TOKENHEART / INDUSTRY INTELLIGENCE
The latest developments, connected coverage and a daily reading list.
Neolix has closed a Series E of nearly $400 million co-led by Boyu Capital and a state-level AI fund, roughly double its original $200 million target and pushing total funding past 10 billion yuan. The raise lands as broader embodied-AI investment cools, with the driverless delivery market concentrating around Neolix and Zelos.
A new CAICT monitoring report says China's average daily large-model token consumption reached about 500 trillion in June 2026, nearly four times the December 2025 level, while the normalized average price rose from 6.8 yuan to 13.46 yuan. Domestic throughput doubled to 78.23 TPS but still lags typical overseas models at 112.82 TPS.
AgiBot set a Guinness World Record in Jinan with 110 Yuanzheng A3 humanoids dancing in sync, all of them mass-production units that unboxed and positioned themselves on site. The company says the point is production-line consistency and fleet-scale deployment, backed by shipments it puts at more than 8,600 units in the first half.
Moonshot AI released Kimi K3.1 Pro on October 24, a post-trained version of Kimi K3 with unchanged 2.8T total parameters that the company says ranks first among open-source models on the Artificial Analysis index. The upgrade targets coding agents, 3D model generation, and finance and legal workflows, with full weights due by November 4.
Suzhou-based Yizhu Technology said on October 23 it had raised more than 1 billion yuan to fund R&D and commercialization, with its fully digital, general-purpose compute-in-memory AI chip built on 3D DRAM now through tape-out. Headline performance claims against NVIDIA's H200 come from an FPGA simulation platform rather than silicon under real workloads.
Chinese Personal AI startup Today AI disclosed more than $200 million in total funding from investors including IDG Capital, Tencent, Ant Group and Sequoia China. A month after its domestic launch, the team says the product has reached 'product-value fit' rather than product-market fit, with early traction in scheduling, to-dos and knowledge management rather than the agent-executed bookings popular overseas.
At GTC Berlin, NVIDIA unveiled the DSX POD, a prefabricated AI factory in a shipping container that cuts deployment from about six months to as little as 14 days. Bitcoin mining vendors like Bitmain and FBOX have been shipping containerized, liquid-cooled compute for years, and are now turning that playbook toward AI data centers.
Beijing-based Huixi Intelligence, founded by former Baidu Kunlun chip architect Xu Ningyi, said it closed Pre-B+ and B rounds led by the Beijing Artificial Intelligence Industry Investment Fund, lifting its 2026 equity financing past 2.5 billion yuan. Proceeds will fund its next-generation high-computing-power chips for embodied AI and accelerate volume deliveries.
At its 1024 Developer Festival in Beijing, Iflytek laid out an edge-cloud allocation scheme that runs 60% of routine tasks on-device, 30% collaboratively and 10% in the cloud. It also released the Spark X2.6 model, a 293B-A30B MoE system with a 1M context window, plus an open-source 4B on-device version.
A cluster of mid-October deals and filings shows North American AI data centers shifting to behind-the-meter natural gas as grid interconnection queues stretch five to ten years, with equipment backlogs booked out to 2028. Oracle has gone as far as trucking compressed natural gas to keep a Utah site running.
Runjian's wholly owned subsidiary Wuxiang Yungu signed a one-year, $200 million cross-border AI token service contract, selling inference through an open API from its Nanning token factory. The company says the deal will not materially affect 2026 operating results, even though the ceiling figure exceeds a third of first-half revenue.
Nanjing-based Xinai Technology has closed an A2 round of nearly 1.5 billion yuan, with proceeds going to high-end FCBGA substrate capacity, glass substrate development and localization of core materials. The company says its products cleared qualification at JCET, Huatian and TongFu within seven months of sampling.
DeepSeek has open-sourced DeepInfer, the inference framework behind its V4.1 Flash online service, along with a token encoding/decoding component called deepseek-recipe. The disclosure details a disaggregated architecture with eight-card Prefill servers, 64- to 128-card Decode supernodes, and a cluster-level KVCache layer, though KVCache management and load-balancing code remain unreleased.
US-listed bitcoin miners sold off sharply last week, but Bitdeer rose as much as 6.5% after reporting its AI cloud revenue backlog grew from about $900 million in August to roughly $2.9 billion in September. The gap between that backlog and roughly $86 million in annualized AI cloud revenue remains the open question.
Grey-market prices for eight-GPU NVIDIA B300 servers in China have reportedly reached 18 million to 20 million yuan, roughly five times US retail, stretching payback to six years or more. Buyers keep competing for them anyway as token demand surges and legitimate supply stays closed.
IT Home reported on October 25 that rapid advances in AI are helping developers use large models to tinker with older devices. Blogger @none25smu, for example, shared a post showing Apple's iOS/iPadOS 26 successfully installed on a Microsoft Surface Duo 2. The developer said that while others were trying to port iOS 16/17, they had been working on an iPadOS 26 port. The Surface Duo 2 now runs iOS/iPadOS 26, and although the project remains in early development, it has already…
IT Home reported on October 25 that NearLink's high-bandwidth SLB 2.0 is expected to enter commercial use by the end of 2026, with NearLink routers also coming soon, according to a post that day by blogger @Adak封狼居胥. The blogger said Beijing Zhongke Jingshang Technology is investing heavily in NearLink 2.0 chip development, and its NearLink solutions for applications including embodied AI are moving rapidly toward commercialization. Its high-bandwidth SLB 2.0 chip is expected to make its commercial debut in December 2026, accelerating the adoption of NearLink access points and routers. As IT Home previously reported, at the China Appliance & Electronics World Expo in March 2024 (AWE 202…
IT Home reported on October 25 that KRAFTON AI, the AI division of South Korean gaming company KRAFTON, released a preview this week of Raon-1 mini, a model trained from scratch. A full release and larger follow-up models are coming soon. Raon-1 mini uses a mixture-of-experts architecture, incorporates linear attention and supports speculative decoding, with a 30B-A4B configuration. It focuses on Korean while also supporting English performance, and is open-sourced under the Apache 2.0 license. KRAFTON AI is also offering a limited-time free API trial on its website. KRAFTON AI said…
IT Home reported on October 25 that GIGABYTE recently listed its WRX90 AI TOP workstation motherboard on its official website. The board uses Socket sTR5 and an E-ATX form factor, with a 14-layer ultra-low-loss PCB and a 32+3+3+3-phase power design. The WRX90 AI TOP has DDR5 RDIMM slots in an eight-channel, one-DIMM-per-channel configuration, supporting up to 2TB of memory. It also offers six PCIe Gen5 ×16 slots, one PCIe Gen5 ×8 slot, two MCIO 8i connectors, three…
The six stocks selected for this edition therefore fall into two groups. Three have recorded their first limit-up session and trade well below Ji'an's valuations, spanning power tools and robotics integration, integrated circuit testing, and power project cost estimation software. The other three have posted consecutive limit-up sessions and trade above Ji'an's valuations: two in the robotics supply chain have hit their daily upper limits for six straight sessions, while a Shanghai-based retailer has done so for three.
