China's Growing 'Robotaxi' Fleet Sparks Concern, Wonder on Streets

The photo taken on August 1, 2024 shows a driverless robotaxi autonomous vehicle, developed as part of tech giant Baidu's Apollo Go self-driving project driving along next to a taxi on a street in Wuhan, in central China's Hubei province. (Photo by Pedro PARDO / AFP)
The photo taken on August 1, 2024 shows a driverless robotaxi autonomous vehicle, developed as part of tech giant Baidu's Apollo Go self-driving project driving along next to a taxi on a street in Wuhan, in central China's Hubei province. (Photo by Pedro PARDO / AFP)
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China's Growing 'Robotaxi' Fleet Sparks Concern, Wonder on Streets

The photo taken on August 1, 2024 shows a driverless robotaxi autonomous vehicle, developed as part of tech giant Baidu's Apollo Go self-driving project driving along next to a taxi on a street in Wuhan, in central China's Hubei province. (Photo by Pedro PARDO / AFP)
The photo taken on August 1, 2024 shows a driverless robotaxi autonomous vehicle, developed as part of tech giant Baidu's Apollo Go self-driving project driving along next to a taxi on a street in Wuhan, in central China's Hubei province. (Photo by Pedro PARDO / AFP)

Turning heads as they cruise past office buildings and malls, driverless taxis are slowly spreading through Chinese cities, prompting both wariness and wonder.

China's tech companies and automakers have poured billions of dollars into self-driving technology in recent years in an effort to catch industry leaders in the United States.

Now the central city of Wuhan boasts one of the world's largest networks of self-driving cars, home to a fleet of over 500 taxis that can be hailed on an app just like regular rides.

At one intersection in an industrial area of Wuhan, AFP reporters saw at least five robotaxis passing each other as they navigated regular traffic.

"It looks kind of magical, like a sci-fi movie," a local surnamed Yang told AFP.

But not everyone shares Yang's awe.

Debate around safety was sparked in April when a Huawei-backed Aito car was involved in a fatal accident, with the company saying its automatic braking system failed.

A minor collision between a jaywalker and a Wuhan robotaxi last month re-ignited concerns.

Taxi drivers and workers in traditional ride-hailing companies have also raised fears of being replaced by artificial intelligence -- although the technology is far from fully developed.

- Five to 500 -

Wuhan's driverless cabs are part of tech giant Baidu's Apollo Go project, which first received licenses to operate in the city in 2022.

Initially only five robocars ferried passengers around 13 square kilometers (five square miles) of the city of around 14 million.

Baidu says the taxis now operate in a 3,000 square kilometer patch -- more than a third of the total land area of Wuhan, including a small part of the city center.

In comparison, US leader Waymo says the largest area it covers is 816 square kilometers, in Arizona.

When a car reaches its pickup point, riders scan a QR code with their phones to unlock the vehicle -- with the front seats blocked off over safety concerns.

The fares are currently heavily discounted, with a thirty-minute ride taken by AFP costing just 39 yuan ($5.43) compared with 64 yuan in a normal taxi.

"They are stealing our rice bowls, so of course we don't like them," Wuhan taxi driver Deng Haibing told AFP, using a popular Chinese term for livelihoods.

Deng said he fears robotaxi companies will push traditional drivers out of business with subsidized fares, before raising prices once they achieve domination -- similar to the strategy employed by ride-hailing apps in the 2010s.

"Currently the impact isn't too big because robotaxis aren't fully popularized and can't drive everywhere yet," Deng said.

- 'Simply not ready' -

The robotaxi fleet is a tiny fraction of the tens of thousands of taxis and ride-hailing cars in Wuhan.

More and more Chinese cities are rolling out policies to promote self-driving services though, part of a national push for tech supremacy.

Baidu and domestic rival Pony.ai have for years tested models of varying autonomy levels in industrial parks around the country.

Shanghai issued its first batch of provisional permits for fully driverless cars last month, and the capital Beijing has approved fully autonomous robotaxis in suburban areas.

The southwest city of Chongqing and southern tech hub of Shenzhen also have pilot projects underway.

Technology wise, there's still a long way to go before self-driving taxis become ubiquitous though, according to Tom Nunlist, tech policy analyst at Trivium China.

"Everybody seems to think autonomous driving is inevitable at this point, and frankly, I don't know that it is," he told AFP.

"Presently fully autonomous driving tech is simply not ready for large-scale deployment," he said.

Even in Wuhan's Apollo Go taxis -- which can spot obstacles and wait scrupulously at intersections -- ultimate responsibility for safety still lies with human officers monitoring rides remotely.

During one ride in an Apollo Go car, one manipulated the car's built-in touchscreen to remind AFP reporters to put on their seatbelts.

"Safety personnel provide strong assurances for your ride via remote 5G assistance technology," the Apollo Go app tells users.

Robotaxis are also far from able to replicate the human touch.

"Some customers have disabilities and (driverless cars) definitely wouldn't be able to help them, and some passengers are carrying large items," ride-hailing driver Zhao told AFP.

