US vs China

United States

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China

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• Quarterly Capex of 120 Billion Yuan: China's Internet Giants' AI Billion-Yuan Gamble08-27
• Tencent's Computing Power Procurement Surges, Quarterly Capex Up 176% YoY to 52.8B Yuan, Hy4 to Launch Soon | Earnings Analysis08-12
• Tencent Responds to Q2 Negative Free Cash Flow of 13.8B Yuan: Excluding Prepayments for Compute, FCF is 37.6B Yuan08-12

United States

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• Deutsche Bank: The dollar is now leveraged to the AI race09-03
• Wall Street Six Giants and Nvidia Jointly Leverage $500 Billion: Computing Power Becomes Collateralizable Asset08-13
• NVIDIA Reportedly Plans $500 Billion Funding Partnership with Wall Street08-12

China

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• Moonshot AI's Valuation Soars to $50 Billion, Eyes Hong Kong IPO Within Six Months07-21
• ByteDance secures $29.6 billion loan from global banks to fuel AI expansion09-06
• ByteDance Secures USD 29.6B Loan: AI Expansion Goes Global09-04

United States

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• Broadcom Raises AI Chip Revenue Forecast to $115 Billion for 2027 as Meta, OpenAI and Anthropic Expand AI Infrastructure09-03
• Nvidia AI Chip Prices May Rise About 17%, Server Makers Notify Customers08-25
• AMD, Intel stocks continue slide as chip sell-off deepens07-29

China

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• ByteDance Reportedly Signs Five-Year, $7B+ Memory Purchase Deal with CXMT07-24
• Cambricon Completes Adaptation for Five Major Domestic LLMs, Developing Sixth-Gen Chip Architecture08-13
• Kimi K3 Runs Out of Compute 48 Hours After Launch; Moonshot AI Suspends New Consumer Subscriptions07-19

United States

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• US Treasury Report Warns AI Bubble Could Trigger Economic Disruption07-06
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China

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• Ministry of Industry and Information Technology Releases Major Plan: 3.8 Trillion Yuan Investment Over 5 Years, Orderly Deployment of 10K and 100K+ GPU Clusters, Timely Launch of 6G Commercial Use09-07
• Why China's AI Bubble Is Also Industrial Policy - ChinaTalk | Jordan Schneider08-18
• It's the math – How China is avoiding the AI bubble08-07

United States

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• Microsoft is openly competing with OpenAI, Anthropic more than ever07-30

China

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• Hands-on with DeepSeek V4: 3 Yuan for 5 Tasks, the 'Intelligence-Per-Price' War Begins07-31
• Why China is giving away its best AI models07-27
• Xiaomi MiMo-V2.5 Tops OpenRouter Global Weekly and Monthly Charts07-27