China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo and Tesla leading worldwide as Baidu, Xpeng and WeRide scale rapidly in China, according to Morgan Stanley.
A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.
For years, Washington and Beijing focused much of their tech rivalry on silicon. Now the front line may be moving to the AI models themselves.
Meituan has open-sourced LongCat-2.0, a trillion-parameter AI model trained and deployed entirely on Chinese computing infrastructure, turning the once-anonymous Owl Alpha into a key test of China's domestic AI model and chip ecosystem.
LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from electric vehicles to physical AI systems with tighter space, weight and runtime requirements.
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's flagship demonstrations of its post-Moore semiconductor strategy.
The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the artificial intelligence industry: securing enough land, power, and community support may now matter as much as securing enough AI chips.
