China registered 116,000 new humanoid robot companies in the first half of 2026. Not units. Companies. The figure comes from the State Administration for Market Regulation, published on 8 August. New humanoid robot registrations rose 9.5 per cent year on year to 116,000. Across the eight emerging industries and nine future industries the government tracks, … Read more
Elon Musk wants to put AI data centres in orbit. A Chinese energy company has already put one in the Gobi desert, and it is running on 100 per cent green power today. SpaceX raised 75 billion dollars in its listing, a record for a first round, and by the third trading day it had … Read more
China’s 3D-stacking chip startups share a label but solve three different problems. A teardown of the logic-recombine, memory-expand and compute-in-storage routes, and why domestic firms bet on the third.
Spot prices for NVIDIA’s B300 have climbed from about 570,000 dollars to more than 1.7 million dollars a unit in China since Lunar New Year. The scramble is reshaping how Chinese buyers source compute, build inference chips and price tokens.
Sand.ai released and open sourced MAGI-2 Preview, a 114-billion-parameter mixture of experts video model that activates about 6 billion parameters per forward pass and ranks sixth globally on image to video.
Chinese world model startups disclosed about 30 billion yuan of funding in the first half of 2026, rising above 90 billion yuan once embodied AI is included. IDEA chair scientist Zhang Lei argues most of what is being funded does not qualify.
Paul Meade, the Apple vice president who ran Vision Pro hardware engineering for seven years, is joining OpenAI’s hardware team after a reorganisation left him reporting a layer further down.
Etched has raised 800 million dollars at a 5 billion dollar valuation with backing from TSMC, Geoffrey Hinton and Fei-Fei Li, plus a 1 billion dollar pre-production order for a chip that runs nothing but Transformers.
XBOT founder Tang Mu, formerly of Xiaomi and Tencent, expects at least 100,000 robot coffee kiosks in China within three years, twice the combined store count of Luckin and Cotti.
China’s planning agency confirmed that eight of every ten humanoid and quadruped robots sold globally are made in China. Unitree filed for a domestic listing on first-half revenue of more than 1.05 billion yuan.