Industry Development Report released at the Smart Computing Foundation event in late July.

  2. BIG TECHMARKETS

    Baidu Board Approves Dual-Primary Hong Kong Listing as Nasdaq Hedge

    Baidu’s board of directors has approved a voluntary conversion of its secondary listing status on the Hong Kong Stock Exchange to a dual-primary listing, the company announced on July 22.

Wednesday, July 22, 2026

  1. FUNDINGMARKETS

    China’s AI IPO Wave: Six Model Startups, Chip Makers, Robot Firms Race to List

    China’s artificial intelligence sector is gearing up for a massive wave of initial public offerings, as companies rush to secure capital in an increasingly capital-intensive and geopolitically constrained industry.

Tuesday, July 21, 2026

  1. Kai-Fu Lee’s 01.AI Seeks Pre-IPO Funding Ahead of 2027 Hong Kong Listing

    Zero One Technology, the artificial intelligence startup better known as 01.ai, is aggressively pursuing a new round of Pre-IPO financing as it lays the groundwork for a public listing on the Hong Kong Stock Exchange in 2027.

  2. MARKETSBIG TECH

    Shanghai’s AI Industry Surges 21.8% in H1 2026, Outpacing City’s 5.6% GDP Growth

    Shanghai is cementing its position as the epicenter of China’s artificial intelligence boom, with the city’s AI industry output surging 21.8% year-over-year in the first half of 2026.

  3. MARKETSAPPLIED AI

    China’s 15th Five-Year Plan Bets on AI-Energy Synergy — CATL and Peers Race to Integrate

    As China’s artificial intelligence sector expands at a breakneck pace, the immense power requirements of hyper-scale computing are forcing a rapid convergence between the AI and energy industries.

  4. MARKETSBIG TECH

    AI Is China’s New Economic Engine, Accounting for 17% of GDP as Q2 Growth Slows to 4.3%

    Artificial intelligence and related high-tech industries have emerged as the critical growth engine for the Chinese economy, providing vital resilience as traditional sectors continue to drag.

Monday, July 20, 2026

  1. FUNDINGMARKETS

    China’s AI Venture Funding Surpasses 3 Trillion Yuan in H1 2026, Exceeding Full-Year 2025 Total

    Venture capital investment in China’s artificial intelligence sector has reached unprecedented levels in 2026, reflecting both the intensity of investor enthusiasm and the rapid acceleration of commercial development across the industry.

  2. GEOPOLITICSMARKETS

    US Companies Now Route 46% of AI Tokens Through Chinese Models as OpenAI Costs Surge

    A significant and largely unreported shift is occurring in the global artificial intelligence market, driven not by geopolitics but by economics.

Sunday, July 19, 2026

  1. MARKETSBIG TECH

    Hong Kong Cyberport Emerges as the Global Launch Pad for China’s AI Industry

    For years, Chinese technology companies seeking to expand internationally faced a common problem: products that worked brilliantly in the mainland market often hit unexpected walls overseas. Data governance rules differed. Contract law frameworks were unfamiliar. Cultural expectations around automation and service robots varied in ways that no amount of technical excellence could overcome.

Saturday, July 18, 2026

  1. GEOPOLITICSMARKETS

    Kimi K3 Sends Nvidia and US Chip Stocks Tumbling as China’s AI Gap Narrows

    US technology stocks fell sharply on Friday after Moonshot AI released Kimi K3, a 2.8-trillion-parameter open-weight model that demonstrated capabilities rivaling several leading American systems at a fraction of the cost.

  2. APPLIED AIMARKETS

    Luckin Coffee Deploys AI Agents Across 35,000 Stores in Bid to Redefine Coffee Retail

    The integration of artificial intelligence into everyday consumer life took a significant step forward this week as Luckin Coffee, China’s largest coffee chain, unveiled a comprehensive AI-native strategy designed to reconstruct its entire retail operation.

  3. CHIPS & COMPUTEMARKETS

    China’s Chip Exports Nearly Double in H1 2026 as Global AI Boom Drives Record Demand

    China’s exports of integrated circuits nearly doubled in the first half of 2026 compared with the same period a year earlier, according to data reported by Tom’s Hardware, as the global artificial intelligence boom generated unprecedented demand for the chips, servers, and computing components that Chinese manufacturers have been scaling up to supply.

Thursday, July 16, 2026

  1. MODELSMARKETS

    China’s AI Industry Pivots from the Frontier Race to the Harder Problem of Commercial Deployment

    China’s AI Industry Pivots from Model Building to Real-World Deployment As the World Artificial Intelligence Conference opens in Shanghai this week, a strategic reorientation is underway across China’s AI industry.

  2. MODELSMARKETS

    Chinese AI Models Now Handle Nearly a Third of Enterprise AI Tokens Globally

    Chinese Open-Weight Models Triple Their Enterprise Token Share in Two Months The share of enterprise AI workloads running on open-weight models, the majority of which originate from Chinese companies, has nearly tripled in two months, according to new data from Vercel’s AI Gateway Production Index.

Wednesday, July 15, 2026

  1. MARKETSAPPLIED AI

    China’s Robot Exports Surge 18.6% in H1 2026 as Global Demand Accelerates

    China’s robotics industry is rapidly expanding its global footprint, with robot exports surging 18.6% in the first half of 2026. The robust growth, driven by accelerating international demand for industrial automation and advanced medical machines, underscores China’s transition from a consumer of robotics technology to a dominant global supplier.

  2. MARKETSPOLICY

    China’s Q2 GDP Released: AI Exports Cushion a Structurally Unbalanced Economy

    China’s economic performance in the second quarter of 2026 presents a stark dichotomy: a booming, technology-driven export sector operating at full capacity, set against a sluggish domestic economy weighed down by cautious consumers and a prolonged property slump.

  3. CXMT Begins $8.55 Billion IPO Book-Building in Asia’s Largest Listing of 2026

    ChangXin Memory Technologies (CXMT), China’s leading manufacturer of dynamic random-access memory (DRAM) chips, has officially launched the book-building process for its highly anticipated initial public offering.

  4. MARKETS

    China’s June Exports Surge 27% as AI Chip Boom Drives Record Trade Surplus

    China’s export engine roared back to life in June 2026, posting its strongest growth in four months and significantly exceeding market expectations. The surge was driven primarily by insatiable global demand for artificial intelligence hardware, integrated circuits, and electric vehicles, underscoring the technology sector’s critical role in cushioning China’s broader economic slowdown.

Tuesday, July 14, 2026

  1. MARKETSFUNDING

    Goldman Sachs Urges Investors to Go Long on China’s AI Value Chain Amid “Triple Mismatch”

    Wall Street heavyweight Goldman Sachs has issued a major research report urging global institutional investors to systematically go long on China’s artificial intelligence value chain.