In the first half of 2026, global humanoid robot shipments were about 19,000 units, with Chinese manufacturers' share rising to over 97%; in 2025, global shipments were about 25,000 units, with China accounting for about 52%, and global embodied intelligence financing exceeded USD 11 billion. The report notes that the industry has entered its first year of mass production and a commercialization inflection point, but the ratio of intended orders to actual deliveries is only about 10%–20%, and commercialization remains a key bottleneck. China and the United States are positioned in a staggered manner along the value chain: the United States is strong in the "brain" and computing capital, while China is strong in the "body" and supply chain mass production.
In the first half of 2026, global humanoid robot shipments were about 19,000 units, with Chinese manufacturers' share rising to over 97%; in 2025, global shipments were about 25,000 units, with China accounting for about 52%, and global embodied intelligence financing exceeded USD 11 billion. The report notes that the industry has entered its first year of mass production and a commercialization inflection point, but the ratio of intended orders to actual deliveries is only about 10%–20%, and co
The three AI 3D companies VAST, Meshy, and Yingmou raised a combined total of over 8 billion yuan in half a year, among which VAST raised over 5 billion yuan in half a year with a valuation of $2 billion, and Meshy completed a $400 million funding round with a post-money valuation of $1.5 billion. As of the end of September, Meshy's ARR exceeded $100 million, and the ARR of VAST and Yingmou also reached tens of millions of dollars. The three have different roadmaps: VAST wants to build a 3D version of Douyin and open-sourced the real-time renderer EdenLive, Meshy adopts subscriptions plus pay-per-use, and Yingmou targets professional users and enterprise production workflows.
The three AI 3D companies VAST, Meshy, and Yingmou raised a combined total of over 8 billion yuan in half a year, among which VAST raised over 5 billion yuan in half a year with a valuation of $2 billion, and Meshy completed a $400 million funding round with a post-money valuation of $1.5 billion. As of the end of September, Meshy's ARR exceeded $100 million, and the ARR of VAST and Yingmou also reached tens of millions of dollars. The three have different roadmaps: VAST wants to build a 3D vers
Meta Q3 revenue was $64.6 billion, up 26% year-over-year, of which advertising contributed $63.06 billion, accounting for 97.6% of total revenue. The personal agent Muse, launched on September 8, surpassed 10 million downloads within 40 days of launch, but high capital expenditure turned free cash flow negative at $2.12 billion, and the full-year Capex guidance floor was raised from $130 billion to $135 billion. Muse currently mainly relies on subscription fees, with shopping being the most frequent use case; more than 25% of users have used the shopping feature, with average spend per transaction exceeding $200.
Meta Q3 revenue was $64.6 billion, up 26% year-over-year, of which advertising contributed $63.06 billion, accounting for 97.6% of total revenue. The personal agent Muse, launched on September 8, surpassed 10 million downloads within 40 days of launch, but high capital expenditure turned free cash flow negative at $2.12 billion, and the full-year Capex guidance floor was raised from $130 billion to $135 billion. Muse currently mainly relies on subscription fees, with shopping being the most freq
Google CEO Pichai revealed in the "Sources" interview that Gemini 4 Argon processed about 25 trillion tokens in 72 hours of launch, 3 times that of Gemini 3.0 in the same period, and is still rate-limited due to compute constraints. He explained for the first time the reason for cutting Gemini 3.5 Pro: the team found a gap in the model on Agentic Coding, first used the Flash version to complete intensive iterations from 3.5 to 3.8 in about 3 months, while Argon pretraining had already been completed at that time, so they injected the accumulated gains into Argon post-training. He also mentioned that Google internally has entered the RSI stage of researchers and models collaborating, and said the next-generation Gemini 5.0 will be much stronger than Argon.
Google CEO Pichai revealed in the "Sources" interview that Gemini 4 Argon processed about 25 trillion tokens in 72 hours of launch, 3 times that of Gemini 3.0 in the same period, and is still rate-limited due to compute constraints. He explained for the first time the reason for cutting Gemini 3.5 Pro: the team found a gap in the model on Agentic Coding, first used the Flash version to complete intensive iterations from 3.5 to 3.8 in about 3 months, while Argon pretraining had already been compl
UK startup Cerebella has launched Cerebella Foundations, a self-guided program developed by cognitive neuroscientists to help women understand and maintain cognitive health during the menopause transition. The program is a structured course consisting of ten sessions over five weeks, each lasting about 25 to 30 minutes. A Cerebella survey of about 1,300 to 1,400 UK women found that brain fog is associated with reduced confidence, lower productivity and intention to leave work; in a study of more than 14,000 women, about 40–80% reported self-reported cognitive symptoms during the transition.
