Industry19 MAY 2026Source: 36kr

Baidu's AI Revenue Milestone Signals Fracturing of Western AI Infrastructure Control

THE SIGNAL · the signal · Industry

Baidu's Q1 2026 results confirm AI business now exceeds half of general revenue—¥13.6 billion of ¥26 billion—while Microsoft has shed 24% of its market value since October 2025, underperforming the Nasdaq by 35 points over six months.

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Industry energy_cleantech15 MAY 2026

CATL Lands 60 GWh Sodium Battery Megadeal

// Update

Industry energy_cleantech02 MAY 2026

Beijing Coordinates Nuclear, EV, and Grid Robotics Into a Single Energy Security Doctrine

EXECUTIVE SUMMARY China's energy security strategy has shifted from reactive stockpiling to coordinated structural transformation, triggered by the Strait of Hormuz crisis and accelerating U.S. sanctions pressure.

Industry advanced_manufacturing02 MAY 2026

Beijing Auto Show Confirms China's Full-Stack EV and AI Industrial Surge

The 2026 Beijing Auto Show delivered the clearest single-week evidence yet that China's advanced manufacturing push has moved from policy document to commercial reality — with autonomous driving, battery technology, and physical AI converging across consumer and industrial markets simultaneously.