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this post was submitted on 28 Jan 2026
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The level of investment in AI in China is a fraction of that in the US, and they're already starting to make money. The whole dynamic in China is different. Instead of chasing unicorns and promising stuff like AGI, companies in China are treating AI as shared infrastructure that you actually build useful stuff on top of. Hence why models are being released as open source, they're not seen as the key source of revenue. It's closer to what we see with Linux based infrastructure where companies build services like AWS on top of Linux. China also has far more application for AI in stuff like robotics, manufacturing, and other types of automation. There are simply more niches to apply this tech in than there are in the west that's largely deindustrialized now.