China’s leading internet companies are expected to spearhead the advancement of artificial intelligence, with current AI chip shortages not anticipated to significantly hinder progress in the near term. Despite the lack of definitive proof of AI monetization in China, the continuous adoption of AI features is predicted to be a major trend in the upcoming year. Major tech firms like Tencent and Alibaba are likely to integrate AI capabilities into their flagship platforms, such as WeChat and Taobao. This integration is expected to drive significant token consumption, enhancing revenues for cloud service providers and benefiting related sectors like server and memory industries. Tokens, the basic units of text processed by AI models, are a key metric for charging AI service users.
Will China’s tech giants overcome chip shortages to lead AI growth by 2026?