Sereact and Teradyne have already shipped hundreds of UR robots in dual-arm systems to live customer sites across Europe. The post Teradyne Robotics partners with Sereact to scale physical AI in retail and logistics appeared first on The Ro…
IT Home reported on October 25 that European CPU startup SiPearl announced on October 22 that it had signed a strategic cooperation and investment agreement with Egis, a Taiwan-based chip IP and design services company. SiPearl's next-generation Rhea2 processor will use the same architecture as the Mobius100 server CPU, which it is jointly developing with Egis subsidiary Alcor Micro. The Mobius100 is based on Arm Neoverse V3 and uses TSMC's N3P process, delivering 128+12 cores through a dual-chiplet package (IT Home…
IT Home reported on October 25 that the GEEKCON 2026 Shanghai hacking competition concluded the previous day, according to Geekcon's WeChat account. Organizer Daniuwa said this year's GEEKCON “almost didn't happen” because “AI has advanced so quickly this year that it has all but replaced human hackers”: “AI is here. If 99% of white-hat hackers are destined to be replaced by AI, why should I encourage young people to choose a path with no future? Why should I keep organizing GEEKCON? I thought it was time for both GEEKCON and me to leave the stage of history. But we didn't say goodbye last year, so perhaps we should hold it this year and bid farewell. So this…”
IT Home reported on October 25 that XGIMI's RS30 Pro High-Brightness Edition projector is now available on JD.com. The projector offers 4,500 CVIA lumens and is priced at 7,299 yuan, falling to as low as 6,569.1 yuan after national subsidies in some regions. It measures 298 × 249 × 190 mm and weighs 4.9 kg. It features a 0.47-inch DMD display chip and a variable aperture of f/2.0–f/5.0. Brightness reaches 4,500 CVIA lumens or 5,100 ISO lumens, with a native contrast ratio of 4,000:1 and a dynamic contrast ratio of 60,000:1, covering 98% of BT202…
IT Home reported on October 25 that Qiyuan Robotics announced that day that its 5,000th personal robot had rolled off the production line. According to the company's WeChat account, Qiyuan formally launched its Q1 and T1 personal robots on September 20. Reaching the 5,000-unit milestone signals that its ability to manufacture and deliver robots at scale is gradually taking shape. Gao Quanzhong, co-president of Qiyuan Robotics and president of its central R&D division, said the company now produces one robot every 2.5 minutes, with daily production capacity rising from more than 10 units to more than 200. The company has also worked with suppliers to establish raw-material…
An insatiable demand for electricians
At last, the wait won't be so long.
Minister insists responsibilities are clear as construction, telecoms, and energy fall under separate departments
IT Home reported on October 25 that Jiang Guanjun, head of AI algorithms at Alibaba’s Qwen division, shared Qwen’s technical work on personal AI agents at the 2026 China National Computer Congress on October 22. In his view, truly personal agents should create incremental value and deliver personalized, proactive services. Models, memory and ecosystems are the three elements that jointly underpin these capabilities. Jiang divided the development of AI applications into three stages: conversation, agents and assistants. AI applications are now moving rapidly toward the assistant stage. Beyond completing specific tasks, they are beginning to combine domain expertise with personal context to autonomously plan and execute around users’ goals, and further…
(October 19–24) DeepSeek aims to raise about 100 billion yuan in its latest funding round; Today AI has raised more than $200 million in total; China’s Ministry of Industry and Information Technology says the 60 billion yuan national AI fund has invested in an initial group of projects and the country has more than 6,600 AI companies; do AI-generated short dramas account for half of China’s token consumption? A Doubao executive responds; AI stocks have recently faced a sharp sell-off…
IT Home reported on October 25 that Malaysian Prime Minister Anwar Ibrahim announced plans by SoftBank Group founder and chief Masayoshi Son to invest $50 billion in Malaysia across AI, data centers and other sectors, according to a Bloomberg report published that day. The amount is equivalent to approximately 334.46 billion yuan at current exchange rates, IT Home noted. Anwar disclosed the plans at an event in Malacca the previous day, saying he had discussed them with Son in an online meeting on October 20. “Son has selected Sarawak, Kuching and Peninsular Malaysia as locations for this $50 billion investment, covering AI, emerging technologies and data centers,” Anwar said.
Panel makers are collectively raising prices, but the real challenge lies downstream.
IT Home reported on October 25 that developer Ramen VR announced it would shut down the servers for its virtual-reality massively multiplayer online role-playing game Zenith in December this year. Publicly available information shows that Zenith launched in 2022 and secured tens of millions of dollars in funding. Its player base has dwindled in recent years, however. Despite efforts to win users back, including a shift to a free-to-play model, Ramen VR failed to retain enough players, leaving the game in an unsustainable financial position. In July 2024, Ramen VR announced it would stop releasing new content for Zenith, but did not immediately shut down…
IT Home reported on October 25 that Ugreen has listed a 500W car power inverter on JD.com for 599 yuan. It has two AC outlets, one USB-A port and one USB-C port. JD.com: Ugreen 500W car power inverter, 599 yuan. Direct link. The unit measures 207.5 × 89 mm and stands 54.5 mm tall. Its housing uses flame-retardant PC plastic with a metallic paint finish. A digital display on the front shows input and output voltage and power in real time. Safety shutters on the AC outlets require about 45 N of force to insert a plug, helping prevent accidental contact during everyday use. The product…
IT Home reported on October 25 that Alibaba has added a “My Apps” feature to its AI agent Qwen Go! Users can describe what they need to build applications for everyday life, work and study without writing code. The resulting apps can be shared with others and their data continuously updated. “My Apps” integrates with Alibaba Cloud’s AI application production platform Meoo, which can automatically build applications, configure databases and deploy them online. Combined with Qwen Go’s cloud-based Pro capabilities, it can also access users’ personal data on Taobao, Amap, Damai and Quark Drive with authorization. Newly built apps can then draw directly on existing shopping, travel and study records to generate…
IT Home reported on October 25 that Nomura Securities issued an upbeat forecast on October 20, predicting that global memory chip demand would continue to grow rapidly through 2028 despite slowing revenue growth at AI companies and concerns about their financing prospects, according to South Korean outlet Chosunbiz. In its latest global memory chip industry report, Nomura named Samsung Electronics and SK hynix as top picks, assigning both “buy” ratings. It set price targets of 670,000 won for Samsung and 4.7 million won for SK hynix, equivalent to approximately 3,380 yuan and 23,712 yuan respectively at current exchange rates, IT Home noted. Nomura believes the market is overly concerned about AI investment…
IT Home reported on October 25 that tipster smashx_60 has revealed details of HMD’s new European-market Fusion phone. The main change from the current Fusion model is an upgrade to the Snapdragon 7s Gen 2 chip for better performance. The phone will feature a 6.56-inch FHD+ IPS LCD with a 120Hz refresh rate and a 50MP selfie camera. On the back are a 108MP main camera and a 2MP auxiliary camera. It pairs Qualcomm’s Snapdragon 7s Gen 2 chip with 8GB or 12GB of RAM and 256GB of storage, and includes a built-in 5,000…
IT Home reported on October 25 that British AI infrastructure company Nscale has been sued by an engineer who worked at its data center in Norway, according to Bloomberg’s October 23 report. The engineer alleges that the company used an illegal subcontracting arrangement and was involved in wrongful dismissal. The complaint says he worked at the data center through subcontractor CloudBrothers, but that Nscale was his actual employer, in violation of Norwegian law. He also alleges that CloudBrothers fired him after he questioned employment practices at the data center. With support from a local union, the engineer filed suit on October 16 in Norway…
