NIO's Chip Subsidiary GeniTech Debuts at WAIC, Morgan Stanley Revalues Its AI Platform

NIO's chip subsidiary GeniTech made its first independent appearance at WAIC 2026 in Shanghai, showcasing the NX9031 chip family and a distributed agent platform. Morgan Stanley views this as a pivotal shift from "cash-burning EV maker" to a vertically integrated AI chip platform. Meanwhile, BYD's flagship Da Tang SUV has secured over 150,000 pre-orders.

2411 day ago