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China Backs Space Computing as Carmakers Roll Out AI-Native Models and Robotaxi Plans

Clear policy signals now point to a shift from pilots to large-scale rollout.

Overview

  • China’s industry ministry voiced support for space-based computing research and said it would guide an orderly industry buildout, a move that drew investor attention as firms pitch orbital data centers to ease ground limits on power, cooling and land.
  • Roewe, working with ByteDance’s Volcano Engine, unveiled an AI‑native car line called Jiayue with three concept models, wiring a large language model into the vehicle so software can plan tasks and control hardware at a fine level.
  • Geely said it will show a native Robotaxi prototype at the Beijing auto show, and ride‑hailing firm Cao Cao plans a deep‑customized version for 2027 mass production as the design pairs an L4 driving stack with a world‑action model for on‑road decision making.
  • Qianli Technology, led by former Honor chief Zhao Ming, set a 2027 launch for its Robotaxi solution and a goal to deploy more than 300,000 Robotaxis by 2030, and said 460,000 cars already use its driver‑assist system with a 92% activation rate.
  • Huawei reported 10 billion kilometers of assisted‑driving use on its QianKun system and introduced the Huawei Zhikang motor brand with high‑efficiency drive units, while content platform iQiyi said it will shift to a creator‑led, decentralized model as AI floods the pipeline with new works.