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CBI

Alibaba Unifies AI Brand Under "Qwen," Launches Smart Glasses at 1,997 Yuan

Alibaba Group has consolidated its fragmented artificial intelligence brand identity under a single umbrella — "Qwen" — while simultaneously unveiling its first AI hardware product, marking a strategic pivot toward building a vertically integrated AI ecosystem as competition for consumer AI access points intensifies in China. The brand overhaul, confirmed

Hello Robotaxi Co-Founder Yu Qiankun on One-Stage End-to-End Architecture and the Push for L4 Leadership

Hello Group's autonomous driving unit is making a bold entry into the robotaxi sector, backed by a one-stage end-to-end technical architecture, a fleet of hundreds of data-collection vehicles, and a co-built 10,000-GPU computing cluster with Alibaba Cloud. In an exclusive interview

XPeng Unveils Second-Generation VLA System, Targets L4 Autonomy in One to Three Years

XPeng has launched its second-generation Vision-Language-Action autonomous driving system, marking what the Chinese electric vehicle maker describes as its first decisive step toward full Level 4 self-driving capability — a technological leap that could reshape its revenue model, accelerate overseas expansion, and position the company as a

China's AI Super-App Battle: How the 2026 Spring Festival Became a Billion-Dollar User Acquisition War

China's technology giants turned the 2026 Spring Festival holiday into an unprecedented battlefield for artificial intelligence supremacy — and the early results reveal as much about the limits of subsidy-driven growth as they do about the ambitions of the country's biggest platforms. In a research note

MiniMax Blows Past Estimates as Global AI Push Drives 159% Revenue Surge

Morgan Stanley issued a research update on MiniMax on March 2, 2026, following the Chinese AI startup's fourth-quarter and full-year 2025 earnings release. The bank maintained its Overweight rating with a price target of HK$930, implying US$2.50, and the numbers behind that conviction

DeepSeek's DualPath Triggers Another "Sputnik Moment" for China's Software Sector, HSBC Says

DeepSeek has done it again. Less than 14 months after its R1 model rattled global AI markets by delivering frontier-level reasoning at a fraction of conventional compute costs, the Chinese AI lab quietly dropped another technical bombshell — and HSBC Qianhai Securities is already telling clients to pay attention. In

ChinaBiz Briefing | Robots, EVs, AI Habits and the Hardware Arms Race

China's technology and industrial landscape is undergoing a simultaneous transformation across multiple fronts. In a single news cycle, the country's EV giants are abandoning margin-eroded car businesses for humanoid robotics, its internet majors are racing to make AI indispensable to daily life, its national investment

China's 2026 Gaming Surge: When Every Title Costs Over $100 Million

China's gaming industry is entering a structural inflection point in 2026, with a record concentration of high-budget titles hitting the market simultaneously — a convergence that one industry executive bluntly described as a "big-title meat grinder," where no single game costs less than $100 million

Honor's ROBOT PHONE Targets August Mass Production, Setting Up Direct Clash With Apple's Q3 Cycle

Honor is preparing to bring one of the most unconventional smartphone concepts in recent memory to market, with mass production of its ROBOT PHONE expected to begin around August 2026 — a timeline that places the device squarely in competition with Apple's anticipated third-quarter product offensive. The production

TSMC's Overseas Fabs Tell a Tale of Three Regions: China Profits, Arizona Rebounds, Japan Bleeds

Taiwan Semiconductor Manufacturing, the world's leading contract chipmaker, is navigating a sharply divergent overseas expansion story — one where its mature-node China fabs are quietly minting cash, its Arizona operations have swung to profitability on AI-fueled demand, and its Japan and Germany facilities continue to absorb heavy