open.substack.com/pub/aiproem/...

ByteDance’s Doubao shows that inference compute demand could in fact actually go up 1 billion times.

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Check it out. A guide to AI Proem’s archives!

New to AI Proem? Start Here. Your guide to AI Proem

Check it out. A guide to AI Proem’s archives!

Behind the AI Arms Race: U.S. vs. China Cloud Computing Comparison Firm ownership structure and industrial policy are critical yet under-discussed differences between the American and Chinese cloud sectors.

One critical diff between AI in China and the US is in state support for cloud computing. This piece, written with @aiproem.bsky.social, compares cloud strategies in the two countries, focusing on differences in industrial policy and ownership structures.

highvalueadded.substack.com/p/behind-the...

substack.com/profile/8781...
Wow, I literally just wrote yesterday about FDI entering the US to build out AI infrastructure as a 2025 trend, and then this was announced.

DeepSeek V3 puts China AI on the global map: consumer use and capital expenditure implications What is the hype about DeepSeek, and what does it mean for China and global AI?

I just wrote about DeepSeek and its potential implications on the industry: aiproem.substack.com/p/chinas-dee...

AI scaling law, OpenAI o3, inference-time compute breakthroughs, synthetic data The release of OpenAI's o3 has completely changed the debate on whether AI scaling law has hit a wall

aiproem.substack.com/p/scaling-la...

I analyze the technical nuances of inference time computing, the strategic use of synthetic data, and the four critical constraints influencing AI training dynamics. This piece comprehensively explains how these factors reshape our approach to AI scalability. See link below

It has truly encapsulated the whole value chain of today’s industrialized technology production and, in a way, is similar to if we were to combine Nvidia and Google’s businesses in the U.S.

Huawei's businesses run from infrastructure to the cloud, even to the edge devices such as tel-communication devices, industrial digital power products, operating systems, and consumer devices such as phones, tablets, and smart automotive.

However, that does not minimize the strides companies like Huawei are making in every single touchpoint of this ecosystem. These Chinese big tech have this massive competitive advantage that is often overlooked, which is the ability to take learnings and resources from within the conglomerate.

To reiterate, what MANY experts I spoke to kept saying is that companies like Huawei (and Alibaba, for that matter - I wrote a deep dive on BABA) cannot be compared to their so-called American counterparts directly, or at least not so simply.

Deep Dive: Is Huawei like China’s Nvidia plus Google? Huawei's Ecosystem: Pangu, Mate 70, Harmony OS NEXT, ModelArts, Huawei Cloud, Ascend 910C, Robotics, ICT, the list goes on...

I spoke to current and ex-Huawei employees for this primer piece and referenced company information and public reports. Get in touch - I’m always open to connecting and learning! aiproem.substack.com/p/deep-dive-...

AI Proem | Grace Shao | Substack I write about the intersection of AI x geopolitics, AI x energy and big tech AI. While I can't predict the future, I work hard to analyze current developments and offer insights that help you stay inf...

Hi! My focus is on understanding the relationship between AI x energy and AI x big techs.

I started my career covering tech for various publications, then worked for many big tech companies. Now, I am an independent researcher and writer, and aim to provide thoughtful insights.
aiproem.substack.com

Deep Dive: Is Huawei like China’s Nvidia plus Google? Huawei's Ecosystem: Pangu, Mate 70, Harmony OS NEXT, ModelArts, Huawei Cloud, Ascend 910C, Robotics, ICT, the list goes on...

According to @aiproem.bsky.social

"Still, Huawei vs. Nvidia or Google are not the most Apple-to-Apple comparisons. Huawei’s businesses run from infrastructure to the cloud, even to the edge devices..."

Interesting look at Huawei.

aiproem.substack.com/p/deep-dive-...

3-months into regular substacking (is this a verb now?), I’m 1 subscription away from 200. Humbled & grateful. I’m about to hop on a plane to Shanghai to meet Chinese AI founders. Hopefully I'll be able bring some on-the-ground insights and juice for you all. aiproem.substack.com

#一个亿小目标 #ThankYou

#alibaba #ai #aiarmsrace #bigtech

Deep Dive: Alibaba, the company behind Qwen Is Alibaba's Qwen the Open-Source AI Winner?

I just wrote about Alibaba's AI strategy here. Why China's big tech had to create it's own ecosystem, how it's going around chip curbs and in what ways it's innovating and in which areas its still lagging behind the US gmzshao.substack.com/p/deep-dive-...