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China Tech News 18 June 2025 - 14 November 2025

Russian AI Robot AIDOL Falls on Stage: What the Viral Face‑Plant Reveals About Elon Musk, China and the Humanoid Robot Arms Race

Russian AI Robot AIDOL Falls on Stage: What the Viral Face‑Plant Reveals About Elon Musk, China and the Humanoid Robot Arms Race

Published: November 14, 2025 As a black‑and‑silver humanoid robot shuffled onto a Moscow stage to the Rocky theme this week, it was supposed to signal Russia’s arrival in the age of “embodied AI.” Instead, the machine — a bipedal robot called AIDOL — raised its arm to wave, wobbled and crashed face‑first onto the floor as handlers rushed in and pulled a black curtain across the scene. Reuters+1 Within hours, the video was everywhere: on X, TikTok, YouTube, and international broadcasts from CNN and the BBC, which replayed the stumble as shorthand for the gap between hype and reality in humanoid robotics.
14 November 2025
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Tencent Music (TME) Q3 2025: Revenue +20.6% to RMB 8.46B, Profit +36%—Shares Slide ~10% After Earnings

Tencent Music (TME) Q3 2025: Revenue +20.6% to RMB 8.46B, Profit +36%—Shares Slide ~10% After Earnings

Tencent Music Entertainment Group (NYSE: TME; HKEX: 1698) reported robust third‑quarter results before the U.S. market opened Wednesday, posting double‑digit top‑ and bottom‑line growth driven by its core online‑music business. The company released the figures at 04:00 ET (09:00 GMT). PR Newswire Market reaction: early pop, midday drop TME shares initially ticked higher in early reports citing a modest pre‑market gain after the beat on revenue and adjusted EPS. Investing.comBy mid‑session, sentiment flipped: as of 15:31 UTC, TME traded around $18.67, down roughly 10.0% intraday (day high $22.00, low $18.04). What changed? While the release showcased strong monetization, investors appeared
12 November 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s China Market Share Plummets from 95% to 0% – Jensen Huang’s Warning and What It Means for AI Stock Forecast

What to Know Before Markets Open on October 20, 2025 U.S. Tech Ban Wipes Out Nvidia’s China Business Nvidia’s once-dominant position in China’s AI chip market has been effectively wiped out by geopolitical forces. Jensen Huang, Nvidia’s co-founder and CEO, confirmed this dramatic reversal at an event in early October: “We went from 95% market share to 0%” in China, he said ndtvprofit.com. The plunge results directly from U.S. export bans that since 2022 have prohibited Nvidia from selling its most advanced GPUs – chips like the A100, H100, and newer H200 – to Chinese customers timesofindia.indiatimes.com. Huang attributed the
20 October 2025
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Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Business: From Hanguang 800 to T-Head Accelerators Alibaba’s foray into semiconductors is relatively recent but rapidly expanding. In 2018, the company established its chip design unit Pingtouge (meaning “Honey Badger” in Chinese), also known as T-Head. By 2019, Alibaba unveiled its first in-house AI chip, the Hanguang 800, marking a milestone as Alibaba’s first-ever semiconductor product medium.com alibabacloud.com. Alibaba’s chip development is guided by a clear strategy: build competitive, homegrown silicon to power Alibaba’s cloud and AI services. Executives have framed this as core to the company’s future. After the U.S. imposed sweeping semiconductor export curbs in
17 September 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing a China-only AI chip named B30A, based on the Blackwell architecture, designed to outpace the current H20 while complying with U.S. export controls. The B30A will be a single-die design and is expected to deliver roughly half the raw computing power of Nvidia’s dual-die B300 accelerator. The B30A will include high-bandwidth memory (HBM) and NVLink interconnect, matching the H20’s interconnect capabilities. Nvidia hopes to ship sample B30A units to Chinese companies for testing as early as September. Analysts say the B30A could be 30-50% less powerful than Nvidia’s top-end hardware but still faster than the H20 in
19 August 2025
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AI Stocks Roar to Record Highs Amid Bold Deals and China Backlash (Aug 12–13, 2025 Roundup)

AI Stocks Roar to Record Highs Amid Bold Deals and China Backlash (Aug 12–13, 2025 Roundup)

