Overview
- Huawei said its ADS 4.1 driver-assist update will begin rolling out soon, highlighting eAES safety protections and improved complex-route handling, with ADS 5 details due before April’s Beijing auto show and a 2026 target of 80+ models and roughly 3 million cumulative installs.
- Chery announced three upgrades spanning driver assistance, smart cabins and range, committing to equip Falcon driver assist on more than 35 models in 2026 and to deploy the Lingxi smart cabin across core lines in Q1 2026.
- Elon Musk said Tesla’s AI5 chip is near design completion with single-SoC performance comparable to Nvidia Hopper and dual-SoC near Blackwell, noted AI6 is in early development, and indicated Dojo 3 work has restarted after resource shifts.
- Musk asserted the Optimus robot could ultimately overshadow Tesla’s car business, as outside reports flagged missed 2025 production goals of 5,000 units and continued reliance on remote human operation that underscores autonomy challenges.
- OpenAI will test ads in ChatGPT Free and the $8 Go tier in the coming weeks and expand Go globally, while its CFO reported revenue and compute each grew about tenfold over three years; researchers meanwhile expect data centers to use 70%+ of advanced memory in 2026, driving sharp DRAM price hikes and prompting Chinese phone makers to favor higher-margin models as Huawei led 2025 share and Apple topped Q4.