Company
Chinese technology giant known for its dominant search engine, cloud and AI services, and the Apollo Go autonomous-driving/robotaxi unit.
Crunchbase puts Asian startup funding at $38.5 billion in Q3, the second-highest quarter on record, with about $21 billion going to AI. It takes flat deal counts to mean concentration is high but not intensifying, though the report does not say which quarter the count is flat against.
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Speaking in Shanghai on Thursday, Tim Cook said Apple Intelligence has been approved in China. A test version comes later this month, without Siri AI. A filter built with Alibaba lets the government approve ongoing updates to the models.
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Apple plans to launch Apple Intelligence in China in December with iOS 27.3, Bloomberg reports, minus the new Siri AI assistant. The first release runs on Alibaba models and leaves its value to Chinese buyers unproven.
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MIIT filings completed September 29 list three AI systems approved for iPhones in China, two of them Alibaba's Tongyi models. Of Apple's three global tiers, TechTimes reports, only the on-device one stays Apple's own.
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SemiAnalysis counted more than 1,000 Chinese datacenters and puts China's AI-ready capacity at 24GW, against about 56GW in the US. The figure counts halls and power, so how much compute it means depends on whether export-controlled accelerators arrive to fill them.
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Uber and Pony.ai will start testing Pony.ai's Gen-7 robotaxis in London within weeks as part of a push to put 2,000 robotaxis on European roads. TechCrunch reported that the partners have not yet said who will own and operate the London fleet, and that decides who pays for the cars.
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Kling AI has hired CICC, Goldman Sachs and UBS for a Hong Kong IPO of at least $1 billion, after a July round valued it at $15 billion or more. A float of about 6% would set the first public price for an AI video business valued privately at 30 to 36 times its revenue run rate.
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SemiAnalysis's count of more than 1,000 Chinese datacenters puts the operating fleet above 24GW, larger than EMEA or the rest of Asia. For listed landlords such as GDS and VNET, the open question moves from how big the market is to how much rent its largest tenants will pay.
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Reuters says the Cyberspace Administration registered Apple's Alibaba-assisted service last month, a hurdle ChatGPT and Claude have not cleared. Apple would be the first foreign firm to run its own model there.
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Fares match a standard UberX and there is no tip prompt, so the economics of this launch phase are not about cost per mile. Uber's own survey found more than 100,000 interested Londoners, against 15 licensed cars.
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Range Intelligent Computing was the only bid for Hong Kong's flagship data center cluster. It is now pursuing roughly HK$20bn of short-term bank loans against a project estimated at HK$23.8bn that is not due to reach full computing capacity until 2032.
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Flexdrive handles vehicle readiness, maintenance and depot operations while the Lyft app gets a Waymo when one is available. Lyft sold its own autonomy unit to Toyota for $550 million in 2021.
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JPMorgan lifted its Tesla price target from $145 to $475 while moving the stock only to neutral. Its $320 billion robotaxi projection for 2035 runs almost entirely through cars Tesla builds and owns itself.
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Siri AI reaches US iPhones on the 15th, six days after the Duo was unveiled. Apple has published no date for Europe, where the EU wants rival assistants reading the same emails Siri does, or for China, where an Alibaba-and-Baidu build awaits approval.
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A Foreign Affairs essay argues the May strategic stability consensus is holding, and the same essay concedes that Beijing never expected it to stop new listings from landing, which is the part supply chain planning has to absorb.
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The first autonomous rides in the UK arrive with a licensed driver in every seat and a fare no higher than a normal Uber, and the $8.6 billion valuation is really a bet on the regulatory approval still to come.
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Fifteen supervised cars joined the Uber app in London on Thursday under a licence that keeps a human in the driving seat until a separate agency, which few expect to move this year, says otherwise.
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Mainland usage of OpenClaw runs at nearly twice America's, on SecurityScorecard's count. The state has tallied almost 23,000 exposed installs without publishing the base that would make that a rate.
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R2 was co-designed with GAC Aion so 33 sensors could feed one computer across three vehicle domains, and the Beijing and Guangzhou trial tests whether owning the car and the dispatch network beats buying either, though no intervention rate came with it.
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The rating agency reads the gap as cash flow rather than ambition, but its own report ranks chip access as the tighter constraint, and the June quarter run rate already sits above the 2026 forecast.
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Product · August 20, 2026 · One report1 publisher
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