IT Home reported on October 25 that Lava has launched the Aura Curve in India. The phone combines a curved main display with a secondary screen on the back and costs 23,999 rupees, approximately 1,690 yuan at current exchange rates, IT Home noted. According to the company, it uses MediaTek’s Dimensity 7100 processor, scores above 800,000 on AnTuTu and comes with 6GB of RAM and 128GB of storage. The front features a 6.67-inch curved AMOLED display with FHD resolution and a 120Hz refresh rate. The phone also has a 6,000mAh battery and supports 45W…
IT Home reported on October 25 that DeepCool has listed its StationX 622 air cooler on JD.com for 899 yuan. The company says it was designed specifically for workstation- and server-class systems, targeting productivity workloads such as 3D rendering and AI training. JD.com: DeepCool StationX 622 air cooler, 899 yuan. Direct link. The cooler uses a dual-tower design, measures 127 × 148 × 154 mm and weighs 1,431 grams net. It has a one-piece aluminum-alloy top cover. Its height of 154 mm allows it to fit most standard tower workstations and 4…
IT Home reported on October 25 that NVIDIA CEO Jensen Huang told CNBC on October 22, local time, that demand for neocloud providers was “off the charts,” but a shortage of capital was becoming a major constraint on the industry’s growth. “Fundamentally, market demand for neocloud providers is very strong,” he said. He also described these companies’ capabilities as “extraordinary.” “What’s most lacking right now is the working capital to support their growth… There is enormous demand across every area of AI, leaving capital supply unable to keep up. The market needs far more funding than is available, but the problem will eventually be resolved.” Power supply is also constraining AI…
IT Home reported on October 25 that FiiO’s JD1 GAMING earphones are now available on JD.com for 109 yuan. The in-ear model has a dedicated DSP audio decoding chip and a replaceable cable. According to the company, the earphones use a 10mm liquid crystal polymer diaphragm to deliver rich, full-bodied bass. An asymmetric inner-and-outer dual magnetic circuit design increases magnetic field density at the voice coil. The built-in DSP audio decoding chip supports high-resolution audio decoding at 384kHz/24-bit. The earphones also include a high-sensitivity, wideband microphone on a flexible boom that can be bent into position close to the mouth for precise voice pickup. The microphone is detachable for everyday…
IT Home reported on October 25 that Thermaltake has listed its AX600 Pro case on JD.com for 899 yuan. The case has a business-oriented design and measures 555 × 250 × 650 mm. It supports motherboard formats ranging from Mini-ITX, ATX and E-ATX to HPTX. Ventilation openings cover multiple exterior panels, and wheels are fitted to the bottom. The top I/O panel offers one USB-C port, two USB-A 3.0 ports and one 3.5mm audio jack. The case supports two ATX power supplies, includes a removable PSU bracket and accommodates power supplies up to 180 mm long. C…
Competition in AI PCs has long since moved beyond the superficial question of whether a device has an NPU.
Japan has made AI infrastructure a priority in a 15-year strategic investment plan.
When all the world’s leading players plan to release their proof of capability in the same year, set aside who can actually deliver—will these demos be easy to stomach?
Designed to carry out 100,000 steps without human approval
UK-based Fuse Energy also brings GPU compute online for customers
Eka Robotics is building a vision-force-action, or VFA, model to develop an intuition of physics through reinforcement learning at scale. The post Eka Robotics raises $150M to scale its vision-force-action model for robots appeared first on…
Make time your ally.
Elon Musk's firm will also be back in court over problematic gas turbines
We've totally got things under control
Bitcoin Magazine NY Seeks $1.37 Billion Judgment Against Operators of NovaTech Crypto Ponzi Scheme Two successive crypto frauds took investors for more than $1.1 billion. Now New York's attorney general is asking a court to make the operato…
Bitcoin Magazine Blockstream Launches Institutional Consulting Services, Opens Lugano Office Blockstream will offer its engineering expertise to banks and asset managers from a new Swiss base. This post Blockstream Launches Institutional Co…
Industry leaders will discuss what robotics buyers should know about the recent FCC restriction on certain connected systems. The post Webinar to discuss how the FCC robotics ruling affects automation buyers appeared first on The Robot Repo…
Generative Bionics says it hopes to advance European robotics sovereignty by ensuring that humanoid data is are generated on the continent. The post Generative Bionics to launch Physical AI Data Factory in Italy appeared first on The Robot…
Bitcoin Magazine Bitcoin Core Ends Long Embargoes for Bugs AI Can Rediscover Bitcoin Core now fast-tracks fixes and disclosures for vulnerabilities that AI can easily rediscover, ending the long embargoes those bugs once received. This post…
Bitcoin Magazine Bitcoin ETFs Lose Over $635M In One Day Following Oil Price Spike Investors this week were buying bitcoin ETFs but that all changed on Thursday. This post Bitcoin ETFs Lose Over $635M In One Day Following Oil Price Spike fi…
Ask LLMs for their most controversial take on humanity, and it turns out they have little nice to say about us, as one AI experiment found
Two facilities near Cremona and Verona are in advanced planning stages
Installation of the Medusa subsea cable also progresses in Benghazi
The project focuses on smaller-scale infrastructure that brings computing closer to businesses and government agencies.
Concerns over portfolio and capital structure
Has already been used to train Muse
Rack power within the module will range from 20kW to 60kW
Bitcoin Magazine Franklin Templeton Clears Final Hurdle For ETFs That Turn Stock Dividends Into Bitcoin Franklin Templeton, the $1.7 trillion asset manager, registered two Nasdaq-listed funds yesterday. Both launch with a 95/5 split between…
City of Umatilla was relying on tax revenues due to come in from Sabey and Amazon
Video Friday is your weekly selection of awesome robotics videos, collected by your friends at IEEE Spectrum robotics. We also post a weekly calendar of upcoming robotics events for the next few months. Please send us your events for inclus…
Speed to market is a phase, not a strategy
Another data center damaged in conflict
The fund, which is linked to Oman, plans to invest €7.4 billion in a data center campus in San Mateo de Gállego, Zaragoza
Bitcoin Magazine Bank of Korea Wants Stablecoins Written Into Forex Law as Crypto Bill and Tax Fight Come to a Head The Bank of Korea told lawmakers it will draft a forex law amendment this year to regulate stablecoins as a means of payment…
The agreement will see the Department of Commerce take a minority stake in the company
Affected services included National User Registry and the Electronic Medical Prescription (PEM), as well as access to Electronic Health Record
▶ Bitcoin Magazine Stand With Crypto Director: The Crypto Vote Will Decide the Midterms | Mason Lynaugh Ahead of midterms, Stand With Crypto's Mason Lynaugh breaks down a 3.1M-advocate push, explaining why crypto swing voters will forge the…
The project expands the collaboration between Telefónica and IQM, which have already supplied two quantum computers to the Galicia Supercomputing Center (CESGA)
Will rebrand as GPU Exchange
▶ Bitcoin Magazine Parker Lewis: Bitcoin Will Settle 100% of Global Payments Parker Lewis argues Bitcoin will settle all global payments as $107T in debt strains the credit system, driving merchants toward zero-fee adoption. This post Parke…
▶ Bitcoin Magazine Block Releases THE Bitcoin National Ad Campaign Block launches 'Bitcoin Does' to onboard millions. Head of Bitcoin Marketing Maria Pesce explains how the campaign focuses on real-world utility over tech. This post Block R…
Project offers alternative to standard model for connecting large digital loads to power grid
▶ Bitcoin Magazine Bloomberg’s Mike McGlone: AI Risk Could Force Bitcoin Drawdown to $10,000 Bloomberg's Mike McGlone warns Bitcoin could drop to $10K, citing ETF exhaustion, stock correlation, Fed rate hikes, and macro headwinds across ass…
Noida 2 facility to host up to 9,000 GPUs for Indian neocloud
Seventh pilot undertaken by Emerald AI to date
Neocloud partners with DDN on deployment
Google-backed CFS and Microsoft-backed Helion to receive R&D funding
The unnamed firm is developing two facilities in Poland with a combined power capacity of 270MW
Part of company's plans to deploy 1GW by 2031
Builds on 1.1GW order signed in July
Rack scale solution can be deployed alone or alongside Nvidia Vera Rubin NVL72
First deployments expected across Endeavour's US data center portfolio
Cloud company partners with Araico
As data center demand outpaces the grid, how can smarter energy strategies help bridge the gap?
