Author | Dong Zibo Editor | Lin Juemin In the consumer embodied AI industry, one topic has been debated endlessly: "For a robot to be truly accepted by C-end users, is utility or companionship the primary factor? Some argue that for embodied AI to enter homes, it must perform tasks to generate real value. Therefore, they focus their efforts on specific scenarios, competing fiercely in models, data, and hardware, trying to make robots truly 'useful' and reliable 'helpers' in the home. After all,
November 11, 2026
Written by | Wu Xianzhi Edited by | Wang Pan Recently, as general-purpose large models continue to break through in task understanding and complex reasoning, the technological route for the robot "brain" has once again become a focal point of discussion in the embodied AI industry. The latest Claude Fable 5.2 released by Anthropic demonstrated capabilities such as controlling robots to unscrew bottle caps and manipulate puzzles, achieving significant progress in robotic simulation evaluations. T
November 11, 2026
Lin Fangzhou reporting from ROBO-Qbit | Edited by Li Huanhuan | QbitAI ROBO | WeChat Official Account: AI4ROBO One investor has not reviewed an embodied AI project in nearly six months. Another investor, who started tracking the embodied AI sector in 2023, scanned through projects in the second half of this year and made only one investment. A third investor revealed that several leading embodied AI companies are currently raising new rounds. However, among many existing shareholders, there is s
November 11, 2026
Luxshare Technology's Greater Bay Area Center project has officially landed in Guangzhou, with a total investment of CNY 280 million and an annual output value target of CNY 1 billion. The construction scope includes an embodied robot R&D center and an industrial chain supporting production center. Viewed within the context of the dense deployment of embodied AI projects in Guangzhou this year, this news is not the most eye-catching—XPeng's full-chain mass production base is nearing completi
November 11, 2026
On October 21, the Ministry of Industry and Information Technology (MIIT) issued the "Implementation Plan for Accelerating the Construction of a Dual Carbon Control Work System in the Industrial and Information Technology Sector (2026–2030)". The plan explicitly proposes that by 2030, approximately 500 national-level zero-carbon factories and zero-carbon computing facilities will be built, around 400 carbon footprint accounting rules and standards for key industrial products will be formulated,
November 11, 2026
Early morning on November 11 Beijing time, CoreWeave released its Q3 FY2026 earnings report. Revenue surged nearly 160% year-over-year to approximately $3.5 billion, yet adjusted loss per share significantly exceeded expectations. What unsettled the market more than the numbers themselves was the industry anxiety condensed within this NVIDIA-aligned cloud provider: Is the rapid surge in AI computing power built on a solid foundation of revenue, or is it a castle in the air constructed with debt?
November 11, 2026
From November 5 to 10, the ninth China International Import Expo (hereinafter referred to as "CIIE") was held at the National Exhibition and Convention Center (Shanghai), known as the "Four-Leaf Clover." The event saw participation from 162 countries, regions, and international organizations, with 4,142 overseas exhibitors. The exhibition area for corporate exhibits exceeded 370,000 square meters for the first time, showcasing over 480 representative new products, technologies, and services. Thi
November 10, 2026
China's AI storage industry shifted from disorderly competition to ordered innovation. At the 2026 Data Storage Industry Conference, China's Data Storage Committee, with Sugon and Huawei, released two AI storage group standards and began compiling a national standard. They unify terminology and evaluation, focusing on concurrency, metadata performance, scenario adaptation, continuity, accelerator direct pass, zero copy and inference cache sharing.
November 10, 2026
Iluvatar CoreX showed how domestic AI chips move from benchmarks to cloud-edge deployment. Its Tiangai 300 cloud GPU claims near-H200 throughput, while software Agents, Skills and FlyDSL shorten deployment, tuning and compilation. A heterogeneous AFD scheme cuts decode latency 60%. The Tongyang edge lineup, led by the 300 TOPS TY1200, delivers high-performance offline AI, local video generation, safety-sensitive processing and physical simulation; TY2000 will reach 600T.
