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What changed, and what is the evidence.

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🗞️ Pulse first · 3 news posts

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  1. 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
  2. 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
  3. 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.

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What changed, and what is the evidence.

Oct 22, 2026 · Funding · posted
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Implication of such heavy hitters investing in DeepSeek is not only DS being used by these corporations on a large scale in their physical or digital products, but also additional data coming in for DS + more importantly, DS has access to…

China's AI stocks are getting HIT in Hong Kong today. The Hang Seng Tech Index fell about 4% to around 3,834, while the Hang Seng Index dropped almost 3%. According to Chinese media, AI model makers MiniMax and Zhipu fell more than 4%,…

🇨🇳 Chinese AI company DeepSeek has reportedly raised nearly $15 billion in a major push to challenge American AI. The funding includes backing from Tencent, the company behind WeChat, and CATL, a leading battery manufacturer, as DeepSeek…

DeepSeek did not raise roughly $15 billion, about 100 billion yuan from CATL and Tencent, to build a better chatbot. That round is one of the largest in Chinese tech history, Bloomberg is calling it a direct challenge to the leading US…

Wild. Why we can't get cheap NVIDIA cards. https://t.co/frFkm8HW3A

This is absolutely INSANE and another example of just how EXTREME demand for AI compute has become. According to Reuters, China's three largest technology companies, ByteDance, $BABA, and Tencent, have reportedly placed more than $35B in…

ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders US-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the ‌orders because demand from Chinese technology companies far…

𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own humanoid bodies. @GoogleDeepMind,…

I think Gavin's correct. Open-weight models that compress frontier margins are positive for AI infra -- they don't shrink demand for compute. An example is after Deepseek R1, Tencent, Alibaba and Bytedance *significantly* increased H20…

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…

AgiBot is among the top 3 Chinese robotics firms alongside Unitree & Ubtech They have 44% of humanoid robot market share as of H1 26 with 8.4k shipped units Founder Peng Zhihui is an ex-Huawei gigabrain engineer and a KOL with 2.5m…

a few notable open model releases *since* this interview of @dylan522p by the way :) Thinking Machines - Inkling - Jul 15 Moonshot - Kimi K3 - Jul 16, weights Jul 26/27 inclusionAI - Ling 3.0 Flash - Jul 23 DeepSeek - V4-Flash-0731 - Jul…

Chinese Nvidia challenger Enflame jumps 179% in Shanghai market debut Tencent-backed 'little dragon' raises $910m; tech stocks' post-IPO slumps draw scrutiny https://t.co/ENKDb2qzq8 via @NikkeiAsia

Alibaba’s AI ‘employees’ can now work in ByteDance, Tencent apps https://t.co/I1jL52AQ4V

ByteDance alone is building 5-6 GW AIDC in Ulanqab. This increases AIDC capacity there by 40 to 50% Cost 800-960B RMB, so 160B RMB per GW or $22B. BD is battling Ali & Tencent for consumer app & work place app. Its oversea capex is…

"China's four major cloud service providers (CSPs), Baidu, Alibaba, Tencent, and ByteDance, are strongly requesting Long-Term Agreements (LTAs) from Samsung Electronics and SK Hynix" 👀👀👀 $DRAM $DISK $MU $EWY https://t.co/cQ8WTpKlQn

And then DeepSeek, Moonshot, Zhipu, Alibaba...then Tencent, Bytedance, Minimax, Xiaomi.... https://t.co/QlG3ehFkDq

CXMT officially reports the start of its LPDDR6 production. 12800 Mbps top transmission speed 20% lower power consumption than LPDDR5X Comes only in 16 GB config - so just for premium phones so far It confirmed also Alicloud, ByteDance,…

A model that optimizes its own training pipeline is a different kind of release. Hy4 is a 770B MoE with 49B active parameters and a 1M-token context, open-sourced by Tencent. The headline number most people cited was the #3 open-source…

Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·Quartz·NurPhoto / Getty Images Cris…

Vytautas Valinskas / Technology.org (Aug 31, 2026), largely recapping TechCrunch Aug 28: Xpeng robotics unit raised more than $900 million at post-money valuation above $6.3 billion (company: largest single private financing in China's…

Startup Fortune (Aug 29, 2026, 9:38 PM): Citing Fortune, Unitree raised about $900 million on Shanghai STAR at a roughly $9 billion IPO valuation, then closed Aug 19 first day up more than 460%. Backers named: DeepSeek, Alibaba, Ant Group,…

XPENG is putting serious money behind humanoid robotics. Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion. The round was led by IDG Capital, with Tencent, Alibaba and Gaorong…

Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%) Exxon MobilXOM $159.68+2.97(1.90%)…

XPeng's robotics unit raised over $900M at a $6.3B post-money valuation. Largest single-round private raise in China's embodied AI sector. IDG Capital led. Tencent, Alibaba, and Gaorong joined. Worth understanding the structure. XPeng Inc.…

The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is branching into humanoid robots. The…

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