Beijing Alpha Digest 16 Dec 2025

Beijing Alpha Digest 16 Dec 2025

Beijing Alpha - Daily briefing on Chinese AI by L.Belych
Dec 17, 2025
06:52

Episode notes

China is walking away from Nvidia’s H200s, flooding domestic chipmakers and AI giants like Alibaba and Tencent with capital and policy support, and quietly locking US founders out of a fast‑maturing, parallel AI universe.

Sources: https://bit.ly/4j0QnOT

Keywords

AI CHINA

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