Chinese Robotic Models Achieve Speed Breakthroughs

New developments in domestic large language models, including Mini Max, suggest potential breakthroughs this week. Recent updates, such as DeepSeek announcing a new version capable of integrating with certain domestic GPUs, have bolstered confidence in the local AI industry chain. These advancements are driving interest in hardware stocks related to the artificial intelligence sector. New software versions can now interface with certain domestic GPU components, boosting hardware stocks in the AI supply chain. However, competition among LLM operators remains intense globally. Companies are facing high capital expenditures and increased volatility in the sector. The competition involved over 100 teams and hundreds of robots. Humanoid machines are transitioning from laboratories to real-world applications, demonstrating the ability to compete with or exceed human physical capabilities.