China AI Weekly — August 23, 2026
Chinese autonomous driving firms expand rapidly in Europe; Alibaba restructures; Nvidia H200 chips trickle into China.
Why Carmakers Are Building Robots — and Why Europe’s Aren’t
Chery ships humanoids at scale, XPeng builds a robot factory, BYD debuts Xiao Di, Hyundai targets 30,000 Atlas a year — while Mercedes[…]
Seedance, Explained: The TikTok Company’s Video AI That Makes Money While the West Demos
Half of ByteDance’s cloud model revenue, four months after launch. What Seedance is, why China monetises AI video first, and what the Kling/Hailuo[…]
China AI Midweek — August 19, 2026
Chinese self-driving firms expand in Europe; Apple partners with Alibaba on China AI model; US pushes AI alliances excluding China.
China’s AI Just Raised Prices — and It’s Still Winning the Price War
DeepSeek hiked API prices up to 12x this week and still costs a fraction of US frontier models. Bloomberg asks how long the[…]
Unitree: The $9 Billion Company Behind the Viral Robots
Kung-fu videos made Unitree famous. A record IPO, a DeepSeek alliance and $4,900 humanoids make it important.
UBTech: The Only Humanoid Company With Real Factory Numbers
Robots on shift at Zeekr, BYD and Audi-FAW, ¥821M humanoid revenue — the listed veteran that proves the business case.
China AI Weekly — August 16, 2026
Pony.ai and Uber to deploy 2,000+ robotaxis in Europe; Alibaba open-sources Qwen 3.8; China AI chip race funding accelerates.
Xiaomi’s EU Strategy, Decoded: An AI Company on Wheels
655,000 cars in 25 months, a DeepSeek prodigy leading its AI lab, and one open-source model from phone to car: what Xiaomi’s 2027[…]
The Robotaxi Math Is Solved — and It’s Arriving in Europe
Pony.ai proved per-vehicle profitability in China. Now it’s deploying 2,000+ robotaxis across Europe with Uber — and it’s not alone. WeRide, Baidu, and[…]