At GTC Berlin, Nvidia and Agile Robots jointly launched Agile ONE SN, a humanoid built for research rather than for a factory floor. The significance is not the machine. It is who is standing next to it. Nvidia and Agile Robots launched Agile ONE SN at GTC Berlin, shipping with Isaac GR00T preinstalled (Source: Gasgoo) … Read more
Embodied intelligence has no shortage of technical routes. It has a shortage of commercial ones, and investors have started paying for the difference. INFIFORCE keeps several body forms as validation platforms for its embodied brain (Source: Gasgoo) Zhejiang Venture Capital Group has completed an investment of close to RMB 100 million in INFIFORCE, a Hangzhou … Read more
The most expensive input in Chinese robotics this year is not compute, not reducers and not rare earth magnets. It is people, and the market has started pricing them like scarce components. Campus recruiting is now a bidding war for embodied AI graduates in China (Source: OFweek) In April 2026, UBTech, the Hong Kong-listed humanoid … Read more
China’s richest people are usually easy to explain. They own listed shares whose value is set every day by strangers. Liang Wenfeng’s fortune is different. It rests on a company that has no public shareholders, no disclosed revenue and no product for retail customers to buy. DeepSeek is valued near USD 75 billion before any … Read more
For two years the Chinese humanoid trade ran on paper. Terms sheets set the price, the next round ratified it, and nobody had to test whether anyone else would pay it. In October, for the first time, a seller tried to find out. Chinese humanoid valuations are being repriced in the secondary market. Illustration: The … Read more
The most valuable asset in AI search may be the plumbing rather than the answer. Tencent upgraded its Yuanbao search on 20 October and opened it to individual developers and enterprises through Tencent Cloud as an API. Behind it sits an index the company describes as reaching a hundred billion scale, built from public web … Read more
Moonshot AI has not launched anything. The model’s name appeared in a teaser video, in an API config file, in a code editor menu, and then in an arena leaderboard under a codename, and the benchmarks people are running against it already tell a story. The trail started in late September, when developers found a … Read more
Nvidia’s favourite cloud customer is now the clearest test of whether the AI build-out can pay for itself. CoreWeave, the neocloud that borrows against GPU fleets and contracted compute orders, has been hit on both sides of its capital structure. Its shares fell more than 23 per cent in eight trading days and sit 55.7 … Read more
The most valuable company in physical AI may turn out to be one that does not build robots at all. General-purpose models are now being tested as robot controllers. Recent work around GPT-6 Astra and comparable systems shows models that can interpret complex instructions, identify objects and plan the next operation, including recovering when a … Read more
The awkward truth about humanoid robots in Chinese factories is that most of them arrive at sites nobody is willing to shut down for a retrofit. AgiBot, the Shanghai embodied-AI company known in Chinese as Zhiyuan, built its newest machine around that constraint. The Genie G2 Max, launched on 26 October under the company’s AI … Read more