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China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze

Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.

By Nicholas GordonMarch 25, 2026
What Mark Zuckerberg’s AI sidekick could teach CEOs about leading by example
By Claire ZillmanMarch 24, 2026
zuckerberg on a screen in court
One in three teens ‘experienced problematic use’ of Meta platforms: closing arguments begin in landmark New Mexico social media trial
By The Associated Press and Morgan LeeMarch 23, 2026
man on stage at conference
Strategy purchases another $76 million worth of Bitcoin, all through sales of common stock
By Carlos GarciaMarch 23, 2026
Fortune Brainstorm Tech 2026 livestream
By Fortune EditorsMarch 23, 2026
A phone with a logo in front of a black background
Supermicro—accused of smuggling $2.5 billion in Nvidia chips and servers to China—has been here before, with Iran
By Amanda GerutMarch 23, 2026
Latest Stories
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CommentaryEurope has survived 3 energy shocks in 4 years. The only way out is to stop buying power from its enemies
By David FrykmanMarch 25, 2026
MagazineWall Street is convinced AI will kill SaaS. History and economics say something else
By Jeremy KahnMarch 25, 2026
C-Suite‘We’ve become like Europe’: Jamie Dimon warns China is beating the U.S. as he says Iran war means a ‘better chance’ of permanent Middle East peace
By Marco Quiroz-GutierrezMarch 25, 2026
shinkarovsky
Future of WorkThe job market is so bad that ‘reverse recruiters’ are charging $1,500 a month just to help people look for jobs
By Jake AngeloMarch 25, 2026
Personal FinanceMortgage rates today, March 25, 2026
By Glen Luke FlanaganMarch 25, 2026
Personal FinanceCurrent refi mortgage rates report for March 25, 2026
By Glen Luke FlanaganMarch 25, 2026
Personal FinanceCurrent ARM mortgage rates report for March 25, 2026
By Glen Luke FlanaganMarch 25, 2026
MagazineThe AI era has a message for every CEO: Adapt or die
By Beatrice NolanMarch 25, 2026
More Big TechPage 22 of 52
Startups & VentureExclusive: Airwallex crosses $1 billion in annualized revenue as fintech unicorn takes on U.S. competitors like Ramp and Stripe
By Leo SchwartzNovember 3, 2025
Big TechThanks to a donation from a Silicon Valley billionaire, the nation’s largest police fleet of Tesla Cybertrucks is about to hit the streets of Vegas
By Jessica Hill and The Associated PressNovember 2, 2025
Andy Jassy sits and holds up his fingers as if to describe how small something is
AIAmazon says its AI shopping assistant Rufus is so effective it’s on pace to pull in an extra $10 billion in sales
By Dave SmithNovember 2, 2025
AI‘Godfather of AI’ says tech giants can’t profit from their astronomical investments unless human labor is replaced
By Jason MaNovember 1, 2025
AINvidia chief still hopes to sell Blackwell chips to China
By MacKenzie Hawkins, Josh Xiao and BloombergNovember 1, 2025
InvestingBuffett’s Berkshire Hathaway cash pile soars to $382 billion
By Alexandre Rajbhandari and BloombergNovember 1, 2025
BankingMore than half of Gen Z says they only use cash as ‘a last resort’ and doing so is ‘cringe,’ survey shows
By Sydney LakeNovember 1, 2025
C-SuiteCEO Andy Jassy says Amazon’s 14,000 layoffs weren’t about cutting costs or AI taking jobs: ‘It’s culture’
By Marco Quiroz-GutierrezNovember 1, 2025
Amazon.com President and CEO Andy Jassy leaves the Sun Valley Lodge at the Allen & Company Sun Valley Conference on July 8, 2025 in Sun Valley, Idaho.
Big TechAmazon laid off over 14,000 people this week—but Wall Street is loving it anyway
By Stan Choe and The Associated PressOctober 31, 2025
NewslettersMeta’s $27 billion bet turns AI compute into Wall Street’s hottest new investment
By Sharon GoldmanOctober 31, 2025
Sam Altman with a colorful window behind him
EconomySince ChatGPT launched, job openings are down 30% while the stock market is up 70%. One economist says the true culprit isn’t AI, but monetary policy
By Dave SmithOctober 31, 2025
Ana Paula Assis, senior vice president EMEA and growth markets, speaking on stage at Fortune Global Forum in Riyadh, Saudi Arabia.
