China AI: Who's Committing for the Long Haul?

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This is the first article in our series CHINA AI, with a research sample of over 40 cases. It's also a very long series. After reading it, you'll have a clear understanding of what's happening in China's AI landscape.

Definitely, you won't find such an in-depth analysis of China's AI anywhere else but here.

Following the emergence of large language models (LLMs) and generative AI (GenAI), especially the emergence of Deepseek, interest from the Chinese market has significantly risen.

We recently conducted an analysis of typical companies within China—primarily focusing on key Alibaba Cloud customers—to gauge AI effectiveness and investment sustainability.

This customer base provides an insightful proxy, given Alibaba Cloud’s leading market position in China.