"Only a human can help."



CEO: Amazon Cloud Unit's AI Revenue Run Rate Exceeds $15 Billion

FILE PHOTO: Amazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, US, February 26, 2025. REUTERS/Brendan McDermid/File Photo
FILE PHOTO: Amazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, US, February 26, 2025. REUTERS/Brendan McDermid/File Photo
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CEO: Amazon Cloud Unit's AI Revenue Run Rate Exceeds $15 Billion

FILE PHOTO: Amazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, US, February 26, 2025. REUTERS/Brendan McDermid/File Photo
FILE PHOTO: Amazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, US, February 26, 2025. REUTERS/Brendan McDermid/File Photo

Amazon.com said on Thursday its cloud business's AI revenue run rate was more than $15 billion in the first quarter of 2026, the company's first disclosure of direct financial returns from its artificial intelligence efforts.

The numbers are also "ascending rapidly", Amazon CEO Andy Jassy said in a letter to shareholders, adding that its cloud business as a whole would be growing even faster without the capacity constraints that the tech industry is currently facing.

Jassy also said ⁠the annual revenue ⁠run rate for Amazon's chips business, which produces its Graviton and Trainium processors, is now over $20 billion, doubling from the $10 billion milestone the company reported earlier this year.

"There’s so much demand for our chips that it’s quite possible we’ll sell ⁠racks of them to third parties in the future," Jassy added.

Amazon's disclosure comes as a fresh sign that the company's hefty investments in artificial intelligence infrastructure are now bearing fruit. Jassy has said he expects AI to help cloud unit Amazon Web Services achieve $600 billion in annual sales, double his own prior estimate, Reuters exclusively reported last month.

AWS reported total revenue of $128.7 billion in 2025, up about ⁠20% ⁠from the prior year. The division is expected to hit sales of $142 billion this year.

Amazon said in February it would spend about $200 billion in capital expenditures this year, primarily focused on AI development and infrastructure. The steep number spooked investors, but Jassy said on Thursday that much of the spending going towards AWS will be monetized over 2027 and 2028.

"We already have customer commitments for a substantial portion of it," he said.


Waiting for DeepSeek: New Model to Test China's AI Ambitions

(FILES) Floor signage for the offices of DeepSeek (C) is seen in Beijing on January 28, 2025. (Photo by PETER CATTERALL / AFP)
(FILES) Floor signage for the offices of DeepSeek (C) is seen in Beijing on January 28, 2025. (Photo by PETER CATTERALL / AFP)
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Waiting for DeepSeek: New Model to Test China's AI Ambitions

(FILES) Floor signage for the offices of DeepSeek (C) is seen in Beijing on January 28, 2025. (Photo by PETER CATTERALL / AFP)
(FILES) Floor signage for the offices of DeepSeek (C) is seen in Beijing on January 28, 2025. (Photo by PETER CATTERALL / AFP)

For weeks now, the global tech industry has been waiting for a major artificial intelligence launch from DeepSeek, seen as a benchmark for China's progress in the fast-moving field.

More than a year has passed since the startup put Chinese AI on the map in early 2025 with a low-cost chatbot that performed at a similar level to US rivals.

But despite reports and rumors about its imminent release, DeepSeek's next-generation "V4" model is nowhere in sight.

Speculation is also swirling over the geopolitical implications of which computer chips were chosen to train and power the new system: world-leading US designs or made-in-China alternatives that the country is racing to develop.

"It's important to know because at one level, it is a signal of China's AI self-sufficiency trajectory," Wei Sun, principal AI analyst at Counterpoint Research, told AFP.

Tech news outlet The Information reported last week that V4 can be run on the latest chips made by China's Huawei.

Such a shift would mark a milestone for China in its bid to beat US restrictions on the export of top-of-the-range AI chips from Californian titan Nvidia to the country.

The report cited five people with direct knowledge of large orders for Huawei chips, made in preparation for the DeepSeek launch by tech giants including Alibaba, ByteDance and Tencent.

AFP contacted DeepSeek, Huawei, Alibaba, ByteDance and Tencent but none were able to comment.

DeepSeek started life in 2023 as a side project of a hedge fund that had access to a cache of powerful Nvidia processors.

It shot to attention in January 2025 with its R1 deep-reasoning chatbot, which sent US tech shares tumbling with President Donald Trump calling it a "wake-up call" for American firms.

R1 was based on DeepSeek's last major AI model, V3, which was released in December 2024.

The company's affordable, customizable AI tools have been widely adopted in China, and are also popular in emerging markets such as Southeast Asia and the Middle East.

Stephen Wu, founder of the Carthage Capital fund, told AFP that V4 -- said to be multimodal, meaning it can generate text, pictures and video -- could again shock US tech valuations.

"I expect the upcoming DeepSeek V4 release will not just be a software update; it will be a highly capable, open-source model that handles massive context windows at a fraction of the cost," he predicted.

But DeepSeek's reputation as a company at the frontier of AI technology is also at stake.

