China's domestic AI computing sector is undergoing a structural shift, adopting Token throughput as its standard measurement and pricing unit — mirroring the model established by global API providers. This standardization signals a maturation of the Chinese AI supply chain, moving away from raw hardware metrics toward output-centric benchmarks. The transition has implications for how domestic chip vendors, cloud platforms, and AI service providers compete and interoperate.
CATL has announced a “one shell, two cells” architecture that fits both sodium-ion and lithium-ion cells into a standardized casing. The goal is to reduce the infrastructure integration costs that usually come with supporting different battery chemistries. The design could help sodium-ion batteries enter battery-swapping and energy-storage markets faster, with delivery expected to begin in 2026.