Chinese AI Labs Unleash Coordinated Wave of Embodied and Agentic Models to Seize the “Physical AI” Frontier

Alibaba, ByteDance, and Kuaishou have launched advanced AI models in robotics and video generation, signaling China’s intensifying bid to compete head-to-head with U.S. leaders across multiple layers of the AI stack. A wave of model releases from China’s largest technology firms this week highlights how the country’s AI sector is expanding beyond chatbots into robotics,

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