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AI: Industry Trends

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AI: Industry Trends
Explore cutting-edge AI developments in China that are transforming various industries and reshaping the future.
Ant Group is undertaking the biggest overhaul of its Alipay app in two decades. Photo: Shutterstock
Artificial intelligence

China’s Alipay gets AI-agent overhaul to challenge rivals Tencent and ByteDance

Fintech giant is seen leveraging its billion-user base to launch a conversational interface that coordinates 10,000 services, with safeguards.

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Artificial intelligence

AI for less: price war in China deepens amid ‘intense’ competition

Artificial intelligence

Zhipu AI’s stock rockets after Chinese firm launches GLM-5.2 model

Semiconductors

How massive AI-driven demand for MLCCs triggered a supply bottleneck

Power-hungry data centres fuel demand for MLCCs, which are crucial components for modern innovations including smartphones and electric cars.

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Demand for multilayer ceramic capacitors is being driven by the insatiable computing needs of artificial intelligence as the components are crucial to power tech innovations from smartphones to electric vehicles. Photo: Shutterstock
Artificial intelligence

China’s AI ‘hundred model’ war shifts to enterprise value, JPMorgan says

Major platforms are deploying paid subscriptions and coding tools, favouring practical utility over raw power to unlock significant commercial revenue.

China jobs

China’s universities cut 12,000 ‘obsolete’ degrees amid race to embrace AI era

The sweeping overhaul has affected over 30 per cent of China’s degree programmes, with arts and languages ditched in favour of tech-focused fields.

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Artificial intelligence

US blocks foreign access to Anthropic’s newest AI models over security risks

The commerce department’s mandate forces a shutdown of top-tier systems after officials reportedly found ways to bypass safeguards.

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Anthropic released Fable 5 and Mythos 5 on Tuesday, marketing them as its most powerful models to date. Photo: Reuters
Smartphones

Huawei arms HarmonyOS with 2,000 AI agents in challenge to Apple

HarmonyOS 7 introduces an agent-friendly architecture and upgraded AI assistant as Huawei seeks to capitalise on Apple’s China AI gap.

China's economic recovery

AI has boosted the US economy. Why isn’t it doing the same for China?

AI might be an economic panacea for the US, but it may not be one for China and the recovery of its real estate industry, one analyst says.

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Semiconductors

Facing US chip curbs, China launches photonics lab to power AI with light

Lab director says fundamental scientific challenges need to be overcome to achieve theoretical performance.

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The Wuxi Institute of Photonic Chips at Shanghai Jiao Tong University announced a major breakthrough a year ago: China’s first mass production of high-performance 6-inch thin-film lithium niobate chips. Photo: Handout
Artificial intelligence

Could the AI ‘self-evolution’ trend add fuel to the China-US tech war?

Anthropic says its Mythos model is edging closer to ‘recursive self-improvement’ as Chinese developers seek to close gap.

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Illustration: Brian Wang
US-China trade war

US Congress warned: AI race winner will rule world, and it must not be China

As Washington and Beijing battle for global supremacy in artificial intelligence, US must establish next technological edge, Congress told.

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Hong Kong stock market

How the AI trade is stirring dotcom-era jitters across global markets

Signs of excess are mounting in AI trade, with soaring IPOs and stretched valuations echoing run-ups to past market peaks, analysts say.

Artificial intelligence

China sounds alarm over AI ‘skills’ that evade guard rails and mine crypto

Malicious AI skills can trick users into running crypto-mining software and expose sensitive data, CNCERT warns.

China's cybersecurity watchdog is raising red flags over the rapid emergence of a grey market for unregulated AI extensions. Photo: Shutterstock
Artificial intelligence

Alibaba forges Token Foundry as it hammers AI ambitions into shape

Alibaba consolidates key AI teams under CEO Eddie Wu and appoints Qwen leader Zhou Jingren as chief scientist.

Alibaba is stepping up efforts to align its businesses around a unified AI strategy. Photo: AFP
Artificial intelligence

Opinion | As AI upends humanity, we must focus on what makes us human

The case for an education in the humanities has never been stronger as the lines dividing what humans and AI can do become increasingly blurred.

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Artificial intelligence

DeepSeek’s bargain AI triggers price war across China’s tech sector

DeepSeek’s pricing shock is rippling through China’s AI sector, pressuring rivals and unsettling cloud providers.

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Artificial intelligence

China launches space computing hub as SpaceX gears up for historic IPO

New institute highlights Beijing’s bid to leapfrog energy bottlenecks and underscores how tech race with US is moving off-planet.

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The establishment of the institute marks a major step in the China-US AI rivalry, which is increasingly extending beyond Earth. Photo: Shutterstock
Tencent

WeChat to take commands from AI assistants in major shift for Tencent

Phone makers including Huawei, Honor, Xiaomi, Oppo, and Vivo set to support feature that reverses past reluctance to open the super app.

Artificial intelligence

More US firms turn to China’s DeepSeek over pricey Silicon Valley AI

DeepSeek takes top spot on ‘trending’ list as companies look for alternatives to OpenAI and Anthropic, spending tracker’s report says.

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Artificial intelligence

Order coffee, book a flight, buy a burger: Alibaba broadens Qwen’s reach

As Tencent prepares a rival WeChat agent, Alibaba is moving quickly to turn Qwen from a chatbot into a digital concierge for everyday life.

The latest upgrade to Alibaba’s Qwen platform brings consumer brands into its AI ecosystem, challenging rivals including Tencent in the battle for China’s next digital gateway. Photo: Shutterstock
US-China trade war

Trump looks to balance ‘lead over China’ and national security with AI order

Voluntary framework to vet powerful new AI systems up to 30 days before their public release, stopping short of mandating review regulations.

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US President Donald Trump signed an executive order on Tuesday to create a voluntary framework for the US government to vet powerful new AI models before they are released. Photo: AFP/Getty Images/TNS
Artificial intelligence

Tencent shares jump 10% on expectations of AI agent within WeChat

An AI agent would leverage the app’s ecosystem of mini-programs, payments, content and commerce for 1.4 billion users.

Banking & finance

Fear of missing out: why Asia-Pacific firms chase AI despite scant returns

Survey shows many enterprises across the region invest heavily in AI, worried that their rivals will outpace them.

Science

China touts AI ‘brain’ to speed up satellite targeting

Researchers say their AI ‘brain plus tool army’ cuts analysis time and overcomes obstacles without human intervention.

Chinese researchers have unveiled an AI tool designed to take satellite surveillance from the realm of image recognition to that of autonomous reasoning. Photo: Shutterstock
Artificial intelligence

How MuleRun plans to outpace OpenClaw: Alibaba bets on ‘always-on AI workforce’

MuleRun lowers adoption hurdles, positioning Alibaba’s agentic AI as a safer alternative, with reach across 43 countries.

MuleRun offers agents for different tasks, including video generation, stock analysis and social media management. Photo: Handout
Artificial intelligence

China’s MiniMax records 1-million client base, fivefold growth in half a year

Its global user base reaches 300 million while ARR more than doubles in two months, though company reports large total losses.

China energy security

AI is testing global energy grids. China wants it to help fix the problem

Top energy firms and tech companies are being drawn into state-backed pilots to align surging computing demand with more efficient energy usage.

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