Jing Yang
@jingyanghk
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Asia Bureau Chief @theinformation. Ukulele troubadour wannabe. Alum of @WSJ @business @scmpnews @lloydslist Honorary Lecturer @jmschku. DM for Signal.
Hong Kong
Joined August 2011
Scoop: HongShan Leads Fundraising in AI Agent Genspark HongShan, the Chinese venture capital firm formerly known as Sequoia Capital China, is leading the funding round for AI agent Genspark. This new round will value the startup at more than $1 billion. Read more from
theinformation.com
HongShan, the Chinese venture capital giant formerly known as Sequoia Capital China, is leading the funding round in artificial intelligence agent Genspark that will value the startup at more than $1...
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New: WSJ reports that our June story on OpenAI using Google’s TPUs caused Jensen Huang to call Sam Altman—a call that led them to sign a $100b deal https://t.co/zT3hpfNL0d
BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs. The deal marks OpenAI's first effort to use non-Nvidia chips in a significant way. much more here: https://t.co/lhpcEFBYJX w/ @QianerLiu
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Check out Differentiated Understanding, the podcast by AI Proem — a 360 view of China's internet and tech space. @BrianWongOPR @ruima @freefader @dianawudavid @jasminewsun @jingyanghk
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Scoop: Oracle is pivoting hard into the business of renting out Nvidia GPUs to customers like OpenAI, Meta and xAI. But internal documents show the fast-growing new biz has razor-thin profit margins. So much detail in this scoop w/ @AnitaRamaswamy @coryweinberg
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Recently, I made this point to my friend, @jingyanghk from @theinformation, as an #AI startup founder, I am not so worried about the Southeast Asian founder but the Chinese founder who drives 9-9-6 mentality globally. That's on the top of the mind even though I work 0-0-7.
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Thank you for having me on again. Great questions from @bernardleong always!
China’s startups aren’t asking if they should go global — but how fast. https://t.co/HvyuvKRwJh In our latest conversation, our founder @bernardleong welcomed @jingyanghk, Asia Bureau Chief at @theinformation, to unpack why Chinese startups are going global from day one — and
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Thank you for having me! Enjoyed our conversation 🙌
@jingyanghk, Asia Bureau Chief of The Information joins Differentiated Understanding to talk about 996, the evolution of China's tech landscape over the past decade. From the BATs to the newer entrants like PDD and SHEIN, and their efforts to be publicly listed in the West.
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Are we finally seeing the end of the #tiktok saga?
The Information’s @jingyanghk on the US-China's trade talks and the inclusion of @tiktok_us. "The Chinese Ministry of Commerce actually issued a very rare statement, specifically mentioning that TikTok will be included in the agenda… which never happened in the previous rounds
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And why China would allow e-sim? We explained it well back then too
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With recent headlines abuzz with the new #iphoneair unavailable in #China, I’d be remiss if I don’t point out @waynema & @QianerLiu telegraphed this in their prescient scoop back in Nov 2024 (!) Read @theinformation to stay ahead of curve in tech news https://t.co/r7jtdjG4WI
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.@jingyanghk, Asia Bureau Chief at The Information, discusses Sequoia Capital's "milestone breakup" in 2023 and what it signals for the future of venture capital in the U.S. and China. "It is what I call the watershed moment of US China venture capital decoupling. Because then
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.@jingyanghk our Asia Bureau Chief on DeepSeek's national treasure status, challenges and its R2 model. “After DeepSeek became a global sensation…it has been elevated to status of national champion [and] national treasure in China.” “We know that DeepSeek’s CEO and founder
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Shutout to the amazing reporting by @QianerLiu @JuroOsawa @waynema in recent months and ofc @akashpasricha for hosting!
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Delighted to join TITV during its inaugural week and there’s no better time to talk about #China #AI & #semiconductor with $NVDA H20 news and Jensen’s visit to Beijing this week and heightened speculations over #DeepSeek R2 lately
What a line up: - @jingyanghk all the way from Hong Kong on the latest with Deep Seek - @MichaelRoddan on his investigation into @SandboxAQ and @lessin with all his latest views on seed investing. Enjoy! https://t.co/y7kfBnzmWp
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With the H2O ban reversed (a big relief for DeepSeek/Alibaba/etc), the release of yet another expectation-defying open-source model from China (Moonshot’s Kimi K2, which reportedly outperforms both GPT-4.1 and Claude Opus 4 in coding tasks), and Huawei’s latest announcement of
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#TikTok is building a new app for US users only, ahead of a potential sale of its American operations. Dynamite scoop by @SylviaVarnham and @JuroOsawa via @theinformation
https://t.co/chWFA9tAQw
theinformation.com
TikTok is building a new version of its app for users in the U.S. ahead of a planned sale of the app to a group of investors. The company has developed a plan to launch the new TikTok app, known...
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DeepSeek’s models are so completely optimized for #NVIDIA hardware and software that running them on Chinese chips will make them less efficient. $NVDA
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Our latest scoop on #DeepSeek: #China may not have enough chips to deploy DeepSeek’s highly anticipated R2 model when it’s released due to recent U.S. ban on #NVIDIA H20. By @QianerLiu @JuroOsawa via @theinformation
https://t.co/wsGLnvXdGA
theinformation.com
The latest round of U.S. chip export controls may have curbed DeepSeek’s rise, at least for now. DeepSeek’s highly anticipated upcoming large language model, R2, may not be as quickly and extensively...
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U.S. Probes TSMC’s Dealings With Huawei https://t.co/SE3JXs92p5 TSMC’s Push to Be Tech’s Switzerland in Doubt as U.S.-China Tensions Grow https://t.co/JEbPm8YlGz Chinese Regulators Tell Local Tech Firms to Buy Fewer Nvidia Chips https://t.co/ZZV72QLNIz 2/2
theinformation.com
Chinese authorities have a message for the local tech industry: Buy Chinese. Officials with government agencies in recent months have told tech firms, including TikTok parent ByteDance, Tencent,...
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SO proud of @QianerLiu for winning the SOPA Young Journalist Award & an honorable mention in the Scoop Award for her coverage of the chip war @theinformation. #SOPAwards2025 Read her stories here 1/2 Nvidia AI Chip Smuggling to China Becomes an Industry https://t.co/uTk0OTq4Ox
theinformation.com
Several months ago, an electric appliance company in eastern China put in a $120 million order for 300 servers powered by eight of Nvidia’s cutting-edge H100 chips. The order was for chips that U.S....
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