Manav Patel, Vice President, Strategy & Business Transformation at Schneider Electric, and DCD’s Emma Strutton discuss how grid-to-chip powertrains accelerate resilient AI infrastructure deployment while meeting rising power demands
First 10MW phase due live next year
TerraWatt eyes former Alton Steel site
Power is the subject of much debate in the data center industry. Rethinking how it’s structured could be the solution, ABB’s Mehdi Rajehi explains
Following a chaotic cryptocurrency mining boom, Kazakhstan is rewriting its energy market rules to attract high-density AI workloads
Bitcoin Magazine The Sleeper Has Awakened: Pepenardo’s Sleeping Knights Return Hand-altered magazine covers, one-of-one trading cards, and the evolving culture of bitcoin collectibles. This post The Sleeper Has Awakened: Pepenardo’s Sleepin…
Bitcoin Magazine Circle Shareholder Sues Trump, Alleging Unconstitutional Profits From $2B UAE Crypto Deals A shareholder of stablecoin giant Circle has alleged the president corruptly cashed in on crypto deals. This post Circle Shareholder…
No actual digits or cats were harmed beyond the number crunching that went into this LLM poisoning experiment
Bitcoin Magazine Blockchain Association Presses Congress on Crypto Taxes as Clarity Act Stalls The Blockchain Association asked congressional leaders Thursday to pass bipartisan crypto tax legislation, but with the Clarity Act near dead, th…
Bitcoin Magazine China Moves to Confiscate $5 Billion in Bitcoin From Fraudster Who Fled to UK: Report The alleged fraudster tried to run away with nearly 62,000 bitcoins. This post China Moves to Confiscate $5 Billion in Bitcoin From Fraud…
GPU chief doesn't want to hear about job losses or the end of human civilization
Dream Labs says its Dream-1 AI model works across robots from different manufacturers and will allow robots to transfer their learning. The post Dream Labs raises $90M and launches Dream API appeared first on The Robot Report.
90 percent of the performance at ten percent of the price, in just two or three racks, is hard to beat
Signs Samsung to build substrates, bolsters spend with other players
Nothing will ruin your faith in humanity like an AI that operates your smartphone slowly, struggles with basic tasks, and can charge you for it
New embedding, parsing, and reranking models promise smarter agentic RAG workflows
Plus a RAT for good measure - get threat hunting now
Forrester says only isolated wins are likely, while 'good enough' open-weight models soak up the tokens
Containerized datacenters, androids, and telecoms all feature in Berlin keynote interrupted by environmental protesters
The Agility pilot, which is expected to begin in 2027, will begin at an AGCO production facility for agricultural equipment. The post AGCO to deploy Agility Digit humanoid in Kansas factory appeared first on The Robot Report.
Day 2 of RoboBusiness 2026, the 20th anniversary of the event, will include interesting keynotes around humanoids and social robots. The post A guide to Day 2 of RoboBusiness 2026 appeared first on The Robot Report.
Reservoir hopes to put agricultural robotics startups to work in the orchards, vineyards and berry fields alongside researchers and growers. The post Reservoir launches new agricultural robotics incubator for Washington growers appeared fir…
Robotics Summit & Expo West sharpens focus on deploying robotics and AI in the real world, complementing the East Coast flagship event. The post RoboBusiness rebrands as Robotics Summit & Expo West appeared first on The Robot Report.
The TRR50 winners will be celebrated at an awards gala during the Robotics Summit & Expo, which will be held on June 2-3, 2027 in Boston. The post 2027 TRR50 Robotics Innovation Awards open nominations appeared first on The Robot Report.
MemSilicon has closed a Series A of more than 400 million yuan led by Boyuan Capital, with backing from Robert Bosch Venture Capital, miHoYo, GigaDevice and others. The company named former Graphcore president Lu Tao as CEO and co-founder, and will push RRAM commercialization alongside a first-generation LPU aimed at large-model inference.
At its Global Innovation Conference in Wuhu, Chery unveiled Yaoguang 2035, a decade-long strategy built on 11 technology clusters including the CheryMind vertical foundation model and in-house Ziwei chips. The automaker also detailed a factory-installed Robotaxi targeting 100,000 units by 2030, the Lingxiao eVTOL family, 1.44MW instant charging and a V2G rollout with a State Grid unit.
Shanghai-based MemTensor has open-sourced MemT 1.0, a pair of memory-native foundation models (288B Flash and 36B Nano) that embed persistent, updatable memory inside the Transformer alongside attention. The team reports top rankings among parametric memory methods and large inference speedups on long histories, though scores still trail its own text-based MemOS system.
Surgery Mode in Unfold AI brings patient-specific 3D maps to give an enhanced view of cancer anatomy during robotic prostate procedures. The post Avenda Health expands Unfold AI platform to support intraoperative prostate cancer care appear…
We've compiled a schedule for everything happening on the first day of RoboBusiness 2026 in Santa Clara, Calif. The post A guide to Day 1 of RoboBusiness 2026 appeared first on The Robot Report.
As robotics systems grow more capable — faster, more precise, and increasingly reliant on AI-driven vision and control — the humble interconnect is being asked to do more than ever. The post Unleash AI Innovation: The Power of NVIDIA RTX PR…
The company is connecting tactile sensing, real-world data collection, simulation, and AI models to help robots perform physical tasks more reliably. The post Daimon Robotics building the infrastructure layer for tactile intelligence appear…
MiniMax released M3.1 Flash on October 19, confirming that the anonymous model Space Bunny was an early version tested across more than 200 trillion tokens. The company claims nearly 3x faster inference and a 70% cut in total usage cost, with API prices down to 1 yuan per million input tokens.
IDC Circle's tally of 33 Ulanqab data center projects as of October 19 finds 18 at the filing or early-stage mark with 43.882 billion yuan in disclosed investment, against just five under construction. Filed projects account for roughly 280,300 planned racks, with four mega-campuses from Chindata, Volcano Engine and Jinkai New Energy making up 87.2% of that total.
MARA Holdings has lost 26.78% over four weeks as lenders shift focus from announced power capacity to actual delivered AI data-center capacity, of which VanEck says only about 25% of contracted capacity has been handed over. Cipher Digital's $850 million zero-coupon convertible offering, raised to cover a 36% cost overrun at its Barber Lake project, sent its shares down as much as 15% intraday.
A Bitcoin mining farm outside El Reno, Oklahoma leaked roughly 3.8 million gallons of treated water from an unregistered private fire hydrant during an August 2026 drought, draining municipal pressure and closing schools. City records showed the site had been under a June 2023 stop-work order that no inspector ever followed up on, and ownership traces through Cayman, Nevada and Singapore shell entities.
At the CCF HPC2026 conference, Sugon presented ten frontier application results run on its domestically built Sugon 8000 heterogeneous supercluster, spanning cosmology, molecular dynamics, brain simulation, weather and ocean forecasting, crop breeding and jet turbulence. The company says more than 300 priority applications across over 30 fields have been deeply optimized on the system, with several of the ten billed as world firsts.
