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This photo was described, Artificial Intelligence (AI) applications were demonstrated in a smartphone of Deepseek, Chatrept, Google Gemini, Copilot, Koldey and confusion.
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This report is from the Chinese connection bulletin that brings the driving and analysis of CNBC’s second largest economy of the world. Every week, we will explore the biggest work stories in China, we will help you build a Lownown for market movements and for next week. As you can see? You can subscribe here.
The great story
It takes a very different picture to hear about artificial intelligence from Chinese enterprises and how technique is generally understandable.
As a scientist in META, Caltech graduates returned to China in 2017 to start a global AI company in Jerry.
Startup, Whale sells AI software and related hardware to help retailers retailers. Now claim customers like Starbucks, Xiaomi and Unilever. Last week, Boschants, Singtel and MDI enterprises have made $ 60 million in a number of C10 million dollars. The beginning counts Hangzhou as a global database as a Chinese headquarters and Singapore.
I was in Beijing this week when passing through the city where there was a small team. This interview was condensed and edited for clarity.
What is the influence of the US-China Trade War?
We still think that even if there is US-Chinese tension, there is a global opportunity. Work is a business. Our customers are global: Procter & Gamble, Watsons, Starbucks.
Who will win the AI race?
The biggest two markets are still in the United States and China. The application layer will leave in both, both different ways: Marketing and sales in China; Very small vertical sectors in the United States, in transport or legal legal. Southeast Asia is more likely to accept scenarios from the US or Chinese markets.
What is the Restriction of the AI development? Advanced semiconductors?
We do not see any shortcomings in the AI calculation power for China. All clouds (companies) have a lot of training power. Most AI companies actually do not exercise anymore (models).
As a result, the applications on the device (often edge computing or smartphones, household appliances, etc.) are strong enough to start AI models and provide information confidentiality. In the long run, the majority of competition will occur outside instead of data centers.
AI WILL YOU GET MONEY FOR Enterprises first?
Marketing and sales, because they are very close to the money and the investment is easier to return. If you accept the AI in marketing and sales, if you accept more than the eighth day, you will see the results.
What does this mean for the future of the content?
The basic understanding of marketing is narrowing the gap between the brand that sells the gap between the client and the product.
We talk a lot about personalization. But traditionally, we had enough content, not enough power to give each person’s individual content. AI’s decision-making is faster and easier to overcome the richer understanding and content and customer bridges.
Generative AI definitely gives us many opportunities to create a large number of videos.
AI also allows you to send unique slices and videos of vibrant photos and videos to social media. This became the advertisement increasingly increasingly produced.
But if you use many generative AI, they provide a large number of fake information. Most platforms are mostly generative AI videos. My personal opinion is still the real life videos still needed. Real emotions for generative AI are very difficult for the real human touch.
How does it use AI today?
Starbucks services in our company in China and Southeast Asia.
Each time you buy a Starbucks coffee, a very large amount is used to make the customer experience better. Currently, consumers can receive 98% of time, 98% and consumers can receive coffee orders. If a place is very busy to manage online orders on the store, AI analysis can send these online orders to a different place nearby.
How much money is the whale? What are your expenses?
In the last three years, we grow about 100% (one year) and keep 100% annual growth in the next two to three years. Last year, 230 million yuan ($ 31.39 million) had earned income, and we expected to be 400 million yuan this year. We have about 500 enterprises customers.
In China, we spend about 1 million yuan over a month – outside China, more expensive, so 3 million yuan in total a month (36 million yuan).
Our biggest problem is in the confidentiality and safety needs of local data in each region.
Which AI large language model is the best?
There are different opportunities in different models. For Claudaud, they are really good to create websites, PDFs. Gemini, video. It is like holding doctoral students in different domains. The job does not want to be fixed with a model for most of our customers.
Many enterprises want to keep their information secret. Therefore, they use open source models placed in their data centers.
There is potential for AI device, like glasses?
The biggest problem for most equipment is not a battery, not the AI itself.
Most of the supply is here for a long time.
Maybe a new mobile phone. The most important thing is the application. The application will capture AI’s large margin. Up to 10% to 10% of the cloud, then there is hardware. There is a giant program layer (one of them) can make up to 90% of the edges from 90% of the edges.
What do you think about the past apple designer Treaty with JONY IVE’S OPENIA?
It will be difficult. There is a camera on it. It is good to have big companies running different AI. There are more potential to try different things.
The best TV selection in CNBC
YIII Capital General Director Teodor Shou, the latest powerful performance of the IPO market in Hong Kong, and the Assessment Award between Mainland China and Hong Kong shares will shrink the Hong Kong Exchange.
Ramon Barúa Costa, the director of the sources of CEOs and ACSA, is discussing the global demand for strategic importance of rare places, and the strategic importance of rare areas in the energy crossing.
CEO and Mirkhes’s co-founder Lihan Zhou and Hong Kong IPO and Growth Prospects, a co-founder of CEO and Mirkhes, located in Singapore.
You should know
The United States and China are talking. Chinese Vice President Ma Zhaoxu and US Deputy Secretary of State Christopher Landau called last week and agreed to open communication lines on both sides Readings on Friday. While no features were announced, the United States and China became the first to agree to the increase in many tariffs of this month.
China’s industrial profit rose in April. Official figures won on Tuesday 3% per year In April, in large industrial companies, in March 2.6% faster than 2.6%, and in despite the US tariffs. However, margins in electric car companies face more pressure This month’s BYD discounts are left.
Xiaomi also target Tesla and Apple. Chinese smartphone company on Thursday A new chip emerged This claims that Apple defeats in certain counts – and it comes to a phone cheaper than the iPhone 16 Pro. Xiaomi too A new SUV called Yu7 soldWhat analysts predicting will join the competition for Tesla in China.
In the markets
Performance of the Shanghai composition during the past year.
China and Hong Kong shares, Wednesday day, investors traded as the US-European Union continues to assess the optimism.
Mainland China CSI 300 Hong Kong added 0.11% Hang Seng Index – The main Chinese companies include – 0.4% from 11 am from 11 to local time.
The assessment is 1,672% of the 10-year Chinese government bond.
In the sea, the Chinese Yuan last traded against Greenback in 7,1971.
– Lee Ying Shan
Go out
May 31: Official Purchase Managers Index for May
June 2: Mainland Chinese markets were closed for the Dragon Boat Festival holiday
June 3: CAIX’S China General Production for May
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