China's AI Ecosystem Moves From Models to Infrastructure

China's AI Ecosystem Moves From Models to Infrastructure

Published: August 21, 2026

Duration: 19:29

This episode covers Kimi, Qwen, and DeepSeek's practical workload gains, more than 70 embodied-AI training sites, SMIC-linked demand for auxiliary chips, and Chinese telecom carriers turning AI into a revenue unit. It explains why China's edge increasingly comes from physical-world data and integrated infrastructure. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525