At the RISC-V Summit China in Shenzhen on October 19, Alibaba's DAMO Academy introduced the automotive-enhanced XuanTie E908A, which it says is the first RISC-V CPU IP to meet both ASIL-B and ASIL-D. The academy also published its first processor roadmap for autonomous driving and embodied intelligence and detailed server and Agentic AI gains for the XuanTie C950.
Agility Robotics, the company I cofounded out of my robotics lab at Oregon State University in 2015, has just launched Digit 5. It’s designed to be the first humanoid robot that can safely and economically do useful work at scale, allowing…
At the 2026 China International Industrial Fair, Suzhou-based JODELL Robotics announced a brand upgrade and four product lines spanning dexterous hands, tactile sensors, visuotactile modules and embodied data collection platforms. The company is repositioning from a precision component supplier to a full-stack provider of industrial embodied execution-layer capabilities.
CXMT expects revenue of 265-270 billion yuan and attributable net profit of 131-132.5 billion yuan for the first three quarters of 2026, reversing a 5.28 billion yuan year-earlier loss as AI demand drives a DRAM upcycle. The company disclosed on the same day that its chairman has proposed a share buyback of 1-2 billion yuan.
UBTech says its unified multimodal world model Thinker-WM ranked first on three embodied world model benchmarks, scoring 0.740 on WorldOlympiad, 4.66 on EWMBench and leading across 12 dimensions in WorldArena1.0 Track-1. The model routes RGB video, metric depth and robot actions into a shared latent space handled by a single Unified Dynamic Transformer.
At OCP 2026, NVIDIA contributed its Vera Rubin rack and compute tray designs to the Open Compute Project through the open MGX architecture, releasing the MGX 1.2 specification with support for 250kW racks, blind-mate liquid cooling and a 5,000A busbar. The summit's agenda widened from server racks to data center templates, 800VDC power and grid resilience, with OEMs and the Taiwanese supply chain aligning around the platform.
Beijing AI chip startup Suanmiao Technology has raised nearly 2 billion yuan across four rounds in a year, backed by state investment platforms including E-Town Capital, to develop its 3D-stacked A4E inference chip. The chip taped out in June but remains some distance from mass production and large-scale customer procurement.
Video Friday is your weekly selection of awesome robotics videos, collected by your friends at IEEE Spectrum robotics. We also post a weekly calendar of upcoming robotics events for the next few months. Please send us your events for inclus…
Chinese interconnect chip maker Zhongxingwei used a Wuxi launch event to show a full-scenario platform spanning general-purpose and AI computing interconnect, saying cumulative shipments top 800,000 chips and 12 products are in volume production. It also signed strategic agreements with seven partners including Kylin, UnionTech, Tencent Cloud, Inspur, H3C, ZTE and Lenovo.
Leju Robotics and Zhaofeng have deployed 15 humanoid robots into routine operation on an auto parts production line in Zhejiang, handling a full prepare-pick-transfer-load workflow with a reported 98% success rate. The companies say the project generates more than 40,000 operational data records a month to feed model iteration, with the dataset donated to the OpenAtom Foundation's OpenLET community.
StepFun doubled the cache-hit input price for its Step 5 Preview API to 0.70 yuan per million tokens from 00:30 Beijing time on October 14, 2026, leaving cache-miss input and output unchanged, one day before open-sourcing the model's weights. The move runs against three years of Chinese large-model API price cuts and, by analysts' reading, reflects tight compute supply and an attempt to set a price floor against customer self-hosting.
Axera used CIIF 2026 in Shanghai to launch its AX8860 high-compute series, a 6 nm edge AI chip rated at 256 TOPS with 128 GB of LPDDR5X memory and native FP4 support, aimed at running large models on factory floors and devices. The company also released the Yuanxi A256S module and showed inference cards and servers, positioning a continuous product range from chips to systems.
Shenzhen-based RISC-V chip designer Lanxin Computing has closed a Series B round of nearly 2 billion yuan, backed by returning shareholders alongside local state funds, corporate investors and venture firms. The company says its LX500 server chip has won orders for more than 200,000 units from customers including Lenovo, China Mobile and Tencent Cloud.
Binance will shut down its entire mining pool business at 3 p.m. Beijing time on November 10, 2026, ending a service launched in April 2020 after its share fell to roughly 0.85% of network hashrate. Industry operators say razor-thin fee rates have turned pool operation into near public-service infrastructure, pointing to further consolidation around three or four large players.
SenseTime's SenseCore and the Shanghai Municipal Bureau of Planning and Natural Resources have upgraded the Yunyu Xingkong large model, billed as China's first industry foundation model for planning and natural resources, strengthening spatial reasoning and task execution. The bureau also released its first batch of Quantum City government AI agents covering flood-control dispatch, spatial analysis and planning updates.
IDC data cited by Reuters puts NVIDIA at 34% of China's data center AI chip market in the first half, with shipments down 44% year-on-year while Huawei reached 572,000 units and a 28% share. Non-GPU accelerators grew nearly 80% to 1.016 million units, outshipping GPUs for the first time.
Tsinghua-affiliated Infinigence AI closed a 2.3 billion yuan Series C, taking total funding to 4.3 billion yuan and setting a record for China's AI-native infrastructure sector. The company owns no chips, models or data centers, instead scheduling heterogeneous compute across 16 chip types and third-party facilities.
The defunct exchange acquired a 20% stake in Genesis Digital Assets before FTX declared bankruptcy in November 2022.
The Bitcoin mining industry needs roughly $50 billion to complete planned AI infrastructure projects, with IREN, Riot Platforms and HIVE Digital facing major funding gaps.
Black Sesame Technologies' Huashan A1000 automotive-grade autonomous-driving chip has been named to the third round of Hubei's "Hubei Premium Products" list, with the company citing 58 TOPS at a typical 18W and dual ISO 26262 ASIL-B and AEC-Q100 Grade 2 certification. The company says its next-generation A2000 family, built for physical AI, has now fully entered mass production.
Iluvatar CoreX showed its Tiangai, Zhikai and Tongyang cloud-edge-device product matrix at the China International Industry Fair in Shanghai, debuting the Tiangai 300 IXL144 super node with 144 GPUs and 18 CPUs in a single rack. The company said it now serves more than 380 commercial customers across over 30 industries with more than 1,000 deployed projects.
China Mobile says a 1,024-card Huawei Ascend 950DT SuperPod delivering 1 EFLOPS (FP8) has gone live at its Mobile Cloud Beijing node in Changping. The carrier also says Mobile Cloud has completed compatibility work for nine domestic AI chips and that its MoMA platform now hosts more than 300 models.
Chinese GPU maker Biren Technology says its next-generation BR20X AI chip has powered on and entered post-tape-out validation, ahead of its earlier schedule. The company also announced a placement of 130 million new H shares at HK$31.08 to raise about HK$4.04 billion, with roughly 70% earmarked for supply chain procurement and commercialization.
Speaking at the National University of Singapore, Zhipu founder and Tsinghua professor Tang Jie outlined three scaling directions for GLM — pre-training, post-training, and reasoning plus agents — and named recursive self-improvement and robot action as the two capability gaps still to close. He also highlighted long-term memory, rather than longer context windows, as the key to continual learning in the agent era.
A launch event for an embodied AI robot built on a domestic electronic architecture was held in Hubei recently, unveiling what its backers call the world's first embodied AI robot running a fully domestic electronic architecture.
