Hikvision’s 2026 interim report, released this week, offered a clean read on where China’s robotics segment is heading. The surveillance giant posted group revenue of 46.82 billion yuan, up 11.97 percent year on year, with net profit attributable to shareholders of 7.90 billion yuan, up 39.57 percent, and gross margin climbing to 49.97 percent. The … Read more
On July 28, the US Federal Communications Commission updated its “Covered List,” adding foreign-made advanced robotics — humanoids and quadrupeds — and grid-tied power inverters. The stated rationale was familiar: supply-chain vulnerabilities, cyber risk, threats to critical infrastructure. Officially the rule names “foreign-made” equipment. But Reuters, the BBC and Politico all put China in the … Read more
China’s internet giants were always good at reorganizing. In the AI era they’re doing it far more often – because the org chart now routes GPUs, talent, data and billions in capex. Alibaba – drawing the line, again Since late 2024 Alibaba has split, merged and re-layered its AI units repeatedly: Tongyi’s consumer team moved … Read more
Three of America’s most powerful tech CEOs have, within a week, publicly argued that the United States should not block Chinese AI models – a striking break from Washington’s push to contain them. Meta’s Mark Zuckerberg told the Financial Times on July 29 that the U.S. should not bar Chinese AI models from the race … Read more
NVIDIA has confirmed a strategic investment in Safe Superintelligence, the lab founded by OpenAI co-founder Ilya Sutskever, and opened its next-generation Vera Rubin compute platform to the effort — targeting a tenfold increase in SSI’s capacity within twelve months. First Financial reports the deal is worth about $5 billion. SSI, founded in 2024, has shipped … Read more
On 28 July, the Cyberspace Administration of China, together with the cyberspace offices of Beijing, Shanghai, Zhejiang and Shenzhen and five leading large-model firms, launched the AI Large-Model IPv6 Capability Enhancement Initiative in Xiong’an. The goal is to push generative large-model applications to fully support IPv6, laying the network foundation for the intelligent era. As … Read more
The 2026 Artificial Intelligence Product Application Expo opens on 30 July at the Suzhou International Expo Center, with nearly 400 hardcore exhibitors gathered under one roof. Beyond domestic large models, the show covers embodied-AI robots across full scenarios — a telling sign of where China’s AI commercialisation push is heading: not models alone, but models … Read more
In a recent Bloomberg interview, NVIDIA chief executive Jensen Huang said the semiconductor industry will need to grow roughly 5 to 10 times over the next decade to support the next wave of computing. The bet rests on who — and what — will be using computers. “In the future we will have AI agents … Read more
After 12 years and roughly $3.2 billion in cumulative funding (per Tracxn data), Faraday Future has delivered fewer than 20 vehicles. Now the Jia Yueting-led company is abandoning the EV label altogether: an August shareholder meeting will vote on a renaming that rebrands FF as a “physical AI ecosystem company,” with humanoid and embodied-AI robots … Read more
When NVIDIA unveiled its Isaac GR00T reference humanoid at GTC Taipei during ICRA 2026, the industry noted the obvious choices: a Unitree H2 Plus body, Jetson Thor onboard compute, and the open-source Isaac GR00T model as the brain. But the component that drew the sharpest questions was the one few had heard of: the hands. … Read more