November 7, 2025 · 24-Hour AI Briefing: Alibaba’s Open-Source Rise, Tesla’s Robot Ambition, Google’s TPU Breakthrough, and JD.com’s Unmanned Leap
Summary:
From China’s open-source breakthroughs to Silicon Valley’s chip rivalry, the global AI race is intensifying. Alibaba’s Qwen is redefining openness, Tesla is building the “physical OS” of the real world, Google is challenging NVIDIA’s dominance, and JD.com is pioneering the next frontier of unmanned logistics. The AI revolution is entering a new phase.
Alibaba’s Qwen Among the World’s Leading Open-Source AI Models
Alibaba’s Qwen model series has been ranked among the world’s top open-source AI systems. Unlike U.S. giants such as OpenAI and Google that favor closed models, Alibaba chose openness — and its ecosystem of developer collaboration is expanding rapidly worldwide.
Commentary:
Beyond raw performance, Qwen’s greatest achievement lies in its openness. While American companies guard their algorithms, Alibaba is building what looks like a “global shared intelligent operating system.” This strategy not only enhances China’s influence in AI but also creates a new model for democratizing technology.
Is this the beginning of a global AI realignment?
Musk Unveils Tesla’s Third-Gen Optimus and Plans for an AI Chip Factory
At Tesla’s 2025 shareholders’ meeting, Elon Musk announced that mass production of the third-generation Optimus humanoid robot will begin next year, with a target price of around $20,000. Tesla also aims to reach 5 million annual vehicle production by 2028 and may build its own large-scale chip factory to meet AI compute needs.
Commentary:
A $20,000 humanoid robot could redefine robotics affordability. Meanwhile, Tesla’s plan to build its own chips signals a new level of vertical integration — controlling energy, manufacturing, and intelligence in one ecosystem.
Tesla’s ultimate vision has moved beyond “sustainable energy.” It’s creating a physical world operating system powered entirely by AI.
How soon will that future arrive?
Google Cloud Launches Its Most Powerful TPU Yet — 10× Faster, 9,216 Chips Interconnected
Google Cloud has released its most powerful self-developed TPU (Tensor Processing Unit), delivering a 10× performance boost over its predecessor. The system supports interconnection of up to 9,216 chips into a single compute cluster, directly challenging NVIDIA’s dominance in AI infrastructure.
Commentary:
With 10× higher performance and massive interconnectivity, Google Cloud is confronting NVIDIA head-on. Each cluster provides exascale-level compute, capable of training trillion-parameter models. Unlike NVIDIA’s CUDA-based approach, Google’s TPU integrates deeply with its own software stack.
This is not just a chip war — it’s a battle for control over the very foundation of AI compute.
Will Google’s move finally shake NVIDIA’s dominance?
JD.com to Build the World’s First Fully Unmanned Delivery Station
JD.com announced plans to build the world’s first fully unmanned delivery station in April 2026. The site will deploy drones and self-driving vehicles to automate every process — from warehousing and sorting to loading and delivery — without any human involvement.
Commentary:
JD.com’s full autonomy push represents a leap from automation to independence. With synchronized drone scheduling, routing, and last-mile logistics, operational costs could drop dramatically.
Although Amazon and Wing are also testing drone delivery, neither has achieved a station-level fully closed autonomous loop. If JD.com’s model succeeds, it will be the world’s first scalable proof of concept for fully unmanned logistics.
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