Overview
- At a State Council press briefing, officials reported more than 35,000 basic, over 8,200 advanced, 500-plus excellence-level, and 15 leading intelligent factories, with industrial value-added up 5.9% in 2025.
- China counted over 6,000 AI companies in 2025 with the core industry expected to exceed ¥1.2 trillion, domestic compute reaching about 1,590 EFLOPS and local foundation models described as leading the open-source ecosystem.
- MIIT said China now has over 140 humanoid-robot makers and more than 330 products, backed by innovation centers, a standards committee and open platforms to shift deployment into homes and factories.
- Data compiled by OpenRouter and a16z show Chinese open-source models captured about 15% of measured global AI model traffic by November 2025, led by DeepSeek and Qwen and increasingly used for higher-skill tasks.
- Globally, OpenAI reported 2025 annualized revenue above $20 billion and is planning a first hardware device for the second half of 2026, while a PwC survey found most CEOs saw no clear AI gains and Microsoft’s Satya Nadella warned resource-heavy AI must prove real-world value; Tesla’s Optimus push also fell short of its 2025 output target.