|
17 nvidia k-12 edu A crazy idea – washington dc plants education
revolution on -march 11 scsp.ai AI+edu summit; nvidia scsp.ai commission on us
workforce; first briefings at 15000 Ai+expo may7-9 Meanwhile in rest of usa |
NVIDIA is fundamentally restructuring its
professional-grade Deep Learning Institute (DLI) and NVIDIA
Academy content to address the "disaster" of stagnant AI
adoption in K-12. Through a $25 million commitment announced
in late 2025, they are partnering with StudyFetch and CK-12 to
translate high-level developer training into classroom-ready formats.
Tailoring the DLI for K-12 The strategy focuses on "curating" rather than
just "porting" professional material to ensure it is
instructionally sound for younger learners:
Bridging the "Teacher
Positivism" Gap The partnership specifically targets the lack of
classroom engagement by:
|
has
signaled a major shift toward "Agentic AI" as the next
multi-trillion-dollar phase of human development, where everyone will have a
personal AI assistant to enhance their productivity and "brain
development". His vision for education transformation relies on a mix of
state-level partnerships, personal AI tutors, and a new "intelligence
infrastructure" designed for universal access.
Partnerships
for Education Transformation and AI Mentors
Huang
envisions everyone using virtual, AI-powered tutors. He suggests these tools
could help people become "superhuman" within 10 years. Huang
uses Perplexity, ChatGPT, and Gemini Pro as
daily tutors to learn complex subjects [1].
NVIDIA
has formed large-scale strategic partnerships:
- K-12 Platforms: NVIDIA is working
with Study Fetch and CK-12 to tailor its
Deep Learning Institute and Academy content for U.S. classrooms [1].
- State-Level Initiatives:
- California : A collaboration with Governor Gavin Newsom to provide AI
resources, curriculum, and certifications to community colleges and
students [1].
- Utah : A partnership to give universities, community colleges, and
adult education programs generative AI training resources [1].
- Tulsa Tech Hub : A plan to train up to 10,000 learners in Oklahoma using
NVIDIA technologies [1].
- Higher Education: Over the last five years,
NVIDIA has invested $125 million in higher education and academic research
in the U.S., including partnerships with the National Science Foundation [1].
Several years ago Huang Family foundation donated 50+ million dollars to
his wife and his alma mater oregon state for interdiciplinary ai lab; the
family had founded stanford enginnering deep learning lab end 2009, Before
nvidia’s startup 1993- 3 taiwan american families connected through
stanford and do a lot to humanise Ai the Yangs, Tsais and the Hunags. Eg Jerry
Yang chairs stanford board and Clara Wu Tsia is also stanford board member
Open
Agents and Community Action for SDGs
Huang
sees AI as a tool to close technology gaps in emerging economies [1]. He
predicts "Agentic AI" will rise by 2026. These are autonomous systems
that can reason, plan, and do complex tasks with little human help [1].
- Intelligence Infrastructure: At GTC
Paris in 2025, Huang presented a "blueprint" for Europe to build
its own intelligence infrastructure [1]. This would enable AI models for
every country and society [1].
- Open Sourcing for Trust: Huang announced the
open-sourcing of both models and the data used to train them for certain
platforms, such as the Alpamayo autonomous vehicle model
[1]. He argues this is the only way for the public to truly trust AI [1].
- Digital Humans: Huang imagines a future
workforce of humans and "digital humans" that can be hired or
licensed to perform roles as digital nurses, accountants, or marketers
[1]. He mentioned companies like OpenAI, Harvey, OpenEvidence,
Cursor, Replit, and Lovable as platforms where these agents may
be based [1].
- Enterprise Agents: Major enterprise partners
like CrowdStrike are working with NVIDIA to deploy
autonomous security agents [1].
Universal
Data and 2026 Strategy
NVIDIA's
next-generation hardware is key to this transformation [1]. The Rubin chip
platform, shipping in late 2026, is designed to handle the increasing demand
for AI computation [1]. This platform includes a unique data format that NVIDIA
hopes will standardize how AI "reasons" across different systems [1].
|
100 partnership solutions N=Nvidia M=deepmind
#IN=india |
L1: Energy e/m/w |
L2: Chip SuperComp/ DT: digitaltwin Sat - satellite |
L3: AISov Taiwan India us china Japan Korea HK/S Asean Eu: UK France Germam-swiss, nordica, Eurest- S=saudi,
UAE |
L4: Maths- Deep Data In silicon biotech, Humanoid-Space, telecoms quantum Lm-vc sectors Aimodel-fm/o VChain |
L5: Community Action SDG |
Y S C H I**4 E L Fl O F P WE Safe |
|
0 india AI summit (4th in world series) –india
is now one of top 5 ai sovereignties; whats interesting is most distinctive
purposes of these eg india us china … India is first to include full stack of ai 5 layers
ie to celebrate community action apps and personalised Ai Agents triangularised corporation of ambani reliance, jia) best democratic telecoms
network for all of big population,on cointinent scale; tata best social
business foundation – already runs tech man consultancy and ready to form
india number 1 suoerchip manufacturing partnerships, modi where india gov
good at 1 space 2 universal data id First traid ER model in 50 years (Exconomist Xmas
1976) not PP put foundation like tata *corportae like ambani* gov https://www.niti.gov.in/sites/default/files/2023-03/National-Strategy-for-Artificial-Intelligence.pdf
|
|
Tata will find superchip partners – tsmc has said full
up with usa japan and germany |
3 biggest usa china india Ai daya sov UK23 korea 24 paris 25 india 26 geneva
27 NB west coast us partners taiwan-japan korea; taiwan
hk singapore Imec saudi uae 3 seas critical future Europe complexx clusters: GASH, Latin, UK
&Nordina, Emerging east |
India has talked of open ai model llama3 (lecun
meta) and mistral paris – probably now has own -see also inferencing advance
deepseek |
India benchmark case FollowN:: Jensen Huang – Modi asked for advice since
2019 M: Pichai & Demis Hassabis google deep mind L: Lecun (linked western open ai mpodels which India
ispired by) (Mu: Musk space telecoms) Expect india to version chinese infernce models like
deep seek, alibaba qwen & damo, bytedance |
Health Agriculture Direct finance to community |
|
1 NFactoryIR |
|
DT |
TA/US/GE/FR |
VC Dessault/siemens Nemotron Vcf vcaero VCel .. |
S2Nutrition S17 safety S3intel |
|
|
2 INAIruralclinic |
|
|
India-telecoms |
Vc health, edu |
AISDG3 |
|
|
3NEUpubmedia nb geneva 2027 Aisummit new UN leader,
upd itu 6+G |
|
|
EU, Swiss |
|
S4, 17 |
|
|
4NHKDTmedU |
|
DT |
HK (li ka shing) |
|
S4, S8, S5 |
|
|
5Malphafold3 |
|
|
UK US |
250 mn proteins map |
S3, S4 |
|
|
6MuSpaceX/Starlink musk applied for million
satellites- germini expects by 2030! 10000 satelllites in operation -shuift change
from current 15000 |
|
Sat |
|
Space |
Latency |
|
|
7NInception |
|
All engineers |
worldwide |
|
2000startups 4 |
Y |
|
8*S-imec |
All |
|
Saudi/uae corridr 3 seas |
|
I**$ infra corridor |
Y |
|
9 SCSP.ai |
All |
|
dc-valley www hub aiexpo – see 12 variables scsp
