Poe Zhao
@poezhao0605
Decoding China's tech landscape for global investors & builders.
AI • Robotics • EVs • Semiconductors.
12+ years covering China's tech evolution.
173 Following 9.1K Followers
Huawei is selling Ascend 950DT systems bundled with DeepSeek's V4 model to customers in the Middle East and Central Asia.
US export controls aimed to limit Chinese AI chip capability. An unintended consequence: they may be creating demand for Chinese AI infrastructure in countries that also face restricted Nvidia access.
Full analysis of what this means for the chip landscape.
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Moonshot AI's Kimi has reportedly hit $300 million ARR as of mid-June, with API revenue exceeding 70% of total. A new funding round is underway at $31.5 billion pre-money, per Chinese financial media. Four months ago, the valuation was $10 billion.
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