Although computing power has dropped recently, the AI application sector has become lively again. First, let’s talk about Google. Gemini 3 Pro claims to be the “most intelligent model,” scoring 1501 points at the LMArena leaderboard, essentially outperforming its predecessor and many competitors. The Nano Banana Pro has integrated cognitive capabilities into image generation, capable of outputting 4K resolution and synthesizing 14 images into one. Most importantly, its text generation ability has significantly improved; I tried converting several research reports into images, and they were quite clear. This tool is incredibly efficient for learning. I ran it for three days over the weekend and discovered many functionalities.
Alibaba’s “Qianwen” app aims to create an AI lifestyle portal, integrating maps, food delivery, and ticket booking, consistently ranking in the top 5 of the iOS free chart since November 22. Ant Group’s “Lingguang” is even more impressive, surpassing 1 million downloads within four days and reaching sixth place in the App Store’s free chart in China, necessitating eight rounds of urgent capacity expansion. This product can generate small applications using natural language in 30 seconds and supports multi-modal outputs like 3D models, audio, and animations. I created a few small applications, but they cannot be shared yet. If they can launch the product and integrate payment, it will be a closed loop.
I believe this wave may truly initiate a new round of AI application trends. Previously, everyone was competing on model capabilities; now, the focus is shifting to practical applications, moving from B2B to B2C, which is a noticeable trend.
On the nuclear fusion front, TAE is skipping the sixth-generation device and is set to build the first demonstration fusion power plant, while Zap Energy has achieved a new record for plasma pressure. Domestic plasma research institutes and new energy fusion have announced procurement exceeding 2 billion, including 1.345 billion for a tritium factory. Additionally, Eastern Superconducting’s REBCO tape production capacity is already internationally leading, with a target capacity of 15,000 km/year by 2026. Helion claims it will achieve power generation validation by 2025; if successful, related domestic projects are likely to accelerate.
Last week, the humanoid robot sector saw leading companies like ZhiYuan Robotics and UBTECH accumulate orders totaling 2.4 billion. ZhiYuan aims to ship 3,000-5,000 units this year, while UBTECH’s Walker series has orders exceeding 800 million. Prices are also rapidly decreasing; the Yushu R1 is selling for 39,900 yuan, while Songyan Power’s “Xiao Bumi” is only 9,998 yuan, selling out immediately (it pays for itself in three days of rental). GGII predicts that by 2030, the humanoid robot market in China could reach 38 billion, with sales increasing from 4,000 units to 270,000 units, which is indeed an astonishing growth rate.
Commercial space may be the sector with the most anticipated differences in November and December. Blue Arrow Aerospace’s “Zhuque 3” is set for its maiden flight in mid to late November, following a “stainless steel + methane” route, similar to SpaceX’s Starship technology, with a target cost of under 20,000 yuan per kilogram. In May, Arrow Yuan Technology’s “Yuanxing 1” successfully achieved a soft landing at sea, and in the second half of the year, Blue Arrow, Tianbing Technology, and CAS Space are all set for their maiden flights of reusable rockets. If successful, launch costs could drop by 30%-50%, which would have a significant impact on the entire industry chain, whether for the “Three-Body Computing Constellation” or the Qianfan Constellation.
That’s about it for the weekend…