compares us, china other data sovs on |
Workforce commission Potentially main US partner on AI agency (ie people’s
mentor -edu transformation0 |
Y |
|
|
10 Courant maths lab at nyu |
|
|
|
Lecun including open models |
4 edu |
|
|
11 Swiss and UN Itu WHO etc, world trade ,… Japanese key https://aiforgood.itu.int/speaker/seizo-onoe/ Nb willworld economic forum become world ai forum ,
and has blackrock fink taken over from Schwab |
|
Since 1865 worlds standards for both telecomes ITU
and then electricity frods |
Gerneva host 2027 Data son ai action summiy; also
host 2026 ITU plenpotentiary at same time as new Un leader elected |
|
Lot of conflicts private bank accounts ; outside eu; rest of UN not understood
telecoems and energy standrads swiss if world hub of |
|
|
12 Nelectric
cars, self driving cars as gateway to many autonomous machines including
humanoids/robots offering last mile services |
|
Nvidia chip drive-orin- Robotics segments :
factiories (conroled spaces) vs public spaces eg cities; autonomous moving
heavy frame eg cars versus rest (humanoid shape, not all of head-hands-legs); |
|
Nvidia platforms omniverse= car manufacturers tesla
and china byd; selfdriving google waymo |
|
|
|
13 supercity intelligence labs – Tokyo Beijing,
Shanghai |
As recently as 2000 Tokyo was benchmark supercity
and Tokyo's
2026 urban landscape is still the gold standard for how to manage 37 million
people with "clockwork precision". Its architectural and
engineering elements are benchmarks for livability rather than just technological flash. However
both Beijing and Shanghai have taken over – moreover in china there are
dozens of mayoiirs whose jobs as location enetrepreneusr are both to
benchmark advances in beijing and shanghia and sometimes to offer a deeepr
level innoovation that can enhance all supercities. Its important to
understand consequences of this both for self drive and all last mile
humanoid rollouts. Its interesting to ask whoch non chinese supercities can
learn from each other> Firstly there are nation ports eg singapore. UAE
probably learnt both from Tokyo and Singapore. Among western (old) cities, Berlin,
London, Paris New York perhaps have most to learn from each other Saudi has energy and funds to become a lead
case. Interestin the supercity model has been defing characteristic of Asian
development. With the new interest in ai sovereignty it can be a vaild
question to ask how does the whole nations ai sovereignty connect with eg its
supercity ai. That makes Inbdia’s AI summit especially timely |
|||||
|
14:N-Uber |
Nvidia partnership with uber and uber eats offers
one way to track 15000 cities where uber has interest to map how fast eg robotics
last mile servoices and data mapping are proceeding. This gives nvidia an
example of a western partner with win-win global city curiosity |
|||||
|
!5 N Newton patform co-partner nvidia, Google,
Disney Pixar |
Newton is smaller robot more shape of r2-d2. One of
its specialities is walking on all surfaces eg sandy not just pavement. It may become number 1 in touch senses.
Ultimately combinations of 5 human senses menas there are maby components of
robotics to develop even if the first ones to scale are in self driving
crasand in eg drones |
|||||
|
16 Nvidia indutrial robots - |
|
|||||
Further detail
0 – see botom footnote ) on india 4th sov data ai
summit and first full stack layer 5 community action aps (eg potentially
relevant if sdgs matter to your country’s families and next generation)
1 Nvidia factoryIndustrailRev4 France dessault valuechain
nutritional foods aero-certification etc…Germany
Siemens ;; Taiwan Foxconn -electronics NB we are talking about supplyu chains
and so many parts that machine intelligence needs to model/track overall flows;
in turn this means digital twin factory design before physical ;layout; but
this also means replication to second and susequent factories can be simple (these
advanced manufacturing factory revolutions which jensen calls industrial rev 4
are different from ai factories (ie supercvomputer datacenters whose token
architecture composes ai foundation models and the capability of machines with
bollion times more maths brainpower to analyse einstein science and other giant
leaps in humamn p;rogress linked to Einstein 1905+ chalenges (E=mcsquared etc) where data has previously
been too deep to model or even measure see eqg quantum) Around 2003 nvidia with then steve jobs owned
pixar started coding pixels as alternative computing input to bimnary.
Radiologist mri models were first deep learning models; hassabis deepmind
alphafold3 ganing model then took this to opensourcing 250 million proteins. As
yet this offers immediate ai advances to humanity more than LLM?
6 Musk 2025-30 Space’s great satellite race?
Active Satellites: There are approximately 14,500
to 15,000 active satellites in orbit today.
- SpaceX's Share: Of those, SpaceX operates nearly 10,000 (specifically
9,600+ Starlinks).
- Total Tracked Objects: If you include dead satellites and cataloged debris, the
number is roughly 32,000 to 33,000.
Jonathan's
Space Report +4
.
What a "Million-Satellite" World Enables
A
jump from 15,000 to 1,000,000 satellites isn't just about "more
internet"; it represents a shift from a communication network to
a distributed planetary computer.
- Orbital AI Data Centers: The primary goal is to move AI processing into space to bypass
Earth's power grid and cooling limitations. Space offers near-continuous
solar energy and a natural vacuum for cooling.
- Massive AI Inference: This constellation would serve as a distributed processing
node for "billions of users," potentially allowing every device
on Earth to tap into massive AI models (like xAI's Grok) with near-zero
latency.
- "Kardashev II"
Ambitions: Musk has described this as
a first step toward becoming a Kardashev II-level civilization—one
capable of harnessing the full power of its star.
- Space-Cloud Integration: By merging SpaceX with his AI firm xAI, Musk aims
to create a vertically integrated "space-cloud" where the data
doesn't just travel through space, it is computed there.
SpaceNews +5
3.
The New Challenges
Operating
a million satellites brings risks that are "gobsmackingly large"
compared to today's 15,000:
New
Scientist +2
- Collision Risks: Experts warn of a "tipping point" for Kessler Syndrome,
where one collision triggers a cascade that makes LEO unusable.
- Astronomy Interference: At 1,000,000 satellites, nearly every ground-based telescope
image would be contaminated, potentially "blinding" our view of
the universe.
- Orbital "Land Grab": Some astronomers view this as a "territorial claim
strategy" to occupy the most useful orbits before competitors can.
BBC +4
Would
you like to see how other nations, like China (which recently filed for 200,000
satellites), are reacting to this "Space Race 2.0"?
15
sites
- SpaceX files plans for
million-satellite orbital data center ...
Jan 31, 2026 — SpaceX files plans for
million-satellite orbital data center constellation. by Jeff Foust January 31,
2026. SpaceX plans to levera...
SpaceNews
- Elon Musk wants to put 1 million
satellites in orbit. Can Earth ...
