No Government Penny
“The government will not give us a penny.” Liang Wenfeng just broke Washington’s favourite DeepSeek story. A transcript of 118 investor answers reveals a very different narrative.
Semiconductors
Open Weights: The Policy Split
NVIDIA, Microsoft, Meta and 22 others signed a letter that, read carefully, is a lobbying front to keep Chinese open-weight models legal in America. Washington sees a geopolitical threat. Silicon Valley sees a supply chain opportunity.
Trump, the Nation Builder: How an Accidental Architect Built the Nation of Engineers
Trump, the Nation Builder: How an Accidental Architect Built the Nation of Engineers As Air Force One touches down in a self-assured Beijing this May 14th, 2026, a curious moniker echoes across the Chinese internet: Chuan Jianguo (川建国)—or “Trump, the Nation Builder”. It is a title born of exquisite geopolitical irony. To the Chinese public, … Read more
The AI Dove of East Asia
The AI Dove of East Asia Make love(AI), not war. 🕊️ Did you know that in Chinese, Japanese, and Korean, the pronunciation of the word for “love” is “ai”? It is a poetic coincidence that this shared linguistic heritage perfectly mirrors the acronym for Artificial Intelligence. Perhaps this is a sign that AI could be … Read more
Xi Jinping’s fellow alumni are dominating China’s list of new billionaires
Before Xi Jinping became China’s president, his fellow Tsinghua University alumni were certainly successful, but they weren’t exactly the undisputed kings of the billionaire rankings. Recently, however, the narrative has shifted dramatically. A highly concentrated group of nine companies, all originating from Tsinghua’s alumni networks and faculties, have either achieved unicorn status or gone public. … Read more
The Mathematical Illusion of “Aiming Higher”: Why China’s Sub-5% Growth is a Structural Certainty
The Mathematical Illusion of “Aiming Higher”: Why China’s Sub-5% Growth is a Structural Certainty The shift from demographic dividend to intelligent capital: Automation is the necessary macroeconomic response to a shrinking workforce. The Economist recently published a critique of the Chinese government’s 2026 Government Work Report, arguing that policymakers are “dangerously rooted in the past” … Read more
Top 10 China AI & Robotics News: Supply Chain | RobotBelt
Weekly China Tech & Manufacturing Briefing: AI & Robotics Focus Tracking the intersection of artificial intelligence, robotics, and the southeastern coastal supply chain. 1. AgiBot Deploys 200+ Robots at Gala, Capturing 39% of Global Market Share Sector: Humanoid Robots Key Facts: Shanghai-based AgiBot showcased over 200 humanoid robots performing synchronized dynamic movements at a live … Read more
Top 10 China AI/Robotics News
Daily Intelligence Briefing Top 10 China AI/Robotics News Saturday, 31 January 2026 1. DeepSeek Secures Conditional Approval for Nvidia H200 Chips Source: Taipei Times / Reuters In a pivotal move for China’s AI infrastructure, regulatory authorities have granted conditional approval for DeepSeek to acquire Nvidia’s advanced H200 processors, signaling a pragmatic shift in Beijing’s tech … Read more