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.
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.
