For Open src models, huge gain in the past yr for DeepSeek & Qwen as they have been the best models. Expect continued Qwen adoption as it is far & away the best model for Edge AI. Llama falling off is why Zuck is spending so much money on Talent acquisition.

FangChengBao Q&A on Tai-7 Tai series is more for urban settings & Bao series is off-road. Bao series has more power. Tai-7 has both Lidar & non-Lidar versions (so px could start below 200k) 4WD has 35.6kWh battery & 180km BEV range 2WD has 26.6kWh battery & 135km BEV range

Shandong Heavy subsidiary Zhongtong delivered 895 eBus to Santiago, Chile on 15th. Just huge order. Santiago has goal of raising electrification of its public transit sector to 68% by 2026. mp.weixin.qq.com/s/5uoWBb2DjFra…

China has started work on the controversial Mega-Dam project in Tibet. 1.2T RMB investment planned here & will construct 5 cascading power stations along the way.

HBIS signed its 1st export contract of > 10k ton green steel to Italian customer that meets CBAM rules. Will reduce carbon by 50% per ton of steel. HBIS started production of its 1.2mt green steel plant in 2023 & this is largest export contract thus far. mp.weixin.qq.com/s/bMLOYbqc1hL0…

China Unicom announces it will have 45EFLOPS (unclear FP16 or FP32) by end of this yr. Already has 3 10k+ GPU smart data centers. Looking to build its 1st 100k card cluster. Also signed agreement w/ HW to build AI full integration biz incubation center. Looks like all major

Report on SAC's new factory. Large enough to produce 200 military aircraft a yr. But what truly impressed me is how large the composite material facility is. The amt of CFRP+other advanced composite material usage on future drones & eVTOL will be far greater than now. The

China-ASEAN AI cooperation is a big part of Chinese tech industry looking to spread its tech stack across Asia, especially ASEAN countries.

UGVs & Drones Modern warfare