Research
Reports & Analysis
Deep-dive research on AI, semiconductors, robotics, and energy infrastructure.
September 24, 2025Hardware MigrationSubscribers
The Great GPU Migration: Realistic Timelines and Technical Roadblocks in China's Nvidia-to-Ascend Transition
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October 3, 2025AI CompaniesSubscribers
Alibaba's Qwen Ecosystem: Evaluating the "Open-Source Android of AI" Strategy and Its Enterprise Readiness
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November 17, 2025AI CompaniesSubscribers
Kimi K2's Native INT4 Revolution: How Moonshot Is Turning Hardware Constraints Into Architectural Advantage
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May 2, 2025AI InfrastructureFree
MCP: The Universal Standard That May Accidentally Lock In the Next Decade of AI Agent Infrastructure
May 19, 2025AI CompaniesFree
DeepSeek R2: The 1.2 Trillion Parameter Bet on Multimodal AI and Hardware Sovereignty
March 3, 2026AI CompaniesSubscribers
The Distillation Debate: Separating Signal From Noise in the US-China AI Capability Transfer Controversy
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March 11, 2026AI CompaniesSubscribers
The Qwen Exodus: Can China's Open-Source AI Dominance Survive a Leadership Vacuum?
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July 25, 2025RoboticsFree
Humanoid Robotics Intelligence: Why the East-West VLA Paradigm Split May Define the Next Decade of Embodied AI
January 16, 2026AI CompaniesSubscribers
DeepSeek's mHC vs. ByteDance's DLCM: Two Paths to Architectural Efficiency Under Silicon Constraints
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February 7, 2025AI CompaniesFree
DeepSeek's $30M Disruption: How China's Most Efficient AI Lab Rewrote the Rules of Large Model Economics
December 18, 2024AI CompaniesFree
Baidu's AI Pivot: Can ERNIE and Apollo Go Deliver on China's Largest AI Ecosystem Bet?
December 17, 2025AI CompaniesSubscribers
DeepSeek V3.2: How Sparse Attention and Scalable RL Are Closing the Gap With GPT-5
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August 7, 2025AI EconomicsSubscribers
The Economics of AI Inference: Why Most Open-Source Model Hosting Is a Money-Losing Proposition
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April 7, 2025AI EconomicsFree
The Great AI Pricing War: Why Chinese Models at 5% of US Rates Are Reshaping the Global AI Stack
April 27, 2026AI CompaniesSubscribers
DeepSeek V4: Architecture & Performance Deep Dive
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