What changed
DeepSeek Harness hands-on: Liang Wenfeng's "Black Whale" is the sleeper hit. Users forgive the price hike once they use it.
$480M into edge compute and a new agent chip contender breaks out. Pixel 11's 2nm bump shows the silicon squeeze is global.
Embodied data startup closes two rounds in 40 days, tens of millions, targeting physical AI. Hangzhou debuts a standing manned aircraft.
That's the tell: China is shipping models, agents, edge silicon, embodied data, and flight hardware in one week. Not just an LLM race.