The Belt 
As smart terminals race toward agentic AI, more functions run efficiently and safely on device. An agent can run dozens or hundreds of steps from one sentence, or act before you speak by sensing context and memory. That experience rests on the silicon, and the agent trend is pushing chips to evolve: more performance, less … Read more
On 1 September, Mech-Mind rang the bell on the Hong Kong exchange. The headline is a cornerstone book that reads like a roll call of smart money, led by Baillie Gifford, the Scottish house that backed Tesla and Nvidia, alongside Taikang, Jane Street, BYD’s Golden Link, Invus, Ghisallo, Ruihua, NGS Super and E Fund, who … Read more
At the Aggregated Intelligence Industry Conference on 9 September, Jin Bing, former deputy director of the State Post Bureau’s policy office, cited a striking figure: China’s humanoid exports and manufacturing account for 97 per cent of the global total. A Chinese humanoid robot production line at scale. (Source: Gasgoo) Just years ago the industry proved … Read more
Picture a robot watering flowers in order, holding the spout a few centimetres above each bloom. Getting that right is easy for people and hard for general AI, and a Chinese team behind RoboTracer argues the problem is how vision models represent space. Why general models get lost in 3D RoboTracer drops XYZ coordinates in … Read more
If past years of embodied intelligence were a contest of single-point skills, the clear signal from this year’s World Robot Conference is that competition is moving from one breakthrough to the completeness of a system. Sensors, dexterous hands and data still matter, but a robot that enters a factory, warehouse or home meets shifting position, … Read more
A 9 September Gasgoo Embodied Intelligence roundup of automotive and supply-chain moves led with a milestone for Chinese humanoids: on 8 September, the XPeng group announced the world’s first high-end general-purpose humanoid automated production line, and the world’s first high-end general-purpose humanoid completed automated final assembly and walked off the line on its own. That … Read more
On 29 August, Baotong Technology, a firm built on games and industrial internet, released its half-year report. With both businesses recovering, revenue and profit rose together, but the longer arc is uneven: gaming is volatile, and Baotong’s two main lines have little in common. Baotong Mine-Rhino (Kuangxi) quadruped inspection robot built on a Unitree base. … Read more
Morgan Stanley expects the humanoid robot market to reach USD 5 trillion by 2050. BMW, Renault, Mercedes-Benz and Tesla are already testing the machines in their factories, and Hyundai, Mitsubishi and XPeng are moving in too. Carmakers move into pilot mode Tesla has stopped production of the Model S and Model X and shifted the … Read more
Gasgoo Embodied Intelligence reports that UBTECH has recently won overseas orders worth more than RMB 50 million. The order book spans commercial service humanoid Walker C1 and the ultra-realistic humanoid YouWorld U1, with customers across Europe, Japan and South Korea. UBTECH Walker C1 commercial service humanoid robot. (Source: Gasgoo) A wave of global partnerships On … Read more
Many readers have asked about Tesla-chain suppliers. With no non-public detail to share, the half-year reports offer a public view. The first three were Sanhua, Tuopu and Rongtai. today it is Siling Zhiqu. On 26 August, Siling Zhiqu published its half-year report: revenue of 421 million yuan, up 7.61 per cent, and attributable net profit … Read more