Interconnected | Kevin Xu | Substack

Watching the Super Bowl of US-China Nerds

The first quarter is in the books with a long game ahead.

May 15 • Kevin Xu

ChinAI Mood: April 26 - May 4, 2026

AGI is the friends you make along the way

May 12 • Kevin Xu

Q1 2026 Performance Update: Roughing It in the AI Age

Quick programming note: I’ll be going to China next week for a jampacked trip across four cities to visit many leading AI labs and companies there.

Apr 17 • Kevin Xu

($) Why is DeepSeek Hiring in Ulanqab, Inner Mongolia?

Today’s post is for our premium members only.

Apr 13 • Kevin Xu

Tracking the Bipartisan Punching Bag: AI Data Centers

A key risk to the AI infrastructure buildout I identified in my annual letter was a country-wide, bipartisan pushback against all the constructions.

Apr 7 • Kevin Xu

Most Popular

Was Zuck Right about Chinese AI Models?

Jan 13, 2025 • Kevin Xu

Globalization is Dead and No One is Listening

Dec 12, 2022 • Kevin Xu

Wang Chuanfu: A Name Everyone in the West Should Know

Feb 8, 2024 • Kevin Xu

($) Lip-Bu Tan: the Tiger Dad Intel Needs

Jul 12, 2025 • Kevin Xu

Interconnected

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