Huawei and Alibaba Bet on “Superpods”: The Answer for Domestic AI Is System Efficiency, Not a Single-GPU Arms RaceChina Hardware China Software Tech in ChinaAI infrastructure, Alibaba, Baidu, Data Centers, Huawei, Inspur, Nvidia, Superpods October 6, 2025
Huawei and Alibaba Bet on “Superpods”: Moving Beyond Single‑Card Speed to System Efficiency — The Right Path for China’s AIAI in China China HardwareAI infrastructure, Alibaba, Baidu, Huawei, Inspur, Nvidia, Superpods October 5, 2025
Huawei and Alibaba Bet on “Supernodes”: The Right Answer for China’s AI Is System Efficiency, Not Racing Single-Card PerformanceAI in China China HardwareAI infrastructure, Alibaba, Baidu, Huawei, Inspur, Liquid Cooling, Muxi, Nvidia, Optical Interconnects, Supernodes October 5, 2025
Huawei, Alibaba Bet on “Superpods”: Moving Past Single‑GPU Racing — System Efficiency Is the Real Answer for China’s AIChina Hardware China Software Tech in ChinaAI infrastructure, Alibaba, Baidu, Huawei, Inspur, Muxi, Nvidia, Supernodes October 4, 2025
Global Markets: Dow and S&P Extend Record Rallies; Most U.S.-Listed Chinese Stocks Fall; International Gold Rises More Than 1%China Finance China VehiclesApple, Baidu, Bilibili, Coinbase, Eli Lilly, EV Sales, GDS Holdings, JD.com, Leapmotor, Li Auto, Nio, Novo Nordisk, Nvidia, Pfizer, Tesla, US Markets, Xiaomi, XPeng October 3, 2025
Wall Street’s “Wood” Buys Big in Alibaba and Baidu — Are Chinese Tech Stocks Being Repriced?China Finance Tech in ChinaAI, Alibaba, ARK Invest, Baidu, BYD, Cloud Computing, Investment, JD Logistics, Pony.ai September 27, 2025
Has AGI Just Taken Another Step? Google Updates Gemini Robotics Models to Help Robots Perceive Environments and Complete Complex TasksChina Robotics Tech in ChinaAGI, Artificial Intelligence, Baidu, DeepMind, Google, Huawei, iFlytek, Machine Learning, Nvidia, Robotics September 26, 2025
US Pre‑Market: Chinese ADRs Rise — Alibaba Up About 10%AI in China China Finance Tech in ChinaAI infrastructure, Alibaba, Baidu, Investment, JD.com, Nvidia, Stock Market, US Pre-Market September 24, 2025
Goldman Sachs Maintains Overweight on A‑Shares and H‑Shares — International Capital Increases Bets on Chinese TechChina Finance Tech in ChinaAI, Alibaba, Baidu, BYD, ETFs, Goldman Sachs, Infini Capital, Investment, KraneShares, Robotics, Tencent, Weimob September 18, 2025
Live from the Earnings Meeting: Investors’ Questions Only Partially Answered — Cambricon’s (Hanwǔjì 寒武纪) Results Meeting Leaves Three Big MysteriesAI in China China FinanceAI Chips, Baidu, ByteDance, Cambricon, Earnings Report, Huawei September 18, 2025
HHLR Q1 Snapshot: Portfolio Value Jumps, China Bets Get BiggerChina Finance Tech in ChinaAlibaba Group, Atour Group, Baidu, BeiGene, ECARX Holdings, Futu Holdings, Guangxi Yuchai International, Hillhouse Capital, Huazhu Group, Investment Trends, JD.com, Kanzhun Limited, KE Holdings, Legend Biotech, Li Auto, NetEase, PDD Holdings, Portfolio Analysis, Trip.com Group, Vipshop, WNS HLDGS LTD, ZTO Express May 16, 2025
China’s MIIT Signals Major Push for General and Industry-Specific AI Large ModelsAI in China Tech in ChinaAI, Baidu, Innovation, Manufacturing, MIIT, policy May 4, 2025
