Friday, September 04, 2026. Qianwen Office just passed 30M users in its first month—over half are enterprise. Inceptio autonomous trucks crossed 1B km.

Zhipu is opening a Tmall store. Kimi and MiniMax are next. LLM apps are now fighting for consumer shelf space, not just benchmark scores. Qujing Technology and Moore Threads signed a strategic deal on a domestic heterogeneous AI token stack. China's chip layer is pairing up. Xingchen released SmoothRL for online reinforcement learning—robots that learn on the move instead of waiting for model updates. Physical AI is speeding up. So what? China AI is moving from chat to distribution, silicon, and trucks. The trade: whoever owns enterprise and physical channels wins the next leg.

Zhipu is opening a Tmall store. Kimi and MiniMax are next. LLM apps are now fighting for consumer shelf space, not just benchmark scores.