What changed
GPT-6 Astra on Unitree's G1 is the AGI demo that matters: model gets a body, Chinese hardware gets distribution. Anthropic's event is free Zhipu advertising.
DeepSeek's Ascend drop is the chip story. Foundational components on Huawei silicon, public. That's China attacking Nvidia's CUDA moat without waiting for export rules.
Kuaishou put Kling's CEO over AI. 36 robot companies ring the bell with huge profitability gaps. Suzhou embroidery robots show commercialization is now the test, not stage demos.
Add it up: China is stitching open chip software, robot bodies, and video AI into a deployment stack. The trade is less who has the best model, more who controls the stack.