Chinese automakers are selling cars overseas at nearly double the domestic price. This isn’t price gouging — it’s strategy. Take the Xiaopeng MONA L03, launched in Munich on July 16. In Germany, the pure EV version starts at €35,600 ($27.6K USD equivalent). In China, the same car starts at ¥123,800 ($17.2K). The markup is nearly … Read more
NVIDIA’s stock is up just 10% this year. AMD has surged 142%. Micron has gained 213%. The Philadelphia Semiconductor Index is up 71%. And NVIDIA, the company that defined the AI era, is trading at its lowest valuation in nearly five years. At roughly $212 per share, the market is pricing NVIDIA as if it … Read more
On July 24, Jensen Huang posted his first-ever tweet. It wasn’t about NVIDIA’s latest GPU, earnings, or a product launch. It was about open source AI. Huang’s newly created X (Twitter) account shared an open letter titled “Open-Weight Models and American AI Leadership,” signed by NVIDIA, Microsoft, Meta, Hugging Face, Mistral, Y Combinator, and 15+ … Read more
Wang Xingxing, founder and CEO of Unitree Robotics, has achieved what no Chinese entrepreneur has done in eight years: appear on the cover of TIME Magazine. The cover, published July 23, features Wang alongside Unitree’s mech product GD01 under the headline “The Robot Age Is Here.” The last time a Chinese business leader appeared on … Read more
Humanoid robots can dance, backflip, and run marathons. What they cannot do, it turns out, is find enough paying customers. A growing number of analysts are asking an uncomfortable question about the humanoid robot boom: who is actually buying these machines? The answer, according to a detailed analysis published on Chinese tech media Sohu IT, … Read more
When Japanese technicians cracked open a Unitree G1 humanoid robot, they found a reason to give up. Nikkei xTECH, a Japanese technology media outlet, published a teardown video of Unitree’s G1 on July 23. The verdict, as reported by CCTV News, was blunt: China’s humanoid robot technology has clearly moved beyond the “show-and-tell” stage, and … Read more
“The government will not give us a penny.” Liang Wenfeng just broke Washington’s favourite DeepSeek story. A transcript of 118 investor answers reveals a very different narrative.
China is fighting a European war on two fronts. The first front is the product. The second front is the buyer. Marco Girometti has stood on both sides.
NVIDIA, Microsoft, Meta and 22 others signed a letter that, read carefully, is a lobbying front to keep Chinese open-weight models legal in America. Washington sees a geopolitical threat. Silicon Valley sees a supply chain opportunity.
Part II of How Stellantis Rewrites the Transatlantic EV Playbook In Part I, we mapped the Wuhan-Paris axis — a dual arbitrage allowing Stellantis to shore up its European defences using Chinese engineering. That was the dress rehearsal. The ultimate prize lies across the Atlantic, where Detroit continues to slumber inside its tariff-protected greenhouse. Stellantis … Read more