Chinese Economy
18 articles on this topic, newest first.
Oct 2026 5 stories
Lam Research Falls 12%: The Problem Is the Timing of AI Growth, Not Its End
Revenue up 54%, an operating margin above 40% and $3.2 billion in free cash flow were not enough. The selloff likely reflects worry that revenue arrives later than hoped.
DeepSeek's $15 Billion Raise: Model Makers May Feel It Before Nvidia Does
China's DeepSeek is closing a round about twice its original target. For US investors, the question is less the size of the check than where the money goes and whose profits it could erode.
China Wants to Replace Nvidia, but Its Tech Giants Ordered $35 Billion of Its Chips
A huge order for the RTX PRO 5500 shows where AI inference demand stands, and what Nvidia can and cannot turn into revenue.
China Is Now Copying Something Harder Than Nvidia's GPUs: CUDA
DeepSeek and Huawei have open-sourced compute, communication and programming tools for Ascend. The contest with Nvidia is moving beyond chip speed to how easily developers can switch.
AI's Next Bottleneck Is Power, Not GPUs
Jensen Huang and Elon Musk sent the same warning in Washington. The AI race is widening from building better models to supplying power and chips at industrial scale.
Sep 2026 13 stories
AI Won't Slow Down. The Real Fight Is Over What Agents Can Do
Dario Amodei wants frontier AI labs to slow capability gains, but a US-wide deceleration deal looks unlikely. The more probable path: keep accelerating commercial AI while tightening security around agent permissions, high-risk features, model weights and large-scale compute access.
What Matters More Than Tesla Semi's 2,500-Truck Order
Tesla was picked as lead supplier in the largest electric Class 8 truck group order in US history. The bigger story is that the fight in electric trucking is shifting from range to charging, financing, uptime and autonomy.
China's AI Labs Went Open Source Because They Had to, Not Because They Wanted To
A GPU shortfall pushed Chinese AI labs toward efficiency and open weights, and that constraint is now reshaping the global competition over who controls AI's basic infrastructure.
The US-China Summit Didn't Erase Taiwan Risk for Chip Stocks
Washington's Taiwan policy held, but roughly $14 billion in arms sales is still on hold. For AI chip investors, the summit reads less like risk removed and more like a fragile balance extended.
Weekly Check: The AI Bull Market Isn't Over, It's Just Gotten Harder
A 5% 10-year yield, 470 gigawatts stacked up in Texas, Chinese DRAM, and whether data centers actually get switched on are starting to decide who wins the AI trade through 2027.
Memory Chip Supercycle: Not at Peak Yet, But 5 of 6 Warning Signs Are Flashing
Memory prices are still climbing, but the pace is slowing and PC and smartphone demand is starting to crack under the weight of higher chip costs. This looks less like a price peak and more like a profit plateau building toward the next supply cycle.
AI's Second Act Is Being Fought Outside the Model
China's Broadcom probe, cheaper Claude Opus 5.5 tokens, and unbroken US-China capital flows look like separate stories. Together they show the AI contest widening from "smartest model" to a full system of networks, cost, and capital.
Alibaba's 20GW Bet Shows China's AI Race Is Now About Power, Not Just Models
Five to ten trillion parameters, a 500,000-chip cluster and 20 gigawatts of data center capacity. Alibaba is betting that owning the full stack, from models to chips to power, matters more than any single number.
The Real ASML Number Isn't the 3% Pop, It's the 30% Capacity Hike
ASML's rally isn't just an AI trade. Customers are already locking in 2027 tool slots, and ASML is raising Low-NA EUV capacity by roughly 30% to keep up.
What Happens When You Link a Million Chips Slower Than Nvidia's
Huawei's answer to Nvidia is not a faster chip. It is tying together up to a million processors so they act as one machine, a bet that the real unit of competition in AI chips is shifting from the chip to the system.
AI's Next Bottleneck May Not Be GPUs. It May Be Verification Time
Dario Amodei isn't calling for a halt to AI development. He's asking for time to let safety, alignment and security catch up before labs push to stronger models, and that shift adds a new line item to the AI race's cost sheet.
China's AI Labs Used Claude as a Teacher. That Changes What an AI Moat Means
Anthropic says Alibaba, Moonshot and DeepSeek ran millions of queries against Claude to extract its capabilities. Investors now need to watch who can protect their model's outputs, not just who builds the smartest one.
The Companies Building AI Want to Slow Down. The White House Wants to Speed Up.
The AI safety debate is shifting from an ethics question to an industrial speed question. What investors need to watch is not whether regulation happens, but which safety standards could bend the slope of model launch cycles, GPU orders, and data center capex.
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