Greater China AI Intelligence

China's AI Ecosystem
Under the Surface

Deep research on Greater China's AI sector — chips, models, cloud, and applications. The companies, policy dynamics, and cross-border investment opportunities the West overlooks.

China AI Market
$3.2T
+32% YTD
HK-Listed AI
45+
Pure-play + exposed
China AI Capex
$85B
+55% YoY
Domestic LLMs
20+
Frontier-capable
Latest Research
HUAWEI
Apr 2026
company profile
Huawei Ascend: Building China's Parallel AI Chip Stack
Ascend 910C deployed across major cloud providers. CANN ecosystem growing. The most important AI company Western investors ignore.
Ascend 910C deployed across major cloud providers. CANN ecosystem growing. The most important AI company Western investors ignore.
DEEPSEEK
Apr 2026
company profile
DeepSeek and the Rise of China's Frontier LLMs
Open-source models closing the gap faster than expected. Architectural innovations delivering frontier performance at a fraction of the cost.
Open-source models closing the gap faster than expected. Architectural innovations delivering frontier performance at a fraction of the cost.
HKEX
Apr 2026
trend analysis
Hong Kong-Listed AI Plays: The Investable Universe
From mega-cap internet pivoting to AI, to pure-play names, to semiconductor equipment benefiting from localization.
From mega-cap internet pivoting to AI, to pure-play names, to semiconductor equipment benefiting from localization.
GEOPOLITICS
Mar 2026
sector overview
Two Ecosystems, Two Strategies: The US-China AI Divergence
Sanctions, open-source, and policy are creating parallel AI worlds. Investment opportunities emerge on both sides.
Sanctions, open-source, and policy are creating parallel AI worlds. Investment opportunities emerge on both sides.
China Chips
Huawei Ascend · Cambricon · Biren
Domestic silicon closing the gap under sanctions pressure
China Models
DeepSeek · Qwen · ERNIE · Yi
Open-source strategy achieving frontier performance
China Applications
Douyin · Alibaba · Baidu Apollo
Massive deployment scale in video, commerce, and autonomous driving