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Sheryl Zhu

DeepSeek's V4 Pro Undercuts Grok 4.6 by 7x as Agentic AI Race Heats Up

DeepSeek blindsided the global AI industry late Wednesday with the surprise release of DeepSeek-V4-Pro-0813, a frontier large language model that benchmarks near or above Anthropic's Claude Fable 5 on agentic tasks — while pricing API output at $0.87 per million tokens, roughly one-seventh the

China's Robotics Price War Has Already Begun. Unitree Needs a Second Act.

A RMB 61 billion valuation on RMB 1.7 billion in revenue forces a single question: can China's most aggressive robotics price-cutter convert supply-chain dominance into a defensible software moat before rivals commoditize its only edge? Unitree Robotics, the Hangzhou-based humanoid and quadruped robot maker,

China's Domestic AI Chips Set to Capture 90% of High-End Market, Squeezing Nvidia to Single Digits

TrendForce's dramatic eight-month revision—from 50% to nearly 90%—signals a structural, not cyclical, shift in China's AI semiconductor landscape, with Nvidia's market share projected to collapse from 40% to roughly 8% by year-end. The revision is striking in its speed. In

Zhipu AI Hits 7 Million API Users, Deploys 50,000 Domestic Chips as ARR Surges 15-Fold

Chinese AI startup Zhipu AI has seen explosive growth in its developer platform and annual recurring revenue, with new disclosures pointing to a dramatic acceleration in both user adoption and infrastructure investment — developments first reported by a leading Chinese financial media outlet. According to LatePost's report published on

Huawei Ascend: How China Built Its Own AI Chip Ecosystem Under Sanctions

What Is the Huawei Ascend Program? Huawei's Ascend is a family of AI processors — and the broader hardware-software ecosystem built around them — developed entirely in-house by the company's semiconductor division, HiSilicon. The program spans custom chip architecture (DaVinci), a proprietary operator library (CANN), a

The AI Car Race in China: Who Gets to Define the Next Generation of Smart Vehicles?

China's automakers and autonomous driving companies are racing to rebrand around "Physical AI" — but a stubborn trust gap between industry ambition and actual user behavior may determine who survives the transition. What Is the "AI Car" Debate Actually About? The term "AI car&

Unitree Robotics Sets August Subscription for $609 Million STAR Market IPO

Unitree Robotics has finalized its initial public offering arrangements on Shanghai's STAR Market, seeking to raise RMB 4.202 billion (US$608.98 million) in a milestone listing for China's commercial robotics supply chain. The Hangzhou-based manufacturer will open public equity subscriptions on August 10,

DJI Captures 64% of Japan's Video Camera Market in H1 2026

DJI has captured 64.3% of Japan's digital video camera market in the first half of 2026, cementing a three-year dominance that is fundamentally restructuring a sector historically monopolized by domestic legacy brands like Sony, Canon, and Nikon. According to retail data provider BCN, nearly two out

ROKAE’s HK$10.9B Debut Tests China's Embodied AI Market

Beijing-based ROKAE surged past a HK$10.94 billion valuation in its Hong Kong trading debut, signaling public market appetite for Chinese robotics makers transitioning from industrial automation to embodied artificial intelligence. Shares of the company (3752.HK) opened at HK$38.02 and climbed to HK$41.80

Alibaba Restructures AI Agent Operations to Drive Enterprise Productivity

Alibaba is aggressively streamlining its artificial intelligence portfolio by consolidating three distinct AI agent platforms into a singular enterprise-grade productivity tool, signaling a strategic shift toward unified B2B monetization in 2026. The internal restructuring leverages QoderWork as the foundational architecture while integrating the specialized capabilities of Wukong and MuleRun.