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Sunday Insights

The 10 Biggest Ad Firms Now Include Five From China

By Martin Peers · Jun 28, 2026 8:00am PDT · 2 comments
Advertising was once primarily a subsidy for news and entertainment media, such as television, magazines and newspapers. Nowadays, it’s more of a subsidy for online services and increasingly for merchants looking to boost their razor-thin operating margins. At the same time, Chinese firms have become a much bigger part of the market. Both trends... Advertising was once primarily a subsidy for news and entertainment media, such as television,...
Art by Getty Images
Exclusive

China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq

By Qianer Liu and Juro Osawa · May 29, 2026 6:00am PDT · 1 comment
TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its homegrown AI infrastructure. The new AI chip is intended to have a structure similar to U.S. chip designer Groq’s language processing units, which are built to run AI models at low cost, according to three people with... TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of...
Attendees to CATL Tech Day in Beijing in April. Photo: Qilai Shen/Bloomberg/Getty
The Electric

The Electric: The Pentagon Advocates Long-Shot Batteries to Leapfrog China

By Steve LeVine · May 25, 2026 9:01am PDT · 1 comment
The Pentagon, pushing back against China’s dominance of the batteries used in electric vehicles, AI data centers, weaponry and almost everything else, is bolstering U.S. efforts to leapfrog well ahead of Chinese battery technology. The Pentagon, pushing back against China’s dominance of the batteries used in electric vehicles,...
China Renaissance CEO Fan Bao. Photo by Bloomberg.
China Tech Summit

China Tech Headed for Record Year for IPOs Despite Pandemic

By Juro Osawa and Yunan Zhang · Jul 24, 2020 4:34am PDT
The head of China Renaissance Group, one of China’s most influential investment banking and private equity firms, said he expects 2020 to be a record-breaking year for Chinese tech initial public offerings. “Right now the IPO market is sizzling hot,” said China Renaissance CEO Fan Bao, at The Information’s video summit on... The head of China Renaissance Group, one of China’s most influential investment banking and...
Jessica Lessin interviews Alibaba's Joe Tsai. Photo by Brent Pottinger.
China Subscriber Summit

Watch Interviews From Beijing and Hong Kong Summits

By The Information Staff · Oct 6, 2017 2:47pm PDT · 1 comment
If you missed our summit meetings in Hong Kong and Beijing, you can catch up with the videos here. Among those on stage were Joe Tsai of Alibaba, Shou Zi Chew of Xiaomi and Bob Xu of Zhen Fund. If you missed our summit meetings in Hong Kong and Beijing, you can catch up with the videos...
Sinovation founder Kai-Fu Lee. Photo by Bloomberg.
Silicon China

How China-U.S. Tech Ties Have Evolved

By Shai Oster · Sep 27, 2017 11:59am PDT
Tucked inside a condo around the corner from a Palo Alto supermarket is the North American office of Sinovation Ventures. One of the most active investors in Chinese startups, Sinovation is also building a portfolio of companies in the U.S. The U.S. team is led by Chris Evdemon, a Greek-born, U.K.-educated venture capitalist who cut his teeth in... Tucked inside a condo around the corner from a Palo Alto supermarket is the North American office...