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AI & Enterprise

UBS says China big tech to reap AI investment gains within 2-3 years

China\'s internet giants are likely to capture a larger share of artificial intelligence profits within 2 to 3 years, UBS said. It expects pricing power to shift from upstream chip and infrastructure players to downstream internet platforms as supply constraints ease. The view comes as Tencent and Alibaba ramp up AI spending, weighing on cash flow. UBS also highlighted cost efficiency in China’s AI sector, citing lower training and API costs than global peers.

AI & Enterprise

China\'s top AI still dependent on Nvidia as shift to domestic chips slows

Many of China’s most advanced AI models are still being trained on Nvidia chips, as local developers struggle to switch because of the cost and technical burden of moving away from Nvidia’s CUDA software ecosystem, the South China Morning Post reported. Engineers said migrating training workflows to Huawei’s Ascend platform can require extensive code rewrites and raise time and costs by at least 50 percent. The report said domestication is progressing faster in inference than in training.

AI & Enterprise

Tim Cook says Siri AI not ready in China as Apple rolls out Apple Intelligence first

Apple has begun introducing artificial intelligence features in China, but a full rollout of next-generation Siri AI will take more time. Tim Cook said Apple has started distributing some Apple Intelligence functions to mainland China users, while Siri AI remains at a stage requiring additional development. Apple said supply constraints could worsen in the September quarter, and rising memory prices have added pressure after global price increases for some products.