What changed
Space Rabbit is the LLM wildcard. Mysterious lab, viral demo, GPT-6 Astra-level claims. If benchmarks hold, Chinese frontier releases just got another player.
Honor’s 2nm, 200MP, 397B agent model at 3,999 yuan is a price war signal. AI flagship specs are getting cheap. Suppliers and rival phone makers feel it first.
Nvidia’s open agent security platform, Huawei’s AIDC push at HC, Siemens Xcelerator’s team-up phase. The agent economy is getting guardrails, compute, and factory distribution.
So what: China AI is compressing models, phones, and industrial infra at once. Watch Huawei AIDC supply chain, Honor’s 2nm suppliers, and any Space Rabbit backer.
Why it matters
Space Rabbit is the LLM wildcard. Mysterious lab, viral demo, GPT-6 Astra-level claims. If benchmarks hold, Chinese frontier releases just got another player.