China’s RMB 20 Billion Embodied-AI Club

China’s embodied AI sector has attracted over RMB 20 billion in collective investment as tech giants and VCs race to back humanoid-robot startups. (Source: Sina Tech) The robots still can’t reliably do the job – but the valuations have already arrived. As of June 2026, eight Chinese embodied-AI companies have crossed a RMB 20 billion … Read more

China’s Memory IP Lands at Samsung and SK Hynix

Semiconductor memory chips represent a critical battleground in US-China technology competition, with Chinese IP now reaching global manufacturers including Samsung and SK Hynix. (Source: Tencent News) For years the arrow of memory technology pointed one way – from Korea and the U.S. into China. A deal disclosed this week points the other direction. Chinese IP … Read more

NVIDIA Puts $5 Billion Behind Safe Superintelligence as the Chip Cycle Heats Up

NVIDIA has confirmed a strategic investment in Safe Superintelligence, the lab founded by OpenAI co-founder Ilya Sutskever, and opened its next-generation Vera Rubin compute platform to the effort — targeting a tenfold increase in SSI’s capacity within twelve months. First Financial reports the deal is worth about $5 billion. SSI, founded in 2024, has shipped … Read more

Jensen Huang: The Chip Industry Must Grow 5–10× to Feed 100 Billion AI Agents

In a recent Bloomberg interview, NVIDIA chief executive Jensen Huang said the semiconductor industry will need to grow roughly 5 to 10 times over the next decade to support the next wave of computing. The bet rests on who — and what — will be using computers. “In the future we will have AI agents … Read more

One Year Old, RMB 20 Billion: Sudo Tech’s ‘Atomic Skills’ Bet

At WAIC 2026 in Shanghai, China’s embodied-AI zone was full of robots making coffee, taking photos and dancing. Sudo Tech’s booth drew crowds for the opposite reason: its robots quietly did unglamorous things — grasping objects, wrapping items in cloth with two hands, inserting parts into matching holes — with conspicuous stability, success rates and … Read more

Faraday Future’s Robot Pivot: The Numbers Don’t Add Up

After 12 years and roughly $3.2 billion in cumulative funding (per Tracxn data), Faraday Future has delivered fewer than 20 vehicles. Now the Jia Yueting-led company is abandoning the EV label altogether: an August shareholder meeting will vote on a renaming that rebrands FF as a “physical AI ecosystem company,” with humanoid and embodied-AI robots … Read more

China’s Dexterous-Hand Gold Rush: RMB 25 Billion in Six Months

In 2025, capital chased complete humanoid robots — a walking, talking demo unit could raise hundreds of millions. In 2026, the money has pivoted to a single component: the dexterous hand, what the industry calls the “last millimetre” of robot-world interaction. The numbers are stark. According to IT Juzi data cited by OFweek, China’s dexterous-hand … Read more

NVIDIA’s GR00T Reference Humanoid Runs on a Chinese Dexterous Hand

When NVIDIA unveiled its Isaac GR00T reference humanoid at GTC Taipei during ICRA 2026, the industry noted the obvious choices: a Unitree H2 Plus body, Jetson Thor onboard compute, and the open-source Isaac GR00T model as the brain. But the component that drew the sharpest questions was the one few had heard of: the hands. … Read more

A Chinese Bionic Robot ‘Too Real’ Triggers Global Uncanny Valley Storm

A bionic robot developed by a Shanghai startup has ignited a fierce debate on overseas social media — not because it failed, but because it looked too human. At the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai on July 17, Shouxing Tech unveiled OriginF1: a desktop-scale bionic android with 26 degrees of freedom across … Read more

Shenzhen’s RoboScience Unveils Visics: A New Architecture for Embodied AI

On June 24th, Shenzhen-based embodied-AI startup RoboScience (机器科学) hosted its official launch event in Shenzhen, unveiling Visics: a general-purpose embodied foundation model built around a novel architecture called VLOA (Vision-Language-Object-Action). The company’s founding team carries unusual credentials. CEO Tian Ye (田野) previously served as Apple’s AI Platform technical lead, where he built infrastructure described internally … Read more