WorldSkills Shanghai 2026: Where do skilled workers fit in the AI age? 2026-09-22 A machine can reproduce a movement; it is much harder to reproduce the years of failure, practice and judgment behind it.
Beijing’s drone ban is a warning for the Yangtze River Delta — up to a point 2026-09-16 While Beijing is tightening controls, cities across the Yangtze River Delta are moving in the opposite direction.
Leapmotor’s million-car race is a sprint it cannot afford to lose 2026-09-04 The real question is whether the pressure can force the entire system to operate at a higher level rather than break under it.
Horizon Robotics vs. Momenta: Two paths, one emerging winner 2026-09-02 The marginal cost of putting software on another vehicle is far lower than producing another piece of silicon.
China’s data economy gets a new gateway in Hangzhou, Zhejiang 2026-08-31 The most valuable asset they control may not be the data itself, but the gateway through which public data enters the economy.
Unitree has won the robot race. Now it needs a brain — badly 2026-08-25 Founder Wang Xingxing has acknowledged as much, calling generalization the industry’s biggest bottleneck.
When Alibaba Cloud grows 45%, AI is rewriting Alibaba’s growth story 2026-08-21 From its Zhenwu chips and Qwen models to Qwen App and Qwen Office, Alibaba is attempting to build a full-stack AI ecosystem.
Unitree’s ‘$14 billion roller-coaster’: When a dream valuation meets a tiny float 2026-08-20 The rapid shift between buying and selling pressure produced a 27% intraday swing and sent the stock down another 18.7% the following day.
The Wang Xingxing I know: Humble geek, fierce competitor, relentless workaholic 2026-08-19 Toward competitors — especially those capable of challenging his company’s position — his attitude can become highly defensive and combative.
Unitree proved robots can make money. Can AgiBot prove ecosystems can win? 2026-08-11 AgiBot is attempting to prove something far more ambitious: that a company can simultaneously be a manufacturer, a platform and an ecosystem builder.
A $27 million robot deal tests a troubled Shanghai startup’s comeback 2026-08-07 Yet until delivery, payment and long-term operation are proven, the deal remains a test of supplier credibility.
Why China’s memory chip champion CXMT said no to Apple 2026-08-06 But today, CXMT is refusing to make even a price concession. The reason is not arrogance. The rules of the game have changed.
MiniMax opens H3 to challenge closed AI video with multimodal push 2026-08-04 By open-sourcing H3, MiniMax is betting that the model can become infrastructure for developers and applications rather than just a standalone product.
Momenta’s robotaxi moment arrives — but the real test starts now 2026-07-30 The approval marks the first time a Chinese company has obtained nationwide L4 testing authorization covering German city roads.
DeepSeek’s chip gamble is about weakening Nvidia’s pricing power 2026-07-23 It may be weakening the very logic that has allowed Nvidia to maintain extraordinary margins for years: customers have no alternative.
Xiaohongshu shown ‘red card’ as IPO dreams face compliance reckoning 2026-07-22 The allegation strikes at an issue far more sensitive than an ordinary labor dispute: corporate disclosure and regulatory consistency.
Horizon vs. Momenta: The race for the driver’s seat in autonomous driving 2026-07-21 Ultimately, the Horizon-Momenta rivalry comes down to one question: what is your competitive moat when your biggest customers can become your biggest competitors?
Ecovacs’ Bajie: A $7,000-plus lesson in bringing embodied AI home 2026-07-14 Households are among the most unstructured environments imaginable, precisely where today’s embodied AI systems struggle the most.
Memory’s AI boom raises an old question: Who wins when the cycle turns? 2026-07-09 As chipmakers build new fabs and upgrade production lines, semiconductor equipment suppliers have become some of the biggest beneficiaries.
China’s private rail experiment shows markets still need state backing 2026-06-29 The lesson is consistent across systems: railways, as long-horizon public goods, rarely function as purely market-driven assets.
Nanjing vs Hangzhou: a split map of China’s AI future 2026-06-18 Many view the Nanjing-Hangzhou race as yet another example of China’s relentless intercity competition, but it is not a zero-sum game on closer inspection.
Unitree’s $575,000 mech robot is either a pre-IPO flex — or a very expensive distraction 2026-05-14 Seen through that lens, GD01 is both a technological statement and a form of attention management — or, in more dramatic terms, a smokescreen.
Two cheers for China’s exoskeleton breakthrough and a lesson in visibility 2026-04-27 In China’s fast-moving tech scene, even a single moment—a demo, an interview, an unplanned interaction—can become a turning point.
A machine can reproduce a movement; it is much harder to reproduce the years of failure, practice and judgment behind it.
While Beijing is tightening controls, cities across the Yangtze River Delta are moving in the opposite direction.
The real question is whether the pressure can force the entire system to operate at a higher level rather than break under it.
The marginal cost of putting software on another vehicle is far lower than producing another piece of silicon.
The most valuable asset they control may not be the data itself, but the gateway through which public data enters the economy.
Founder Wang Xingxing has acknowledged as much, calling generalization the industry’s biggest bottleneck.
From its Zhenwu chips and Qwen models to Qwen App and Qwen Office, Alibaba is attempting to build a full-stack AI ecosystem.
The rapid shift between buying and selling pressure produced a 27% intraday swing and sent the stock down another 18.7% the following day.
Toward competitors — especially those capable of challenging his company’s position — his attitude can become highly defensive and combative.
AgiBot is attempting to prove something far more ambitious: that a company can simultaneously be a manufacturer, a platform and an ecosystem builder.
Yet until delivery, payment and long-term operation are proven, the deal remains a test of supplier credibility.
But today, CXMT is refusing to make even a price concession. The reason is not arrogance. The rules of the game have changed.
By open-sourcing H3, MiniMax is betting that the model can become infrastructure for developers and applications rather than just a standalone product.
The approval marks the first time a Chinese company has obtained nationwide L4 testing authorization covering German city roads.
It may be weakening the very logic that has allowed Nvidia to maintain extraordinary margins for years: customers have no alternative.
The allegation strikes at an issue far more sensitive than an ordinary labor dispute: corporate disclosure and regulatory consistency.
Ultimately, the Horizon-Momenta rivalry comes down to one question: what is your competitive moat when your biggest customers can become your biggest competitors?
Households are among the most unstructured environments imaginable, precisely where today’s embodied AI systems struggle the most.
As chipmakers build new fabs and upgrade production lines, semiconductor equipment suppliers have become some of the biggest beneficiaries.
The lesson is consistent across systems: railways, as long-horizon public goods, rarely function as purely market-driven assets.
Many view the Nanjing-Hangzhou race as yet another example of China’s relentless intercity competition, but it is not a zero-sum game on closer inspection.
Seen through that lens, GD01 is both a technological statement and a form of attention management — or, in more dramatic terms, a smokescreen.
In China’s fast-moving tech scene, even a single moment—a demo, an interview, an unplanned interaction—can become a turning point.
