Overview
- Huawei says its ADS 4.1 driving software will begin rolling out soon as executives preview ADS 5 for this year with technical details due before the April Beijing Auto Show and project more than 80 models using ADS in 2026 with roughly 3 million cumulative installs.
- Chery unveiled three upgrade plans and said its Falcon stack will be fitted to over 35 models in 2026, while XPeng confirmed its AIOS 6.0 cockpit update will start its first push on January 20.
- Elon Musk claims Tesla’s AI5 chip is near design completion with single‑SoC performance comparable to Nvidia’s Hopper and dual‑SoC akin to Blackwell at lower cost, though prior contradictory timelines and lengthy verification cycles warrant caution; he said Dojo 3 development has restarted.
- OpenAI will test ads in ChatGPT’s free and Go tiers in the coming weeks and expand the $8 Go plan globally, as its CFO reports revenue rising from about $2 billion in 2023 to more than $20 billion expected in 2025 and compute growing from 0.2 GW to roughly 1.9 GW over the same period.
- Industry analyses say data centers are set to consume about 70% of advanced memory this year, with DRAM prices expected to jump up to 50% in Q1 and further in Q2; Counterpoint reports China’s 2025 smartphone shipments fell 0.5% as Huawei led annual share at 16.9% and Apple led Q4 at 21.8%.