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US Cloud Giants to Spend ~8.16× What China Does in 2025–27 — $1.7 Trillion vs $210 Billion, Will it translate to stronger US AI dominance?
App opening speed .... On a TV .... is a thing now and HarmonyOS 5 is good at it.
Imagine you’re so good at building humanoids… the CEO of a rival company straight-up accuses your robots of being CGI
Look at the reflections on this bot, then compare them to the ones behind it. The bot in front is real - everything behind it is fake If you see a head unit reflecting a bunch of ceiling lights, that’s a giveaway it’s CGI
> China has now completed the first phase of 6G technology trials > Deployment begin around 2030 > By 2040, the number of 6G connections is expected to exceed 5 billion > Achieving a transmission rate of 100 to 200 Gbps, peaks at Tbps level > Latency of less than 1 millisecond
The aspect ratio you have vs the aspect ratio she tells you not to worry about
China's SMIC capacity is now 1/3 of TSMC's!
SMIC posted Q3 2025 Financials: Revenue: ~$2.4B (+9.9% YoY) Profit: ~$212M (+43.1% YoY) Year-to-Date 2025: Revenue: ~$6.9B (+18.2% YoY) Profit: ~$535M (+41.1% YoY) in Q3 2025, 86.2% of SMIC's main business revenue came from China, 10.8% from United States, and 3% from Eurasia.
SMIC posted Q3 2025 Financials: Revenue: ~$2.4B (+9.9% YoY) Profit: ~$212M (+43.1% YoY) Year-to-Date 2025: Revenue: ~$6.9B (+18.2% YoY) Profit: ~$535M (+41.1% YoY) in Q3 2025, 86.2% of SMIC's main business revenue came from China, 10.8% from United States, and 3% from Eurasia.
The Chinese AI landscape
Here comes ERNIE 5.0 — our latest natively omni-modal foundational model. It excels in omni-modal understanding, creative writing, instruction following, and more. We will continue investing in and developing more cutting-edge models to push the boundaries of intelligence.
Two Shenzhen Airlines aircraft have already received new "skins" to get a head start on the CCTV HarmonyOS gala atmosphere scheduled for November 28th. These aircraft primarily operate on the Beijing-Shenzhen route
Weibo's new model surpasses the mathematical reasoning of DeepSeek R1 while being over 400 times smaller!
⭐ VibeThinker-1.5B — SOTA reasoning in a tiny model. 🚀 Performance: Highly competitive on AIME24/25 & HMMT25 — surpasses DeepSeek R1-0120 on math, and outperforms same-size models in competitive coding. ⚡ Efficiency: Only 1.5B params — 100-600× smaller than giants like Kimi K2…
The Huawei Mate 80 Could Echo the Mate 60 x Pelosi Taiwan Moment, A geopolitical statement.
Seedream 4 is still king. Bytedance cooked so hard it will take competitors 2 or 3 generations to catch up.
Nano Banana 2 with 4K output res “A brush stroke style depicts Japan Tokyo at night”
Other AI agents struggle with basic requests… Xiaoyi on HarmonyOS 6.0 just heard “transfer 200 yuan” — then auto-opened ICBC, logged in via face ID, and pre-filled the transfer. All hands-free.
HarmonyOS have passed the critical phase in china, 30 Million by year end!
The first phone to join the HarmonyOS ecosystem was the WIKO phone, a French brand! Currently, 10+ million sales in china! #3 in France!
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