Tech giants are spending record amounts on infrastructure, but token consumption alone won't justify the capex. Where's the revenue?
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A Tech Buzz China report in partnership with Unique Research. China's AI applications have achieved extraordinary user scale — but revenue generation lags far behind their US counterparts. This report unpacks why, and what it means for global AI competition.
Occasionally we produce larger, standalone projects — interactive tools, landmark reports, and deep-dive research series.
An interactive tracker of China's rapidly growing humanoid robotics industry — companies, funding, capabilities, and competitive landscape.
A comprehensive analysis of 50+ Chinese AI applications across 8 sectors — examining reach, monetization, and competitive positioning versus US counterparts.
An interactive data platform mapping China's advanced manufacturing ecosystem — robotics, EVs, new energy, and smart factories.
Selected writing from independent publications in our partner network. These articles are not produced by Tech Buzz China.
Tech giants are spending record amounts on infrastructure, but token consumption alone won't justify the capex. Where's the revenue?
Chinas cheap power and open-source models make token export sound inevitable. The data tells a different story
What now for our old-school business models?
The humanoids remain limited in capability, but many parts of the industrial system are being pulled into the experiment at once.
China’s Humanoid Robots Are Moving Fast. Paul Triolo Explains Why.
While you could read this as China catching up to Silicon Valley on AI agents, what's actually happening is more structural — and more permanent — than that framing suggests.
While you could dismiss this as yet another company slapping a chatbot onto its existing services, what's actually happening here is more interesting (and consequential) than that framing suggests.
From Experimentation to the Rule of the Platform
Best-in-class hardware, unproven AI