At the 2026 Mojia Robot global launch, Chery executive vice president Zhang Guibing gave his first interview as Mojia's general manager, outlining three changes automakers bring to embodied intelligence and revealing over 3,000 units sold across 100+ scenarios in 60+ countries, with about 70% of underlying vehicle-robot technology reusable.
Goldman Sachs committed $500 million to establish a small-business AI institute and expand its "10,000 Small Businesses" program to support 10,000 additional businesses, partnering with Anthropic, Google, Meta, and OpenAI to help U.S. small businesses integrate AI into daily operations.
At IEDM 2026 on December 14, 2026, Samsung Foundry presented its second-generation 8LPU+ platform for expanding its 8nm process. The new platform delivers 12% higher performance, 15% lower power consumption and 8% smaller chip area than the previous 8LPU, and uses an EUV-free approach with existing DUV lines, targeting edge AI, robotics and automotive chips.
At the 2026 National High Performance Computing Conference in Shenzhen on Oct 18, China's first fully domestic 100,000-card AI supercluster, the Sugon 8000, was unveiled. It integrates supercomputing and intelligent computing on one platform, supporting both scientific computing and large-model training and inference, and ten major application achievements are to be released.
Goldman Sachs Research said at its Asia Leaders Forum in Hong Kong that the performance gap among Chinese AI models is narrowing, investor attention is shifting toward cost efficiency and the Harness layer, China's semiconductor manufacturing development is exceeding expectations, and Chinese open-weight AI models are being adopted globally.
At the Milken Institute Asia Summit in Singapore on October 8, 2026, Goldman Sachs' Asia Pacific (excluding Japan) head Kevin Sneader said new hires will manage AI agents from day one instead of waiting years to become managers, and reassigning existing mid-level managers will be a generational challenge across many fields. Co-panelist Sandra Peterson, operating partner at Clayton, Dubilier & Rice, said the traditional career ladder may disappear, while MAS Managing Director Chia Der Jiun said operational staff will need to transition into managers and supervisors of AI agents, and banks will need fewer fresh graduates for analytical and preparatory roles.
On September 27, Goldman Sachs' Carbonomics team released a 50-page report raising its global data center behind-the-meter (BTM) power capacity forecast from 40GW to 67GW, expecting gas turbines, reciprocating engines, and fuel cells to supply 28% of U.S. and 25% of global data center electricity demand, with gas turbine orders booked into 2031.
The "Lingjing Constellation", a space-based AI infrastructure jointly developed by China Aerospace Science and Technology Corporation and Zhejiang Province, made its global debut at the 5th Global Digital Trade Expo. With a planned total investment of about 30 billion yuan, the first 9 satellites are scheduled for launch in Q1 2027, with a future goal of 1,000 satellites in orbit for all-weather real-time Earth observation.
Goldman Sachs strategist Guillaume Soria said in a September 15 client note that while the 3-month momentum index rose 5%, the 12-month momentum index fell 6.7%, marking the widest single-day gap in five years. The bank's AI-stock index has dropped nearly 45% from its peak, the biggest slide since ChatGPT launched, and Goldman advised hedging AI exposure with put options, noting funds are rotating from semiconductors to software.
At the Goldman Sachs Communacopia + Technology Conference, Google Cloud CEO Thomas Kurian said the average AI server payback period is under two years, custom AI accelerator payback is half that of GPU solutions, its custom AI accelerator business is more than twice the size of the second-largest hyperscaler, and it offers 2.7x, 80%, and 30% cost-performance advantages in AI training, inference, and CPU respectively.