AI expert Alvin Wang Graylin discusses the AI race between China and the US with James M. Lindsay at the Council of Foreign Relations. He explains why the current priorities for winning that race are fundamentally wrong.
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Turning AI into a paid platform is a key criterion for China’s success, writes marketing expert Ashley Dudarenok on her weblog, as video AI has become a major commercial success in setting up paid platforms. “Chinese video AI has become one of China’s clearest tests for artificial intelligence commercialization. The category is being judged by paid usage, creator demand, and platform placement,” she writes.
Ashley Dudarenok:
Chinese video AI has become one of China’s clearest tests for artificial intelligence commercialization. The category is being judged by paid usage, creator demand, and platform placement.
China has a rare advantage here. Video tools can enter short video feeds, ecommerce stores, ad accounts, and creator studios at the same time. This embedded distribution gives Chinese video AI a faster route from model release to business use…
Chinese video AI now has commercial numbers that most generative video categories still lack. Kling AI crossed USD20 million in monthly revenue in December 2025. That translated into USD240 million in Annualized Revenue Run Rate (ARR).
Annualized Revenue Run Rate means the yearly revenue implied by one month of recurring revenue. Kuaishou said Kling had reached USD100 million ARR in March 2025, ten months after launch.
The pace did not slow at the start of 2026. Caixin put Kling’s ARR above USD300 million by January 2026, with 2025 revenue of 1.04 billion yuan (USD153 million). Kling’s business had also entered funding talks. A possible spinoff carried a target valuation of up to USD20 billion.
These figures put commercial viability at the center of the story. The useful test is whether users keep paying after the launch excitement fades. Kling’s curve suggests that professional creators, merchants, and commercial teams are paying for repeat output.
China’s wider AI base gives this category more room to mature. The State Council said China’s core AI industry exceeded 1.2 trillion yuan (USD176.4 billion) in 2025, with more than 6,200 AI companies. A separate State Council summary put China’s internet user base at 1.125 billion and generative AI adoption at 42.8 percent by the end of 2025.
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Innovation expert Ashley Dudarenok compares at her weblog Chozan two AI models your company can pick from in 2026. “DeepSeek vs Claude is not a comparison of two AI tools. It reflects two fundamentally different ways of deploying intelligence inside an organization,” she writes.
Ashley Dudarenok:
DeepSeek vs Claude is not a comparison of two AI tools. It reflects two fundamentally different ways of deploying intelligence inside an organization.
In 2026, the critical question is no longer which model performs better. It is how AI is integrated, scaled, and governed across real systems. DeepSeek and Claude represent opposite answers to that question.
McKinsey reports that 88% of companies now use AI in at least one business function, but only about one-third have actually scaled it across the organization. That gap—between using AI and scaling it—is exactly where the difference between DeepSeek and Anthropic shows up.
DeepSeek treats AI as a cost-efficient, flexible infrastructure layer that companies can shape and deploy internally. Claude treats AI as a controlled, enterprise-ready system designed for reliability and structured execution.
This distinction matters because companies are no longer experimenting with AI. They are deciding how deeply it should be embedded into operations, and that decision requires choosing an architecture, not just a model.
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Practical visionair and ChinaBriefs author Bjorn Ognibeni speaks at the E-commerce expo 2026 in Berlin about what Western e-commerce companies can learn from China. While Silicon Valley perfects Agentic AI demos, Chinese platforms are already deploying AI at scale – and making money doing it, he tells his audience
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China is trying to close a route for Chinese companies to work through Singapore to collaborate with the US, says political analyst Winston Ma, author of The Digital War: How China’s Tech Power Shapes the Future of AI, Blockchain and Cyberspace, to Newsweek. By banning Meta from purchasing AI startup Manus, China wants to avoid national security issues on AI and other Chinese innovations, he adds.
Newsweek:
The exit bans send a message—that any AI company founded in China, with business operations still in the country, are likewise reachable by Beijing, Ke Yan, head of Singapore’s DZT Research, told Newsweek.
Beijing’s regulators then treat the deal as a technology export, arguing that the team, model weights, and training data were developed in China, regardless of where the company is legally based.
“Once they were physically in China, Singapore’s corporate domicile became irrelevant,” he said.
Beijing is most concerned on whether strategically sensitive technologies developed in China—and the talent and data behind them—continue to be transferred offshore through corporate restructuring in Singapore, Winston Ma, New York University law school adjunct professor and the author of The Digital War, told Newsweek.
The Chinese authorities have made clear this “Singapore washing” will not automatically insulate any deal from government oversight, Ma stated.
“The real challenge is defining what counts as ‘strategic’ in a fast-moving AI landscape—much like how TikTok’s seemingly goofy videos initially appeared far removed from national security concerns—until their underlying data and algorithmic power came into sharper focus.”
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China’s financial authorities shocked the financial world by blocking a 2 billion dollar deal by Meta to purchase AI startup Manus. Financial expert Winston Ma, adjunct professor of law at New York University, explains at CNBC how unwinding a done deal might be a landmark decision for China, but in no way exceptional, as the US has a longstanding practice of cancelling deals for national security reasons.