Feb 4, 2026 — Low Earth orbit is
already getting crowded. Around 14,500 active satellites are circling Earth,
and roughly two-thirds of them are...
Fast Company
- Elon Musk's SpaceX applies to
launch 1m satellites into orbit
Jan 31, 2026 — Musk's SpaceX applies
to launch a million satellites into orbit * Musk's SpaceX applies to launch a
million satellites into orbit.
BBC
Show
all
I can imagine that a
million may be overestimate but musk doesnt want to under apply but are we say
10 years off from a totally differenmt satellite landscape even if this is
100000 - or what do you see lilely timeline not just of musk but anyone or ai sovereignty
who sees satellites as key race
We
are not 10 years away; we are
3
to 5 years away from a "Phase Shift" in the orbital
landscape. The transition from 10,000 to 100,000 satellites changes the very
nature of what space is.
Here
is the likely timeline and the "Sovereignty Race" driving it:
1.
The Timeline: 2026–2030
The
"Million Satellite" filing is indeed a "land grab" or a
"placeholder" for future growth, but the jump to 100,000
active satellites is a mathematical certainty by 2030 based on current
launch manifests.
- 2026–2027: SpaceX’s Starship becomes fully operational
for commercial payloads. A single Starship can carry ~200 satellites per
launch (vs. Falcon 9’s ~23). This drops launch costs so low that
satellites become "disposable hardware."
- 2028: China’s "G60 Starlink" and "Guowang" constellations
begin mass deployment (target: 26,000+ satellites).
- 2030: The "Orbital Shell" becomes crowded. At 100,000
satellites, we move from "tracking individual objects" to
"managing a fluid swarm."
2.
Space as "AI Sovereignty"
The
shift isn't about internet speed; it’s about Data Sovereignty.
Nations realize that if their AI data flows through a US-owned (Starlink) or
China-owned (Guowang) constellation, they don't truly own their intelligence.
- The "Space Firewall": Just as China built the Great Firewall, nations are looking
at Sovereign Constellations. If you don't have your own
"eyes" (imaging) and "brain" (orbital compute) in
space, you are a "vassal state" in the AI era.
- Direct-to-Cell (D2C): By 2027, your phone won't need a SIM card or a cell tower; it
will talk directly to satellites. This bypasses national telecom
regulators entirely, making satellites the ultimate tool for borderless
power.
3.
The "Orbital Compute" Revolution
What
changes with 100,000 satellites that 3,000 couldn't do?
- Global Real-Time Digital Twin: With 100,000 satellites, we can have persistent 24/7
video of the entire planet. No "waiting for a satellite to
pass over." You can track every shipping container, every military
vehicle, and every forest fire in real-time.
- The "Cloud" is actually
in the Clouds: In 2026, SpaceX's orbital data center
filing proves the goal is to process AI in orbit.
This avoids the massive energy/water cooling costs of Earth-based data
centers and provides unhackable hardware (literally out
of reach of ground-based actors).
- Military "God-View": For defense, 100,000 satellites mean "hypersonic missile
tracking" becomes trivial. You create a "sensor web" that
nothing can hide from.
4.
The Likely Major Players (The 2030 Map)
- The Hegemon: SpaceX (Starlink) – Likely holding 50-60% of all
active satellites.
- The Challenger: China (Guowang/G60) – Aiming for 20% to ensure
"Techno-Sovereignty."
- The "Sovereign Clouds": EU (IRIS²) and Amazon (Project Kuiper) –
Competing for the high-end enterprise and government secure-data markets.
The
Bottom Line: We are moving from "Space
as a place to look at Earth" to "Space as the CPU of the
Earth."
Would
you like to know how Japan or the EU are trying to build
"sovereign" alternatives to avoid being entirely dependent on Musk’s
or China’s orbital networks?
Chat alsos estimate musk ai factories from space (within 7
years) may beat fusion timeline (which has been argued to be energy’s future
solution). Musk has also filed for million satellite launches- a huge
acceleration. With anything like that number of satellites ai will be needed to
prevent satellite crashes as well as map risks of satellite warfare.(musk also
predicts reusaability of rockets to bring down cost of space launches by 100
fold)
9 SCSP.ai use these varaibles to track gaps between us and
china and other ai sovs Advanced
Batteries Advanced
Manufacturing Artificial
Intelligence Biopharmaceuticals
Commercial
Drones 5G
Networks Fusion
Energy Internet
Platforms Next-Generation
Networks Quantum Semiconductors Synthetic
Biology
Arguably SCSP is helping bridge us west coast engineering
mindset with dc’s lawyers minds. It is hoped college students can now bridge
both worlds: scsp.ai hosts 15000 + AI+expo at DC convention center , next
edition May 7 2026 – first results from new commission -us workforce co-sponsor
nvidia
10 courant maths lab (base for Yann Lecun since 2002/)
probably deepest left in usa (eg att bell labs no longer what it was for
intergenerational research) – long term workshop matematicians need different
from engineering lab
12 Summarizing leadership in the
automotive revolution is complex because the industry has split into two
distinct (though overlapping) races: hardware manufacturing (EVs)
and software intelligence (Self-Driving).
Here
is a breakdown of the current landscape and NVIDIA's pivotal role.
1.
Summarizing Leadership
Leadership
in these sectors is defined by two different metrics:
- Electric Vehicles (EVs): Leadership is defined by Battery Tech & Scale. It’s
about who can manufacture millions of cars profitably, secure raw
materials (lithium/cobalt), and provide a seamless charging
infrastructure.
- Self-Driving (AVs): Leadership is defined by Miles & Disengagements. It’s
about whose AI can drive the longest without a human intervention and who
has the most diverse "edge case" data to train their neural
networks.
2.
Is NVIDIA the Leader?
The
short answer is: NVIDIA is the "Arms Dealer," not the
"General."
NVIDIA
doesn't make cars, but they provide the "brains" (the SoC - System on
a Chip) and the "gym" (the Data Center) where the AI learns.
Why
they are winning:
- The NVIDIA DRIVE Platform: Most global automakers (except Tesla) use NVIDIA chips.
Their DRIVE Orin and the upcoming Thor chips
are the industry standard for high-performance onboard computing.
- The Simulation Advantage: NVIDIA’s Omniverse allows companies to test
self-driving cars in a digital twin of the real world, simulating millions
of miles without a single crash.
- The Data Center: Even companies that don't use NVIDIA chips inside the
car often use NVIDIA GPUs in their data centers to train their AI models.
The
Verdict: While NVIDIA is the undisputed leader in compute
power, they aren't the leader in driving software. That title
belongs to companies like Waymo or Tesla, who write the actual
"driver" code.
3.
Who is Scaling Most Effectively?
The
leaders are shifting as the market matures from "early adopters" to
"mass market."
