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Sunday, May 31, 2026

  1. POLICYMARKETS

    China Launches National AI Integration Plan for the Energy Sector

    In a strategic move to modernize its critical infrastructure, China’s National Energy Administration (NEA) has unveiled a comprehensive national plan to integrate artificial intelligence across the energy sector.

Saturday, May 30, 2026

  1. APPLIED AIMARKETS

    Huawei’s EV Partners Outsell Other Chinese Upstarts as AI-Enabled Cars Gain Ground

    Huawei’s strategic foray into the automotive sector is yielding remarkable results, with its ecosystem of partner brands now outselling prominent Chinese electric vehicle startups NIO, Li Auto, and Xpeng.

  2. MARKETSAPPLIED AI

    Li Auto Posts Record $340 Million Quarterly Loss as China EV Price War Bites

    Chinese electric vehicle manufacturer Li Auto has reported a record quarterly loss of $340 million, underscoring the severe financial toll of the ongoing price war in the world’s largest auto market.

  3. APPLIED AIMARKETS

    China’s Embodied AI Market to Hit 1 Trillion Yuan by 2035 as Tianjin Expo Showcases Progress

    China’s embodied artificial intelligence industry is experiencing explosive growth, with the market expected to surpass 1 trillion yuan (approximately $146.54 billion) by 2035. This projection, provided by the Development Research Center of the State Council, was a focal point at the recent World Intelligence Expo in Tianjin, as reported by Xinhua.

Friday, May 29, 2026

  1. POLICYMARKETS

    China Releases National AI Metrology Roadmap to Shift Focus from Scale to Quality

    China’s approach to AI governance is entering a new phase.

  2. APPLIED AIMARKETS

    BYD Pledges to Cover Accident Costs When God’s Eye Is Active, Targets Zero Traffic Deaths

    BYD, the world’s largest electric vehicle maker, has made a commitment that no other automaker has attempted: if a driver activates the company’s God’s Eye advanced driver-assistance system and an accident still occurs, BYD will cover the costs.

Thursday, May 28, 2026

  1. CHIPS & COMPUTEMARKETS

    Nvidia Held 55% of China’s AI Chip Market in 2025 Despite Export Controls, IDC Data Shows

    Nvidia retained a commanding 55% share of China’s artificial intelligence chip market in 2025, shipping 2.2 million AI accelerators to Chinese customers despite the progressive tightening of US export controls, according to IDC data reviewed by Reuters.

  2. POLICYMARKETS

    China Accelerates AI and Low-Altitude Economy Legislation to Support 15th Five-Year Plan

    China is moving to establish a comprehensive legal framework for artificial intelligence and the low-altitude economy, with Vice Minister of Justice Wu Zeng announcing at a press conference on Wednesday that legislation in both areas will be accelerated throughout 2026.

  3. 2026 World Intelligence Expo Opens in Tianjin with Humanoid Robots and 6G on Display

    The 2026 World Intelligence Expo opened on Wednesday in Tianjin Municipality, drawing more than 500 exhibitors from 30 countries for a four-day showcase of China’s most advanced artificial intelligence and smart technology developments.

  4. China’s MIIT Unveils 2026 Blueprint to Set Global EV and AI Vehicle Standards

    China’s Ministry of Industry and Information Technology released a comprehensive 2026 work plan on automotive standardization on Tuesday, outlining an ambitious agenda to establish technical rules for electric vehicles, artificial intelligence systems, and automotive semiconductors.

  5. BIG TECHMARKETS

    Kuaishou’s Kling AI Revenue Surges 300% in Q1 2026, Reaching $500 Million ARR

    Kuaishou Technology has reported a dramatic acceleration in its artificial intelligence business, with its Kling AI video generation platform generating over 650 million yuan in revenue during the first quarter of 2026, a year-over-year increase exceeding 300%.

Wednesday, May 27, 2026

  1. CHIPS & COMPUTEMARKETS

    VNET Q1 2026: Wholesale Data Center Revenue Surpasses Retail for First Time

    VNET Group, a leading carrier-neutral data center services provider in China, has reported strong financial results for the first quarter of 2026, highlighting a significant structural shift in its business model driven by the artificial intelligence boom.

  2. CHIPS & COMPUTEMARKETS

    China’s Optical Transceiver Makers Emerge as AI Boom Winners

    While the spotlight in the artificial intelligence boom often falls on high-profile chip designers like Nvidia and the developers of massive large language models, a quieter but equally critical sector is reaping massive rewards: the manufacturers of optical transceivers.

  3. BIG TECHMARKETS

    Xiaomi Q1 2026: Profit Falls 43% as Memory Costs and EV Investment Bite

    Xiaomi, the Chinese consumer electronics giant, has reported a significant drop in profitability for the first quarter of 2026, highlighting the financial strain of its ambitious expansion into the electric vehicle (EV) market and the rising costs of essential components.

  4. APPLIED AIMARKETS

    Pony.ai Q1 2026: Total Revenue Surges 145%, Robotaxi Fleet Tops 1,700 Units

    Pony.ai, one of China’s leading autonomous driving companies, has reported strong first-quarter 2026 financial results that point to a genuine inflection in the commercialization of its robotaxi services.

  5. APPLIED AIMARKETS

    Alipay Launches AI Wallet and Token Pay to Power Agentic Commerce

    Ant Group’s Alipay has officially launched the world’s first AI Wallet and Token Pay platform, a significant move that positions the Chinese fintech giant at the center of the emerging “agent economy.”

Tuesday, May 26, 2026

  1. POLICYMARKETS

    China’s AI-Driven Manufacturing Surge Shows Up in the Data

    The Numbers Behind China’s AI Manufacturing Push China’s artificial intelligence ambitions are no longer just a policy aspiration, they are also showing up in the production data.

  2. APPLIED AIMARKETS

    NIO Posts Record Margins and Eyes Strong Delivery Growth in 2026

    NIO’s Turnaround Is Now Undeniable NIO’s first-quarter 2026 financial results, released on May 21, mark a decisive inflection point for a company that spent much of the past three years fighting for survival.

  3. APPLIED AIMARKETS

    China’s Humanoid Robot Sector Enters a Brutal Price War

    From Exuberance to Attrition: China’s Humanoid Robot Sector Faces a Reckoning China’s nascent humanoid robot industry has rapidly transitioned from a phase of exuberant innovation into a brutal price war, as more than 150 domestic manufacturers battle for market share and survival.

  4. BIG TECHMARKETS

    Alibaba Cloud’s AI Revenue Hits 9 Billion Yuan in Q1, But the Monetization Gap Remains Wide

    Alibaba Cloud Is Growing Fast, but Can It Grow Profitably?