๐
Today's Highlights in China’s AI Sector (July 13, 2025)
1. Nvidia CEO to Visit Beijing
Nvidia’s Jensen Huang will hold a media briefing in Beijing on July 16—his second China visit this year.
China remains Nvidia’s significant market, with ~$17B of revenue (13% of total) last fiscal year, even amid U.S. export restrictions on advanced AI chips like H100s and H200s .
2. China's Mega Data Center Build-Out
Despite export bans, China is planning 39 AI data centers equipped with ~115,000 high-end Nvidia GPUs, largely concentrated in Xinjiang, Qinghai, and Yiwu .
U.S. officials question how China sourced these GPUs—concerns include smuggling via Southeast Asia. Many GPUs are essential for large-language-model training.
3. Nvidia Prepping China‑Specific Chip
Nvidia is reportedly developing a version of its Blackwell-series AI chip customized for China. The design omits restricted features (like HB‑memory and NVLink) to meet U.S. regulations .
Launch could coincide with Huang’s upcoming visit, likely around September 2025.
4. Moonshot AI Launches K2 Model
Beijing-based startup Moonshot AI released its new open-source model “Kimi K2” on July 11.
It reportedly outperforms existing Chinese open-source models (like DeepSeek v3) and U.S. counterparts (e.g., Anthropic) in coding and tool use .
5. Huawei Eyes AI Chip Exports
Huawei is pushing its Ascend AI chips (910B/910C) to the Middle East and Southeast Asia, targeting countries like the UAE, Saudi Arabia, and Thailand .
Negotiations ongoing; cloud-based CloudMatrix 384 remains domestic-only due to supply limits.
6. Qifu Technology Stock Breakout
Qifu Technology (QFIN), a Shanghai fintech using AI for credit underwriting, entered a “buy zone” with strong technical momentum.
Q1 2025 net revenue rose 12% to $646.4M; earnings grew ~77% (Q1) and ~86% (Q4) year-over-year .
---
๐ฎ What to Watch Next
Event Why It Matters
July 16 Nvidia Briefing May clarify China chip plans and Nvidia’s strategy
Chip-Adapted Blackwell Release Could re-enable Nvidia’s China presence
Moonshot K2 Adoption A test case for opensource LLM strategy
Huawei Export Deals Indicates China’s AI export resilience
---
✍️ Draft Blog Intro (English)
> “China continues to push its AI agenda forward, navigating geopolitical roadblocks with strategic innovation and infrastructure expansion. As Nvidia prepares a Beijing media briefing on July 16, where the company may unveil a China‑compliant Blackwell chip variant, the country is simultaneously building massive GPU farms and advancing local AI models like Moonshot’s Kimi K2. Meanwhile, Huawei targets overseas markets with Ascend chips and Qifu rides a stock rally—highlighting how Chinese AI players are adapting and accelerating in real time.”
๋๊ธ ์์:
๋๊ธ ์ฐ๊ธฐ