Electric
Vehicle Scaling
|
Leader |
Why They Are Scaling |
|
BYD |
Currently the world's largest EV maker. They scale
because they own their entire supply chain, including battery manufacturing. |
|
Tesla |
The leader in manufacturing efficiency. Their
"Giga-factories" produce the Model Y at a volume and margin that
traditional carmakers still struggle to match. |
|
Hyundai/Kia |
Scaling rapidly by offering high-speed charging
architecture (800V) at a lower price point than luxury brands. |
Self-Driving
(AV) Scaling
|
Leader |
Why They Are Scaling |
|
Waymo (Google) |
The leader in Robotaxis. They are
currently operating fully driverless commercial services in Phoenix, San
Francisco, and Los Angeles. |
|
Tesla (FSD) |
The leader in Consumer Deployment. Unlike
Waymo, which uses expensive sensors (LiDAR) on a small fleet, Tesla has
millions of cars on the road collecting data to improve their
"Supervised" Full Self-Driving. |
|
Mobileye |
A massive player in Mass-Market ADAS.
Their tech is already in tens of millions of consumer cars (BMW, VW, Ford),
providing "Level 2" assistance. |
Summary
of the "Power Players"
- Hardware Scale: BYD & Tesla.
- AI Training/Compute: NVIDIA.
- True Autonomy (L4): Waymo.
Would
you like me to dive deeper into the specific technical differences between
Tesla's "Vision-only" approach and NVIDIA/Waymo's
"Sensor-fusion" approach?
36 sites
- Blog - Outsourcing Product Development Services | Website Design
Company
Self-driving
cars, trucks, and other vehicles that can run without human intervention are
being developed using this technology. C...
blucursor.com
- 5 auto trends to watch in 2018
Dec
27, 2017 — There's a second arms race going on between automakers:
electric cars.
ABC News
- Energy And Industrials Archives
Challenges
to the Electric Vehicle Value Chain Electric vehicle (EV) makers are facing a
materials conundrum. On the one hand, the...
GLG
13 In
China
, the race for cross-sector leadership in autonomous
driving, humanoid robotics, and smart city data mapping is primarily led
by
and
, with
following as a massive manufacturing and deployment
hub.
1.
: The Data & Regulatory Leader
is arguably the most comprehensive leader due to its
heavy focus on the "Vehicle-Road-Cloud" integrated data system.
- Self-Driving: The
Beijing High-Level Autonomous Driving Demonstration Zone
(BJHAD)
in
is
the world’s first to connect an airport (Daxing) to a city via autonomous
shuttle. It covers 600 sq km and is expanding to 3,000 sq km.
- Humanoids:
hosts
the
National and Local Co-Built Humanoid Robotics Innovation
Center
,
which recently opened a major data training ground. It is also where the
world’s first purely electric full-sized humanoid, Tiangong, was
unveiled.
- Last-Mile & Mapping: In the
,
has
established an AI innovation zone where humanoid robots staff convenience
stores and AI doctors serve the community.
北京市投资促进服务中心 +4
2.
: The Commercial & Industrial Scale Leader
focuses on turning experimental technology into
massive serial production.
- Self-Driving:
has
opened over 2,000 km of roads for AV testing across four major zones (Jiading,
Lingang, Fengxian, and Jinqiao). It aims for 6 million L4 passenger rides by
2027.
- Humanoids: The city is home to AgiBot,
which currently leads the global market in humanoid robot shipments (39%
global share in 2025).
also
launched China’s first large-scale training ground for humanoid robots in
the Pudong New Area.
- Manufacturing Integration: Major automakers like GAC use
as
a launchpad for robots like GoMate, which are designed to work
directly on car assembly lines.
WardsAuto +4
3.
: The "Application" Powerhouse
is the leader in rapid, real-world deployment of
these technologies.
- Last-Mile Logistics:
launched
the world’s first subway-based robotic delivery service, using 41
robots to transport goods to 7-Eleven stores via the metro network during
off-peak hours.
- Public Services: The city has deployed
humanoid "police officers" and community workers, such as
the PM01 model, to patrol streets and assist tourists.
- Ecosystem: With over 1,600 robotics companies
(including UBTECH),
is
the primary hub for the hardware supply chain that feeds the other cities.
China Briefing +1
Summary of Leaders
|
City |
Primary Strength |
Key Project/Entity |
|
Data Mapping & Cloud Control |
BJHAD (Yizhuang), Tiangong Humanoid |
|
|
Commercial Scaling |
AgiBot (39% global share), Pudong Training Center |
|
|
Last-Mile & Deployment |
Metro Delivery Robots, UBTECH |
|
|
Robotaxi Volume |
Baidu Apollo Go (World's largest experiment) |
Would you like more details on how these cities use 5G-based
cloud control to map their streets for these robots in real-time?
16 sites
- Beijing Economic-Technological Development Area
Sep 5,
2025 — BDA has put into operation the National and Local Co-Built Embodied AI
Robotics Innovation Center, unveiling “Tiangong,” the world...
北京市投资促进服务中心
- Chinese Automakers Continue Advancements in Humanoid ...
May 7,
2025 — Chinese Automakers Continue Advancements in Humanoid Robots. The Chinese
are outpacing Western manufacturers when it comes to deve...
WardsAuto
- How smart is an AI-powered intelligent city pilot zone in Beijing?
Oct
23, 2025 — (People's Daily Online) 13:33, October 23, 2025. A
53-square-kilometer area in Beijing's Haidian district is being transformed
int...
People's Daily
Show all
25
years ago probably tokyo benchmark for supercity design (huge population
dependent on each others livability, transport, safety etc)- are there elements
of tokyo's architecture and engineering to benchmark or today is most stuff in
beijing or shanghai
While
and
have surpassed
in sheer scale, skyscraper volume,
and digitized "top-down" infrastructure,
remains the global benchmark for human-centric
engineering and systemic reliability.
European Guanxi +2
Modern supercity design has split into two distinct schools
of leadership:
1. The Tokyo Benchmark: Human-Scale Reliability
Tokyo's 2026 urban landscape is still the gold standard for
how to manage 37 million people with "clockwork precision". Its
architectural and engineering elements are benchmarks for livability rather
than just technological flash.
BBC +2
- Transit-Oriented Development (TOD): Tokyo’s "Location Normalization Plan" (2014–2026)
concentrates housing, healthcare, and business directly around rail hubs
to manage an aging population. This remains the global model for
"15-minute cities".
- Seismic Engineering & Vertical Restraint: Due to its earthquake zones, Tokyo’s skyscrapers are
engineering marvels of vibration control and damping, focusing on safety
over pure height.
- "Metabolist" Legacy: Tokyo’s architecture often employs a "Metabolist"
philosophy—designing buildings like the Edo-Tokyo Museum (reopening
in 2026) with modular, swappable components that allow the city to
"grow" and renew itself organically.
- Micro-Urbanism: Tokyo's "Yokocho" (narrow alleys)
and mixed-use zoning create high-density neighborhoods that feel intimate
and walkable, a contrast to the massive blocks common in newer Chinese
supercities.
YouTube +5
2. The Beijing/Shanghai Benchmark: Digital & Massive
Scale
As of 2026, China has firmly established itself as the
world's "skyscraper capital," with Shanghai and Shenzhen leading in
vertical growth.
