Tag: china

Can China Become the Android of Robotics With Open Software?

The global robotics industry is entering a new phase. While Chinese manufacturers have already shaken the market with low-cost robot dogs and increasingly affordable humanoid robots, Beijing’s biggest strategic move may not be hardware at all. Instead, China is embracing open-weight AI models to build a software ecosystem that could become the foundation of tomorrow’s […]

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Apple Just Picked China’s AI Champion, And Everyone Should Care

Apple rarely makes loud geopolitical statements. It prefers product launches, polished keynotes and carefully crafted slogans. Yet one of its most consequential announcements barely looked like news at all. For Chinese users, Apple Intelligence will rely on Alibaba’s Qwen large language model rather than the AI stack available elsewhere. On paper, it is simply another […]

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Bilibili Looks Solid, But China Still Prices the Discount

Bilibili is no longer just a “Chinese YouTube for anime fans” story. The company behind one of China’s most distinctive video communities is now showing something investors spent years waiting for: operating discipline, expanding margins, and real adjusted profitability. That matters because Bilibili has often been valued like a risky growth platform with a great […]

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Market Pulse: Wall Street Enters the Dragon’s Lair

This week’s market tape did not feel like a normal session. It felt like a crossover episode where every faction spawned at once: AI chip kings, crypto bankers, gaming survivors, Chinese consumer IP machines, and Donald Trump landing in Beijing with a corporate raid party big enough to make Wall Street check the loot table […]

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