China's tech giants kicking off the lunar new year with a new wave of AI competition.

Major AI model releases from both Alibaba and ByDance.

Ardur Dabosa has more in today's tech check.

Hey Dee.

Hey, Carl, good morning.

So there's just been a blitz of AI announcements time to what is the biggest consumer window of the year.

Together they reveal something the market may be underestimating. China isn't

just competing on one slice of the AI race. It's building out the entire ecosystem from frontier

models to homegrown memory chips to humanoid robots performing on China's biggest stage. Now that last

one, humanoid's caught the most attention simply because the progress from last year to this year,

it just kind of hits you over the head. On the left of your screen, you've got Unitrees robot

line dance last year. And then on the right is this year, 26, far more fluid and far more

precise as you can see. Now the progress that matters most to investors, it's actually

not one that you can see. It starts at the foundation, the chips powering these robots, sensors,

processors, et cetera. These are basic chips that China already makes domestically. So it is self-dependent

here. Now move up to memory, and here, even American companies are already starting to take notice

amid a global

shortage that is seeing prices up 90% in a single quarter. Apple even is reportedly in talks with

Chinese chipmakers, YMTC and CXMT to fill the gap. And then, guys, you've got the hardest part,

which is the top of the market, the advanced chips that actually train AI models. This is still

NVIDIA's world, but China is making

a lot of progress here. Huawei's Ascent chips, they're already training domestic models and every

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