“ChinAI #323: The AI Deflation of China’s Tech Giants” by Jeffrey Ding
Description
Why are Chinese tech giants spending so little on AI Capex?.
Featured links
- In this US-China AI race, Chinese internet giants are rapidly becoming marginalized
- ChinAI #98
- McKinsey report.
- China Watching in Chinese - A Guide to Chinese-Language Analysis of Chinese Politics
- Bumingbai [不明白播客] podcast
- Tencent Research Institute and Factchecking Platform Jiao Zhen Analyzed 100 Cases of AI-generated Disinformation
- Chinese scientists do a comprehensive safety study of ~20 LLMs – and they find similar things to Western researchers
- ImportAI newsletter
- Horizon Fellowship
- Horizon Fellowship
Thank you for reading and engaging
These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University.
Check out the archive of all past issues here & please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all).
Any suggestions or feedback? Let me know at chinainewsletter@gmail.com or on Twitter at @jjding99
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First published:
August 11th, 2025
Source:
https://chinai.substack.com/p/chinai-323-the-ai-deflation-of-chinas
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Narrated by TYPE III AUDIO.
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