China's AI capital expenditure forecast to reach 600–700 billion yuan ($84–98B) in 2025, with government investment accounting for up to ¥400B. Core AI industry scale exceeds 1 trillion yuan. ByteDance alone plans ¥160B in AI capex. Alibaba unveiled a ¥380B three-year compute investment plan.
Shenzhen's Longgang district releases 'Ten AI Lobster Measures' — the world's first local government subsidy policy for OpenClaw (OPC) agent platform development. Up to RMB 2M for critical code contributions and embodied device integration. RMB 10M equity investment for seed-stage OPC projects. 30% hardware subsidies for AI NAS devices.
DeepSeek announces V4 model will run inference on Huawei 950 PR chips via CANN Next, marking the first frontier-class AI model purpose-built for Chinese semiconductor infrastructure. Withholds pre-release access from Nvidia and AMD, granting Huawei multi-week head start. Chinese hyperscalers place bulk orders for hundreds of thousands of Huawei units.