China

Early signs of strain are emerging as the company approaches 60,000 locations.

Rising AI costs weighed on investor sentiment despite the company’s financial capacity.

DingTalk is being integrated more deeply into Alibaba’s AI push under the Wukong unit, part of the group’s new ATH structure.

Heavy investment is pushing the firm to make the case for AI in games, even as the earnings impact remains unclear.

The company has made progress in Brazil and Mexico, though its international business remains in the red.

Many domestic makers are receiving greater support following the changes, widening the disparity.

The Chinese startup has filed for a listing on Shanghai’s STAR Market.

Lower costs and higher utilization are improving unit economics, but not enough to bring the company out of the red.