November 9, 2026
Author | Lu Yao Editor | Liu Wei 01. The Wall "We are not pursuing the North American market anymore. We will continue selling existing products, but there will be no new launches." This was the stance taken by a leading smart hardware company when Zhou Ming, head of a sensor firm, recently visited them. According to his observations, several top cleaning appliance manufacturers are shifting their new product plans toward Europe and Australia. The trigger for this pause was a list issued on July
November 9, 2026
In early November, Houmo.AI announced the completion of its Series B funding round, with a single-round amount reaching several billion RMB. Over the past year, the company has completed multiple funding rounds. The simultaneous appearance of industrial capital, state-owned enterprises, and international investors this time appears more like a natural continuation following the accumulation of prior technical validation and commercial signals. | A Track Selected Against Conventional Wisdom Compu
November 9, 2026
Memory is evolving into an independent track. In the Agent era, large models are no longer competing solely on single-turn Q&A capabilities. Writing code, parsing materials, calling tools—the list of tasks AI can handle keeps growing. However, when Agents take over continuous projects spanning multiple turns, challenges such as inability to maintain historical communication, difficulty in reusing past experiences, and skyrocketing computing power costs for long conversations arise one after
November 9, 2026
Recently, the headquarters base of Bowintec was officially put into operation in the Suzhou Industrial Park. From signing to operation, it took less than seven months. Bowintec was established with a 50% equity stake from each of Bosch's Boyuan Capital and GALBOT. The headquarters base covers a construction area of nearly 10,000 square meters, with an investment of CNY 1 billion, integrating R&D, manufacturing, durability testing, data collection, and model training. Its planning is quite sp
November 9, 2026
Author: Peng Zhao On November 2, the final day of the 2026 World IoT Expo, I hosted the "2026 Wuxi Liangxi Science and Technology City Robotics Industry Development and Project Matching Conference." An investor from Beijing took the stage, first sighing about how early winter arrives in the north, then pivoting sharply: the landscape for embodied AI has changed. Two years ago, funding in this sector totaled just over CNY 3 billion; by the first half of this year, it had surged to CNY 93.5 billio
November 6, 2026
Author | Wei Rong Editor | Bao Yonggang If different hardware solutions from various vendors deliver the same 1 million Tokens, which one is actually more cost-effective? This question likely cannot be answered solely by looking at a GPU price list. In the past, customers rented GPUs based on quantity and duration, making bills relatively clear. Today, an increasing number of customers are purchasing Token services directly. Hardware prices, model execution speed, and actual Token output all imp
November 6, 2026
Lightelligence installed an optoelectronic computing box of its own making at the company entrance, using it for employee facial recognition access. This move speaks more to a hard-tech company's current stage than any financial report. On November 3, Lightelligence filed for A-share listing guidance with the Shanghai Securities Regulatory Bureau. It has been just six months since its listing on the Hong Kong Stock Exchange in April. The company raised net proceeds of HKD 2.741 billion from its
November 5, 2026
By Xie Zefeng | Edited by Yang Xuran "The biggest super-application of the AI era is an AI cloud platform centered on AI computing power." Wu Yongming, CEO of Alibaba, presented this view during the Q1 earnings call for fiscal year 2027. His logic is that, in the long run, most enterprise AI workloads—including large-scale training, large-scale inference, customized inference, and enterprise Agent development and operations—require support from a full-stack AI cloud platform. If AI cloud is a su
November 5, 2026
Wang Xingxing has once again spoken very frankly. Before the opening of the World Internet Conference Wuzhen Summit on November 3, the founder of Unitree Robotics sent a clear signal to the outside world: Unitree's future focus is to conquer robot brain technology, and it does not intend to develop this in isolation. Instead, it seeks global cooperation. Over the past decade, the company's impression on the public has been almost entirely built on its "body"—extreme hardware cost control, robust
November 5, 2026
Endurance has always been a bottleneck that cannot be bypassed in the scaled deployment of humanoid robots. Batteries are not merely energy storage components; they directly determine the robot's effective working hours, operational efficiency, and total cost of ownership. According to the latest forecast by IDTechEx (a UK-based independent research firm specializing in emerging technologies such as batteries, robotics, and advanced materials), the humanoid robot battery market is expected to re
November 5, 2026
Under the wave of generative AI, AI servers are becoming a critical component of computing infrastructure construction. In 2025, China's AI server market shipped nearly 500,000 units, with a market size exceeding CNY 290 billion. As domestic large model iterations accelerate significantly and parameter scales continue to break through, there is rigid demand for AI server memory and computing power; AI applications are shifting from training to inference, making inference computing a new growth e
November 5, 2026