
More recent developments

NDA talks data infrastructure for 15th FYP
What happened: On July 23, a National Data Administration (NDA) advisory committee convened to discuss how China's 15th Five-Year Plan (FYP) should address data infrastructure. Some context: China's 15th FYP, which will set high-level national goals for 2026-2030, will be… Read More »

Food delivery price war blows past regulatory warnings
As we’ve predicted, verbal warnings from regulators aren’t enough to stop the ongoing food delivery price war between Alibaba and Meituan. On July 19, Alibaba hit a record 90 million daily orders – just one day after the market regulator… Read More »

US releases national AI Action Plan
What happened: On July 23, the Trump administration released America's AI Action Plan, outlining the US strategy to maintain leadership and compete with China on AI. What stood out: The plan is primarily focused on ensuring US AI innovators have… Read More »