Deep Tech

Agent-driven coding could be the next test of its AI cloud strategy.

Its Xtacking architecture is likely to be a key part of its pitch to investors.

The DRAM maker plans to list on Shanghai’s Star Market, supporting Beijing’s push to localize chip production.

The Chinese tech giant is absorbing AI’s cash burn as it prioritizes deployment over monetization.

Its CEO says home robots could become viable as early as 2027.

Investors now have a clearer commercialization story, while Taobao Shangou shifts from subsidies to unit economics.

Even with revenue growth, investors will likely demand proof of scalable deployment and cash generation.

The CEO believes AI can cut production costs, bring in more creators, and support a new platform model for film and TV.