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Your guide to AI Proem

Hello!

Thank you for visiting AI Proem. I’m Grace, and I write about the evolving landscape of AI and tech. My primary research and writing focus is on understanding the relationship between AI and energy resources, AI and societal impacts, AI innovation and its business implications, and China’s AI and tech sectors and their relationship with the rest of the world.

Get in touch: aiproem@substack.com

To learn more about why I started AI Proem, go here.

I grew up in Canada, frequently relocating throughout my formative years. Following university, I was drawn to Asia to learn more about my heritage—a rewarding journey that led me through Beijing, Shanghai, Singapore, and (New York), ultimately, Hong Kong. For many years, I've been driven by the mission to build bridges between my two worlds, telling stories of business and technological innovation through the nuanced lens of cultural understanding and geopolitical context.

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I started my career covering tech in Asia for various international publications. My reports and writing have been published in Fortune, FT, CNBC, EIU (Economist), The Diplomat, Diplomat Risk Intelligence, Yahoo Finance, USA Today, and many more.

Then, I worked for/ consulted for multiple big tech companies, including Alibaba, PayPal, Kuaishou, Lenovo, and others.

Today, I am the founder of AI Proem, where I deliver reports and analyses on AI and its intersections with energy, innovation, and society, with emphasis on China's AI landscape and China-US dynamics.

Thus, I often apply my experience in big tech strategy and journalistic investigative skills to my research and analysis. As I learn new topics, I always try to include my train (chain) of thought (and reasoning ;p) so that you can follow along.

For more info aboutgraceshao

The list is to be updated regularly…

If you’re interested in following my learning journey, you can check out the below:

China AI

• Why China’s AI Strategy Differs from that of the U.S.

• Made in China AI Apps That You Are Using - Developed by ByteDance, Alibaba, Tencent, Meitu, BaiChuan, MoonShot AI, Baichuan AI, MiniMax

• China's 'Eastern Data and Western Computing': State Policies and Affordable Energy Solutions Push AI Infrastructure Ahead

• Deep Dive: Is Huawei like China’s Nvidia plus Google?

• Deep Dive: Alibaba, the company behind Qwen

• China’s AI Six Dragons, Hangzhou the AI hub

• Why China’s AI Strategy Differs from that of the U.S.

AI Applications

• Benchmark's First China AI Investment & I Finally Tried out Manus AI

• The Next Frontier is in Video, Introducing China’s Leading AI Video App, Kling

• Manus AI Partners with Alibaba; China's LinkedIn, Kanzhun, Announces AI Products

• Divergent Approaches to AI Commercialization (Part 1): Comparing the U.S. and China

• Why Tencent's Integration of DeepSeek Into its AI App is a BIG DEAL

• AI at the Speed of Light: Tencent WeChat's DeepSeek Integration

• China's AI Application Super Powered: Open-Source Momentum Meets Super-App DNA

• The Great AI Power Shift - From AI Models to AI Applications

• Learnings from East to West

LLM breakthroughs and industry implications

• Everybody Losing Sleep Over DeepSeek: Industry Implications to LLMs and AI Infrastructure

• DeepSeek V3 puts China AI on the global map: consumer use and capital expenditure implications

• Release of OpenAI's o3 has completely changed the debate on whether AI scaling law has hit a wall

AI Infrastructure (insatiable demand for energy)

• The Jevons Paradox in AI Infrastructure: DeepSeek Efficiency Breakthroughs to Drive Energy Demand

• AI Arms Race Far From Over: Chips is Only Half the Game, Infrastructure is the Other

• Trump 2.0: Infrastructure Investment, Traditional Energy Resurgence, and Foreign Capital

• Converting Crypto Mining Centers for AI Data Centers?

• A Whole (New) Nuclear World

• Why Data Centers Can’t Go Full Renewable—Yet

Global AI

• Johor, Malaysia: AI Data Centers Drive Investment But Infrastructure Challenges Persists

• Singapore Is in Perfect Position to Court AI Companies From China

• Canada Should Prioritize Growth and Position Itself as an AI Infrastructure Leader

• Move over Malaysia. Thailand Emerges as Southeast Asia's Next Data Center Powerhouse

Big Tech’s battle for AI dominance

• China’s ChatGPT Doubao shows that inference compute demand COULD actually go up by 1 billion times.

• Behind the AI Arms Race: U.S. vs. China Cloud Computing

Physical AI

• Rise of China's Robotics Industry: from Manufacturing Arms to Embodied AI

• Electric Dreams, Robot Reality: China's EV-to-AI Evolution

• Physical AI’s ChatGPT “moment”: A Closer Look at Embodied AI Robots

• Robot Girlfriends, Robot Firefighters, Robot Dogs, Robot Maids and Beyond

• Rise of China's Robotics Industry: from Manufacturing Arms to Embodied AI

• Introducing Unitree, China’s leading AI-embodied Robotics Company