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Innovation expert Ashley Dudarenok dives into Doubao AI, one of the main contenders in China’s AI race for ChoZan. “ByteDance integrates the assistant into its social, cloud, and hardware ecosystems,” she writes.
Ashley Dudarenok:
Doubao AI has become a central figure in China’s generative AI race. Developed by ByteDance, the company behind TikTok and Douyin, it was launched in August 2023 and quickly rose to prominence. By early 2026, it had over 155 million weekly active users, more than any other AI chatbot in China.
During the Lunar New Year holiday in February 2026, the app’s daily active users surpassed 100 million. This surge was driven by a partnership with the Spring Festival Gala, during which the assistant handled 1.9 billion queries in a single evening. These numbers place Doubao AI among the world’s largest generative AI platforms.
Many international observers still ask what Doubao is and what its meaning is in the AI ecosystem. In simple terms, Doubao AI is ByteDance’s generative AI assistant and model platform designed to power chat, automation, and multimodal applications across consumer and enterprise environments.
To understand why it is so influential, one must look beyond the simple idea of a chatbot and consider how ByteDance operates within the ecosystem of Chinese social media platforms, where content, discovery, and digital services intersect.
ByteDance integrates the assistant into its social, cloud, and hardware ecosystems. This article explores what Doubao AI is, how its technology works, its capabilities, how it compares with global peers, and how businesses can evaluate its relevance in 2026.
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AI was a keyword in China’s 15th five-year plan, running from 2026 to 2030. “These are kind of concrete examples that big tech companies are taking actions to try to engage everyday people with advanced AI,” said Winston Ma, author of “The Digital War” and adjunct professor in the global AI-digital economy at Bastille Post.
The Bastille Post:
Signs of the AI push are already visible in the private sector. During the country’s recent Spring Festival holiday which marked celebrations for the Chinese New Year, major companies distributed traditional red packets — or lucky money coupons — through AI-driven apps, a consumer-level case study of how policy is meeting practice.
“These are kind of concrete examples that big tech companies are taking actions to try to engage everyday people with advanced AI,” said Winston Ma, author of “The Digital War” and adjunct professor in the global AI-digital economy.
Ma believes that wider adoption of AI among consumers will also generate vast amounts of data, fueling improvements in AI products and services.
“You have more than a billion internet users that are integrated by the same language, same culture, and the same mobile payment. So, every day there is tremendous amount of data accumulated at the digital platforms. So, the next step is to better utilize the data, organize the data, and put the data into work by AI to generate value,” he said.
That value is increasingly visible in intelligent products, most notably robots. At the 2026 Consumer Electronics Show (CES) in Las Vegas back in January, Chinese firms dominated the exhibition floor with machines and high-tech robots of every shape and size, performing not only acrobatic displays but also practical tasks that underscored their commercial potential…
“There will be a huge range of embodied AI. But overall, China has the advantage of the manufacturing process developed here in the “Made in China” expansion the last three decades. Essentially, Chinese manufacturing power can be combined with Chinese open source models to develop a huge industry, relating to industry robots as well as humanoids,” Ma said.
Ma noted that this year’s “two sessions” could extend the technology agenda “Beyond AI,” encompassing quantum computing and biomedicine to lay the groundwork for next-generation industries.
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Chinese chipmaker Montage Technology soared 64% on its Hong Kong IPO debut. Financial analyst Winston Ma, an adjunct professor at NYU School of Law and former head of North America for CIC, China’s sovereign wealth fund, explains how US efforts to curtail Chinese semiconductor and AI firms helped them in the current boost, he tells Bloomberg. “The strong lineup of global cornerstone buyers suggests that Chinese AI-related IPOs are attracting institutional investors back to the HKEX market again,” he says.
Bloomberg:
Winston Ma, an adjunct professor at NYU School of Law and former head of North America for CIC, China’s sovereign wealth fund, said US sanctions limiting China’s access to advanced chips such as Nvidia’s were accelerating capital and policy support for China’s domestic semiconductor value chain, including “middleware” chip designers such as Montage.
“The strong lineup of global cornerstone buyers suggests that Chinese AI-related IPOs are attracting institutional investors back to the HKEX market again,” he said, referring to the Hong Kong Stock Exchange.
“Montage’s Hong Kong debut underscores how China’s AI chip ecosystem is moving ‘up the stack’ from basic components towards specialised chips that connect processors and memory inside data centres,” he added.
Montage’s listing also comes as Hong Kong logged its strongest start to a year since 2021, with IPOs and second listings raising about US$5.5 billion in January, the most since US$7.6 billion was raised in January 2021, LSEG data showed.
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Leading AI expert Alvin Wang Graylin, on the road to the World Economic Forum in Davos, discusses how China will be one of the AI dark horses to watch in 2026, as he tells at the Big Bang Tech Report. He points at Minimax, Moonshot, and Z.AI, and also on the hardware side, Huawei, he adds.
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For years, the growth of AI was built on scaling up its GPUs, but innovation expert Alvin Wang Graylin, author of Our Next Reality: Preparing for the AI-powered Metaverse, sees now a move to more collaboration. Chip maker Nvidia is not the only winner anymore, as competition is growing and AI models can develop through more experience and need less capacity to grow, as China’s Deepseek proved earlier this year, he says at the Big Bang Future Lab.
