HeyJaredWeijin Research
Understanding China’s technology and energy transformation through industrial logic.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 3, 2026
Latest issues
End-to-end compute-power coordination: neither China nor the US can coast to victory (opens the original)
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This article originally appeared on Weijin Research on Huxiu on September 27, 2026. Original Chinese title: 「端到端算电协同，中国与美国都无法“躺赢”」. It has been translated and adapted for an English-speaking audience.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!G-0q!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic
AI goes long on India, shorts Indian software outsourcing (opens the original)
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This article originally appeared on Weijin Research on Huxiu on September 20, 2026. Original Chinese title: 「AI做多印度，做空印度软件外包」. It has been translated and adapted for an English-speaking audience.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!Tcc6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3bdbc566-5d8e-4c93-b831-288d80819503_600
Sharing the dividend of scarce computing power, domestic chips begin to diverge (opens the original)
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This article originally appeared on Weijin Research on Huxiu on September 2, 2026. Original Chinese title: 「共享算力紧缺红利，本土芯片走向分化」. It has been translated and adapted for an English-speaking audience.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!9PlM!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F94ef622f-e9
Amodei, Altman, and Musk all call for a slowdown—have they really seen AI… (opens the original)
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This article originally appeared on Weijin Research on Huxiu on September 13, 2026. Original Chinese title: 「阿莫迪、奥特曼、马斯克都喊放缓，难道他们真的看到AI在......」. It has been translated and adapted for an English-speaking audience.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!ffeX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%
Before Q3 token data is released, understand these questions (opens the original)
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This article originally appeared on Weijin Research on Huxiu on September 9, 2026. Original Chinese title: 「在三季度token数据公布前，搞懂这几个问题」. It has been translated and adapted for an English-speaking audience.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!AHUR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3c3724
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