China’s AI advances mask widening gap with U.S. in private capital investment
The performance gap between leading Chinese and U.S. AI models has narrowed to less than 3%, yet U.S. private AI investment is still 20 times higher than China’s By…
Its revenue surging, can co-built fleets help Pony AI drive to profits?
The robotaxi operator has even achieved single-vehicle profitability in Guangzhou and Shenzhen, but high R&D and depreciation costs are undermining its high valuation Key Takeaways: Pony AI's robotaxi revenue surged…
Kingsoft Cloud finds sunnier skies in AI cloud
The company’s revenue grew strongly and its loss narrowed sharply in the first half of the year, as it aggressive its develops AI cloud services Key Takeaways: Kingsoft Cloud reported…
BRIEF: Baidu proposes DAA metric for AI, as AI-driven business passes half of revenue
Baidu Inc.’s (BIDU.US; 9888.HK) revenue from its general business grew 2% year-on-year to 26 billion yuan ($3.82 billion) in the first quarter, as its core AI-driven business accounted for more…
Bilibili’s ad surge illustrates new rules of China’s video market
The video platform is using AI and a maturing user base to post strong advertising growth in a weak market, but that higher monetization push is also testing its signature…
The end of free AI: Agents drive a new cost reality
AI’s cost structure is changing as it shifts from a tool to an autonomous executor, with both businesses and other users increasingly paying for services By Lee Shih Ta…
China’s robotaxi race hits a safety pause
Baidu’s Wuhan outage, Hello’s Zhuzhou injury accident and a reported pause on new permits suggest China’s autonomous taxi drive is shifting focus to safety Key Takeaways: China’s robotaxi story is…
