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The news: Nvidia is facing a new obstacle in its ability to sell chips to China鈥擟hinese authorities are urging ByteDance, Alibaba, Tencent, and others to halt purchases of Nvidia hardware. This follows an agreement between President Donald Trump, Nvidia, and AMD that requires the two companies give the US government a 15% cut of Chinese chip revenues in exchange for permission to sell hardware there, per Bloomberg. Our take: ability to develop and deploy AI models for things like algorithm recommendations, content moderation, and generative AI (genAI) features. Marketers should diversify their AI-powered marketing tools to stay ahead if TikTok鈥檚 ad products and UX features develop more slowly.

Short-form social video platforms like Douyin and Kuaishou are the most commonly used platforms for microdrama viewing (57.9%), followed by long-form video services such as Tencent Video and iQiyi (45.3%), then standalone apps (40.8%), per Miaozhen Systems. Microdrama content is already making its way to other markets.

The trend: With the global podcast industry undergoing rapid consolidation, mergers like iHeart-Pushkin in 2020, Tencent-Ximalaya in April, and now Audioboom-Adelicious are creating fewer鈥攂ut far larger鈥攏etworks for wider reach. For advertisers, this shift has major implications:. Larger networks = global scale.

Microsoft鈥檚 claim of 500 million MAUs places it among the world鈥檚 largest gaming ecosystems, rivaling Sony and Tencent in reach. This growth is tightly tied to console gaming, which remains core to Xbox鈥檚 identity and market position.

Unlike consumer-friendly offerings from OpenAI, ByteDance, or Tencent, Baidu鈥檚 tool is positioned and marketed to enterprise users. The company also upgraded its search engine to support longer queries and multimodal inputs鈥攊ncluding voice and image鈥攖o deliver improved AI-powered results. Zooming out: Everyone is trying to offer video generators these days.

China鈥檚 digital ad sector grows 12.1% in 2024: Economic slowdown shifts ad dominance to platforms like Tencent and Pinduoduo.

The domestic services in the group included BesTV, Bilibili, Douyu, Huya, Mango TV, PPTV, Sohu, Tencent, Tmall Box Office, and Youku. There wasn鈥檛 much variation in viewership rates among different demographic groups. TV usage across gender, age group, income, and household location was fairly consistent, pointing to the format鈥檚 pervasiveness in China.

Seed-Thinking is competing with US-based AI products and also within China鈥檚 cutthroat AI sector that includes DeepSeek, Alibaba, Manus AI, Tencent, and Baidu. Competing on multiple fronts gives ByteDance the advantage in developing in-demand features.

That said, China鈥檚 triumvirate of leading sub OTT platforms (Tencent Video, Youku, and iQiyi) already have far more viewers in China than US-only providers like Hulu and Peacock have garnered. Click here to view our full forecast for digital video viewers in China or subscription OTT video viewers in China. Behind the Numbers.

Meta鈥檚 latest salvo comes as a direct response to the rise in competition, specifically from China鈥檚 DeepSeek, followed by a flurry of models from Alibaba, Tencent, and Baidu. Meta鈥檚 fantastic four: Llama 4 is its first model built on mixture of experts (MoE) architecture, which boosts efficiency by distributing AI tasks to specialized sub-models.

According to Business of Apps data from 2023, YouTube Music accounted for under 14% of global music streaming market share, behind Spotify (32.1%), Apple Music (15.0%), and Tencent Music (14.1%). An ad-supported layer is only just coming to the US market. Premium Lite will serve ads next to music content for a discounted subscription.

Digital鈥檚 rapid adoption in recent years has made it the dominant medium with which people spend time in China, Japan, and South Korea, with consumption booming in India.

Digital鈥檚 share of total media ad spending in Asia-Pacific will reach a milestone in 2025, surpassing $200 billion for the first time. The region鈥檚 digital ad spending will increase 8.6%, led by India, while China鈥檚 growth will slip noticeably amid the country鈥檚 economic struggles before a rebound the following year.

A series of major milestones are on tap for total media and digital media ad spending around the world in 2025, although growth will be uneven across countries and regions.