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January 12, 2026

CES showed me why Chinese tech companies feel so optimistic

1 day agoCaiwei Chen

Summary

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. I decided to go to CES kind of at the last minute. Over the holiday break, contacts from China kept messaging me about their travel plans. After the umpteenth “See you in…

Impact Areas

cost
risk
strategic

Sector Impact

Retail & E-commerce: Expect increased competition in AI-powered personalization and recommendation systems. Manufacturing & Industrial: Potential for disruption in automation and robotics. Media & Entertainment: New AI-driven content creation and distribution platforms originating from China.

Analysis Perspective
Executive Perspective

Businesses should prepare for increased competition from Chinese companies leveraging AI in manufacturing, retail, and other sectors. This includes evaluating their own AI capabilities, exploring potential partnerships, and adapting their strategies to remain competitive. The operational impact could include the need for faster adoption of automation and advanced AI tools.

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