Weijin Research
Understanding China’s technology and energy transformation through industrial logic.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 74 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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weijinresearch.substack.comLatest Issues
Kimi and DeepSeek Race to IPO as China’s Open Models Pull Back
This article originally appeared on Weijin Research on Huxiu on October 9, 2026. Original Chinese title: 「双线作战，Kimi与DeepSeek上市，如何顶住中国开源模型的“回撤”」. It has been translated and adapted for an English-speaking audience.
Kimi and DeepSeek are sti...
End-to-end compute-power coordination: neither China nor the US can coast to victory
This article originally appeared on Weijin Research on Huxiu on September 27, 2026. Original Chinese title: 「端到端算电协同，中国与美国都无法“躺赢”」. It has been translated and adapted for an English-speaking audience.
Computing and electricity coordination...
AI goes long on India, shorts Indian software outsourcing
This article originally appeared on Weijin Research on Huxiu on September 20, 2026. Original Chinese title: 「AI做多印度，做空印度软件外包」. It has been translated and adapted for an English-speaking audience.
Search for the industry most easily destroy...
Sharing the dividend of scarce computing power, domestic chips begin to diverge
This article originally appeared on Weijin Research on Huxiu on September 2, 2026. Original Chinese title: 「共享算力紧缺红利，本土芯片走向分化」. It has been translated and adapted for an English-speaking audience.
The half-year report disclosure window has...
Amodei, Altman, and Musk all call for a slowdown—have they really seen AI…
This article originally appeared on Weijin Research on Huxiu on September 13, 2026. Original Chinese title: 「阿莫迪、奥特曼、马斯克都喊放缓，难道他们真的看到AI在......」. It has been translated and adapted for an English-speaking audience.
AI doomerism strikes agai...
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Authors
The writers behind this newsletter.
I research and write on emerging and scaling up technologies in China. I founded Weijin Research and was a business and tech journalist.
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