“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 linksIn this US-China AI race, Chinese internet giants are rapidly becoming marginalizedChinAI #98McKinsey report.China Watching in Chinese - A Guide to Chinese-Language Analysis of Chinese PoliticsBumingbai [不明白播客] podcastTencent Research Institute and Factchecking Platform Jiao Zhen Analyzed 100 Cases of AI-generated DisinformationChinese scientists do a comprehensive safety study of ~20 LLMs – and they find similar things to Western researchersImportAI newsletterHorizon FellowshipHorizon 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 [email protected] or on Twitter at @jjding99 --- First published: August 11th, 2025 Source: https://chinai.substack.com/p/chinai-323-the-ai-deflation-of-chinas --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.