Facebook +1
- Top-Down Smart Integration: Unlike Tokyo’s
"bottom-up" organic growth, Chinese supercities use a centralized
"Vehicle-Road-Cloud" approach. This allows for
city-wide automation (like 5G-enabled robotaxis) that is harder to
implement in Tokyo's legacy street layouts.
- Aero-Dynamic Supertalls: The
remains
a global engineering benchmark for its 120-degree twist design, which reduces
wind loads by 24%—a critical advancement for supertall sustainability.
- EV-First Infrastructure: Shanghai is visibly quieter than Tokyo in
2026 because 50–60% of cars on the road are electric, supported by a
massive, government-mandated charging network.
Swissnex +5
Comparison of Supercity Metrics (2026)
|
Feature |
Tokyo (Reliability Leader) |
Beijing/Shanghai (Scale Leader) |
|
Transport |
Surgical rail precision; walkable TODs |
World's fastest trains; automated metros |
|
Skyscrapers |
Focus on seismic safety/restraint |
World-leading volume (132+ supertalls) |
|
Smart Tech |
"Invisible" & practical innovation |
Flashy, top-down AI & 5G cloud control |
|
Livability |
High-density mixed-use alleys |
Large-scale green parks & massive malls |
Conclusion: Tokyo remains the
benchmark for how to live in a supercity (the "social
software"), while Beijing and
are the benchmarks for how to build a
supercity from scratch (the "hardware").
European Guanxi +2
What
are some examples of Beijing's and Shanghai's top-down smart integration in
action?
Explain
the concept of Transit-Oriented Development and its benefits
Tell
me more about Tokyo's Metabolist architecture
17 sites
- Why Tokyo Is Designed Almost Perfectly
Nov
15, 2025 — tokyo is the most populous city on Earth a sprawling mega city of
nearly 38 million people yet it defies expectations to a firstti...
YouTube·Behind Asia
21:48
- Tokyo: Editor's Spotlight | ArchDaily
Mar
20, 2024 — “The human invention par excellence.” This is how French sociologist
Claude Lévi-Strauss described the city back in the first half...
ArchDaily
- Beyond Beijing Winter Olympics: the making-of Chinese Smart ...
Mar
21, 2022 — In recent decades, China has been deeply invested in the virtual
transformation of its cities. The Chinese government's peculiar a...
European Guanxi
Show all
is it
correct to say that in china there are dozens of mayors of big cities which in
some sense both benchmark beijing/shanghai and look to advance supercity
innovation while in Japan just 2/3 mayors with tokyos benchmark. Does china
having 40 supercity mayors become a location entrepreneur advantage for china
compared with anywhere else
That is a very astute observation. You have touched on what
economists often call
"fragmented authoritarianism" or "competitive federalism" within
the Chinese system.
It is absolutely correct to say that China has a
unique "Location Entrepreneur" advantage because of
the sheer volume of high-stakes, high-resource municipal leaders competing
against one another.
1. The "Mayor as CEO" Model
In China, a mayor or party secretary of a city like Hangzhou, Chengdu,
or Suzhou is essentially the CEO of a multi-billion dollar
startup.
- KPI-Driven Promotion: Their career advancement
depends on hitting specific metrics: GDP growth, "green" energy
adoption, and high-tech patents.
- The "Beta Test" Culture: If Beijing wants to test robotaxis, they don't just do it in
the capital. They tell 10 different cities to try it. This creates parallel
processing. While Tokyo is perfecting one model, China is running
40 different experiments simultaneously in 40 different cities.
- Massive Resource Allocation: A Chinese mayor of a Tier-2 city (population 5–10 million) has
more direct control over land use, state-bank lending, and infrastructure
speed than almost any Western or Japanese mayor.
2. Japan’s "Monocentric" Bottleneck
Japan is highly centralized around the "Greater
Tokyo" ecosystem.
- The Tokyo Gravity Well: Nearly 30% of Japan’s
population is in the Tokyo area. This leads to a
"one-size-fits-all" benchmark. If a solution doesn't work for
Tokyo, it is often seen as not worth pursuing nationally.
- Consensus vs. Speed: Japanese municipal
leadership is built on long-term stability and social consensus. While
this makes Tokyo the "gold standard" for reliability, it
discourages the high-risk "location entrepreneurship" seen in
China.
- Limited "Scale-Up" Cities: Outside of Tokyo, Osaka, and Nagoya, most Japanese mayors are
managing population decline rather than technological
expansion. Their "innovation" is often focused on
social welfare for the elderly, not deploying humanoid robot fleets.
3. The "Location Entrepreneur" Advantage
China’s 40+ supercity mayors create a competitive
marketplace for tech companies.
Example: If a self-driving
startup (like Pony.ai or Baidu) finds the regulations too strict in Beijing,
they can move to Hefei or Wuhan, where the mayor
might offer them free land, 5G-equipped roads, and tax breaks just to win the
"innovation race" against their neighboring city.
Comparison of Municipal Dynamics
|
Feature |
China's 40+ Supercities |
Japan's 2-3 Hubs |
|
Incentive |
Rapid promotion via "First-in-Tech" |
Social stability & aging management |
|
Risk Tolerance |
High (Move fast, break things) |
Low (Reliability is the priority) |
|
Infrastructure |
Greenfield (Built from scratch) |
Brownfield (Retrofitting legacy systems) |
|
Data Loop |
Massive, diverse data from 40 cities |
Concentrated, uniform data from Tokyo |
4. The Potential Downside for China
While this "Location Entrepreneurship" creates
incredible speed, it also leads to:
- Redundancy: 40 cities all trying to
build the same "Silicon Valley" can lead to massive debt and
half-empty tech parks.
- Incompatibility: Sometimes the "smart
road" in one city doesn't talk to the car from another city because
the mayors used different vendors to "win" their local race.
The Verdict
China’s advantage isn't just that they have more people;
it's that they have more high-level laboratories. Each city is
a laboratory where the mayor is the lead scientist. This "Competitive
Urbanism" is currently the fastest engine for hardware and AI deployment
in the world.
Would you like me to look into a specific
"Tier-2" city like Hefei or Chongqing to show you how they are
out-innovating even Beijing in specific sectors like EV batteries or vertical
logistics?
yes
tier 2-city intelligence advantages would be interesting to start mapping
In 2026, China’s Tier-2 cities have moved beyond being mere
"manufacturing hubs" to become specialized
Intelligence Highlands.
While Beijing and Shanghai provide the broad regulatory and financial
frameworks, Tier-2 cities act as vertical "Location Entrepreneurs,"
dominating specific niches of the autonomous and robotic economy.
LinkedIn +1
Here is a map of the intelligence advantages in key Tier-2
cities as of early 2026:
1.
: The "Capital of NEVs" & Energy Intelligence
has leveraged a "venture capital"
government model to become the global epicenter for the electric vehicle (EV)
and battery ecosystem.
