China tech firms like Alibaba and Lenovo are rallying on DeepSeek hype and AI’s ‘once every several decades’ opportunity
The DeepSeek revolution is rippling through China’s tech sector, as hundreds of companies adopt the buzzy AI model in their ...
The risk reward for Alibaba is "darn good", but Baidu's search business is at risk: Analyst
Barclays’ Jiong Shao says that with the largest cloud infrastructure in Asia, Alibaba is just getting started on capitalizing from the AI trends. He also highlights the ‘innovator’s dilemma’ Baidu ...