Video Friday is your weekly selection of awesome robotics videos, collected by your friends at IEEE Spectrum robotics. We also post a weekly calendar of upcoming robotics events for the next few months. Please send us your events for inclus…
Beijing-based embodied intelligence startup Lingsheng Technology said on October 8 it closed a Series A round of more than 100 million yuan, its third raise in under a year. The company is building RUDA, a unified architecture meant to let robot skills transfer across different hardware without retraining.
Samsung Electronics said preliminary third-quarter 2026 operating profit reached 107.4 trillion won, up nearly eightfold year-on-year and its first quarter above the 100 trillion won mark, driven by AI-related memory demand and HBM shipment growth. The same price surge is raising component costs for Samsung's own smartphone and consumer electronics units.
DeepSeek is close to completing a second funding round of at least 80 billion yuan ($12 billion) led by CATL and Tencent, with signed term sheets pointing toward nearly 100 billion yuan. Proceeds are earmarked for an Inner Mongolia data center slated to hold at least 160,000 Huawei Ascend accelerators, ahead of an IPO planned for early 2027.
A hand attached to the end of an arm is a given for most humans, but what if robots didn’t have to play by the same rules as we do? Researchers from ETH Zurich have turned an off-the-shelf robotic hand into a completely self-contained robot…
This White Paper gives robotics researchers and engineers an overview of a new large-scale motion capture dataset built to close the data gap limiting humanoid robot learning. It also shows how policies trained on the dataset transfer to a…
Video Friday is your weekly selection of awesome robotics videos, collected by your friends at IEEE Spectrum robotics. We also post a weekly calendar of upcoming robotics events for the next few months. Please send us your events for inclus…
Data Centre World Asia in Singapore drew more than 600 exhibitors across four floors of Sands Expo, with attendance up 25% year on year. On the floor, the conversation had shifted from site selection to power availability, cooling and delivery speed.
A joint IDC and Inspur Information report projects China's intelligent computing power will reach 2,576.5 EFLOPS in 2026, up 87.9% year on year, and 10,524.3 EFLOPS by 2030. Beijing, Hangzhou, Shenzhen, Shanghai and Guangzhou lead the city rankings, which for the first time weigh agent deployment and inference infrastructure rather than data center counts alone.
Huawei launched its Mate 90 series in Beijing on October 1, with all five models running in-house Kirin chips across three tiers, topped by the Kirin 9050 Pro and its 3D "logic folding" architecture. Rising memory prices pushed starting prices up 1,000 to 1,500 yuan versus the previous generation, with sales opening the same day as the announcement.
IDC says global humanoid robot shipments approached 25,000 units in the first half of 2026, up 432.1% year over year, with Chinese vendors accounting for more than 95% of the total. AGIBOT led with over 8,600 units, and IDC raised its 2030 global forecast to more than 750,000 units.
Today, Boston Dynamics is announcing a redesigned hand for its Atlas robot. The previous generation could do some crazy superhuman things with its three fingers, but it was never intended for mass production in the tens or hundreds of thous…
DeepSeek has open-sourced a set of infrastructure components for Huawei's Ascend platform, including a TileLang compiler toolchain plus compute and communication libraries that mirror its earlier NVIDIA releases. Huawei separately published joint results on Ascend 950 super nodes, citing 375 GB/s dispatch and 347 GB/s combine bandwidth and offline inference figures for DeepSeek-V4.1-Flash.
At the 2026 Apsara Conference, Alibaba said the global data center capacity it operates will top 20GW by 2032 and unveiled T-Head's Zhenwu V900 AI chip, which it says can scale to 500,000 cards in a single cluster. CEO Eddie Wu said a tight global AI data center supply chain is limiting how fast Alibaba Cloud can add compute.
A new CNNIC report says China's generative AI user base passed 700 million in the first half of 2026, while intelligent computing power reached 2,185 EFLOPS, up 177% year over year. The report also flags the launch of the country's first all-domestic 100,000-chip AI supercluster and 250.14 billion yuan of AI funding in H1.
IDC's latest tracker puts global humanoid robot shipments at nearly 25,000 units in the first half of 2026, up 432.1% year on year, with China accounting for about 78%. The firm now expects global shipments to top 750,000 units in 2030, roughly 50% above its earlier forecast.
The Chinese Academy of Sciences launched its Frontier Science Breakthrough Program in Beijing on September 29, with the first 10 projects focused on the "four extremes": new element synthesis, dark matter and dark energy, microscopic measurement of chemical bonds, and artificially synthesized cells. The program pairs shared major research facilities with AI platforms and pilots evaluation rules that de-emphasize paper counts and short-term output.
A CNNIC report says China's generative AI users topped 700 million in the first half of 2026, with intelligent computing power reaching 2,185 EFLOPS, up 177% year over year. It also says the country's first fully domestic 100,000-accelerator AI supercluster is now running.
Building useful robots starts with understanding the people who use them. For Charlie Kemp, cofounder and chief technology officer of Hello Robot, that means developing assistive robots that can help people with everyday tasks and support g…
At the 2026 China International Fair for Trade in Services, ICBC, Bank of China, Postal Savings Bank of China and PICC unveiled financing and insurance products built around AI computing power, from data center project loans to token purchase credit. The move reflects lenders adapting to AI firms whose value sits in technology, data and model usage rather than fixed assets.
Work updates: releases of information including work updates from the Hubei Provincial Department of Economy and Information Technology
Honor is working with Alibaba to advance on-device AI agent technology, according to a Xinhua report, with the collaboration tied to its upcoming Magic9 flagship smartphone. Article body was not provided, so details of the partnership remain unverified.
Video Friday is your weekly selection of awesome robotics videos, collected by your friends at IEEE Spectrum robotics. We also post a weekly calendar of upcoming robotics events for the next few months. Please send us your events for inclus…
The fifth Global Digital Trade Expo in Hangzhou drew more than 2,000 exhibitors and over 50,000 trade visitors from 163 countries, with debuts spanning a full-stack neutral-atom quantum computer, AI computing satellites, an urban traffic model and industrial AI agents. Organizers framed the lineup as AI moving from demonstration toward deployment across governance, consumer devices and traditional industry.
A batch of September 24 evening filings from Shanghai- and Shenzhen-listed firms shows capital flowing into AI data centers, optical interconnect capacity, servers and semiconductor funds. Sinnet added up to 1.265 billion yuan to its Horinger AI data center, Hengtong Optic-Electric planned a 6.636 billion yuan placement, and China Life committed up to 4.5 billion yuan to an AI and chip equity fund.
Physical intelligence startup Simate says the general-purpose physical fast-system model it built with its AutoResearch agent system has taken first place on the RoboDojo benchmark. The company has raised several hundred million yuan and is pursuing a 'Physical RSI' route toward recursive self-improvement in robot intelligence.
Xinhe Robotics (Shenzhen), a maker of explosion-proof grain-leveling robots, has raised tens of millions of yuan in its first funding round from state-owned Shenzhen Hi-Tech Investment. The proceeds will fund R&D, capacity expansion and wider deployment across Chinese grain depots, with plans to extend into ports, ship holds and a digital grain depot platform.
At the 48th WorldSkills Competition in Shanghai, 1,385 competitors from 68 countries and regions are competing across 64 skill categories as AI reshapes vocational work. Competitors and delegation heads argue human adaptability, judgment and care work remain hard to automate, with lifelong learning the key skill going forward.
China's only national-level digital trade fair, the Zhejiang-based Global Digital Trade Expo, has completed five editions, drawing more than 5,000 exhibitors and 87,000 professional buyers. AI now runs across the whole event, with agents, multimodal tools and industrial platforms moving from showcase items into production lines and smaller manufacturers.
