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A display promoting the Qwen Intelligence agentic solution is seen at Alibaba’s Apsara Conference on Thursday. Photo: Wency Chen
Alibaba

Alibaba unveils ‘pragmatic’ AI road map to drive monetisation as capex soars

Current investor sentiment has shifted from enthusiasm for AI catalysts to the need for tangible returns and infrastructure efficiency.

Alibaba

Alibaba Cloud set to open new data centres in Europe as overseas push gains pace

Ant Group

Fintech giant Ant Group restructures Alipay around AI agents to drive growth

Alibaba

Alibaba debuts ‘China’s most powerful’ AI chip, teases 10-trillion-parameter model

The tech giant also aims to scale its Alibaba Cloud global data-centre capacity to more than 20 gigawatts by 2032.

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Eddie Wu Yongming, CEO of Alibaba Group, delivers a keynote speech at the firm’s Apsara Conference on Tuesday. Photo: Handout
Eddie Wu Yongming, CEO of Alibaba Group, delivers a keynote speech at the firm’s Apsara Conference on Tuesday. Photo: Handout
US-China tech war

As AI safety fears mount, can a US-China hotline prevent a global crisis?

Washington and Beijing are seeking new ways to manage risks as competition intensifies, though analysts warn establishing effective safeguards may prove difficult.

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2026 Xi-Trump summits

US, China agree AI dialogue ahead of Trump-Xi summit

Eight hours of trade talks on Sunday produced agreements on artificial intelligence and trade as President Xi Jinping readies to fly to the US.

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US-China tech war

Neither the US nor China can win the AI race alone, BofA analyst says

American power grid limits and China’s reliance on overseas chips mean both nations must lean on international cooperation.

An aerial photo shows a Google data centre in Henderson, Nevada. Photo: TNS
An aerial photo shows a Google data centre in Henderson, Nevada. Photo: TNS
US-China tech war

In Focus | Will US cloud computing restrictions rain on China’s AI parade?

If Washington expands its tech blockade to include cloud networks, China’s AI sector will face its most severe choke point since the chip bans.

DJI

China’s Insta360 opens first US flagship store in New York’s Times Square

Action camera maker Insta360 is opening a New York City flagship as it navigates price wars with DJI, soaring memory costs.

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Alibaba

Alibaba open-sources AI model that can detect cancer and nearly 150 conditions

Tested on nearly 40,000 real-world exams, the model outperformed most radiologists, according to a new study published in Science.

Alibaba’s Damo Academy was established in 2017, with recent focus areas including AI tools for cancer detection. Photo: Getty Images
Artificial intelligence

China’s top AI models generate just 10% of OpenAI, Anthropic revenue: report

ByteDance led the Chinese group in ARR at US$4 billion as of July, followed by Alibaba at US$2.4 billion in August, Rhodium Group found.

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The Moonshot AI logo is seen in this illustration taken September 5, 2026. Photo: Reuters
The Moonshot AI logo is seen in this illustration taken September 5, 2026. Photo: Reuters
Semiconductors

Chip foundries better shielded in AI slowdown than Asia-Pacific tech peers: S&P

Contract chipmakers like TSMC are well protected against spending contractions by hyperscalers, based on stress tests by the ratings agency.

Huawei

China to see major shift to Huawei for AI model training in 2027: deputy chair

The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.

Huawei

How Huawei plans to bypass US chip curbs with its latest technology

The Chinese tech giant is leveraging its UnifiedBus technology to link hundreds or thousands of chips into single computing unit.

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US restrictions have made system-level innovation more important to Huawei. Photo: Shutterstock
Semiconductors

Once reliant on Korean memory, Chinese smartphone makers are turning to CXMT

Fuelled by a global memory shortage, China’s CXMT is winning spots in flagship handsets from ByteDance-powered AI devices to Xiaomi’s top models.

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Chinese memory chip giant CXMT is rapidly gaining traction in the global DRAM market. Photo: Reuters
Chinese memory chip giant CXMT is rapidly gaining traction in the global DRAM market. Photo: Reuters
Semiconductors

Huawei quickens AI chip pace, promises next entrant 3 quarters early

Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.

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Huawei

Huawei unveils latest tech to boost AI power, curb China’s Nvidia reliance

Its SuperPoD will face off against offerings by US rivals in the global computing power arena, including Nvidia’s NVL system.

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Semiconductors

China’s AI chip stocks face crucial test as MetaX lock-up period expires

The Chinese AI chip firm enjoyed a blockbuster market debut in December, but its stock is now under pressure ahead of a major share release.

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People walk past the MetaX booth during the World Artificial Intelligence Conference in Shanghai. Photo: Reuters
People walk past the MetaX booth during the World Artificial Intelligence Conference in Shanghai. Photo: Reuters
Artificial intelligence

As appetite for US rivals grows, global funds flock to China’s Moonshot: sources

Start-up draws intense international interest through offshore vehicles chasing alternatives to US systems, insiders say.

Artificial intelligence

China is beating the US in consumer AI adoption, thanks to super apps: report

While the US has a lead in frontier AI, China’s advantage stems from distributing services through platforms tailored to local habits.

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Artificial intelligence

Forget AI KPIs: how China’s tech giants are rationing tokens for employees

Employees at Baidu, Alibaba, Tencent and ByteDance all report tightening token policies, with some staff asked to co-pay to use US AI models.

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A customer looks at a display at a bar in Beijing offering free AI tokens. Photo: AFP
Low-altitude economy

Big Macs from above: Meituan and McDonald’s launch drone delivery in Shanghai

Fast-food orders will soar through the Shanghai sky, quickly reaching designated kiosks along the West Bund, offering a new way to collect meals.

McDonald’s orders can be delivered by drone to the West Bund in Shanghai as part of a new arrangement with Meituan. Photo: handout
McDonald’s orders can be delivered by drone to the West Bund in Shanghai as part of a new arrangement with Meituan. Photo: handout
Donald Trump

Trump downplays AI development checks, says unwilling to cede edge to China

The US is leading China in the development of AI and ‘frankly, I want to keep it that way because whoever wins AI wins’, Trump said.

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Artificial intelligence

The US and China are racing to build ‘self-improving AI’. Here’s what’s at stake

Both sides view ‘recursive self-improvement’ as a game-changer in the AI race. But who will get there first – and will it endanger us all?

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Artificial intelligence

Chinese optical supply chain relieved after US leaves transceivers off blacklist

The devices are emerging as central to artificial intelligence race, and China’s suppliers hold key market position.

Wiring is seen inside a Microsoft data centre in Mount Pleasant, Wisconsin, September 18, 2025. Photo: Reuters
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