Nine Chinese new-energy vehicle brands reported October deliveries on 1 November. Three broke 50,000 units. Five went backwards. The spread between them is now wider than at any point this year. October deliveries split the Chinese EV field into three brands above 50,000 units and five in decline. Source: Chedongxi The leaders Leapmotor delivered 106,100 … Read more
China accounts for 97 per cent of global humanoid robot shipments. It also has a structural problem that shipments cannot solve: once a general-purpose brain becomes good enough to drive any body that meets a standard interface, the body stops being an asset and starts behaving like a peripheral. Chinese manufacturers hold 97 per cent … Read more
China’s most expensive private humanoid company has a number problem, and it is not the valuation. Galaxea, the Beijing embodied-AI builder founded in September 2023, has been reported at a valuation above RMB 20 billion after two funding rounds in the first half of 2026, placing it at the top of the country’s unlisted robotics … Read more
Set a task: you are a forensic assistant and the audio contains several overlapping sound sources. Work out where the child in the recording is. iFlytek’s SparkAudio 1.0 answered within seconds. Regular mechanical noise from heavy equipment surrounded the child, so a train or a subway car was plausible. What matters is the reasoning path. … Read more
Muse made the personal agent legible to the market this year, and every large platform has since been asked what its version looks like. Ant Group’s answer arrived on 27 October as Lingguang 2.0, repositioned from an assistant that generates answers and small apps to something the company calls a personal assistant that manages affairs. … Read more
GLM-Omni appeared first in a paper, not a product launch. The work is a joint effort between Tsinghua University and Zhipu AI, with Tang Jie as corresponding author, and it has already been attached in public discussion to the GLM-5.5 name, though the paper makes no such claim. What it does provide is the technical … Read more
On 28 September, AMD said it would buy World Labs for about USD 8.2 billion in stock. It is the second-largest acquisition in AMD’s history, behind the roughly USD 50 billion paid for Xilinx in 2022. Xilinx was a chip company more than thirty years old. World Labs is two. The obvious reading is that … Read more
At a media day this week, Iluvatar CoreX put its latest Tianyao 300 next to an Nvidia H200 and let the machines run. The headline number is narrow but real. In third-party testing completed this year, under a typical prefill-decode disaggregated deployment, the Tianyao 300 reached 1.05 times H200’s end-to-end throughput when normalised to a … Read more
On 30 October, SynDexy said it had completed the first small-batch delivery of its C1, a dual-arm wheeled humanoid built for dexterous manipulation. The machines are destined for precision assembly work at consumer electronics and electronic component factories. That is the hardest first customer in the industry. Assembly tolerances for flexible flat cables and connector … Read more
Unitree published its third-quarter report on 29 October, and the numbers land in an awkward moment for the whole embodied-intelligence sector. Secondary-market sellers have been shopping old humanoid stock at half price. One founder publicly questioned in September whether data-collection centres were manufacturing revenue that would not survive an audit. In the middle of that, … Read more