UK startup Cerebella has launched Cerebella Foundations, a self-guided program developed by cognitive neuroscientists to help women understand and maintain cognitive health during the menopause transition. The program is a structured course consisting of ten sessions over five weeks, each lasting about 25 to 30 minutes. A Cerebella survey of about 1,300 to 1,400 UK women found that brain fog is associated with reduced confidence, lower productivity and intention to leave work; in a study of more
At the Open Source Summit Europe hosted by the Linux Foundation in Prague, Thierry Carrez, General Manager of Linux Foundation Europe, and others called on European companies to not only use open source software but also contribute upstream and participate in open source governance, in order to reduce dependence on a single vendor or country. A Linux survey shows that more than 90% of European organizations regard digital sovereignty as a key priority in their technology strategy; companies with mature open source governance have an average return on investment of more than 4x, compared with 3.6x for those without a formal governance structure. GitHub data from October shows that currently one in every three pull requests involves an AI agent, compared with less than one in ten a year ago.
At the Open Source Summit Europe hosted by the Linux Foundation in Prague, Thierry Carrez, General Manager of Linux Foundation Europe, and others called on European companies to not only use open source software but also contribute upstream and participate in open source governance, in order to reduce dependence on a single vendor or country. A Linux survey shows that more than 90% of European organizations regard digital sovereignty as a key priority in their technology strategy; companies with
MSI has released the EdgeMesa N AI+ mini PC, with a volume of 1.3 liters, equipped with the NVIDIA RTX Spark N1X superchip and up to 128GB of LPDDR5X unified memory, with running 120B-parameter large models locally as its primary design goal. The chip integrates a 20-core Grace CPU and a Blackwell GPU with 6144 CUDA cores; the unified memory pool lets model weights and KV cache share the same physical memory. Referring to measured results from the DGX Spark on the same platform, generation speed for 120B-class models is about 15 to 59 tokens/s, limited by 273GB/s memory bandwidth; official pricing has not yet been announced, and the article estimates it may fall in the 30,000 to 40,000 RMB range.
MSI has released the EdgeMesa N AI+ mini PC, with a volume of 1.3 liters, equipped with the NVIDIA RTX Spark N1X superchip and up to 128GB of LPDDR5X unified memory, with running 120B-parameter large models locally as its primary design goal. The chip integrates a 20-core Grace CPU and a Blackwell GPU with 6144 CUDA cores; the unified memory pool lets model weights and KV cache share the same physical memory. Referring to measured results from the DGX Spark on the same platform, generation speed
Mengtong Intelligent exhibited at the Hong Kong Autumn Electronics Show a binocular full-color waveguide AI glasses weighing only 39 grams for the whole device, which the company officially calls the lightest product of its kind in the industry. The product adopts an MCU+DSP dual-chip architecture, striking a balance between low-power control and real-time task processing, and supports functions such as AI Q&A, real-time translation, speech prompting, and navigation, but the battery capacity and actual battery life have not yet been announced.
Mengtong Intelligent exhibited at the Hong Kong Autumn Electronics Show a binocular full-color waveguide AI glasses weighing only 39 grams for the whole device, which the company officially calls the lightest product of its kind in the industry. The product adopts an MCU+DSP dual-chip architecture, striking a balance between low-power control and real-time task processing, and supports functions such as AI Q&A, real-time translation, speech prompting, and navigation, but the battery capacity and
Anthropic launches Claude Duet, an AI agent app that can work proactively, built on Claude Opus 5.5, able to call more than 6,000 connectors and plugins in Claude Marketplace; the research preview's first batch opens a waitlist to Pro and Max subscribers in the United States. Insta360 releases the wireless microphone Insta360 Mic, priced at 439 yuan for a single transmitter, with a maximum transmission distance of 400 meters and 13 hours of transmitter battery life. EA closes BioWare studio and cancels the next-generation Mass Effect title still in early development, reportedly cutting 400 positions.
Anthropic launches Claude Duet, an AI agent app that can work proactively, built on Claude Opus 5.5, able to call more than 6,000 connectors and plugins in Claude Marketplace; the research preview's first batch opens a waitlist to Pro and Max subscribers in the United States. Insta360 releases the wireless microphone Insta360 Mic, priced at 439 yuan for a single transmitter, with a maximum transmission distance of 400 meters and 13 hours of transmitter battery life. EA closes BioWare studio and
The OPPO Enco X4 noise-cancelling true wireless earphones rank in the top tier for noise cancellation: deep ANC noticeably attenuates steady low-frequency noise, and the effective bandwidth reaches flagship level, putting it in the same class as the vivo TWS 5 Pro, Freebuds Pro 5, and Galaxy Buds4 Pro. It features coaxial 11mm and 6mm dual dynamic drivers with dual-DAC crossover, supports LHDC 5.0 and LHDC Lossless at up to 48kHz/24bit and a maximum bitrate of 2.3Mbps, and offers a 39ms low-latency game mode. In testing, battery life reached 14 hours 39 minutes over an AAC connection with ANC off, but with the current firmware 116.116.199 there is audible background hiss when ANC is enabled.
