“ChinAI #323: The AI Deflation of China’s Tech Giants” by Jeffrey Ding

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

Featured links

• In this US-China AI race, Chinese internet giants are rapidly becoming marginalized
• ChinAI #98
• McKinsey report.
• China Watching in Chinese - A Guide to Chinese-Language Analysis of Chinese Politics
• Bumingbai [不明白播客] podcast
• Tencent Research Institute and Factchecking Platform Jiao Zhen Analyzed 100 Cases of AI-generated Disinformation
• Chinese scientists do a comprehensive safety study of ~20 LLMs – and they find similar things to Western researchers
• ImportAI newsletter
• Horizon Fellowship
• Horizon Fellowship

Thank you for reading and engaging

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.

Check out the archive of all past issues here & please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all).

Any suggestions or feedback? Let me know at chinainewsletter@gmail.com or on Twitter at @jjding99

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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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