Baidu's second-quarter 2026 results confirm a business in the midst of a wrenching handover: an AI-powered core that is scaling faster than almost any other line item at the company, while the total revenue base is still shrinking. Group revenue fell 4% year-on-year to CNY31.3 billion (US$4.63 billion), the fifth straight quarter of annual decline, even as Baidu's AI-powered businesses grew 25% and accounted for half of Baidu General Business revenue for the second consecutive quarter, exceeding legacy-business revenue.
Marvell Technology is set to deepen its role in Google's AI infrastructure through an expanded agreement to develop custom chips, in a deal that could generate roughly US$120 billion in revenue for the chipmaker through fiscal 2033 if Google meets purchasing targets tied to the warrant, according to Reuters.
AI vision company Solomon is presenting new factory automation tools at Automation Taipei 2026, including an agentic physical AI platform, AR smart wiring guidance, and a next-generation 3D vision camera. The demonstrations are aimed at smart manufacturing, autonomous robotics, and AI server assembly use cases.
While robotics companies worldwide vie for business opportunities, Chinese vendors currently account for more than 90% of global humanoid robot shipments and occupy all five top positions by shipment volume, demonstrating China's strong position in humanoid robot development.
High PC hardware prices are pushing gamers to delay full-system replacements and redirect their budgets toward targeted upgrades, driving strong demand for high-margin peripherals and gaming monitors, according to the latest data from market intelligence firm CONTEXT.
As physical AI and robotics draw unprecedented market attention, a key bottleneck is clogging the deployment pipeline: quality, real-world physical data. To move applications from the lab to real-world deployment, companies are getting creative in overcoming this obstacle while balancing affordability, stability, and data volumes.
