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Thursday 18 September 2025
Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Tencent said its cloud business has fully integrated with China's mainstream domestic chips, marking a milestone in its AI and cloud...

Thursday 18 September 2025
Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip
Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already...
Thursday 18 September 2025
Tencent opens AI platform, aligns with domestic chips, and doubles overseas cloud scale
Tencent Holdings has unveiled its most comprehensive AI and cloud strategy to date, opening its artificial intelligence capabilities and confirming full compatibility with China's...
Friday 12 September 2025
Alibaba Group to raise US$3.17 billion via convertible bonds for cloud infrastructure expansion
Alibaba Group has announced plans to raise US$3.17 billion through zero-coupon convertible bonds, the largest transaction of its kind this year. The funds will primarily support the...
Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are...
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Monday 25 August 2025
AI investments of top-4 Chinese CSPs

Introduction

Thursday 14 August 2025
Tencent widens AI chip sourcing as Beijing puts H20 under the microscope
Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...
Wednesday 23 July 2025
Chinese AI talent sparks global bidding war as US readies countermeasures
China's artificial intelligence sector is entering a new phase, shifting from model development to large-scale deployment, while a fierce battle for AI talent intensifies across the...
Wednesday 23 July 2025
Nvidia's Jensen Huang holds private talks with founder of Chinese AI startup MiniMax during Beijing visit
Nvidia CEO Jensen Huang met privately with Yan Junjie, the founder of Chinese AI startup MiniMax, during his recent visit to Beijing, marking a rare and closely watched interaction...
Thursday 17 July 2025
Nvidia's Jensen Huang names 10 Chinese AI firms shaping the future — from Tencent to MiniMax

Nvidia CEO Jensen Huang delivered a rare Mandarin-language keynote at the China International Supply Chain Expo on July 16, appearing...

Tuesday 10 June 2025
Chinese tech giants pivot to local memory suppliers as trade tensions persist
China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have...
Wednesday 28 May 2025
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...
Friday 16 May 2025
China's tech giants join forces to accelerate humanoid robotics push
With 2025 being hailed as the inaugural year of the humanoid robot, China's internet giants—Tencent, Baidu, and Alibaba—are accelerating their efforts to secure early...
Friday 25 April 2025
China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban
Ahead of the US government's early April export restrictions, Chinese tech giants ByteDance, Alibaba, and Tencent reportedly preemptively stockpiled up to one million units of Nvidia's...