Three tiers of pain The penalty structure runs in three bands. Use of banned, unacceptable-risk AI can draw up to 35 million euros or 7 per cent of global annual turnover, whichever is higher. Most compliance and regulatory breaches, including those for general-purpose model providers under Article 101, reach 15 million euros or 3 per … Read more
From 1% to 69% Citing the ATOM report, the essay notes that Alibaba’s Qwen rose from about 1 per cent of new open-model fine-tuning and adaptation in January 2024 to 69 per cent by February 2026. The US still holds the lead in closed systems from OpenAI, Anthropic and Google, but its startup ecosystem has … Read more
Tesla’s product play Tesla targets a 20,000 to 30,000 dollar Optimus, roughly the price of a Model Y, by reusing its motor, battery-management and sensor supply chain and driving cost down through scale. The deeper move is the data flywheel: with more than a thousand Optimus units inside its own factories by 2026, each robot … Read more
How the lead was built The share is the product of a complete high-end equipment chain. The core parts a robot needs, 3D vision, precision reducers, servo motors and control systems, all have mature domestic suppliers with high efficiency, fast iteration and low production cost. On the demand side, an ageing population and rising manufacturing … Read more
Learning the outcome, not the motion HOST, for Human-to-robot One-Shot Skill Acquisition, has the robot watch an average 29-second human video and reproduce a new skill with 62 per cent success. The key design choice is to ignore the exact human movement and instead understand the task’s outcome, the change in the world, then plan … 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