From testing to ecosystem The move marks a shift in how Shenzhen frames autonomous driving. After a city-wide pilot plan in 2024 and a ‘4123’ blueprint in 2025, the 2026 ‘five-party’ model adds a governance-and-operation structure on top of the technology. The city is explicitly moving from a phase of proving the vehicles work to … Read more
Counterpoint Research reports that global smartphone SoC shipments fell 15 per cent in the first half of 2026, hit by surging memory prices, cautious inventory control and longer replacement cycles. MediaTek held the top share at 32 per cent, Qualcomm was second at 22 per cent, Apple 19 per cent, UNISOC 13 per cent and … Read more
Calls and downloads ‘Calls’ mean individuals who lack local deployment pay per token to use a model online. ‘Downloads’ are organisations, banks, governments and energy firms pulling models in to embed in their own systems, the core ‘AI plus’ indicator, and China leads there as well. Across Africa, with 1,500 to 3,000 languages, many local-language … Read more
The forerunner’s bet Liao frames the past 30 years as two vertical lines, the processor line from CPU to AI and the connectivity line from telephone to mobile network, with a counter-intuitive proposition: the more successful and monopolised the application layer, the more the underlying chip withers, because a dominant customer sets direction and a … Read more
The numbers Both companies turned free cash flow negative for the first time. Google’s was minus 5.9 billion dollars, its first negative since the 2004 IPO. Tesla’s was minus 1.1 billion, its first in about two years. The driver is capital expenditure: Google’s second-quarter capex doubled to 44.9 billion dollars, nearly 5 billion a day, … Read more
Why Kelin picked Kepler The power and electricity track is the most certain, largest humanoid landing spot, and State Grid tenders are concentrated in the tens of billions of yuan, shifting competition toward scenario fit and scaled delivery. Kelin has spent years in the grid and energy system, holding national grid government-enterprise channels, industry access … Read more
Not a border ban Unitree secured CSRC approval for its listing on 2 July, but under the FCC rule its new US-bound products face fresh access questions. It flagged the US market risk in its updated prospectus on 31 July. The US was 18.39, 19.54 and 13.30 per cent of revenue in 2023, 2024 and … Read more
The bottleneck everyone argues about The hand is the most visible choke point of embodied intelligence. As early as 2018 OpenAI admitted that contact, friction and damping are hard to simulate accurately, and Musk has said the forearm and hand are harder to build than the rest of the robot combined. Every gain in degrees … Read more
Why Chinese homes needed their own dataset Embodied intelligence ultimately has to enter homes, but home environments are complex and personal, demanding training across hugely varied real scenarios. The new dataset holds 300,000 structured real floor plans, 5,000 complete home simulation scenes and 50,000 physically simulated interactive object assets, filling a gap in large-scale, high-fidelity, … Read more
From ‘can move’ to ‘can be scheduled’ Scale is the result of long accumulation in technology, product, scenario and standards, not just capacity. Hikrobot’s path runs from early latent, forklift and omnidirectional models to a safety controller with the world’s first SIL3 certificate, China’s first full-directive CE for omnidirectional forklifts, and a fourth-generation ‘smart base’ … Read more