Baiguan - China Insights, Data, Context

Baiguan - China Insights, Data, Context

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China Tech

Field notes from Hefei, China’s center of deep tech
5 key takeaways
 • Robert Wu
The Token Export
China turning inference into a good trade
 • Amber Zhang
Some details of DeepSeek fundraising
An emergency post
 • Robert Wu
China's data center: a primer on who's building it and who's cashing in
When everyone is talking about DeepSeek and Chinese models catch-up, who’s actually building the GPU warehouses?
 • Amber Zhang
2026: Year One of China's AI Film Industry
From viral "CatFu" shorts to blockbuster historical dramas, AI video has officially evolved from a "toy project" into a highly profitable reality
 • Amber Zhang
Space Race 2.0? 2026 is China’s "SpaceX Moment"
The much-anticipated IPO wave in China’s satellite and commercial space sector
 • Amber Zhang
China's Next "Rare Earth-Level" Secret Weapon: Burning "Inexhaustible Stones" in the Desert
How a breakthrough in the Gobi Desert turns radioactive waste into a strategic resource for energy security
 • Amber Zhang
Inside China's Robotics Startups – Innovation, Commercialization, and Global Reach
Field notes from Baiguan's China tour
 • Amber Zhang
Best moments from the 1st World Humanoid Robotics Games in Beijing
Robots were clumsy, but the future is sprinting fast!
 • Amber Zhang
Xiaomi's 3nm mobile SoC chip: 5 controversies, unpacked
Is XRING O1 truly a Chinese chip?
 • Amber Zhang
China's self-sufficiency in 35 critical "stranglehold" technologies
What are they exactly, and to what extent has China achieved "self-sufficiency"?
 • Amber Zhang
I tried Manus: it's not the tech breakthrough you think it is
Manus's business philosophy: time to think beyond just tech
 • Amber Zhang
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