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China’s EV Push Adds Lidar and In‑Car AI as Google’s TurboQuant Rattles Chip Stocks

These deployments foreshadow a near‑term reset in automakers’ mix of sensors, compute and suppliers.

Overview

  • Alibaba said its Qwen AI agent entered cars Thursday with Hongqi’s HS6 PHEV, linking cloud agents to on‑board apps to handle fuzzy requests like multi‑stop routes and time targets, with Leapmotor’s A10 also set to adopt Qwen.
  • IM Motors opened pre‑sales for the LS8 range‑extender, which includes a roof‑mounted lidar as standard, Nvidia Thor compute and an L4‑class IM AD ZETA stack, while Leapmotor launched the sub‑$9,000 A10 with an optional lidar and fast charging.
  • Chery began pre‑sales for the Fengyun T9L with a 560 TOPS driver‑assist system and long electric range, and GAC Toyota said its Bozhi 7 sedan will ship with Huawei’s HarmonyOS cockpit and Momenta’s R6 assist and later add Xiaomi’s Mi Home app and accessories.
  • A public split on autonomy design widened as Lantu’s Lu Fang called four lidars the safest current setup, while Great Wall’s Wey CEO Zhao Yongpo argued piling on sensors can waste compute and slow planning.
  • Google unveiled TurboQuant, a memory compression method that shrinks large‑model key‑value caches to one‑sixth and lifts H100 throughput by up to eight times, and U.S. storage shares fell as Western Digital and Micron dropped more than 4% and Seagate more than 5%.