Beijing Alpha Digest 12 Dec 2025

Beijing Alpha Digest 12 Dec 2025

Beijing Alpha - Daily briefing on Chinese AI by L.Belych
Dec 13, 2025
05:18

Episode notes

China is turning AI into a cheap, embodied utility—armed by Nvidia’s H200s, powered by ultra-cheap grids and orbital compute, and exported via robots, AR glasses, and full-stack infrastructure to the Global South, while US founders still argue about benchmarks.

Keywords

AI CHINA

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