TREE NEWS update: Zhongji Innolight said on an investor interaction platform that its operations are running normally, its supply chain is stable and its capacity utilization is sufficient, allowing it to secure orders and deliver on time and in full. The optical-module maker gave no specific figures for capacity utilization or order volumes in the statement.
TREE NEWS update: Sunmi Technology unveiled a new Windows commercial product family and an AI Agent named Hi Sami at its third Developer Conference (SDC 2026) in Shanghai on Oct. 22, as part of an “IoT+AI” strategy targeting physical commercial spaces. The company’s mini-program platform also launched Magic AI, alongside AI IDE and knowledge-base tools aimed at lowering the barrier to building commercial applications.
TREE NEWS update: XPeng released an interaction test video of its humanoid robot IRON, showing the robot adjusting its movements to a tester’s changing hand gestures without voice commands. In the demo, IRON responded as the tester switched between handshakes, fist bumps and high-fives, switching hands when the high-five position moved. XPeng said IRON re-reasons from visual input every 0.2 seconds and predicts motion changes over the next six seconds, powered by its ‘One Infra, Two Products’ physical AI system.
TREE NEWS update: Xingyun Technology reported net profit attributable to shareholders of 269 million yuan for the first three quarters of 2026, reversing a 72.323 million yuan loss a year earlier, the company said in a filing. Revenue for the period reached 1.175 billion yuan, up 1,896.66% year on year, while non-recurring net profit rose 445.95% to 271 million yuan. After completing bankruptcy restructuring, the company set up a dual-business model of cross-border digital trade and AI computing infrastructure, with server trading deliveries scaled up from August 2026.
TREE NEWS update: Zhiyuan on Oct. 22 open-sourced AGIBOT WORLD 2026’s fourth installment, the Physical Reasoning dataset, the first Physical Agent dataset built from real-world scenarios. The release shifts task design from manipulation difficulty to decision difficulty, linking goal understanding, process memory and action execution. Covering nine logical reasoning scenarios, it pairs high-level Q&A with low-level action trajectories to support training from task decisions through to real-robot execution.
TREE NEWS reports: HSBC chief multi-asset strategist Max Kettner warned retail investors chasing AI and chip-stock gains that the market’s pace has accelerated sharply over the past two years, with moves that once took three to six months now sometimes completing within a week. Kettner said technical indicators, positioning and fund flows increasingly drive short-term prices, diverging from fundamentals, and that the real challenge for ordinary investors is handling the shifting trading rhythm around the AI theme, not whether they believe in its long-term prospects.
TREE NEWS update: Meta reported FY2026 third-quarter revenue of $64.601 billion, up 26% year on year and above the roughly $63.34 billion consensus, with advertising revenue up 26% to $63.061 billion. Ad impressions rose 10% and average ad prices climbed 14%. GAAP operating income fell 37% to $12.988 billion on $9.89 billion in legal charges; excluding that, operating income would have been $22.878 billion. Meta shares rose about 2.9% after hours.
TREE NEWS update: Unitree Technology Chairman and CTO Wang Xingxing on Thursday outlined three future strategic directions at the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference in Hangzhou: scaling robot mass production to meet demand at the tens-of-millions to hundreds-of-millions level, developing physical AI small models for its own hardware through in-house R&D and partnerships, and building ultra-large-scale computing clusters. The company is also constructing a robot self-evolution system based on an AI R&D, simulation training, real-world testing and feedback loop.
TREE NEWS reports: JPMorgan strategists led by Nikolaos Panigirtzoglou said the recent selloff in AI-related stocks may lose momentum after investors sharply reduced their positions. Bets on semiconductor stocks have been largely unwound, including among hedge funds and trend-following investors, and the bank’s overall equity positioning gauge has fallen significantly from its mid-September peak, which may limit further downside.
TREE NEWS update: Nvidia CEO Jensen Huang said regulation cannot stop AI safety incidents from occurring. Huang did not specify which regulatory frameworks he was referring to or offer alternative measures. The remark comes as governments worldwide debate rules for artificial intelligence development and deployment.
TREE NEWS update: China’s Commerce Ministry said it will work with countries worldwide to build international trade and economic rules for artificial intelligence, Vice Minister Jiang Chenghua told a State Council Information Office briefing. During the 15th Five-Year Plan period, China will keep backing the WTO-centered trade system and deepen bilateral and multilateral trade cooperation, he said. Beijing will also push to develop an open AI ecosystem and help set rules for emerging areas including digital and green trade.
TREE NEWS reports: Nvidia CEO Jensen Huang described the global pace of artificial intelligence development as “ridiculous,” according to remarks carried in Chinese-language coverage. The comment comes as AI is increasingly cited as a source of financing for the future of energy. No further figures or details were provided in the available material.
TREE NEWS update: Nvidia CEO Jensen Huang said high demand will resolve “almost all” of the company’s problems, according to a statement that did not specify which issues he was addressing. The remark points to continued strong appetite for Nvidia’s chips, though the material gave no figures, timeframe or further context. Nvidia has not issued additional detail on the comment.
TREE NEWS update: Nvidia CEO Jensen Huang called for more granular controls on AI agents, according to a statement that did not specify the mechanisms or scope of the proposed oversight. The remark comes as AI agents increasingly operate autonomously across digital platforms, raising questions about how such systems should be governed. Huang did not detail a timeline or regulatory framework for the controls.
TREE NEWS reports: Server CPU shipments are expected to grow more than 40% year-on-year in 2027, TrendForce said, after an estimated 31% increase in 2026. The research firm attributed the demand to AI inference growth and rising adoption of Agentic AI services, with server CPU demand rising steadily from the second half of 2025. The x86-dominated market structure may shift as Arm-based products continue to gain share.
TREE NEWS reports: DeepSeek completed a 10 billion yuan ($1.4 billion) funding round, with battery maker CATL and Tencent among the investors. The Chinese AI developer’s raise comes as mainland markets fell, with the ChiNext Index down 2.77% at midday and the Hang Seng Tech Index down 4.6%. The round is one of the largest disclosed for a Chinese AI company.
TREE NEWS update: Meta reported third-quarter revenue of $64.6 billion, up 26% year on year and above the $63.3 billion analysts expected, with fourth-quarter guidance of $73 billion to $76 billion. Capital spending reached $34.91 billion in the quarter, pushing free cash flow to negative $2.12 billion, its first negative reading since the company went public. Meta also raised its full-year 2026 capex guidance to $135 billion to $145 billion and announced a new Class C common stock plan.
TREE NEWS update: Unitree Technology founder and CEO Wang Xingxing said the robot industry faces huge market potential but extremely fierce competition, speaking at the company’s 2026 World Physical AI Conference and Partner Ecosystem Conference in Hangzhou on October 22. Wang said he is “really afraid of wasting every day,” adding that this generation has the chance to drive superintelligence and lift human productivity to a new level.
TREE NEWS update: Unitree Technology founder Wang Xingxing said the company’s G1 robot has produced roughly 10,000 to 20,000 units since its launch in May 2024, calling it the world’s best-selling humanoid robot. He spoke at the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference. The figure covers cumulative production output.
TREE NEWS update: Unitree Technology Chairman, General Manager and CTO Wang Xingxing said the core challenge for embodied intelligence to reach its ChatGPT moment is aligning AI model inputs and outputs with real robots, speaking at the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference in Hangzhou on October 22. He said top large-model companies have essentially achieved model self-evolution, with models writing programs and collecting data under human guidance, but it takes 5-10 years for a technical breakthrough to spread to everyone. Physical AI is already showing signs of being cracked, he added.