Following its official proposal to “take computing power to space,” China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.

As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered application scenarios. With expanding demand across use cases, market competition is evolving from a single technology path to a layered market structure that clearly segments large cloud data centers, enterprise data centers, and Small Office, Home Office (SOHO) personal applications. This segmentation is also reshaping supply chain roles and collaboration.

Recent reports from mainland China indicate that authorities have approved the import of an initial batch of Nvidia’s H200 chips. The move highlights yet another turn in the intensifying US–China technology rivalry.

Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight as key embodiments of physical AI.