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China Builds an Independent AI Stack
This episode covers Qwen's multi-model platform strategy, WRC 2026's shift toward tactile robotics, China Telecom's AI infrastructure revenue, and ne…
2 months ago
China's AI Ecosystem Moves From Models to Infrastructure
This episode covers Kimi, Qwen, and DeepSeek's practical workload gains, more than 70 embodied-AI training sites, SMIC-linked demand for auxiliary ch…
2 months ago
Unitree's 460% Debut and the Beijing Robot Conference
Unitree rose 460 percent on its first day on the STAR Market, reaching a market value of 341.8 billion yuan. This episode also covers the World Robot…
2 months ago
Unitree’s Listing, DeepSeek Harness, and the AI Supply Chain Split
This episode follows Unitree’s STAR Market listing and China’s robot industry push around WRC 2026. It also covers DeepSeek Harness, SMIC and Hua Hon…
2 months ago
Unitree Listing Meets China’s Exit Controls and Chip Bottlenecks
This episode follows Unitree’s listing and WRC 2026 as China pushes humanoid robotics into capital markets. It also covers new exit-control rules and…
2 months, 1 week ago
U.S. AI Bloc Pressure Meets China's Robot and 6G Push
This episode examines U.S. pressure on 35 countries to choose an AI supply-chain bloc. It also follows Unitree's listing, SMIC's capacity plans, and …
2 months, 1 week ago
China's 97 Percent Humanoid Robot Share and the New AI Price War
This episode examines China's 97 percent share of humanoid robot shipments, DeepSeek's API price increase, and Alibaba's revenue-sharing model licens…
2 months, 1 week ago
Chinese Robots Take 97% of Global Shipments | China AI Briefing
This episode examines DeepSeek’s API price increase, SMIC’s 3.6-fold rise in second-quarter net profit, and Chinese makers taking 97% of global human…
2 months, 1 week ago
China AI Prices Quadruple as Chip Supply Chains Shift | China AI Briefing
This episode examines DeepSeek V4 Pro and its time-based price increase, Qwen's licensing shift, U.S. scrutiny of GPU access, and optical-network res…
2 months, 1 week ago
Tencent's AI Bet Meets a New Supply Chain Wall | China AI, Robotics & Semiconductor Briefing
This episode examines Tencent's AI spending, Qwen revenue-sharing terms, and a proposed U.S. curb on Chinese optical transceivers. Produced and provi…
2 months, 1 week ago