Technology News
Latest technology news and updates
Total: 1454
China’s Tech Titans Burn Over ¥100bn to Seed AI App Audiences — Now the Tougher Test Begins
China’s internet giants spent heavily over the Lunar New Year to drive mass adoption of AI-native apps, pushing several products into the 100‑million MAU club. The campaigns delivered explosive short‑term growth but leave open the harder tests of retention, monetisation and safe, sustainable deployment.
Robotaxis on the Road: Rapid Roll‑out Meets a Reality Check on Safety
Robotaxi deployments are accelerating worldwide and in China in 2026 as firms from Tesla to Baidu scale fleets and raise capital. However, a series of fires, collisions and sensor failures has exposed technical, regulatory and operational gaps that make widespread public trust premature. The sector’s commercial promise is real, but moving from pilots to safe, public‑facing services depends on tougher oversight, open data and demonstrable improvements in handling rare and hazardous scenarios.
After an 80bn‑Yuan Red‑Packet Spree, AI Still Can’t Hold China’s County‑Town Youth
China’s springtime 80bn‑yuan red‑packet push introduced millions of county‑town users to AI, producing dramatic short‑term metrics but little lasting adoption. Local young people delete trial apps once incentives end because most AI features are redundant, clumsy or fail to save time or money in their everyday lives.
China Moves from Testing to Commercialisation of Higher‑Level Autonomous Driving — What That Means for Tech, OEMs and Investors
China has taken concrete regulatory and market steps to commercialise L3 and L4 autonomous driving, issuing a draft national safety standard and granting local L3 road‑test licences to manufacturers. The moves accelerate demand for AI chips, sensors and compute, and create sizable market opportunities while also heightening safety and regulatory risks. Index funds tracking China’s AI ecosystem have posted strong recent returns, offering retail investors an accessible route to exposure.
Token Pricing Rewrites B2B SaaS: AI Consumption Lifts Compute Suppliers and Index Funds
As AI migrates from models to enterprise applications, B2B software is shifting from seat licences to metered token billing, creating a new recurring‑revenue dynamic. That transition benefits compute and infrastructure suppliers, a trend reflected in the Tianhong CSI Artificial Intelligence Theme Index Fund, which is heavily weighted to semiconductors and communications equipment. The opportunity is substantial but carries execution, concentration and policy risks.
Faraday Future Begins Commercial Robot Deliveries to U.S. Property Operator, Signalling a Shift from EVs to Service Machines
Faraday Future will begin delivering its first batch of EAI robots on 27 February to Golden Hill, a luxury real-estate operator in Florida and Nevada, marking the company's first commercial robot deliveries of 2026. The move signals FF's strategic push into service robotics and real-world pilots that could provide recurring revenue and operational data, but technical, regulatory and cost challenges remain.
Nvidia’s $68bn Quarter Recasts AI Infrastructure — but China, Competition and Supply Limits Shadow the Rally
Nvidia posted record quarterly revenue of $68.13 billion and GAAP net income of $42.96 billion, propelled by a data‑center business that now supplies over 90% of sales. Management argues falling inference costs from Blackwell and Vera Rubin architectures will drive an era of intelligent agents, even as export controls on China, supply bottlenecks and rising competition present material risks.
Huang’s Rule: In the AI Era, Compute Is Money — Nvidia Maps Out a Cash-Driven Infrastructure Monopoly
Nvidia used its strong quarterly results to reframe the economics of AI around one simple truth: compute generates tokens, and tokens generate revenue. Jensen Huang argued that the company’s architectural compatibility, software ecosystem and new networking products make Nvidia the indispensable infrastructure provider for the agent‑based AI era, while flagging longer‑term bets in robotics and space computing.
Two Spring Festivals, One Industry: How China’s Tech Giants Turned AI into a Holiday Battle for National Reach
China’s AI competition has shifted from model development to a consumer battleground during two consecutive Lunar New Year campaigns. Alibaba, ByteDance, Tencent and Baidu used subsidies, embedded assistants and viral features to fight for national traffic, while smaller firms pursue agent‑style products that combine multiple models. The outcome will reshape who controls mass AI touchpoints in China, narrow the US–China model gap and raise barriers for smaller players unless they adopt alternative, interoperable strategies.
China's Highway EV Chargers Coped with a Surge During Spring Festival, Signalling Faster Long‑Distance Electrification
China's monitored highway charging network recorded 1.4099 million sessions and an average daily delivery of about 11.8 GWh during the first three days of the Spring Festival, up 63% year‑on‑year. The National Energy Administration reported stable operation and said it will step up monitoring ahead of the return‑trip peak.
China's Highway EV Charging Surges Over Lunar New Year, Infrastructure Holds Up — but Return Peak Looms
China logged 1.41 million highway EV charging sessions in the first three days of the Lunar New Year, with daily charging of 11.8 million kWh — up 63% year-on-year. Authorities report stable operations and plan intensified monitoring for the holiday return peak, underscoring rapid EV adoption and the need for grid and charging-network upgrades.
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.