Chinese firms
Former OpenAI executive Zack Kass says Chinese enterprises lag behind US peers in AI adoption due to rigid corporate hierarchies, despite tech-savvy consumers. In a recent interview with the South China Morning Post, he described China as having a 'techno-centric consumer' and the US a 'techno-centric enterprise'. Kass said this cultural divergence explains the frenzy around OpenClaw in China, even as it struggles for scale in the US.
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Several Chinese analogue chipmakers have raised prices recently, aligning with global leaders like Texas Instruments. Analysts say the increases allow China's mature-node producers to compete with US and European rivals without sacrificing much margin. The repricing stems from surging upstream costs and explosive AI-driven demand.