NewslettersAI bubble talk grips the market. The C-suite? Not so much.
By Jeremy KahnOctober 30, 2025
Airbnb CEO Brian Chesky
SuccessAirbnb CEO Brian Chesky says employers need to hire Gen Z even if ‘AI can do the interns’ work’—or one day, the bots will outnumber bosses
By Emma BurleighOctober 30, 2025
ConferencesReddit founder Alexis Ohanian kept receipts from trolls who mocked his bet on women’s sports: ‘Every time we hit another revenue milestone, I tag them and thank them for the motivation’
By Orianna Rosa RoyleOctober 30, 2025
Big TechMartin Sorrell says AI has already ‘missed the Oppenheimer moment’
By Allie GarfinkleOctober 30, 2025
Anjney Midha, a general partner at Andreessen Horowitz speaking on stage.
NewslettersThe next ‘golden age’ of AI investment
By Beatrice NolanOctober 30, 2025
Character.ai logo
AICharacter.AI bans teens from talking to its chatbots amid mounting lawsuits and regulatory pressure
By Beatrice NolanOctober 29, 2025
Jensen Huang eyes the camera
AINvidia is officially the world’s first $5 trillion company. CEO Jensen Huang says it’s on track for ‘half a trillion dollars’ in revenue
By Dave SmithOctober 29, 2025
InvestingHKEX CEO Bonnie Chan says global stock exchanges have to work together to stay relevant in a crypto age
By Angelica AngOctober 29, 2025
C-SuiteHow Bupa’s CEO Iñaki Ereño woke a sleeping giant—and set a 100,000 strong workforce running toward digital health 
By Aslesha Mehta and Alex Wood MortonOctober 29, 2025
Sam Altman and Satya Nadella on stage together.
AIAs OpenAI restructures, Microsoft locks in long-term gains
By Beatrice NolanOctober 28, 2025
A female doctor encourages a young woman with cancer by holding hands on the patient's bed.
AIThe U.S. just bet $1 billion that AI supercomputers can turn most cancers from ‘death sentences’ to ‘manageable conditions’ within 8 years
By Eva RoytburgOctober 28, 2025
Elon Musk, wearing a black DOGE hat and with a black eye, looks down and frowns.
Big TechElon Musk’s ‘polarizing and partisan actions’ may have cost Tesla more than 1 million U.S. EV sales, Yale study finds
By Sasha RogelbergOctober 28, 2025
Tech company xAI's primary owner Elon Musk.
Big TechElon Musk’s ‘Grokipedia’ cites Wikipedia as a source, even though it’s the exact thing he’s trying to replace because he thinks it’s ‘woke’
By Nino PaoliOctober 28, 2025
Sam Altman and Satya Nadella on a split screen.
AIOpenAI completes for-profit restructuring and grants Microsoft a 27% stake in the company
By Beatrice NolanOctober 28, 2025
Amazon workers handling packages.
AIAmazon is pushing out thousands of workers into a job market that suddenly isn’t hiring
By Michelle Chapman and The Associated PressOctober 28, 2025
ConferencesAI stock valuations aren’t wrong—they’re just not right … yet, says JPMorgan assets boss
By Eleanor PringleOctober 28, 2025
Jimmy Wales
SuccessThe power of a neutral point of view: founder Jimmy Wales on how Wikipedia builds and maintains trust
By Jimmy WalesOctober 28, 2025
Jyoti Deshpande, wearing a burgundy jacket, speaks lifting on hand in the air while gesturing with the other.
Big TechNetflix and Amazon Prime are using AI algorithms that hide content from some users, media executive says
By Sasha RogelbergOctober 28, 2025
Anjney Midha, a general partner at Andreessen Horowitz speaking on stage.
ConferencesOpen-source AI is ‘China’s game right now’—and that’s a problem for the U.S. and its allies, Andreessen Horowitz partner says
By Beatrice NolanOctober 27, 2025
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