Ann Cao
Reporter, Technology
Ann Cao is a Shanghai-based technology reporter for the Post, covering technology start-ups and policies in the city and eastern China. She graduated from the University of Hong Kong with a master's degree in journalism.
Ann Cao is a Shanghai-based technology reporter for the Post, covering technology start-ups and policies in the city and eastern China. She graduated from the University of Hong Kong with a master's degree in journalism.
Areas of Expertise:
Technology, gaming, e-commerceLanguages Spoken:
English, Mandarin
Chinese AI firm burns through two-thirds of its cloud budget by June, forcing a dramatic increase in its Alibaba deal ceiling.
The Chinese tech giant is rapidly building AI infrastructure in emerging markets amid an intensifying US-China tech rivalry.
Chinese chip packaging firms launch multibillion-dollar expansion drive after logging triple-figure profit growth on surging AI demand.
The Chinese tech giant is going ‘full stack’, expanding beyond retail into chips, cloud and large language models as surging spending weighs on quarterly profits.
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Companies are rolling out an unprecedented wave of stock grants amid fierce domestic headhunting and an intensifying US-China tech race.
Aggressive spending strains cash, but Alibaba’s AI cloud growth points to strong long-term returns, analysts say.
Tech giant posts fastest growth in cloud and AI revenue in 22 quarters, says huge AI computing investments will pay off within three years.
Giant arrays of AI chips, China’s way around US export curbs on the most advanced silicon, become widely available to meet growing compute needs of models, agents.
Shares jump 12 per cent to a record as bullish signals from SanDisk reinforce expectations that AI-driven memory demand will keep supplies tight.
Massive financial gains across domestic chipmakers underscore how the push for self-sufficiency is reshaping demand for home-grown hardware.
SMIC, Hua Hong Grace results highlight how local foundries are aggressively running their plants at full capacity to meet domestic needs.
The South Korean chipmaker wants to pivot towards the high-margin AI memory sector, but analysts warn any sale would face valuation hurdles.
With CUBE 5.0, Alibaba Cloud expects to more than double modular data centre delivery efficiency this year amid AI boom, report says.
High transition costs are keeping AI developers in China reliant on Nvidia chips, industry sources say.
The Chinese AI chip giant saw revenue reach 6 billion yuan in the first half of the year, as Beijing pushes to replace foreign hardware.
Nvidia supplier to invest at least US$444 million in plant for ‘AI high-end electronic circuit smart manufacturing’ in southern city Huizhou.
The move comes just a day after Beijing imposed sanctions on a string of US firms and tightened controls over the drone supply chain.
In viral interview, Liao Heng talks navigating US curbs to make Ascend processors, placing innovation over nanometres for chip self-reliance.
Revised rules sharpen penalties and expand rights, underscoring Beijing’s strategy to build resilience across semiconductor and AI ecosystem.
In July alone, Situational Awareness, which bet heavily on the AI supply chain, reportedly saw its portfolio value plummet 67 per cent.
Initiative reflects push to retain core talent amid intensifying competition to develop and commercialise domestic AI chips.
Dutch leader’s dominance in chipmaking gear not at risk amid China’s lithography push – unless the US steps in.
Surge marks a stark contrast with the same period last year, when AI had yet to trigger the massive global data centre buildout.
Tech firms are racing to build colossal clusters for next-gen AI, but cost, power and scale remain challenges.
Company founder Ren Zhengfei says the new framework is crucial for survival, enabling chip advancements without EUV lithography.
Firm’s year-end listing plan underscores China’s chip self-reliance and follows Biren, Iluvatar and Moore Threads in the fundraising rush.
ABot framework addresses industry’s lack of a complete, self-evolving system to improve robot capabilities, according to Amap.
Commerce officials decry “discriminatory” barriers as source says firm had hired several outside consultants to vet goods and curb counterfeits.
SCMP’s Ann Cao just finished covering her sixth WAIC in Shanghai, and is looking forward to the next one.