YouTube +1
- The NeoPark Advantage: The
Hefei Xinqiao Intelligent Electric Vehicle Industrial Park
(NeoPark)
is a 16,950-acre "city within a city" designed for 1 million EVs
annually. In 2026, it serves as a live laboratory for battery-swapping
intelligence, with Nio having surpassed 150,000 daily battery swaps.
- Solid-State Roadmap:
-based Chery is
piloting solid-state battery modules in 2026 with targets of 600 Wh/kg,
positioning the city ahead of Beijing in next-generation energy density.
- Smart Supply Chain: The city hosts the JAC Group 2026
Supply Chain Partners Conference, focusing on "Transformation for
Development" and integrating Huawei’s high-end intelligent platforms
into mass-market vehicles.
Shanghai Metals Market +5
2.
: The Vertical & Complex Terrain Lab
’s extreme "3D" topography makes it the ultimate
testbed for edge-case autonomous driving and vertical
logistics.
iChongqing +1
- Level 3 Pioneer: In January 2026, Changan Automobile was
granted Level 3 autonomous driving approval specifically for
’s
complex urban expressways.
- "Digital Roads" Network: The Western
Science City Innovation Center (WICV) has transformed
public roads into digital proving grounds where roadside sensors and cloud
platforms orchestrate vehicle decisions in real-time.
- Logistics Transformation: As the organizer for the International
Land-Sea Trade Corridor,
is
scaling AI+ multimodal transport in 2026, using its unique
river-and-mountain geography to test automated port-to-warehouse logistics.
iChongqing +3
3.
Wuhan
: The Scale & Robotics Laboratory
Wuhan
has established itself as the global leader in Robotaxi
volume and Embodied AI.
Wuhan Municipal Government
- Apollo Go Dominance:
Wuhan
currently
hosts the world's largest commercial autonomous ride-hailing experiment,
providing more daily L4 rides than any other global city.
- Embodied AI Trends: In early 2026,
Wuhan
’s
municipal government released a roadmap for Embodied AI, predicting
breakthroughs in smart robots for home services and manufacturing trials during
the current year.
Wuhan Municipal Government
Summary of Tier-2 Intelligence Mapping
|
City |
Intelligence Niche |
2026 Benchmark Status |
|
Energy & Battery Ecosystem |
World leader in battery swap density &
solid-state R&D |
|
|
Complex Terrain Autonomy |
First to legally scale Level 3 in extreme
"3D" urban environments |
|
|
Robotaxis & Embodied AI |
Global volume leader for autonomous passenger miles |
|
|
E-commerce Logistics AI |
Pioneer in "Last-Mile" delivery drone
corridors (Low-Altitude Economy) |
This distributed model allows China to "parallel
process" urban innovation. If you want to see the future of energy, you go
to
; for the future of robotic navigation, you go to
.
Gasgoo +1
What
city leads in China's Low-Altitude Economy?
What
are the challenges for China's Tier-2 cities to scale autonomous tech?
How
does a mayor's role as 'location entrepreneur' play out in practice?
16 a
critical distinction in the robotics world: Industrial Robotics is
about "structured reliability," while Humanoids in public are
about "unstructured adaptability."
NVIDIA's
strategy is to provide the ISAAC Platform—a suite of AI tools that
allows both types of robots to be trained in a digital twin environment
(Omniverse) before they ever touch a physical floor.
Here
is a map of NVIDIA’s key partners accelerating the
"Industrial/Logistics" side versus the "Public/Humanoid"
side, and the innovations required for each.
1. The Industrial & Distribution Leaders (The
"Structured" Race)
In
factories and warehouses, the goal is high-speed precision and 24/7 uptime.
NVIDIA’s partners here focus on AMRs (Autonomous Mobile Robots) and Robotic
Arms.
- Teradyne (Universal Robots & MiR): A massive NVIDIA partner. They are integrating NVIDIA
Jetson into "cobots" (collaborative robots) that can
sense a human worker's presence and slow down instantly, allowing them to
work outside of safety cages.
- Amazon Robotics: Amazon uses NVIDIA
technology to manage the digital twins of its massive fulfillment centers.
They simulate the movement of thousands of "Proteus" robots to
find traffic bottlenecks before they happen in the real world.
- BMW Group: Using NVIDIA Omniverse to build
"Digital Twin" factories. Before a single machine is moved, they
simulate the entire assembly line to ensure that robotic arms don't
collide and that parts are delivered just-in-time by autonomous tugs.
- BYD: As mentioned earlier, BYD is using
NVIDIA’s ISAAC to automate its EV production lines,
specifically for tasks like high-precision battery cell placement.
2. The Humanoid & Public Space Leaders (The
"Unstructured" Race)
These
robots must navigate "human chaos"—toddlers running, uneven
sidewalks, and complex social cues.
- Figure AI: A high-profile partner using NVIDIA’s Groot
(Generalist Robot 00t) foundation model. Figure 01 is designed to
be a general-purpose worker that can eventually walk into a public space
or a home and "learn" tasks just by watching humans.
- Unitree & Agility Robotics: These
companies are scaling robots like Digit. While they are
starting in warehouses (moving boxes), their partnership with NVIDIA
focuses on human-centric navigation—walking on two legs over
uneven terrain, which is far more complex than the wheels used in
factories.
3. The Variation in Innovation: Two Different Problems
The
engineering challenges for these two categories are fundamentally different:
|
Innovation Need |
Factory/Distribution Robots |
Humanoids/Public Robots |
|
Mapping |
Static/Structured: High-fidelity 3D maps of a fixed grid. |
Dynamic/SLAM: Real-time mapping of moving crowds and changing weather. |
|
Compute Power |
Edge-Efficiency: Focus on low power for 24-hour cycles. |
High-Inference: Needs massive GPU power to process "Embodied AI"
(vision to action). |
|
Safety |
Geofencing: Stops if a laser curtain is crossed. |
Social Intelligence: Predicting if a human will step left or right. |
|
Training |
Reinforcement Learning: Mastering one task 1 million times perfectly. |
Foundation Models: Learning a "broad" set of skills to handle the unknown. |
4. The "Digital Twin" Bridge
NVIDIA’s
unique advantage is that they use the same simulation engine for
both.
A
robot in a Hefei battery factory and a humanoid in a Shenzhen subway
station are both "born" in the same NVIDIA simulation. The factory
robot is trained to find the most efficient path between two points, while the
humanoid is trained in a "virtual crowd" to learn how to avoid
bumping into people.
The Emerging "Location Entrepreneur" Move
Watch
for Tier-2 cities like Dongguan (the "World's
Factory"). They are now building "Robot-First Industrial
Parks"—factories designed from the ground up to be managed by digital
twins, where humans are the exception, not the rule.
Would
you like me to identify which specific NVIDIA-backed startups are currently
winning the "last-mile" delivery race in these smart city corridors?
In
2026, NVIDIA’s "Inception" startup ecosystem has moved from
experimental pilots to scaling commercial fleets in smart cities. These
startups are the "location entrepreneurs" using NVIDIA’s Jetson (onboard
brain) and Isaac (simulation) platforms to solve the chaos of
last-mile delivery.
1.
