Faster cloud growth is being accompanied by mounting pressure on earnings and cash flow from AI infrastructure spending. NewsAlibaba’s cloud growth comes with a rising AI bill4 mins read
The company’s handset business lost ground globally and in China, while its newer businesses grew to nearly a quarter of group revenue. NewsXiaomi’s smartphone slump deepens as EVs shoulder more of the load3 mins read
Overseas growth and a shift toward higher-priced vehicles helped offset weaker domestic sales. NewsGeely’s core profit rises nearly half as exports cushion China sales decline3 mins read
Rapid GPU cloud growth contrasted with more modest gains in AI applications. NewsBaidu’s AI revenue share holds at 50% as Wall Street funds buy in4 mins read
Its Kosmo platform has begun securing commercial orders from humanoid robotics companies. NewsHesai raises non-LiDAR revenue outlook as physical AI businesses gain traction4 mins read
Stronger margins and narrower food delivery losses helped offset weakness in electronics and home appliance sales. NewsJD.com profit rises despite lower second-quarter revenue4 mins read
Prices will not be cut in other sectors despite weakness in smartphone and automotive markets. NewsChina’s SMIC says AI “spillover effects” boosting peripheral chip prices3 mins read
Revenue jumped in the first half of 2026 as WeRide scaled its robotaxi fleet, expanded its pipeline, and pushed deeper into overseas markets. NewsWeRide’s two growth drivers accelerate as global robotaxi expansion gathers pace5 mins read
Tencent’s rising AI infrastructure spending is adding another source of demand to an already tight memory market. NewsCan Tencent give the memory boom a new lease on life?5 mins read
Growth in ride-hailing orders and technology services drove the expected improvement. NewsOnTime Mobility operator expects first-half revenue to more than double as losses narrow3 mins read
