Cambricon
What changed, and what is the evidence.
ComputeGpuInferenceNpu
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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Timeline
What changed, and what is the evidence.
Oct 15, 2026 · Post · posted
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China’s frontier models already run on China’s own chips. “Remember, the GLM-5 paper is almost a year old at this point. They say: ‘From the first day, GLM-5 is full-stack adapted to Chinese GPU ecosystems. We have successfully completed… |
IDC's estimate on China's AI accelerator mkt in Chinese AI Data Center in 2026H1: Take this for what you will, but it estimates 2m total chip & 33.8% for Nvidia & 28.5% for HW. Some # here look very questionable to me like Alibaba T-Head.… |
China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between 2026 and 2030. The chart shows demand… |