The Belt

JD Committed to Three Million Robots and Named the Room Where They Have to Work

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At the World Internet Conference in Wuzhen, JD set out a physical AI acceleration plan that includes a five-year commitment to procure three million robots, one million autonomous vehicles and 100,000 drones. JD’s technology committee chairman presenting the physical AI supply chain plan at the 2026 World Internet Conference in Wuzhen. Source: OFweek The framework … Read more

Aptiv Is Putting Hundreds of Chinese Humanoids on Its Own Production Lines

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Aptiv signed two strategic cooperation agreements during the ninth China International Import Expo, one with Tashi Robotics and one with Shanghai Electric, extending its embodied AI business into the factories that supply it. The scope covers large-scale robot deployment, application of core technology, and joint validation in industrial scenarios. Hundreds of embodied robots from the … Read more

Dobot Shipped Its 100,000th Robot and Says the Hard Part Starts at Ten Thousand

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In a showroom in Nanshan, Shenzhen, Dobot keeps the first desktop arm it built next to the humanoid it ships today. In eleven years the company has delivered more than 100,000 robots, sells into over 100 countries and territories, serves more than 80 Fortune 500 companies, and takes close to half its revenue from outside … Read more

UBTech Grew Full-Size Humanoid Revenue 1,445 Per Cent and Is Packing for Europe

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UBTech, the Shenzhen humanoid maker listed in Hong Kong since December 2023, is pushing overseas and targeting Southeast Asia and Europe, where agents are already signing. Management expects overseas deliveries to scale through next year. The company was founded in 2012 and runs three lines in parallel: industrial, commercial service and home consumer. In the … Read more

DeepSeek Closed RMB 105 Billion and Gave the State a Quarter of It

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DeepSeek is closing a second funding round of roughly RMB 105.5 billion, with a post-money valuation of RMB 615.5 billion. Around thirty institutions are participating, and the round sets a record for a single financing in Chinese artificial intelligence. Across two rounds in six months the company has raised more than RMB 150 billion. The … Read more

GAC’s Powertrain Unit Will Build Someone Else’s Robots by the Ten Thousand

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Huilun Technology, incubated by GAC Group, signed an agreement on 5 November with GAC’s powertrain business unit on production of embodied intelligence robots, formalising a strategic framework agreement reached on 25 June. The stated goal is clear: ten-thousand-unit scale manufacturing. Huilun’s GoMate series will be assembled on a GAC powertrain line. Source: Gasgoo Who does … Read more

Bosch Signed Chery for Europe and Put Robot Skin on Its Expo Stand

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Bosch used the ninth China International Import Expo, which opened in Shanghai on 5 November, to show assistance driving, AI cockpit, integrated motion control and tactile robot sensing, positioning the portfolio across smart mobility, embodied intelligence and low-carbon technology. A European ADAS award from a Chinese carmaker On smart mobility, Bosch focused on the global … Read more

Infineon Moves Its Car Microcontroller Onto RISC-V

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Infineon Technologies has introduced its first microcontroller platform built on the RISC-V architecture, the AURIX RC1, aimed at real-time control for software-defined vehicles and physical AI. Infineon describes AURIX RC1 as its first MCU platform that fully exploits the advantages of RISC-V. The family spans configurations from conventional microcontrollers to hybrid microcontroller and microprocessor parts, … Read more