The OPPO Enco X4 noise-cancelling true wireless earphones rank in the top tier for noise cancellation: deep ANC noticeably attenuates steady low-frequency noise, and the effective bandwidth reaches flagship level, putting it in the same class as the vivo TWS 5 Pro, Freebuds Pro 5, and Galaxy Buds4 Pro. It features coaxial 11mm and 6mm dual dynamic drivers with dual-DAC crossover, supports LHDC 5.0 and LHDC Lossless at up to 48kHz/24bit and a maximum bitrate of 2.3Mbps, and offers a 39ms low-late
GitHub is opening Package Firewall as a public preview to Enterprise Cloud customers, checking package queries and downloads against centralized security policies; currently only npm packages are supported. Administrators can set a waiting period after a new version is released, block based on malware and vulnerability information from the GitHub Advisory Database, and prevent downloads when install scripts such as preinstall or postinstall appear for the first time in a new version or when SLSA provenance that previous versions had is missing. The firewall sits between clients and upstream package sources, so coding agents and CI/CD hosts must route their requests through the service for it to take effect; it is free during the preview, and general availability will be billed by usage. GitHub has not announced the general availability date or specific pricing.
GitHub is opening Package Firewall as a public preview to Enterprise Cloud customers, checking package queries and downloads against centralized security policies; currently only npm packages are supported. Administrators can set a waiting period after a new version is released, block based on malware and vulnerability information from the GitHub Advisory Database, and prevent downloads when install scripts such as preinstall or postinstall appear for the first time in a new version or when SLSA
Meta CEO Zuckerberg said on the October 21 earnings call that since launching on September 8, over 10 million users in the US and Canada have created Muse agents, roughly more than double Threads at its start. Muse can browse the web, send emails, and book travel on users' behalf; a quarter of users use it daily, the most common scenario is shopping, average purchase exceeds $200, first-week transaction volume exceeded expectations, and Meta had to work with Stripe to raise credit limits. Meta plans to charge merchants when Muse helps them complete sales; consumer use is free unless more tokens or more advanced models are needed; the CFO said it is working with Shopify, Walmart, and others to develop the Personal Agent Protocol.
Meta CEO Zuckerberg said on the October 21 earnings call that since launching on September 8, over 10 million users in the US and Canada have created Muse agents, roughly more than double Threads at its start. Muse can browse the web, send emails, and book travel on users' behalf; a quarter of users use it daily, the most common scenario is shopping, average purchase exceeds $200, first-week transaction volume exceeded expectations, and Meta had to work with Stripe to raise credit limits. Meta p
Cloud hosting platform Railway discovered abnormal activity on October 21 in the system storing customer environment variables, stating that an unauthorized third party may have accessed encrypted environment variables and decrypted some of them, and has advised all users to change credentials such as API keys. Railway believes the attack may be part of a recent series of attacks targeting platform companies with the aim of breaching AI inference service providers, and has notified upstream suppliers to revoke potentially leaked keys. The company also released security guidance for OpenAI, Anthropic and GitHub users, advising them to delete potentially exposed API keys, generate new keys and check usage records; on October 23 its builds and deployments had recovered, but new user registration remained suspended.
Cloud hosting platform Railway discovered abnormal activity on October 21 in the system storing customer environment variables, stating that an unauthorized third party may have accessed encrypted environment variables and decrypted some of them, and has advised all users to change credentials such as API keys. Railway believes the attack may be part of a recent series of attacks targeting platform companies with the aim of breaching AI inference service providers, and has notified upstream supp
BBC reports that hundreds to thousands of workers in India are paid to wear head-mounted cameras to record work processes such as haircuts, sewing, and housework; the videos are collected by local companies and sold to tech companies and research institutions for training physical AI that can control real-world robots. Rashdan Technologies pays 5 to 10 dollars for 8 to 10 hours of recording, and Humyn Labs has 96,000 data collectors in Latin America and Southeast Asia. TISS professor Bino Paul believes it is too early to judge whether robots will replace these workers, but calls on the government to regulate AI.
