Technology News
Latest technology news and updates
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China Announces Push for AI Mega‑Compute, Satellite Internet and Nuclear Fusion in New Wave of State Megaprojects
At a March 6 economic briefing, NDRC director Zheng Zhanjie announced China will accelerate major projects in ultra‑large AI computing, satellite internet and controlled nuclear fusion as part of a broader push for strategic, high‑investment industries. The plans signal Beijing’s intent to marshal state and market resources behind technologies deemed essential for long‑term economic and strategic independence.

From Villa Workshop to Spring Gala: The Rise and Risks of a Chinese Humanoid Robot Start‑Up
Songyan Power, founded by Tsinghua dropout Jiang Zheyuan, rose from a rented villa prototype to national prominence after viral demos and a spring‑festival appearance, securing over RMB2bn in funding. The company’s pivot from MPC to deep reinforcement learning and a sub‑RMB10,000 consumer robot have driven momentum, but serious technical, supply‑chain and cash‑management risks remain.

BYD's 'Flash Charge' Push: 5-Minute Top-Ups, 1.5MW Chargers and a Plan for 20,000 Stations
BYD announced a second‑generation Blade battery and a megawatt‑class "flash‑charge" system that it says can charge from 10% to 70% in five minutes and to 97% in nine minutes, with only a small penalty at minus 30°C. The company pairs the technical claims with a plan to build 20,000 flash‑charge stations across China this year and offers one year of free flash charging to owners of vehicles with the new battery.

Alibaba Rejects Claims of AI Team Exodus after Executive Departure, Says Services Unaffected
Alibaba has denied that its large-model AI team collectively resigned, stressing team stability, normal service operation, and that it has not imposed commercial KPIs. The clarification followed the resignation of a senior figure and reflects broader tensions in China’s AI talent market between research freedom and pressure to monetise.

Google Pivots to Robotics as a Long‑Term Bet — Chinese Robot ETF and Suppliers Rally
Google has elevated robotics to one of three long‑term growth engines, prompting a rally in China’s Robot ETF (159770) and several supplier stocks. The ETF has seen meaningful asset and share growth over the past year, reflecting investor interest in a sector moving from research to industrial deployment.

AI Will Reshuffle Enterprise Software — Not Kill It, Morgan Stanley Conference Says
At Morgan Stanley’s TMT conference, bankers and tech chiefs argued that AI will not eradicate enterprise software but will reorder it. Deterministic, security‑focused and architecture‑centric businesses are best positioned to win, while presentation‑layer vendors face severe pressure; infrastructure investment may plateau as efficiency and specialised hardware take precedence.

BYD’s ‘Flash Charge’ and New Blade Cell Promise 9‑Minute Full Charge — and a Harder Moat
BYD unveiled a second‑generation blade battery and a megawatt‑class flash‑charging system that it says can charge vehicles from 10% to 97% in nine minutes, with only modest added time in extreme cold. The technology, paired with an ambitious charging network plan, could eliminate charging time as a key barrier to EV adoption — provided real‑world durability, safety and grid constraints are addressed.

BYD Claims 9‑Minute Full Charge with New 'Blade' Battery and Plans 20,000 High‑Power Stations — But Big Hurdles Remain
BYD unveiled a second‑generation blade battery and megawatt chargers it says can charge cars from near‑empty to 97% in nine minutes, demonstrated in both ambient and extreme cold. The company plans a rapid nationwide rollout of 20,000 "flash‑charging" stations by end‑2026, combining pack design, high‑power chargers and a retrofitting strategy, but scaling will confront grid, cost and standardisation challenges.

China’s Sanan, Tsinghua and China Mobile Claim Micro‑LED Breakthrough That Could Push Short‑Range Optical Links Beyond 10Gb/s
Sanan Optoelectronics, with Tsinghua University and China Mobile, reports a Micro‑LED light source with >7 GHz 3 dB bandwidth and modeled NRZ‑OOK rates above 10 Gb/s, and has begun shipping samples to international customers. The advance, if validated in systems, could open new short‑range optical interconnect and LiFi opportunities, though manufacturing, packaging and ecosystem challenges remain.

GPT-5.4: OpenAI Ships a ‘Digital Employee’ That Can Take Control of Your Desktop
OpenAI’s GPT‑5.4 introduces native computer control and deep spreadsheet integration, turning language models into practical ‘digital employees’ capable of executing multi‑step tasks. The model expands context capacity to one million tokens, adds token‑saving tool search, and targets enterprise workflows, particularly in finance, though it comes with higher API pricing and fresh governance questions.

China Issues First National Standard System for Humanoid Robots as Industry Surges Toward Mass Production
China has released the country's first national standard体系 for humanoid and embodied-intelligence robots to address interoperability, safety and data concerns as shipments and demand accelerate. The framework prioritises data, safety and interface standards with a fast-track process and aims to unlock industrial-scale deployment while reducing supplier lock-in and duplicated R&D.

OpenAI Unveils GPT‑5.4 with Million‑Token Context — A New Tool for Long, Complex Workflows
OpenAI's GPT‑5.4 and GPT‑5.4 Pro introduce a one‑million‑token context window and a "Thinking" mode that preserves long‑running context and allows mid‑response intervention. The update targets complex, tool‑driven workflows and promises stronger capabilities for coding, research, and enterprise automation, while raising operational costs and safety challenges.