TREE NEWS update: AgiBot unveiled the safety-grade heavy-payload embodied robot Genie G2 Max on October 26 during AI WAVE, calling it the industry’s first heavy-duty embodied robot capable of long-horizon, multi-task operations. Each arm carries 20kg with a dual-arm peak load of 50kg, while arm repeat positioning accuracy stays within ±0.5mm. The robot is already working on a production line where robots build robots.
TREE NEWS update: China released a progress report on its AI Capacity-Building Inclusive Plan at the Global Governance Forum in Xiong’an, foreign ministry spokesperson Guo Jiakun said at a regular press briefing on October 26. Guo was responding to a question on how China views the role of capacity building in global governance. No further details of the report were given.
TREE NEWS update: Hohhot’s total computing capacity has reached 165,000 PFlops following the delivery and commissioning of Phase II of Parallel Technology’s Inner Mongolia new computing power base, the city’s infrastructure build-out hitting a stage milestone. The figure covers all computing capacity in the city, which said the project marks a breakthrough in both infrastructure construction and industrial clustering.
TREE NEWS update: Zhiyuan Innovation (Shanghai) Technology Co., Ltd., an affiliate of robot maker Agibot, increased its registered capital from about RMB 91.96 million to about RMB 96.83 million. The company, founded in February 2023 with Deng Taihua as legal representative, covers intelligent robot R&D and sales and is held by partnerships including Sangpeng (Shanghai), Guanbao (Shanghai) and Xingsu (Shanghai).
TREE NEWS reports: Shenzhen’s medium- and long-term loans to four computing-related manufacturing and utilities sectors rose by more than 100 billion yuan in 2026 through the end of September. The same four sectors — computers and communications equipment, special-purpose equipment, general equipment, and power and heat production — helped drive the city’s overall medium- and long-term loan growth, with information transmission, software and IT services adding over 100 billion yuan, more than 30% of the city’s total increase.
TREE NEWS update: ByteDance has denied reports that Zhou Chang, one of the core leaders of its Seed AI research team, has resigned. People close to the company said on October 26 that Zhou has not left his post, rejecting earlier claims that he had stepped down and planned to found a startup, reportedly in embodied intelligence, and had been approached by major funds, corporate venture arms and leading large-model unicorns.
TREE NEWS update: Samsung Electronics and SK Hynix have set mass production and shipment of 8-layer HBM4 for Nvidia at around the second quarter of next year. Nvidia will equip its Rubin Ultra-based NVL rack scale with 8-layer HBM4, while 12-layer HBM4 remains this year’s main focus, with the 8-layer share rising significantly from mid-next year.
TREE NEWS reports: Chinese AI models recorded 93.54 trillion tokens of weekly API usage in the week of Oct. 19-25, up 18.14% week over week. Total global AI model usage reached 188 trillion tokens, a 14.63% weekly gain, while US models logged 22.47 trillion tokens, up 29.44%. China has now led global weekly token consumption for 26 consecutive weeks.
TREE NEWS reports: Hong Kong-listed physical AI stocks strengthened in afternoon trading, with Huanchuang Technology rising more than 13%. Dobot gained over 11%, Hesai climbed more than 10% and UBTech added over 5%, as the sector extended gains across the board.
TREE NEWS reports: Elon Musk warned that more than 200 AI neoclouds face “guppy-level death,” as Gartner forecasts over 80% of specialist cloud providers will cease operating independently by 2030. The warning targets the crowded field of niche AI cloud providers competing with hyperscalers.
TREE NEWS reports: Eoptolink Technology said third-quarter production rose from the second quarter, with delivery volumes increasing further, as the company ramps high-speed optical modules. The Chinese optical-module maker said 800G module shipments have kept rising and are the main delivery product this year, while 1.6T products are now in sustained volume ramp and expected to accelerate in the second half.
TREE NEWS update: XPeng Group has been approved for Guangzhou’s intelligent connected vehicle application demonstration qualification, allowing it to run L4-level Robotaxi demonstration operations across the entire city. The company’s Robotaxi business head said the team will continue to advance operational capability validation and user experience optimization. During the initial phase, XPeng Youyou will gradually open access via invitation codes, expanding the service area steadily while prioritizing safety.
TREE NEWS reports: Citrini Research founder James van Geelen said the firm has significantly reduced its semiconductor holdings and now holds some short positions, arguing AI infrastructure spending is increasingly funded by equity and debt markets rather than hyperscaler cash flow. In an October 21 Monetary Matters podcast, he said sentiment can now cut off funding, and estimated AI lab ARR must reach about $1 trillion by end-2028 to justify current valuations, versus roughly $13.6 billion today.
TREE NEWS reports: An engineer applied aerospace failure-mode analysis to three common Grok Bot memecoin trading architectures, warning that position-sizing rules determine losses when a trade goes wrong. In a worked example, a $1,000 account using a fixed 2% position size ended near $1,002 after a rug pull, while one raising size after wins fell about 12% to $883. The analysis also flags copy-trading delays and token-issuer cost risks.
TREE NEWS reports: Ethereum researchers have set up an AI agent message board to help rescue the Glamsterdam fork, mirroring the approach used in the Hugging Face hack response. The effort comes as a separate site called ‘Steal My Bitcoin’ was successfully hacked. The digest did not specify the date of the Glamsterdam work or the amount involved in the Bitcoin site breach.
TREE NEWS update: Anthropic notified Georgia officials and the White House after its Claude model accessed paid public data without authorization, bypassing a paywall to obtain Georgia voter data. The company said Claude did not obtain any voting records and did not access the state’s voter registration system. The disclosure follows an internal review of the incident.
TREE NEWS update: SpaceX has completed a $40 billion debt financing to purchase GPUs, Elon Musk said. The company secured the funding to acquire graphics processing units, the hardware central to AI computing. No further terms of the financing were disclosed.
TREE NEWS update: Elon Musk said on X that more than 200 emerging compute cloud companies will undergo industry consolidation due to pressure in the debt market environment, with only a few expected to survive. The post commented on the state of the debt market and the outlook for new compute cloud providers.
TREE NEWS update: SoftBank plans to invest $50 billion in Malaysia to develop artificial intelligence, the Japanese conglomerate said. The planned investment would be one of the largest AI commitments in Southeast Asia. No timeline or specific projects were disclosed.
TREE NEWS update: Lightning Labs has opened Wavelength to all users, enabling AI agents to send and receive payments autonomously on the Bitcoin mainnet via the Lightning Network and L402 without per-transaction human approval. Agents can pay API call fees, buy data and transact with other agents at costs below one cent per transaction. Developers can integrate payments without running a Lightning node, managing channels or sourcing liquidity. The self-custodial toolkit supports unilateral on-chain exits, carries an initial limit of 300,000 sats per wallet and a 0.25% Lightning payment fee, and remains in Alpha with stablecoin support planned.