The Leaders in Sidewalk & Last-Mile Robotics
These
startups focus on "unstructured" public spaces—navigating
pedestrians, curbs, and weather.
- Serve Robotics (USA): Originally spun out of Uber, Serve is a primary NVIDIA partner
scaling autonomous sidewalk delivery. In 2026, they are expanding their
Nasdaq-listed fleet to deploy thousands of robots via partners like Uber
Eats and 7-Eleven.
- Cartken (USA/Japan): Specialized in sidewalk delivery for campuses and malls. They
use NVIDIA Jetson for real-time mapping and are a key player in Japan,
delivering Starbucks in high-traffic shopping centers.
- Nuro (USA): A leader in larger, road-legal autonomous delivery vehicles.
They are part of a major alliance with Uber and Lucid
Group using NVIDIA’s next-generation platforms to power robotaxi
and delivery networks.
- Telexistence (Japan): A Tokyo-based startup deploying hundreds of AI-powered robots
in FamilyMart convenience stores. While they work
"in-store," they are the benchmark for restocking robots that
use Jetson Orin for complex object manipulation.
NVIDIA
Newsroom +4
2.
The Logistics & Orchestration Startups
While
some build the robots, others build the "brains" that coordinate
thousands of them.
- clicOH (Latin America): Uses NVIDIA cuOpt (a GPU-accelerated route
solver) to optimize last-mile delivery. They achieved a 20x
speedup in route planning, reducing operational costs by 15%
through high-density "cluster" mapping in complex cities.
- Aumovio (Germany): A Tier-1 supplier and NVIDIA partner focused on the commercial
rollout of self-driving vehicle systems for urban corridors.
- FluidRoute (Germany): A 2026 standout that treats delivery fleets as a "liquid
network." They use Isaac Sim to recalibrate
thousands of delivery paths in real-time based on traffic or energy
prices.
NVIDIA
Developer +3
3.
Key Global Partners by Domain (2026)
|
Startup/Partner |
Category |
Key 2026 Milestone |
|
Serve Robotics |
Sidewalk Delivery |
Scaling 100,000-vehicle mobility network with Uber |
|
Pony.ai / WeRide |
Robotaxi/Delivery |
Leading Level 4 deployments in China’s Tier-2 hubs |
|
AgiBot / UBTech |
Humanoids |
Deploying robots in Foxconn's "Robot-First"
factories |
|
Kodiak AI |
Trucking |
Partnering with Bosch for mass-produced driverless
hardware |
The
Critical "Innovation" Gap
The
core challenge for these startups in 2026 is "Physical AI
Safety." NVIDIA recently launched the Halos Certified
Program, the industry’s first system to certify that these robots are safe
for public spaces. This certification is becoming the "license to
drive" for startups wanting to operate in regulated smart cities like
Beijing or San Francisco.
NVIDIA
Newsroom +1
Would
you like to explore how these startups are using NVIDIA's new
"Cosmos" world models to predict and avoid accidents before they
happen?
Footnote
0
0 india 4t sov ai summit – first to integrate ai layer 5
community action apps- possible because of ambani family world class democratic
telecoms
AI Overview
Based on the current trajectory of India’s digital
infrastructure, specifically the massive investments announced by
Reliance Jio, your assessment that India is leading in
creating affordable, deep telecommunications for a large population is
accurate. As of early 2026, the strategy has shifted from purely mobile data to
"AI for all," using a combination of terrestrial 5G/Fiber and Low
Earth Orbit (LEO) satellite technologies.
www.telecomtv.com +4
Here is a breakdown of the technologies and strategies
supporting this, comparing 2016 to the 2026 landscape.
1. The Technology Mix for "Brain Development"
& Digital Access
To support cognitive, educational, and economic development
for a massive, diverse population, a "hybrid connectivity" approach
is required, combining speed with ubiquity.
- Deep Fiber & 5G (The Backbone): The foundation is dense fiber-optic networks linking cities
and villages, supported by 5G Small Cells, which offer high-speed,
low-latency connections suitable for real-time education, AI-driven
applications, and telemedicine.
- Edge Computing (The Brain): To ensure AI is responsive,
data processing is moving to the "edge" of the network, bringing
intelligence close to users (clinics, schools, shops).
- Satellite Constellations (The Safety Net): Companies like Starlink (and Jio’s own satellite initiatives)
provide coverage where fiber cannot easily go—such as mountainous regions,
remote villages, and isolated areas.
- Affordable Devices: The ecosystem is supported by low-cost
smartphones and AI-enabled feature phones, allowing even low-income
populations to access the internet.
Inseego +4
2. Evolution: 2016 (Emergence) vs. 2026 (Abundance)
- 2016 (The 4G Disruption): While Ericsson and Huawei
were indeed dominating the hardware infrastructure for the initial 5G
rollout, the focus was primarily on high-speed internet. Jio initiated a
massive price war, reducing data costs by 90%+ and making internet access
affordable to hundreds of millions for the first time.
- 2026 (The AI-driven Ecosystem): The focus has shifted from consuming data
to leveraging it for intelligence. Ambani's Jio is
investing over $110 billion in AI-ready data centers, aiming to make AI as
cheap as data was in 2016. The goal is to provide "sovereign AI"
tailored to local languages and needs, moving beyond Western-dominated
LLMs.
The Register +4
3. The Role of Starlink in 2026
Unlike the early 5G, which was urban-focused, Starlink
provides high-speed, low-latency, satellite-based internet directly to user
terminals.
AmericanTV.com
- Complementary, Not Competitive: In India, Starlink is viewed as a complement to existing 5G
networks, especially in underserved rural areas. It serves as a rapid
deployment tool for areas without infrastructure.
- Disruptive Potential: With rumors of affordable, low-cost
subscriptions, Starlink can bypass the high cost of laying down ground
cables in difficult terrain, directly linking the most remote Indian
households to the digital economy.
AmericanTV.com +3
4. Convergence and the 2026 ITU Plenipotentiary
Can this learning all come together in a transparent way?
Yes, and it is a central challenge for the future of digital governance.
- Sovereign AI & Data Equity: The 2026 ITU Plenipotentiary Conference will likely focus on
"AI for All," addressing how developing nations can build their
own AI infrastructure, rather than relying solely on global tech giants.
- Hybrid Standards: The ITU will be critical in
creating standards that seamlessly integrate terrestrial fiber/5G with
Non-Terrestrial Networks (NTN/Satellites) to ensure "universal data
standards" that are, as you noted, truly universal.
- Transparency & Inclusivity: The challenge is ensuring that this,
as Ambani puts it,
"era of super abundance" does not create a new form of digital
exclusion. The ITU will be responsible for defining how "AI
agency" (the ability to act and create using AI) is distributed,
ensuring it benefits the entire population rather than just the elite.
CNBC +4
In summary, the 2026 landscape is defined by Sovereign
AI Infrastructure—the combination of cheap, ubiquitous 5G/Satellite
internet with local, low-cost AI capabilities, making AI a, foundational
utility.
