Beijing Alpha Digest 18 Dec 2025

Beijing Alpha Digest 18 Dec 2025

Beijing Alpha - Daily briefing on Chinese AI by L.Belych
Dec 19, 2025
06:53

Episode notes

China is quietly escaping the Nvidia chokehold with a 10k‑GPU domestic supercluster, hyper‑funded local GPU and robotics plays, and ultra‑cheap open‑source models that are becoming the default stack across emerging markets while US policy debates handing them H200s anyway.

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

Keywords

AI CHINA

What place this episode is about