
$Alibaba(BABA.US) Competition with Tencent, Baidu is fierce. Execution on the ground matters more than slogans.
BMNR recently appointed Young Kim as the company's CFO and COO, who is a fellow Korean of Tom Lee, with a very Wall Street-standard resume, educational background from MIT+HBS, professional experience...
$Alibaba(BABA.US) $ByteDance(BYTED.NA) $TENCENT(00700.HK) $Baidu(BIDU.US) In our previous discussions of the AI value chain, Dolphin Research focused chiefly on North America. We examined the tangled,...
...In the prior piece, Dolphin Research reviewed Meitu's history, product suite, and competitive landscape in depth. This follow-up focuses on Meitu's growth potential.
1) Will large models eat Meitu's lu...
Tencent, the China cloud giant, cut a deal to use Nvidia’s best AI chips in Japan via Datasection, one of Asia’s biggest AI data center operators, the FT reports, around US$1.2 billion in contracts fo.........





