open.substack.com/pub/aiproem/...

ByteDance’s Doubao shows that inference compute demand could in fact actually go up 1 billion times.

Check it out. A guide to AI Proem’s archives!

Check it out. A guide to AI Proem’s archives!

One critical diff between AI in China and the US is in state support for cloud computing. This piece, written with @aiproem.bsky.social, compares cloud strategies in the two countries, focusing on differences in industrial policy and ownership structures.

highvalueadded.substack.com/p/behind-the...

substack.com/profile/8781...
Wow, I literally just wrote yesterday about FDI entering the US to build out AI infrastructure as a 2025 trend, and then this was announced.

I just wrote about DeepSeek and its potential implications on the industry: aiproem.substack.com/p/chinas-dee...

I analyze the technical nuances of inference time computing, the strategic use of synthetic data, and the four critical constraints influencing AI training dynamics. This piece comprehensively explains how these factors reshape our approach to AI scalability. See link below

I spoke to current and ex-Huawei employees for this primer piece and referenced company information and public reports. Get in touch - I’m always open to connecting and learning! aiproem.substack.com/p/deep-dive-...

Hi! My focus is on understanding the relationship between AI x energy and AI x big techs.

I started my career covering tech for various publications, then worked for many big tech companies. Now, I am an independent researcher and writer, and aim to provide thoughtful insights.
aiproem.substack.com

According to @aiproem.bsky.social

"Still, Huawei vs. Nvidia or Google are not the most Apple-to-Apple comparisons. Huawei’s businesses run from infrastructure to the cloud, even to the edge devices..."

Interesting look at Huawei.

aiproem.substack.com/p/deep-dive-...

3-months into regular substacking (is this a verb now?), I’m 1 subscription away from 200. Humbled & grateful. I’m about to hop on a plane to Shanghai to meet Chinese AI founders. Hopefully I'll be able bring some on-the-ground insights and juice for you all. aiproem.substack.com

#一个亿小目标 #ThankYou

I just wrote about Alibaba's AI strategy here. Why China's big tech had to create it's own ecosystem, how it's going around chip curbs and in what ways it's innovating and in which areas its still lagging behind the US gmzshao.substack.com/p/deep-dive-...