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China's AI Implementation Gap
In this analytical essay, Jeffrey Ding argues that debates about US-China AI competition are overly fixated on innovation capacity and neglect China's weaker diffusion capacity—its ability to spread and adopt AI across the wider economy—leaving Beijing with a significant 'AI implementation gap' that will shape its long-run economic prospects.
ChinAI #373: The OpenClaw Hype and Overestimating China's Diffusion Advantage
Jeffrey Ding argues that the OpenClaw deployment frenzy in China was a misleading indicator of AI diffusion, and that China may actually face a diffusion deficit relative to the US, especially through cloud adoption. The piece also asks readers for advice on a research ethics puzzle.
An AI long-form drama at RMB 900,000 per episode: why did Mango Super Media's market value jump RMB 13.3bn in five days?
An in-depth look at Later Journey to the West, China's first AIGC long-form drama, and how Mango TV's production pipeline, cost structure and market reaction reveal the promise and limits of AI-generated film and TV.
Beyond Wukong: China's First Fully AI-Generated Series Hits Prime Time
RADII reports on The Later Journey to the West (a.k.a. Beyond Wukong), the first fully AI-generated entertainment to hit mainstream provincial satellite prime time in China — and the debate it has stirred over whether AI can do justice to classic literature.
ChinAI #374: China's first AI-generated long-form TV series
Jeff Ding's ChinAI newsletter examines The Later Journey to the West, the first fully AI-generated long-form TV series to air in mainstream prime time on Chinese provincial satellite TV, and what its production reveals about generative AI's limits and commercial prospects.
China bolsters construction of national computing network
China is accelerating the build-out of a nationwide computing power network, folding it into the national 'six networks' infrastructure framework as a centrepiece of the 15th Five-Year Plan, with a combined intelligent computing capacity of 2,185 exaflops as of June.
DeepSeek and Moonshot invited to address UN Security Council on AI risks
Chinese AI developers DeepSeek and Moonshot have been invited to speak at a UN Security Council briefing on AI and international security, alongside OpenAI's Sam Altman and representatives of Anthropic, in a session that thrusts Chinese model builders into the centre of the global AI governance debate.
China stockpiles ASML lithography tools, spurring US calls for complete export ban
A Washington think tank estimates that Chinese-owned fabs had acquired some 343 immersion DUV lithography systems by early 2026, prompting former US officials to press for a total Western blockade on such tool exports to China.
Chinese researchers extend future memory endurance 100-fold in semiconductor advance
Chinese researchers have demonstrated a 100-fold improvement in the endurance of wurtzite ferroelectric memory, achieving more than 10 billion write cycles by restricting nitrogen-vacancy movement. The advance, published in Science, could help overcome reliability barriers for next-generation memory in high-performance computing and AI.
Supporting AI Must Move Beyond Crude, Scattergun Competition
An Economic Daily commentary argues that local governments are turning AI industrial policy into a subsidy race — with near-identical support schemes, low disbursement rates and duplicated projects — and calls instead for tiered, locally tailored policies, inter-regional coordination and patient ecosystem-building.
Cultivating a High-Quality 'AI + Transportation' Ecosystem
A commentary from Economic Daily argues that China's 'AI + Transportation' push has moved from top-level design to implementation, showcasing concrete gains in ports, railways and postal logistics — but warns that chip, sensor and data-barrier bottlenecks still require systematic, forward-looking remedies.
National Corpus Innovation Ecosystem Alliance Launched to Build a Shared Base for Scientific AI
A nationwide Corpus Innovation Ecosystem Alliance, initiated by the National Science Library of the Chinese Academy of Sciences and backed by 50 founding member institutions, was launched in Beijing alongside 42 new scientific corpus standards, a corpus community platform and a new English-language journal.
AI Plus Research Speeds Up Again: Panshi Research Intelligence Ecosystem 1.0 Officially Launched
The Computer Network Information Centre of the Chinese Academy of Sciences has formally released Panshi·OneScience, the core platform of its Panshi research intelligence ecosystem 1.0, alongside the 'Xinhuo' (Passing the Torch) co-building initiative, which nearly 100 research institutes, universities and science and technology firms have already joined.
China's science association unveils two flagship AI achievements
The China Association for Science and Technology has put two representative AI advances on stage at its 'New Tiangong Kaiwu' showcase: the 'Lizhi' Uni-MoE multimodal model from Harbin Institute of Technology (Shenzhen) and the 'Caihua · MatVerse' materials foundation model from Suzhou Laboratory.
Chinese research team proposes new AC-driven strategy for direct seawater electrolysis to produce hydrogen
Researchers at the Chinese Academy of Sciences' Technical Institute of Physics and Chemistry have proposed driving direct seawater electrolysis with alternating rather than direct current, dynamically consuming hydroxide ions before they can form magnesium and calcium precipitates — a bottleneck that has long crippled the technology. Proof-of-concept work across three reaction systems was published in Angewandte Chemie.
United States formally implements it! Trump redefines AI as 'Superintelligence', and .si domain registrations surge
A Chinese tech report claims that US President Donald Trump has ordered the official US government term for artificial intelligence to be changed to 'Superintelligence' (SI), triggering a 2,100% month-on-month surge in registrations for Slovenia's .si domain.
Power Becomes Compute’s New Constraint: How Huawei Is Solving It with ‘Source-Grid-Load-Storage AIDC’
As AI compute expansion runs into hard limits on electricity supply, Huawei is pitching a ‘source-grid-load-storage AIDC’ architecture that integrates energy, grid, storage, cooling and compute scheduling. The analysis argues that power—not just chips—will determine the next phase of AI infrastructure competition.
Stellarators Enter the 'Computable Era': Honghu AI's Route at the Fusion Energy Conference
At the 2026 Nuclear Fusion Energy Conference, Honghu Future Energy's CTO Wei Xishuo laid out an AI methodology that compresses a stellarator's hundreds of free parameters down to three, turning global confinement optimisation from impossible into tractable — and prompting a reassessment of the stellarator route.
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