Its models previously relied on Nvidia chips, so a move to collaborate with domestic chipmakers would require "substantial re-engineering", Wei said.

"That transition can slow development cycles and introduce performance trade-offs, especially for V4, a model expected to be state-of-the-art."

The US cites national security concerns as the reason for its export ban on Nvidia's most powerful AI processors to China.

"The ongoing wait for DeepSeek V4 points to friction in scaling advanced models without unrestricted access to top-tier Nvidia hardware," Wu said.

But some reports allege that DeepSeek skirted the ban to train V4 using thousands of Nvidia's top-end Blackwell chips, dismantled in third countries and smuggled to China.

Training AI models requires huge amounts of computing power -- much more than for processing generative AI queries, which is known as inference.

AFP has contacted DeepSeek for comment. Nvidia did not respond to a comment request but told The Information it had not seen evidence of this and "such smuggling seems farfetched".

Another Chinese AI startup, Zhipu, in January unveiled an image generator that it said had been entirely trained on Huawei chips.

And Alibaba said this week it would open a new data center for AI training and inference in southern China, powered by 10,000 of its own chips and operated by China Telecom.

As for DeepSeek, "if they have successfully trained V4 entirely on Huawei silicon, it signals a material shift in the geopolitical tech landscape", Wu said.


Samsung Electronics Expects Record Quarterly Profit on AI Boom

People visit a Samsung Electronics store gallery in Seoul, South Korea, 07 April 2026. (EPA)
People visit a Samsung Electronics store gallery in Seoul, South Korea, 07 April 2026. (EPA)
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Samsung Electronics Expects Record Quarterly Profit on AI Boom

People visit a Samsung Electronics store gallery in Seoul, South Korea, 07 April 2026. (EPA)
People visit a Samsung Electronics store gallery in Seoul, South Korea, 07 April 2026. (EPA)

Tech giant Samsung Electronics estimated on Tuesday that its first quarter profit had soared 755 percent annually to a record high of 57.2 trillion won ($37.9 billion), driven by strong sales of chips crucial for artificial intelligence.

The South Korean government has pledged to become one of the world's top three AI powers, alongside the United States and China.

Samsung has emerged as a key player -- along with fellow South Korean firm SK hynix -- in the supply of high-performing chips in demand from companies racing to keep up with the fast-evolving AI industry.

The company also said in a regulatory filing that its sales were expected to reach 133 trillion won ($88 billion) in the three months to the end of March, a 68 percent increase compared to the same period last year.

The strong outlook comes despite the risk posed to the global semiconductor supply chain if the war in the Middle East drags on.

A South Korean ruling party lawmaker told reporters last month that officials from Samsung and other companies had raised concern about potential disruption to chip production if some key supply chain materials, such as helium, cannot be sourced from the Middle East.

"Samsung Electronics achieved its highest-ever results, driven by rising revenue and profits in its memory-focused Device Solutions (DS) division," a Samsung spokesperson said.

He said the firm's competitiveness in home appliances and smartphones has helped to boost earnings.

The operating profit -- more than an eight-fold increase from 6.69 trillion won a year earlier -- was 36.7 percent higher than the average estimate, South Korea's Yonhap news agency reported, citing its own data firm.

- Growing demand -

With growing demand for memory chips, Samsung is expected to see "even better figures" in the months ahead, analyst Ryu Hyung-keun of Daishin Securities told AFP.

"As we are seeing a surge in memory chip prices, its profit margins will improve further for the remainder of the year," he said.

But the company is facing risks, said Kim Dae-jong, a business professor at Sejong University.

"A labor union strike scheduled for next month and the war in Iran are weighing on the outlook," he told AFP.

"The Middle East is Samsung's key market for home appliances, and demand from the region is significant, making it a source of concern."

Meanwhile, LG Electronics, South Korea's second-largest appliance maker after Samsung, also projected record first-quarter revenue of 23.73 trillion won.

"Despite continued macroeconomic uncertainty, the company's core businesses, including home appliances, maintained growth based on strong product competitiveness and solid market positions," the company said in a statement.

- Pushing up prices -

Samsung has seen strong orders from major technology firms for high-bandwidth memory -- a type of chip that is used in data centers and AI "accelerators", which are useful in carrying out demanding tasks and computation.

That is also pushing up the cost of less flashy chips used in consumer electronics -- threatening higher prices for phones, laptops and other devices worldwide.

Riding the AI boom, Samsung's shares have risen more than 240 percent over the past year.

Samsung did not provide earnings breakdowns from its separate divisions, such as the chip and mobile divisions.

Taipei-based research firm TrendForce predicts that memory chip industry revenue will surge to a global peak of more than $840 billion in 2027.

Samsung has already earmarked billions of dollars to expand chip production facilities, pledging to continue spending in "transitioning to advanced manufacturing processes and upgrading existing production lines to meet rising demand".

Experts have said the move would help Samsung seize the moment in the intensifying race for chips critical to AI infrastructure.

Samsung is expected to disclose its final quarterly earnings report at the end of April.

The firm's shares were up 0.73 percent in the afternoon trade in Seoul.