Why are Chinese tech giants spending so little on AI Capex?.

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These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University.

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First published:
August 11th, 2025

Source:
https://chinai.substack.com/p/chinai-323-the-ai-deflation-of-chinas

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Narrated by TYPE III AUDIO.

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Images from the article:

Bar graph comparing Chinese and US tech giants' capital expenditure (2020-2024)

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