In Guadalajara, Mexico, many high schools have motivated teachers and talented students with an interest in science, technology, engineering, and mathematics, but they lack access to advanced tools such as robotics laboratories. The resourc…
Shaanxi-based ORCAUBOAT says it closed a Series C round in July 2026 led by Xi'an High-Tech Venture Capital, with Oriza Puhua and Sanyuan Capital joining, taking its 2026 fundraising to nearly 300 million yuan. The company builds embodied AI systems for vessels and surface robots, with more than 1,000 units in commercial operation across 10-plus countries.
Changsha-based Chixin Semiconductor has closed an A+ round of more than 200 million yuan led by Yanpu Precision, with Quectel, Hunan Jinxia Shengshi and Changsha Lushan Investment also joining. The company will use the proceeds to push automotive-grade UWB chips into production and expand its physical AI spatial sensing work.
Alibaba's Qwen team released the Qwen-Audio-3.1 series on September 23, adding five models covering speech recognition, synthesis, real-time interaction and audio creation. Prices were cut across the board, with ASR down as much as 95%.
Alibaba's T-Head has unveiled the Zhenwu V900, a unified training-and-inference AI chip delivering triple the performance of the Zhenwu M890, with 216GB of memory, 1,200GB/s chip-to-chip interconnect, and FP8/FP4 support. Mass production is slated for the first quarter of 2027 alongside the new Panjiu super-node server.
Tencent's Hunyuan team has launched the Hy Image3.5 preview model for professional-grade image generation and editing, supporting text-to-image, image-to-image, and multi-turn conversational creation. The model is already live across Yuanbao and several partner apps, with API access on Tencent Cloud's TokenHub.
Xiaomi has released and open-sourced its MiMo-V2.6 series, two full-modality models built around large-scale reinforcement learning to explore recursive self-improvement. The company says MiMo-V2.6-Pro ranks among today's stronger open-weight models while keeping prices unchanged.
Throughout her career, roboticist Barbara Mazzolai has turned to nature for inspiration. Now she wants to ensure the technology she builds gives back to the environment, too. After starting her career as a biologist, a chance opportunity sa…
Shanghai-based AI-for-science startup Scinetics has raised nearly 50 million yuan in a first round led by Innoangel Sci-Tech Fund, with Yijing Capital, Unity Ventures and Linge Capital joining. The money will fund its AI4S foundation model, an automated experiment platform and core-team hiring.
Qwen has open-sourced Qwen-Image-2.1, a 7B-parameter model that unifies text-to-image generation and image editing, with native RGBA transparent output, up to 10 reference images, and mask-based local editing. The release also adds KV cache reuse for inference efficiency and targets portrait and product consistency.
At HUAWEI CONNECT 2026, Huawei announced a comprehensive upgrade to its Xinghe AI Data Center Network solution, positioning it as a high-efficiency production network for AI compute centers. No article body was provided, so specifics of the upgrade remain unconfirmed.
Hangzhou-based Xili Photonics has closed a Pre-A round led by Fortune Capital, reportedly in the hundreds of millions of yuan, to fund R&D and mass-production validation of thin-film lithium niobate photonic chips. The startup, founded in January 2025, is targeting optical interconnect for AI data centers with comb light sources, modulator chips and photonic engines.
Yixing Intelligence has raised nearly 2 billion yuan at a post-money valuation close to 15 billion yuan, with its Epoch RISC-V cloud AI chips now in mass production and large-scale delivery. The company has deployed its first 64-chip supernode cluster at a telecom operator's data center in Shijiazhuang and says its next-generation chip has completed tape-out.
D-Robotics, a Horizon Robotics spin-off supplying robot compute platforms, closed a $400 million Series C led by Mirae Asset with strategic backing from Meituan. The company says cumulative Sunrise chip shipments have topped 8 million as it builds a full-stack embodied AI software platform.
Anew Labs, ByteDance's AI drug discovery spinout, has closed a $290 million first external round at a roughly $1.5 billion valuation while unveiling its agent-based AnewDDE platform. Parallel moves from GenScript and Twist Bioscience point to AI pharma competition shifting toward integrated model, data and wet lab capacity.
ForgeAI has closed an angel round worth tens of millions of yuan, backed by investors including TUS Star Ventures. The company has a top-tier core team, proprietary technology, a working commercial loop, and a next funding round already in motion.
Video Friday is your weekly selection of awesome robotics videos, collected by your friends at IEEE Spectrum robotics. We also post a weekly calendar of upcoming robotics events for the next few months. Please send us your events for inclus…
China's 2026 crowd-sourced security testing program for AI large models found 873 vulnerabilities across 54 domestic large model and agent applications, with 70% specific to models and agents. Organizers named standout products in open-source models, model applications, and Claw-style agent tracks.
Shengshu Technology has released Vidu S2, a real-time video model that comes in two variants: S2-Avatar for interaction with digital characters, and S2-Editing for editing video streams. The new model supports real-time 720P output, lets users inject reference images mid-generation, and can adjust clothing, subjects, backgrounds and visual style in a video on the fly. The team also demonstrated spatial video generation and editing aimed at VR headsets.
China's in-house MCV numerical model now completes a global 10-day forecast at 5-kilometer resolution in under an hour on Sugon's fully domestic Sugon 8000 AI supercomputing cluster, down from an estimated 21 hours on a traditional CPU architecture. The project team credits heterogeneous computing, communication and storage optimizations for a more than 20-fold efficiency gain.
Infinigence AI has teamed up with Tsinghua University and Shanghai Jiao Tong University to open-source APXInf, an on-device inference engine for embodied AI. The engine initially supports models including π0.5 and WALL-OSS, and runs on computing platforms such as the RTX 4090, Jetson Orin and Jetson Thor, covering model development, validation and deployment on the robot itself. According to the team's own tests, end-to-end inference latency for π0.5 FP8 on Jetson Thor drops from 278 milliseconds to under 26 milliseconds.
The Ministry of Industry and Information Technology and the National Development and Reform Commission have jointly issued the 15th Five-Year Plan for the Development of the Electronic Information Manufacturing Industry. The plan calls for annual revenue at above 30 trillion yuan for large-scale electronic information manufacturing companies by 2030, R&D spending to reach 3.5% of revenue, and 17 key initiatives spanning integrated circuits, advanced computing, AI chips and terminals, among other areas.
Yigeyun announced on September 14 that it had raised nearly 100 million yuan in a Series B+ round co-invested by MTR Lab and Northern Light Venture Capital. The funds will support further development of its enterprise governance platform for employees and AI agents, as well as overseas expansion. The company aims to manage enterprise agents through asset discovery, permission controls, identity assignment, behavioral oversight and cost measurement.
ByteDance has launched the consumer edition of Doubao Mobile Assistant with expanded screen interaction, on-device information retrieval, personal memory and cross-app task execution. The assistant will debut on nubia's NaviX Ultra, while ByteDance says reliability, GUI agents and cross-app integration still need improvement.
The 2026 China Computing Power Conference runs from September 11 to 13 at the Beijing-Tianjin-Hebei Big Data Innovation and Application Center in Langfang. As part of the program, the Beijing-Tianjin-Hebei Forum on AI Computing and Advanced Manufacturing was held on September 11. The forum saw the official release of the region's AI computing supply and demand lists, designed to connect buyers and sellers of computing power directly and to speed up the convergence of AI computing with advanced manufacturing across the three jurisdictions.
