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China’s Car AI Race Accelerates With Huawei ADS 4.1 Rollout and Chery’s 2026 Plan as Tesla Chip Claims Draw Skepticism

Surging compute needs tighten memory supply, prompting OpenAI to explore ads.

Overview

  • Huawei confirmed its QianKun ADS 4.1 will begin rolling out soon, with its auto chief saying he has driven the beta for over two months and citing smoother routing, tighter lidar‑based spacing judgments and new safety features like eAES anti‑rear‑end protection.
  • Huawei said technical details for ADS 5, Harmony Cabin 6 and the next‑gen XMC digital chassis will be disclosed before the April Beijing auto show, and it projected more than 80 models and roughly 3 million vehicles using its ADS in 2026.
  • Chery detailed three upgrade tracks covering cockpit, driving assist and range, and said its Falcon driving stack will reach over 35 models in 2026; upcoming QQ3 and Fengyun A9 feature the Lingxi cockpit, lidar and city/highway NOA with memory routes and all‑scenario parking.
  • Elon Musk claimed Tesla’s AI5 chip is near design completion and could match Nvidia Hopper on a single SoC and approach Blackwell with dual SoCs at lower cost, though reports flagged contradictions with prior timelines and noted standard design‑to‑production cycles warrant caution.
  • OpenAI will test ads in free and Go tiers and expand the $8 Go plan to all ChatGPT regions, as its CFO reported revenue and compute each grew roughly tenfold over three years, while industry analyses say data centers may consume about 70% of advanced memory this year, driving a storage supercycle.