Bridging the gap between frontier AI architecture and investment decision-making. Our research deconstructs model design, GPU economics, and inference infrastructure across the US-China AI landscape, turning engineering breakthroughs into actionable intelligence for capital allocators.
A quantitative toolkit distilled from 16 reports. Five modules: KV compression, Roofline shift, bit-width leverage, Q-KV asymmetry, hardware concurrency. Live Roofline calculator maps any model × hardware combination to memory- or compute-bound regime.
Explore the FrameworkMeasuring the precursor of deep drawdowns in China’s A-share AI-economy sectors, and a three-layer monitoring system built on it. Data and code are released with the paper, and every figure can be recomputed from them.
Read the paperDaily state of the three-layer deep-drawdown monitor and the structural tearing Gap, with an automated reading. This public view lags the latest close by two trading days; subscribers see the freshest available session.
Open the dashboardAnnual coverage-universe atlas mapping the Signal × Power × Actuator triad across 30+ China A-share and 10+ US-listed semiconductor companies. Six coupling scenarios, three value chains — where the premium actually accrues.
Open the AtlasResearch Library
Continuous technical tracking and in-depth analysis of frontier large models — the leading open-source releases and the closed commercial systems alike. Everything is read first-hand: technical papers, published open-source documentation and model configuration files, and the hardware the models actually run on. Behind it sits a quantitative framework we keep evolving — it measures a model’s token-generation path, its computational complexity and its performance on specific silicon, then sets that against commercial pricing. That is what turns an architecture choice into a cost per token, and what exposes the cost structure underneath the token economy.
An observation from AI circles holds that China's open-weight labs are converging on linear attention, sparse attention with an indexer, residual upgrades and Muon. Using it as a lens on 30+ shipped configs from ten labs, with DeepSeek V4 as baseline and Artificial Analysis market data: every lab is lowering bytes/token, while FLOPs/byte and market value still diverge.
An interactive deep-dive into DeepSeek V4-Pro's 1.6T/49B MoE architecture, Multi-Latent Attention (MLA) dimension explosion, CSA/HCA hybrid compression, and quantitative performance modeling across H100/H200/H800/B200 hardware. Includes live calculator and SVG architecture blueprint.
Alibaba's Qwen family has become the de facto standard foundation for AI development in Asia, Southeast Asia, and increasingly, the global South. With over 200,000 HuggingFace derivatives and approxim...
The discovery of 16 million API exchanges between Chinese AI companies and US frontier models has triggered a firestorm of policy debate, venture capital hand-wringing, and diplomatic posturing. But t...
Two distinct architectural philosophies have emerged in 2025-2026 to address the fundamental constraint facing non-US AI developers: silicon scarcity. DeepSeek's Manifold-Constrained Hyper Connections...
DeepSeek's V3.2 release represents a fundamental inflection point in the sparse attention frontier. By combining Dynamic Sparse Attention (DSA) with a novel scalable reinforcement learning framework, ...
Moonshot AI's Kimi K2 represents a critical inflection point in AI systems design: the deliberate embrace of hardware constraints as architectural directives. Rather than designing models for theoreti...
Alibaba's Qwen ecosystem has emerged as one of the most strategically ambitious open-source AI initiatives globally, positioning itself as an alternative to proprietary foundation models dominated by ...
China's strategic pivot from Nvidia to domestic GPUs (Huawei Ascend, Cambricon, Ali T-head) is technically feasible but not frictionless. The transition is neither a binary replacement nor a multi-yea...
The AI inference market is in the midst of a silent profitability crisis that will reshape the competitive landscape within 12-24 months. Detailed server economics reveal that operating commodity 120B...
The humanoid robotics market has bifurcated into two technically incompatible visions, and this divergence will likely determine which regions dominate embodied AI through 2035. The Western approach—e...
DeepSeek's R2 represents a fundamental shift in large language model architecture and a strategic repositioning around hardware sovereignty. The model marks the company's evolution from specialized re...
The Model Context Protocol (MCP), developed by Anthropic as an open standard for connecting AI agents to tools and data sources, has rapidly emerged as a critical infrastructure layer in the AI stack....
The AI pricing war initiated by DeepSeek and accelerated by Chinese cloud providers represents a structural disruption to the AI infrastructure market that will reshape competitive dynamics and applic...
DeepSeek represents the most significant disruption to AI economics in the post-transformer era. By developing the 671B-parameter V3 model for approximately $5M in training costs and achieving competi...
Baidu stands at an inflection point in its transformation from a search-dominated business to an integrated AI infrastructure and application provider. With Q3 2024 revenues of $4.78B, the company fac...
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