BBC reports that hundreds to thousands of workers in India are paid to wear head-mounted cameras to record work processes such as haircuts, sewing, and housework; the videos are collected by local companies and sold to tech companies and research institutions for training physical AI that can control real-world robots. Rashdan Technologies pays 5 to 10 dollars for 8 to 10 hours of recording, and Humyn Labs has 96,000 data collectors in Latin America and Southeast Asia. TISS professor Bino Paul b
The Apple Watch Ultra 4 costs £749 ($799), and its appearance is basically the same as the previous generation; the main upgrades are battery life and charging: in real-world testing, it can last up to 79 hours of daily use, and a 10W charger fills it in under 90 minutes. It is equipped with the new S11 chip, the rear sensor now measures heart rate every 5 seconds and supports daytime HRV measurement, and a new readiness recovery score app has been added. Audio intelligence features such as Siri Recap and Live Rewind will not launch until the end of 2026.
The Apple Watch Ultra 4 costs £749 ($799), and its appearance is basically the same as the previous generation; the main upgrades are battery life and charging: in real-world testing, it can last up to 79 hours of daily use, and a 10W charger fills it in under 90 minutes. It is equipped with the new S11 chip, the rear sensor now measures heart rate every 5 seconds and supports daytime HRV measurement, and a new readiness recovery score app has been added. Audio intelligence features such as Siri
The UK government will set up an AI wildfire monitoring team at the National Situation Centre (part of the Cobra briefing room) to detect and extinguish fires faster; this follows this summer setting a record high temperature, when England and Wales sent emergency alerts to mobile phones because of wildfires. The Prime Minister will also announce 45 million pounds to purchase wildfire-specific personal protective equipment for fire brigades, and invest 25 million pounds to restore dried-out peatlands in England to serve as natural firebreaks. Companies such as Google, Airbus and VodafoneThree are expected to attend the first Wildfire Resilience Summit to discuss satellite monitoring and early warning systems.
The UK government will set up an AI wildfire monitoring team at the National Situation Centre (part of the Cobra briefing room) to detect and extinguish fires faster; this follows this summer setting a record high temperature, when England and Wales sent emergency alerts to mobile phones because of wildfires. The Prime Minister will also announce 45 million pounds to purchase wildfire-specific personal protective equipment for fire brigades, and invest 25 million pounds to restore dried-out peat
Unitree Technology releases its new humanoid robot "H2-X Kung Fu Legend Guardian". Official video shows its maximum battery life is about 8 hours; it can lift the front of a car bare-handed, jump down from a 4-meter-high platform and roll to a stable stance, and kick a car door dented. The video also demonstrates scenes of pushing away a car about to hit a person and protecting its owner. Media infer that it targets fields such as emergency rescue and security protection.
The first industry standard for window-cleaning robots, QB/T 8242—2026, was publicized on October 13, 2026, and will take effect on December 1, led by the China Household Electric Appliance Research Institute, with Ecovacs participating in drafting. The standard sets overall cleanliness of no less than 70%, edge and corner cleanliness of no less than 65%, and operational durability of no less than 200 hours. IDC data shows that in the second quarter of 2026, global window-cleaning robot shipments were about 847,000 units, a year-on-year increase of 59.8%.
The first industry standard for window-cleaning robots, QB/T 8242—2026, was publicized on October 13, 2026, and will take effect on December 1, led by the China Household Electric Appliance Research Institute, with Ecovacs participating in drafting. The standard sets overall cleanliness of no less than 70%, edge and corner cleanliness of no less than 65%, and operational durability of no less than 200 hours. IDC data shows that in the second quarter of 2026, global window-cleaning robot shipment
OpenAI Codex has released version 0.164.0, adding ten numbered /presets slots for saving reusable prompts and slash commands, and supporting inline /model and /permissions parameters to directly set the model, reasoning effort, speed, and permission configuration. This version also supports enterprise MCP connection authentication, credential masking for remote Bash and Zsh sessions, and enables the Amazon Bedrock setup wizard by default.
Mifeng Technology, together with nearly 20 institutions including Hugging Face, NVIDIA, and Tsinghua University, jointly launched the embodied evaluation platform RoboColiseum, and announced this round's results on October 20: Claude Opus 5.5 ranked first overall among the four flagship models, followed closely by GPT-6 Astra. GPT-6 Astra scored 99.35 on instruction following, while Opus 5.5 performed better on spatial understanding and general manipulation and consumed the fewest tokens. The platform contains 78 simulated evaluation tasks, with a simulation-to-real-world correlation of 89.5%, and since launching in August, more than 100 teams have participated.
Mifeng Technology, together with nearly 20 institutions including Hugging Face, NVIDIA, and Tsinghua University, jointly launched the embodied evaluation platform RoboColiseum, and announced this round's results on October 20: Claude Opus 5.5 ranked first overall among the four flagship models, followed closely by GPT-6 Astra. GPT-6 Astra scored 99.35 on instruction following, while Opus 5.5 performed better on spatial understanding and general manipulation and consumed the fewest tokens. The pl