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Automakers Seize the Robotaxi Narrative as Physical AI Race Reshapes Mobility Economics

Tesla, Xpeng and Geely deploy three divergent strategies to challenge pure-play autonomous driving firms, betting that vehicle-platform leverage and asset-monetization models can redefine the unit economics of driverless mobility. The robotaxi sector is undergoing a structural power shift: for the first time, established automakers are moving beyond

Moonshot AI's Kimi K3 Rattles Wall Street as Hong Kong IPO Looms Within Six Months

Chinese AI startup Moonshot AI has sent shockwaves through global financial markets following the launch of its most powerful model to date, while sources indicate the company is quietly preparing for a Hong Kong stock listing that could materialize within six months. According to an exclusive report by PEdaily Investory

Alibaba Cloud Commercializes China’s GPU Alternative, Reshaping AI Infrastructure

Alibaba Cloud's decision to commercialize its Lingjun Zhenwu M890 supernode as a public cloud instance is less a hardware announcement than a structural pivot: China's homegrown AI compute is transitioning from captive internal asset to monetizable infrastructure commodity. The launch, unveiled at the World Artificial Intelligence

WAIC 2026: China’s AI Chips Take Aim at Nvidia’s Ecosystem

Seven Chinese AI computing vendors — from Huawei's Ascend to Sugon's 100,000-GPU supercluster — unveiled full-system architectures at the World Artificial Intelligence Conference in Shanghai, marking a strategic pivot from raw chip performance to system-level innovation that directly targets Nvidia's supply-chain

Alibaba's Qwen3.8 Joins a 2.4T Parameter Arms Race as China's AI Giants Surge in Unison

Alibaba's Qwen team announced its largest model to date — Qwen3.8 at 2.4 trillion parameters — positioning it as the world's most capable open-source model behind only Fable 5, as a cluster of Chinese AI labs simultaneously push frontier-scale releases in what is shaping

ChinaBiz Briefing | Moonshot's 2.8T Model, Alibaba's Coding Crown, XPeng Goes to Munich

China's technology and automotive sectors delivered a dense set of signals on July 17 that share a common thread: the era of building for scale is giving way to the harder discipline of building for margin. Chinese AI labs are no longer chasing Western frontier models — they are

Qwen’s Apple Win Reframes Alibaba as an AI Infrastructure Play

Regulatory clearance for Apple Intelligence in China, powered by Alibaba's Qwen, has reframed the e-commerce giant's investment thesis from a consumer-cycle story into a global AI infrastructure narrative — and the stock market moved before most analysts caught up. On July 15, 2026, China'

China's EV Price War Reaches a Breaking Point — and Two Automakers Illustrate Why

China's electric vehicle industry is confronting a structural reckoning: price cuts and technology stacking are no longer generating profit, and the diverging fortunes of Leapmotor and Li Auto in the first half of 2026 have crystallized a question the entire sector must now answer — when autonomous driving stops

Alibaba's Qoder Captures 47.6% of China's AI Coding Market, Anchoring a 45% Cloud Growth Forecast

Alibaba's AI coding tool Qoder has seized nearly half of China's nascent AI programming market, providing the most concrete product-level evidence yet that the company's AI investments are translating into measurable revenue and margin expansion — a dynamic Wall Street banks say could drive

Zhipu AI's ARR Hits $1 Billion, Surging 15-Fold in Six Months

China's leading large language model developer has reached a major commercial milestone, with its annualized recurring revenue hitting the $1 billion mark — a threshold that took its closest global peer more than a year to cross, according to an exclusive report by a prominent Chinese tech media outlet.