Beijing Alpha Digest 13 Dec 2025

Beijing Alpha Digest 13 Dec 2025

Beijing Alpha - Daily briefing on Chinese AI by L.Belych
Dec 13, 2025
06:30

Episode notes

DeepDive into how DeepSeek’s frontier models, NVIDIA chip smuggling, Huawei Ascend, and a $70B subsidy blitz are quietly ending NVIDIA’s China monopoly and hardening a bipolar global AI stack.

Sources: https://bit.ly/44nCoN0

Keywords

AI CHINA

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