InnoLight rides AI infrastructure boom as China spending lags
InnoLight’s first-half revenue surged 182% as global AI infrastructure spending fueled demand, but weaker Chinese investment…
China’s humanoid robot boom is still a game of money as demand lags
Billions are pouring into embodied-AI, but slow robots, circular transactions and uncertain demand are raising questions…
Didi’s domestic strength masks overseas drag
Chinese ride-hailing giant posts 8.14 billion yuan domestic profit in first half of 2026, but overseas…
Xiaohongshu quietly open-sources AI model as content platforms build their own foundations
The move suggests AI is becoming more than a feature for major platforms — it is…
Unitree’s $66 billion IPO frenzy masks three major hurdles ahead
Unitree’s spectacular debut has made its founder a centibillionaire, but a tiny free float means the…
Manus deal with Meta nears unwinding with founders likely to regain control
Manus is close to regaining independence from Meta after a landmark national security ruling, with Chinese…
Apple and Qwen: who’s really working for who?
Apple needs a local AI partner to bring Apple Intelligence to China, but Qwen is also…
The big split: China’s AI computing capacity is moving west as demand heads east
From grasslands to plateaus, a nationwide race for AI computing power is reshaping the country’s digital…
As Tencent’s AI investment surges, free cash flow turns negative
Aggressive spending on chips and models weighs on earnings even as core businesses remain robust By…
China’s robot-hand boom is racing ahead while lacking industry standards
The market is attracting billions in funding, but wildly different technologies, prices and performance metrics underscore…
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