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Paid AI Training and the US-China Control Race
This episode examines China's $15 AI-token training debate, restrictions on AI talent leaving the country, and Broadcom's $16.7 billion in AI semicon…
1 month, 3 weeks ago
China Bypasses Chip Blockades With Open-Source AI
This episode examines how open-weight models from Alibaba, Tencent, and DeepSeek passed a 60 percent share on OpenRouter, why they cost 60 to 90 perc…
1 month, 3 weeks ago
Cheap Chinese AI Models Disrupt Global Markets | China AI Briefing
This episode follows DeepSeek's $7.4 billion funding round, Z.ai's claim that GLM-5.3-Flash ran on 100,000 domestic chips, and Chinese open-source mo…
1 month, 3 weeks ago
China Builds an Independent AI Ecosystem | China AI Briefing
This episode covers Z.ai's GLM-5.3-Flash running on domestic chips, DeepSeek's $7.4 billion funding round, and Nvidia's near-zero China data-center s…
1 month, 3 weeks ago
How China Bypassed the US AI Blockade | China AI Briefing
This episode covers the open release of Zhipu AI's GLM-5.3, Nvidia's shrinking China business and local chip substitution, and China's mandatory pre-…
1 month, 3 weeks ago
China Turns AI Into a Public Utility | China AI Briefing
This episode covers Moonshot AI’s planned Hong Kong listing, Zhipu AI GLM-5.3 safety concerns, XPeng IRON robot production, and China’s telecom opera…
1 month, 4 weeks ago
Alibaba Capital and China's Chip-Robot Push
This episode covers Alibaba's $10.2 billion AI fund-raising, forecasts for China's domestic AI-chip share, and XPeng IRON and WRC2026 signals in huma…
1 month, 4 weeks ago
China's Chip, Robot, and Data Mobilization
This episode examines Alibaba's AI infrastructure funding, Beijing's control over H200 imports, and the XPeng robotics and World Robot Conference sig…
2 months ago
China's Strategy for a Unified AI Ecosystem
This episode examines Alibaba's multi-model AI platform, telecom operators' shift to AI compute, and China's training-ground and mixed chip self-reli…
2 months ago
China's Unified AI and Robotics Industrial Ecosystem
This episode examines Qwen's adoption of rival models, China's humanoid robot shipments and market share, and the strategy linking domestic chips wit…
2 months ago