Insights & Trends
Why China's new cars are more like data centers on wheels
It's not just electrification. China's industrial policy mandates AI integration from the ground up, creating vehicles with immense compute power and sensor arrays.
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Trade & Commerce
What happens when a government creates a market for humanoid robots?
With private industry hesitant, China's government is dramatically increasing its orders for humanoid robots, effectively building the world's first market for these advanced machines from the ground.
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Insights & Trends
Why are Chinese factories saying NO to humanoids for now?
Discover the straightforward economic calculation driving China's industrial automation toward cost-effective robot arms and advanced grippers instead of full bipedal systems.
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Insights & Trends
What's the secret to China's booming robot component business?
The real profits in China's robot industry aren't in the finished humanoids. Instead, the money collects in the complex components like advanced hands, motors, and sensors that power them all.
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Insights & Trends
Can the ocean solve AI's biggest cooling challenge?
China is now operating submerged data centers that use the East China Sea for cooling, achieving remarkable efficiency to power its rapidly expanding AI.
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E-commerce
Webvan failed at automated delivery. How did China finally crack the code?
Webvan's billion-dollar automated delivery dream failed in 2001. China's dark stores reveal the critical strategic shifts that made it finally work.
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Insights & Trends
Humanoid robots can dance, but can they work a factory floor?
Unitree's upcoming IPO is poised to expose a critical gap: despite viral videos, most humanoid robots aren't yet making it to factory floors.
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7 months ago
Insights & Trends
Why China's new cars are more like data centers on wheels
It's not just electrification. China's industrial policy mandates AI integration from the ground up, creating vehicles with immense compute power and sensor arrays.