No surprise here: Foreign companies have only registered 0.5% of generative AI algorithms in China, and none of those are bleeding edge. Geopolitics and China's internet regulations are significantly dampening foreign involvement. 9/9

State-affiliated entities hold approximately 22% of the generative AI licenses issued in China, but China’s big telecoms – notably China Mobile – appear to be the only central state-owned enterprises doing genuinely innovative generative AI development. 8/9

Beyond general purpose technologies, the fiercest sector-specific generative AI competition is concentrated in healthcare and education. Other fields where generative AI will be transformative, like agriculture, are still very open, with little competition in the sector. 7/9

China’s generative AI innovation landscape is still highly concentrated in foundational technologies, like general purpose LLMs, computer vision, text-to-speech, audio generators, etc, with 54% of registered GATs focused in general-purpose or foundational technologies. 6/9

Approximately 2,000 companies in China are deploying public-facing generative AI, but only around 650 of those companies are releasing serious B2B enterprise-level tools. 5/9

China’s cyberspace regulator is approving approximately 250-300 new generative AI tools a month, giving us a sense of the pace of generative AI industry growth. 4/9

As of April 2025, there are 3,739 public-facing generative algorithmic tools operating in China. A “generative algorithmic tool” can include anything from a foundational LLM to an algorithm that runs a simple selfie editing app. 3/9

Chinese AI regulations require anyone launching generative AI tools that could impact the general public to register the tool with China's cyberspace regulator, the CAC. That data set is a matter of public record, and that's what my latest report explores. 2/9

Did you know the Chinese gov publishes an official list of public-facing generative AI tools operating in China? I spent the last six months cataloging and analyzing all 3,739 of them. Here are my early findings – and my data set. Exec sum in thread. 1/9 triviumchina.com/research/see...

You're a queen. I've been trying to articulate this exact thought for a year now, and haven't been nearly so clear. Will simply be pointing people to this thread.