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The article examines whether autonomous-driving companies can turn AI drivers into a recurring subscription business. It argues that the next phase of L4 competition will depend not only on technical capability, but also on monetization and operational efficiency.
GAC Trumpchi has begun rolling out OTA 3.0 for the Eon S9, upgrading its Huawei ADS V4.1 driving system and HarmonySpace 5 cockpit. The update adds automated cruise parking, side-impact defense, AI-powered in-car assistance, and dual-control parked ventilation.
GAC Aion unveiled the Ray 7, the first model featuring its refreshed logo, positioning it as a high-performance premium electric sedan. The vehicle combines Huawei DriveONE, EMB brake-by-wire, iTRACK torque control, and WenYuan L4 autonomous-driving technology.
Uber has begun offering Baidu’s driverless Apollo Go vehicles through its app in Dubai. Riders booking UberX or Uber Comfort may be matched with an autonomous vehicle, while a dedicated Autonomous option increases the chance of requesting one.
Nokia is reportedly planning further layoffs, facility closures, and a major reduction of its mainland China operations, potentially retaining only limited after-sales services. The retreat is part of a global restructuring toward AI and cloud businesses, but it may reduce Nokia’s access to China’s large-scale 5G deployment data needed for AI-RAN and future 6G research.
A Chinese-led team from Nanjing University and the National University of Singapore developed 光语芯, an ultra-low-power intelligent vision sensor chip that directly converts light into tokens. The tokens can be fed into an encoder for image recognition.
China has reportedly allowed ByteDance and Tencent to import 10,000 NVIDIA H200 chips each, according to the Financial Times. Other Chinese companies could receive similar approval, potentially easing access to advanced AI computing hardware.
Claude can now send, reply to, and forward Gmail messages on a user's behalf. Users can grant the assistant more autonomy without approving every individual action.
The FDA has approved Aletta, a robot that can locate a patient's vein, insert a needle, and draw blood without direct human assistance. The system could help address shortages of trained phlebotomy staff.
Investor Duan Yongping bought back 301,400 Alibaba shares worth about $28.93 million, representing only 0.15% of his portfolio. The small position suggests renewed observation rather than strong conviction, especially as Alibaba explores AI cooperation with Apple while PDD Holdings receives a much larger allocation.