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Hello China Tech

Poe Zhao, Yanting
Hundreds of paid subscribers

Decoding China tech for global minds

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Substack
PricingFreemiumPublishesDaily
Issues260Foundeda year agoLast Issue3 days ago
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Latest Issues

In Ulanqab, Operators Pay for the Wait

In Ulanqab, a Chinese AI data center hub, grid works are still being built, and GDS’s disclosures show what operators carry before billing starts.

The Financial Times reported on October 8 that about 15 gigawatts (GW) of data center capaci...

3 days ago
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New report: China’s Parallel AI Stack, 2026 Edition

Since May 2025 I have written about China’s AI chips one listing, one teardown and one export rule at a time. Read one by one, those pieces answer an old question: can Chinese chips train large AI models? By mid-2026 the public record says...

4 days ago
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DeepSeek Fills Its Cap Table at July’s Price

DeepSeek is raising about Rmb 100bn at an unchanged Rmb 500bn valuation. Halved fund fees and a shareholder-count fix explain what the round is for.

Editor’s Note: FlashPoint is our premium quick-strike column on market-moving China tech e...

5 days ago
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Manus and the Surviving Shape

Beijing reversed Meta's deal to buy Manus. This analysis compares the AI startup's ownership, staff, products and exit plans before and after the unwind.

Two Notices, No Explanation

6 days ago
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At a Chinese theme park, three robots still need one helper

Every Sunday I send free readers a short note on what I wrote that week, and open one older paid analysis for a few days. Subscribe free


Most of what I published this week asks who pays while something waits. A Beijing AI cloud comp...

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Authors

The writers behind this newsletter.

  • Poe Zhao

    China tech analyst covering AI, robotics, EVs & chips from Beijing 12+ years tracking global innovation. Bringing insider perspective to global audience.

  • Yanting

    I’ve been living in Beijing for over 15 years, closely following business, technology, market strategy, and the broader forces shaping companies and industries.

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