AI Overview
By early 2026, the landscape of telecommunications to
support "AI for all" has shifted from merely connecting people to
connecting, computing, and embedding intelligence at the edge. The core of this
shift is the transition from 5G as a connectivity tool to 5G/6G as a platform
for sovereign AI, particularly in China and India.
Chinese Engineering Brains & Telecom Strategy (2026)
- Huawei's "Jack-of-all-Trades" Shift: Under leadership focusing on self-sufficiency in response to
US sanctions, Huawei is transitioning from just a telco infrastructure
vendor to an AI infrastructure leader. Key projects involve Ascend
910C AI chips (with output doubling in 2026) and Atlas
950 AI compute nodes, aimed at creating domestic AI processing power
that rivals Nvidia's performance within China.
- Key Tech & Architects: Huawei, along with SMIC
(Semiconductor Manufacturing International Corp.), is leading the charge
in developing high-bandwidth memory (HBM) and "CloudMatrix 384",
which clusters hundreds of AI chips to outperform foreign systems in
specialized tasks.
- Institutes & Governance: The Chinese government is heavily backing
this, with over $150 billion invested since 2014, directing firms like
Huawei, Alibaba, and Bytedance to build a "sovereign AI"
ecosystem.
The New York Times +6
India vs. China: Telecom for AI Agency (2026)
- India's Approach (Ambani/Jio): Reliance Industries (Mukesh Ambani) is committing $110 billion
over seven years to build "sovereign AI" infrastructure. The
strategy is to embed AI into the existing, deep, and affordable Jio
telecom network, creating "nationwide edge compute" that makes
AI as cheap and ubiquitous as mobile data.
- Universal Data Standard: India is focused on
"sovereign AI," training models on local languages and data to
avoid relying on foreign tech (i.e., "cannot afford to rent
intelligence").
- Comparison: While China is focused on overcoming
hardware bottlenecks to build independent chip-to-cloud infrastructure,
India is leveraging its massive, affordable mobile consumer base (4G/5G)
and adding massive, localized data centers (Adani/Reliance) to leapfrog
into "AI-ready" infrastructure.
Light Reading +4
Telecom Tech Needed for "Brain Development"
(Massive Populations)
To support widespread, affordable digital agency in large, diverse areas, the
following are critical:
- Nationwide Edge Computing: Processing data close to
the user (e.g., in local Kirana stores or clinics) to reduce latency and
cost.
- Fiber-to-the-Edge/5G-Advanced: A deep, robust fiber backbone connecting data centers to edge
compute sites.
- Affordable Renewable Energy: Powering data centers using local green energy (e.g.,
Reliance's solar in Gujarat) to keep operating costs low.
- Satellite Connectivity (Musk/Starlink): While not explicitly mentioned in the Indian
AI investment push as a primary component, satellite internet is vital for
covering remote areas, although it currently complements, rather than
replaces, the high-density fiber needed for AI training.
McKinsey & Company +4
2016 vs. 2026: The Evolution of 5G
- 2016: Focus was on 5G speed
(Ericsson, Huawei) and connecting devices.
- 2026: Focus is on
"AI Factories" (or "AI Clouds"), where telcos like Jio
and Huawei use their network to deliver AI inference and training,
transitioning from "pipes" to intelligence hubs.
Deloitte +3
Role of the ITU Plenipotentiary 2026
The ITU (International Telecommunication Union) is crucial for setting global
standards, but by 2026, the focus will likely be on Sovereign AI
standards, data privacy, and ensuring that AI-enabled infrastructure
doesn't create a new, deeper digital divide between nations. The 2026 ITU will
need to harmonize how these national AI infrastructures (like India's or
China's) interact globally.
Deloitte +4
In
the evolving landscape of 2026, the distribution of network access and AI
agency is no longer just about 5G towers; it is governed by a
"full-stack" integration of hardware, data, and state-led
engineering.
The
"Overall Engineer" and Chinese Engineering Brains
There
is no single person, but rather a coordinated state-led architectural
framework connecting Alibaba, Huawei, and ByteDance.
- The Architect (State-Led): The Ministry of
Industry and Information Technology (MIIT) and
the Cyberspace Administration of China (CAC) act as the
"macro-engineers". They enforce a "National AI Development
Plan" that mandates interoperability and the use of domestic
hardware.
- Key Engineering Hubs:
- Huawei (Ascend/MindSpore): Huawei has transitioned from a telecom provider to China's
primary AI "hardware-software stack" provider. Their Ascend
910B chips and MindSpore framework now power
the AI models of other giants.
- TeleAI (China Telecom): This state-owned institute, led by
Professor Xuelong Li
, recently developed TeleChat3,
the first large-scale model trained entirely on Huawei's domestic chips.
- ByteDance & Alibaba: While they lead in consumer apps, they are now required to
optimize their "Global Accelerators" and "Network
Architectures" to run on this domestic silicon.
Mayer
Brown +8
India
vs. China: Optimal Telecoms for "AI Agency"
"AI
Agency" for the masses requires low-latency, affordable data and open
standards.
|
Feature |
(State-Driven Scale) |
(Market-Driven Density) |
|
Primary Network |
Multi-operator 5G SA (Standalone) for
industrial and rural reach. |
Reliance Jio's 700 MHz "low-band" strategy for deep indoor/population
coverage. |
|
Data Leadership |
High state control; massive internal data pools. |
Reliance Jio has surpassed China Mobile as the world’s largest mobile data
carrier. |
|
Tech Strategy |
"Frugal AI" aimed at low-cost rural adoption by 2026. |
"IndiaAI Mission" focuses on enabling startups like Sarvam and
Krutrim through affordable infrastructure. |
|
AI Integration |
Government-driven social governance. |
Value-based leadership focused on the Global
South. |
Technology
for "Brain Development" and Universal Access
To
support "brain development" (AI-assisted learning and agency) across
large, diverse populations, the technology has shifted from simple 5G to Distributed
AI Computing:
- Distributed AI Pools: China recently activated a 1,243-mile AI Computing
Network (FNTF) that allows a large area to share the processing
power of a single data center with 98% efficiency.
- Affordable Satellite (Starlink
vs. 5G): While 5G (Huawei/Ericsson)
provides high-density urban power, Starlink and similar
LEO (Low Earth Orbit) satellites are increasingly seen as the
"filler" for rural "brain development" where fiber is
too expensive.
- Universal Data Standards: India’s success with universal standards (like
UPI for finance) is being applied to data through the India Stack,
creating a "digital public infrastructure" that allows AI to be
inclusive and affordable.
introl.com
The
Role of ITU Plenipotentiary (Fall 2026)
The International
Telecommunication Union (ITU) Plenipotentiary Conference in
late 2026 is expected to be the "transparency bridge."
- The Job: It will likely move beyond 5G/6G standards to focus on Global
AI Governance.
- The Goal: Establishing "AI for Good" frameworks that ensure
affordable digital telecoms aren't just for surveillance or profit, but
serve as a "universal utility" for AI agency, as outlined in
the 2024 Shanghai Declaration.
Mayer
Brown +1
Would
you like to dive deeper into the specific 2026 ITU agenda items regarding AI
agency for the Global South?
.