The sharpest lens on China's tech revolution

China’s tech giants want to turn the AI tools employees use into a bigger share of their employers’ software, cloud and services budgets.

Building capacity was the first challenge. Now China must turn fragmented hardware, cheap western power and uneven demand into a production market that improves its domestic AI stack.

LandSpace took almost eleven years to match a landmark Falcon 9 achievement. The more important question is how long China will take to reproduce what came next.

Chinese investors were cautious when the LLM boom began. This time, they are writing big checks before anyone knows which technology or business model will work.