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ByteDance’s Infrastructure Bet: From Algorithms to Real Estate

ByteDance, the Cayman Islands-registered parent of TikTok and Douyin, has spent roughly RMB 9 billion ($1.25 billion) acquiring four land parcels across Beijing in less than a year, signaling a shift from an asset-light operating model toward long-term infrastructure ownership as the company accelerates investment in

Alibaba Bets $20GW Data Center Empire on 'Machine Intelligence' Supercycle

Alibaba Group is staking its next decade on a single conviction: that the global supply of machine-generated intelligence will eventually dwarf human cognitive output by a factor of 1,000, and that whoever builds the infrastructure first will capture the commanding heights of that market. Speaking at the 2026

Chinese Research Team Reworks Driving VLA Training Around Spatial Cues

A joint research team from Beihang University, Tsinghua University's Institute for AI Industry Research , DiDi and Communication University of China has developed DriveTeach-VLA, a new training framework designed to address a fundamental weakness in vision-language-action models for autonomous driving — the disconnect between multimodal perception and

Unitree Unveils Dex5-S Hand at RMB 39,900 With 22 Degrees of Freedom

Hangzhou-based Unitree Technology, also known as Unitree Robotics, has launched the Dex5-S, a five-finger dexterous robotic hand priced from RMB 39,900 (US$5,542), increasing its focus on compact, human-scale manipulation as the robotics industry faces tougher scrutiny over commercial deployment. Announced on Sept. 21,

Huawei Deploys Massive AI Clusters to Bypass Nvidia and Dominate China Market

Huawei Technologies is radically shifting its artificial intelligence hardware strategy toward massive cluster architectures, aiming to bypass advanced semiconductor manufacturing constraints and permanently unseat Nvidia Corp. in China’s rapidly bifurcating AI market. Unveiled at the Huawei Connect 2026 conference in September, the Shenzhen-based tech giant's strategic

How Chinese EV Makers Choose Battery Suppliers

Battery sourcing has become an increasingly important issue for China’s electric vehicle industry. The key question is not simply which battery maker an automaker uses, but how it allocates battery orders across suppliers. August installation data from major EV makers and battery companies shows two distinct patterns: automakers often

He Xiaopeng Details XPeng’s Next Growth Bet Beyond the G9L

XPeng Chairman and CEO He Xiaopeng has outlined a broader growth strategy beyond the company’s Sept. 17 G9L launch, highlighting intelligent driving, global expansion and humanoid robotics as key areas for the next stage of development. He said XPeng plans to expand its second-generation VLA system into overseas

China's CXMT Enters Global DRAM Elite With 11.95nm Node, No EUV Required

ChangXin Memory Technologies defies the industry assumption that sub-15nm DRAM requires extreme ultraviolet lithography, mass-producing its fifth-generation platform at an 11.95nm active-area half-pitch—a milestone that reshapes the competitive calculus for Samsung, SK Hynix and Micron in the world's largest memory market.

Huawei Reengineers AI Infrastructure With Early Ascend 960 Launch

Huawei Technologies has overhauled its artificial intelligence computing architecture across silicon, server nodes, and physical data centers, signaling a strategic pivot from raw single-chip performance to system-level engineering amid the global race for 10-trillion-parameter AI models. At the Huawei Connect 2026 conference in Shanghai, the Chinese

Baidu Unveils AI Agent OS to Drive Cloud Growth

Baidu has launched China's first "Industrial Agent Operating System," a strategic restructuring aimed at embedding artificial intelligence directly into enterprise production systems to capture the next wave of corporate cloud spending. Unveiled at the 2026 Smart Economy Forum on Sept. 16, the system marks a critical