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Drastic changes have been influencing e-commerce and the position of global brands in this fast-moving industry in China. Marketing expert Ashley Dudarenok provides an overview of the changes in the past few years on her website, Chozan.
Ashley Dudarenok:
China’s e-commerce sector is poised for a transformative shift by 2025, driven by advancements in artificial intelligence (AI), immersive shopping experiences, and a strategic pivot towards direct-to-consumer (DTC) models. These developments reshape the digital retail landscape, influence consumer behaviors, and redefine business strategies.
Immersive Retail and Predictive Infrastructure
While content remains king, China’s retail infrastructure is evolving to make digital shopping more tactile, immersive, and real-time. Shoppers can now try on lipstick shades using AR filters, tour 3D virtual stores during festivals, or interact with AI-powered assistants that mimic a live consultation.
At the same time, fulfillment and supply chains are becoming smarter and more responsive. AI is used to:
- Predict product demand based on platform activity and livestream events
- Sync inventory across online and offline systems
- Enable same-day or under-one-hour delivery in top markets
- Support real-time order routing and smart warehousing
Experimental platforms like Baidu’s XiRang and ByteDance’s Project Puff also explore the metaverse layer, where digital avatars browse virtual malls, try on clothes, and attend product launches in immersive environments.
The result is an intelligent, multi-channel, and frictionless retail stack. Shopping no longer begins with a search bar—it starts in a video feed, a private community, or a personalized app homepage. And it ends wherever the customer chooses: in a live stream, in-store, or with a package arriving in 20 minutes.
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Alvin Wang Graylin, author of Our Next Reality: Preparing for the AI-powered Metaverse, worked in both the US and China on AI and compares the strategy of both countries. While China focuses on a multipolar approach, with mainly economic targets, the US does the opposite and looks at military strategies, he tells Veronica Hylak at Hey AI.
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AI tools to generate videos, like TikTok, have been challenged by a new wave of innovations using AI as filmmakers, says Winston Ma, author of The Digital War: How China’s Tech Power Shapes the Future of AI, Blockchain and Cyberspace at CNBC. “Just like TikTok took the global markets by storm with short videos in the mobile internet age, Chinese AI companies could well lead the Generative AI revolution in visual digital entertainment,” said Ma.
CNBC:
Chinese e-commerce giant Alibaba has also stayed on top of the trend by releasing the latest version of its video generation AI model this week called Wan2.2. The company claimed that with the open-source model, users can control lighting, time of day, color tone, camera angle, frame size, composition and focal length.
Open source allows users to download a model for free, and customize, if not commercialize, products with it. Alibaba claimed that since open sourcing the “Wan” model series in February, the models have been downloaded more than 5.4 million times from the Hugging Face platform and a similar one in China called ModelScope.
“The age of AI in film is over. We’ve entered the age of AI as filmmaker,” said Winston Ma, adjunct professor at NYU School of Law. He pointed out that China’s 1.4 billion population has given local companies “enormous” amounts of video-watching data to work with.
“Just like TikTok took the global markets by storm with short videos in the mobile internet age, Chinese AI companies could well lead the Generative AI revolution in visual digital entertainment,” said Ma, author of “The Digital War: How China’s Tech Power Shapes the Future of AI, Blockchain and Cyberspace.”
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Technology veteran Kaiser Kuo explains how AI developments with DeepSeek, MiniMax, Moonshot AI, and iFlyTek emerged as winners in China’s technology scene. Especially, the coordination between the state, the market, and academia helps technology to move in the same direction, he adds at the World Economic Forum.
Kaiser Kuo:
One of the less visible but profoundly consequential enablers of China’s rapid advance in generative AI is the unusually tight coordination among its public sector institutions, academic research bodies and private firms. While this kind of alignment is sometimes viewed with suspicion outside of China, particularly when it is framed in terms of state-led industrial policy or state-backed enterprise, the practical effect has been to lower barriers between research and application, to accelerate funding decisions and to unify long-term technological goals across domains.
Consider how China’s most capable research universities — Tsinghua, Peking University, Shanghai Jiaotong, Zhejiang University — serve not only as training grounds for AI talent, but as intellectual incubators for commercial ventures. Many of the leading generative AI firms in China, including Zhipu AI and Baichuan, emerged directly from university research labs, often with seed funding from state-affiliated venture arms and built-in partnerships with municipal development zones or digital economy clusters.
State guidance funds, particularly those aligned with the “New Infrastructure” initiatives launched in the late 2010s, have prioritised compute infrastructure, AI chips and cloud services. These funds offer long-horizon capital to projects that would likely struggle to gain equivalent traction in private markets, particularly during periods of economic tightening or when returns on investment are uncertain. Yet at the same time, the market incentive remains intact. Leading Chinese AI startups face intense domestic competition from rivals like DeepSeek, MiniMax, Moonshot AI and iFlyTek, all of which operate in a fast-moving environment that rewards iterative gains and rapid deployment.
Much more at the World Economic Forum.
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