Embodied AI startup Kinetix AI has closed an Angel+ round of more than 500 million yuan, backed by Temasek's Vertex Ventures, Fortune Capital and Wanshi Capital, with China Renaissance as exclusive financial adviser. The company will spend the money on its "data-model-hardware" iteration loop and on moving products such as the KAI Bot humanoid and KAI Hand into commercial deployment.
Xiaohongshu's AllSpark team open-sourced Iris Search Agent weights and evaluation code, with Iris-mini and Iris-pro topping BrowseComp, BrowseComp-ZH, DeepSearchQA and HLE benchmarks in their respective parameter classes.
SDGI subsidiary Peyton Technology plans to invest 1.85 billion yuan in high-end memory chip packaging and testing, including new 2.5D and 3DS capacity. The projects are due in December 2028 amid modest memory-segment growth, rising borrowings and uncertainty over the industry cycle.
Shanghai-based Guangyu Xinchen has closed a Series A round, bringing its total raised over the past six months to 2 billion yuan. The startup says its first on-device large-model inference chip, the TC1000, has entered mass-production deployment while its second-generation chip moves to tape-out.
Cloud AI chip designer Enflame Technology listed on the Shanghai Stock Exchange's STAR Market on September 11, 2026, pricing its offering at 142.18 yuan per share for a post-offering market value of about 61.187 billion yuan. The company remains unprofitable, with related-party sales to Tencent making up 83.79% of 2025 revenue.
Zhidx counted 77 Chinese AI funding deals worth at least 100 million yuan in the first half of 2026, totaling about 126.2 billion yuan, while a broader IT Juzi tally put startup funding above 300 billion yuan. Capital concentrated in foundation models, AI applications, compute infrastructure, embodied intelligence and chips.
Embodied intelligence startup PHYMI has reportedly secured nearly $100 million in seed funding led by IDG Capital. Founded by former DeepRoute.ai technical partner Liu Nianqiu, the company is developing Physical Agents designed for complex tasks in dynamic real-world environments.
Data center construction is accelerating in Qingyang and Zhongwei as operators seek to meet strong demand for high-density racks. Builders still face thin leasing margins, rising infrastructure costs and estimated investment payback periods of eight to 10 years.
Superxon showcased a prototype 1.6T optical module and high-power ELSFP external laser sources designed for AI data-center interconnects and NPO/CPO architectures at CIOE 2026. The company also displayed 800G, 400G and PON products.
Chinese smart glasses maker INMO Technology has completed a Series C3 round, bringing its total Series C financing to nearly 1 billion yuan. The company plans to invest in spatial intelligence hardware, its AIOS platform and channel expansion.
China’s GB/T 48023—2026 standard establishes technical and testing requirements for cold-plate liquid cooling systems across data center design, deployment and operations. The standard is scheduled to take effect on February 1, 2027.
Ruijie Networks argues that AI supernodes require more than simply adding GPUs, highlighting a broader approach to AI compute infrastructure. The article body was not provided, so specific technologies and claims could not be assessed.
DeepSeek is testing whether its new Flash model can replace Pro and will cut Flash prices on September 10. Following an earlier R1 upgrade, AI model companies are reshuffling their premium capabilities. DeepSeek is pursuing efficiency on several fronts, though the results remain to be seen.
On September 7, embodied intelligence company Zhixing Embodied launched its Imprint X vision-tactile sensor, overcoming conventional bottlenecks. The product has entered production-line validation at leading 3C manufacturers, and the company has reached a partnership with an undisclosed manufacturer.
AI social products are gaining commercial traction, with the article claiming a 12-fold increase in revenue and WeChat’s entry into the market. The full scope and supporting details could not be assessed because no article body was provided.
Shenzhen-based Xuanji Dynamics presented its Hypertron-T01 quadruped robot and an open SDK at IFA 2026, aiming to support industrial deployments in Europe. The company says its robots have been validated in power-grid inspection, emergency response and industrial parks.
Some Chinese cloud and AI service providers have reportedly raised compute prices by more than 30% as inference demand grows and supplies of high-end chips and memory remain constrained. The effects are spreading across data centers, hardware suppliers, compute lessors and AI application developers.
Karrie International says it has begun mass production and deliveries of chassis and rack-level mechanical products supporting NVIDIA’s Vera Rubin platform. The Hong Kong-listed manufacturer is also expanding its ASIC server business, although it disclosed no customers, order values or shipment volumes.
Tencent has launched the WorkBuddy open agent platform for developers, application providers and hardware manufacturers. The company says the ecosystem has more than 100 initial partners, nine co-branded hardware products and over 30 applications across more than 20 fields.
H3C showcased supernode interfaces, high-speed interconnects, 800V HVDC power, liquid cooling and AI data center networking solutions at ODX 2026 in Beijing. Several performance figures and interoperability capabilities remain company claims or future development targets pending real-world validation.
Cango reported second-quarter revenue of $50.8 million as it retired inefficient mining rigs, reduced self-mining capacity and shifted some hash power to revenue-sharing arrangements. Its EcoHash subsidiary has begun limited commercial GPU services at a 3 MW site in Georgia, but the AI business remains at an early stage.
Chinese listed companies across the AI compute supply chain reported strong first-half 2026 growth as server, optical-module and storage orders moved into delivery. Rising inventories and long acceptance cycles, however, leave cash flow and capital turnover as key tests of sustainability.
On Sept. 2, 2026, Yutai Micro released the second revised draft of its feasibility analysis report on the use of proceeds from its 2026 A-share offering to targeted investors. The company plans to raise no more than 688.9528 million yuan. After deducting issuance expenses, the proceeds will go toward two projects: research and development of high-speed interconnect solutions for data centers, and the development and commercialization of high-speed automotive communication chips.
Oriental Semiconductor has outlined a portfolio of power devices and digital control chips for AI server power systems, spanning PSUs, intermediate bus converters and voltage regulator modules. Its roadmap includes expanded 48V products, an 800V architecture and research into devices rated at 1,500V and above.
Alibaba’s Qoder has opened targeted testing for a glasses-based edition that connects initially to Qwen AI Glasses and Rokid AI Glasses. The product is designed to support voice-controlled coding tasks, camera-based context capture and task monitoring, with a broader release planned for the September 2026 Yunqi Conference.
Samsung Semiconductor showcased the PM1763, BM1773 and zNAND-O at ODX 2026 in Beijing, targeting the performance, capacity and cost requirements of next-generation AI infrastructure.
Envicool showcased a full-chain liquid cooling portfolio for high-density AI servers and data centers at Beijing’s ODX 2026, including cold plates, connectors, manifolds and prefabricated piping.
Singapore-based Ropedia has launched HOMIE Gen2, a wearable multimodal capture system that records human activity for robotics, world models and embodied-AI training. The 380-gram headset combines cameras, microphones and motion sensing with software for producing synchronized, training-ready data.
A midyear review examines the performance of major players in China’s AI compute-rental market. The article body is unavailable, so specific companies, figures and results could not be assessed.
Chinese semiconductor-equipment makers are expanding from etching into deposition, cleaning, polishing and process-control tools as chipmakers seek more domestic suppliers. Progress remains uneven, especially in advanced lithography, but growing fab investment and AI demand are creating new opportunities for local equipment companies.
China’s AI data center buildout is moving into gigawatt-scale projects, led by major hubs such as Ulanqab and Zhongwei. The article says demand is splitting into tiers, with large training campuses for national and internet companies and smaller local facilities for inference and everyday use.
