THE COLLECTION
EVERY SIGNAL, SORTED.
Search the whole shelf by topic, tool, term, or plain old curiosity.
China, Humanoid Robotics, IPO Scrutiny and Revenue Quality
China asked humanoid robot IPOs to prove the humans are buying
Regulators reportedly raised the listing bar after Unitree's volatile debut. The uncomfortable question is whether robot revenue comes from repeat customers or the machinery of promotion.
United States, China, AI Incidents and Crisis Communication
The US proposed an AI incident alarm before defining an AI incident
Washington wants a notification channel with Beijing for AI events that reach the level of national security. The first useful message would be the rulebook for sending one.
China, DRAM Manufacturing, Mobile AI and Yield Evidence
China says it squeezed 50 percent more memory dies from one wafer
CXMT says its fifth-generation process has entered mass production. The important number counts chip positions before defects, testing and customer qualification have taken their bite.
China, Industrial AI, Household Demand and Global Trade
China's AI export boom may deepen the hole at home
Smarter factories can make more goods at lower cost. They cannot make cautious households spend, repair local debt or guarantee that foreign markets will keep absorbing the difference.
Embodied AI, Robotics Data and Physical Safety
China's robot brain race runs on a thousand human demonstrations
Spirit AI forecasts a 2027 leap for general-purpose robots. Its more revealing evidence is a Beijing room full of people opening fridges, turning locks, and teaching machines how bodies move.
AI Agents, Safety Engineering and Governance
China wrote an AI escape scenario into the rulebook
Framework 3.0 turns a dramatic fear into a rather practical checklist: smaller permissions, visible logs, human stop switches, manual fallback, and a clean way to shut an agent down.
AI Policy, Software Industry and Open Source
China wants AI inside 20,000 software companies
A new national plan sets adoption targets for coding tools, agent software, and open-source projects. The headline is enormous. The useful question is what will count as working.
Autonomous Driving, Policy and Safety
China wants driverless cars to graduate from pilot projects by 2030
A new national roadmap aims to move automated driving onto highways, expressways, and selected city streets at scale. The difficult part is turning a deadline into evidence of safer roads.
AI Chips and Supply Chains
China's AI chip race just hit the memory wall
Huawei, Cambricon, MetaX, and Iluvatar are raising accelerator prices as scarce high-bandwidth memory gets harder and costlier to obtain. A domestic processor still needs a memory supply chain.
AI Companies and Public Markets
DeepSeek may be heading for Shanghai's stock market before its plans are public
Reuters says the private Chinese AI lab has hired CITIC Securities to prepare for a possible STAR Market listing. There is still no public application, price, or timetable.