China’s AI stocks have lost hundreds of billions of dollars in value, even as the country’s artificial intelligence industry continues to advance. The divergence reveals an important distinction between technological progress and investment returns.
Indonesia’s AI market is having its breakout year. The country’s AI sector is projected to grow from roughly $2.4 billion today to $10.88 billion by 2030, at an annual growth … Read more
The Philippines AI market is worth roughly $772 million and is forecast to reach $3.49 billion by 2030, growing at a 28.6% CAGR, according to the US International Trade Administration. … Read more
Japan’s domestic AI systems market reached ¥1.34 trillion (roughly $9 billion) in 2024, growing 56.5% year on year, and IDC Japan forecasts it will more than triple to ¥4.19 trillion … Read more
Yes — every frontier model works natively in Japan, where Claude users rank among the world’s heaviest. Plus Japan’s 30+ domestic LLMs and $7bn AI bet.
Taiwan’s AI market in 2026 is less a market than a machine room for the entire global AI economy. Servers and related goods are on track to make up roughly … Read more
Last updated: 25 July 2026. This is a living tracker, refreshed after each major release wave. For the full strategic picture — investment, chips, talent — see our China vs … Read more
Last substantively updated: 30 October 2026. Quarterly review cycle: next full review due 30 January 2027. Known price changes and model retirements are checked sooner. AI model costs have changed … Read more
DeepSeek is a Hangzhou-based AI research lab, founded in May 2023 by hedge fund billionaire Liang Wenfeng, that has become the most-used open-weight model developer in the world. As of … Read more
Is it possible to build entirely on Chinese AI models? The honest answer depends entirely on how you use them — and most of the debate collapses once you separate … Read more