On August 12, 2025, Nasdaq Composite and S&P 500 closed at record highs as AI stocks drove gains and cooling inflation boosted expectations for a Fed rate cut. Nvidia (NVDA) surged to an intraday high of about $184.50 on August 12 and closed near $183, pushing its market cap toward $4.5 trillion. The U.S.–China export deal allowed Nvidia and AMD to resume selling advanced AI chips to China with a 15% revenue share to the U.S. government in exchange for export licenses. Perplexity AI offered $34.5 billion in cash to buy Google’s Chrome browser, sending Alphabet (GOOGL) shares up roughly
13 August 2025
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China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

Huawei regained the top spot in China’s smartphone market in Q2 2025 with 12.5 million units shipped, the first time it led for more than four years. China saw the launch of more than 100 AI-native devices across smartphones, PCs, and AR glasses in 2025. JD.com reported a 7x year-over-year jump in AR glasses sales during the 618 shopping festival. Xiaomi unveiled the YU7 SUV, a second EV model with a claimed range of up to 835 km and a price premium of 60,000–70,000 yuan over the Tesla Model Y. June NEV sales reached 1.33 million nationwide, with BYD selling
21 July 2025
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China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

Moonshot AI released its open-source large language model “Kimi K2” in July 2025, claiming it outperforms other open models and rivals top U.S. models in coding and complex tasks. Beijing filings showed 39 new data centers in Xinjiang and Qinghai planned to deploy Nvidia H100/H200 GPUs. The plan to build a massive AI supercomputing network in western deserts involves over 115,000 Nvidia chips. Moore Threads and MetaX filed for IPOs on Shanghai’s STAR Market in July to raise about ¥12 billion ($1.65 billion). Biren Technology raised ¥1.5 billion in July and was reportedly eyeing a Hong Kong listing. Huawei offered
13 July 2025
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Global AI Powerhouses Clash: China’s AI Revolution Challenges U.S. Tech Dominance

Global AI Powerhouses Clash: China’s AI Revolution Challenges U.S. Tech Dominance

DeepSeek and Alibaba’s Tongyi Qianwen now rival top U.S. models in capability, and DeepSeek costs about $0.55 per million tokens versus roughly $15 for OpenAI. OpenAI’s ChatGPT has more than 910 million downloads, while DeepSeek has about 125 million. HSBC and Standard Chartered began testing DeepSeek, Saudi Aramco deployed it in its main data center, and Amazon, Microsoft, and Google now offer DeepSeek on their cloud platforms. DeepSeek was trained on Nvidia H800 GPUs, which were not blocked by export bans, yet its performance matches models trained on newer hardware. Alibaba’s Tongyi Qianwen was open-sourced, spawning over 100,000 variant models,
3 July 2025
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China’s “Night‑Light” Laser vs. Starlink: What a 2‑Watt Beam Really Means for the Coming Orbital Arms Race

Laser Leapfrog: Inside China’s Record-Breaking 1 Gbps Geo-Laser Link and the Post-Starlink Future of Space Internet

On June 17, 2025, a team led by Prof. Wu Jian (Peking University of Posts & Telecommunications) and Dr. Liu Chao (Chinese Academy of Sciences) achieved a 1 Gbps downlink from a geostationary satellite using a 2-watt optical laser. The GEO satellite was parked about 36,705 km above Earth and beamed data to a ground station in southwest China. The ground receiver used an 1.8-meter telescope at the Lijiang Observatory with advanced optics to capture the laser signal. The experiment delivered 1 Gbps downlink, five times faster than SpaceX Starlink’s typical 50–200 Mbps consumer speeds (bursts to 300–500 Mbps under
25 June 2025
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Inside DeepSeek AI: The Chinese Foundation Model Powerhouse Revolutionizing Open-Source AI in 2025

Inside DeepSeek AI: The Chinese Foundation Model Powerhouse Revolutionizing Open-Source AI in 2025

DeepSeek AI was founded in 2023 as a spin-off from Hangzhou‑based High-Flyer Capital Management, following a March 2023 announcement that the fund would devote resources to AGI research. High-Flyer built two private AI clusters before export restrictions—1,100 NVIDIA A100 GPUs in 2020 and about 10,000 A100 GPUs in 2021, at a cost of ¥1 billion, with a 10,000‑GPU cluster online by 2022. In May 2024, DeepSeek‑V2 was released as a 236‑billion‑parameter Mixture-of-Experts model that ranked top three on AlignBench and was described as rivaling GPT‑4‑Turbo at low cost. Liang Wenfeng, born in 1985, is DeepSeek’s founder and CEO, owning about
18 June 2025
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