Article:David Cheng
China's AI Ecosystem Between Compute Constraints and Export Pressure
Following on-the-ground discussions in Beijing and Shanghai, David Cheng examines the structural pressures facing Chinese AI labs: Severe compute scarcity and brutal domestic competition ('involution') force companies into open-weight releases and aggressive pricing as survival tactics dependent on overseas export.
From Video: Claude Opus 5.5, GPT-6 Sol und autonome KI-Agenten im Praxistest

