Topic
Chips & compute
The chips and compute that power AI, and the export controls around them.
China calls Anthropic CEO's AI warnings "fearmongering"
Beijing's foreign ministry rejected Dario Amodei's call to maintain chip export curbs on China, a day after state media likened his essay to a Cold War playbook.
Anthropic says attackers used Claude to run whole cyberattacks
A September threat report details Russia- and China-linked campaigns and accuses seven Chinese labs of harvesting Claude's answers.
DeepSeek plans 160,000 Huawei Ascend chips for Inner Mongolia site
Bloomberg reported the order would create one of the largest known clusters of Huawei AI chips, used to run models rather than train them.
Z.ai releases GLM-5.3 weights under new security-review licence
The Chinese lab delayed the open release by two weeks over the model's cyber capabilities and now requires large firms to pass a security check before hosting it.
Chinese makers ship 97% of world's humanoid robots in H1 2026
Agibot and Unitree led a global market that more than tripled in size from a year earlier, research firm Smart Analytics Global said.
DeepSeek's V4-Flash is cheapest well-known AI model to run, study finds
Artificial Analysis found the Chinese model costs 3 cents per test, versus $1.86 for GPT-5.6 Sol and $3.15 for Claude Fable 5
US firms shift routine AI work to cheaper Chinese open models
Coinbase, DoorDash and Airbnb are routing engineering and code tasks to Moonshot, Z.ai and DeepSeek models to cut costs, Fortune reported.
AMD pays to get into Anthropic's stack — and buys the software problem it actually needed to solve
Up to $5bn of AMD equity into Anthropic, two gigawatts of MI450 from 2027, and an engineering pact aimed squarely at ROCm. The money is the smaller half of the story.
Xi launches World AI Cooperation Organization in Shanghai
Twenty-nine countries signed the founding agreement, but no major Western democracy joined the new Beijing-based body.
Claude Fable 5 and Mythos 5 are back — but the export-control precedent survives
The controls are gone, but the power that imposed them was never tested in court — and that is the part that lasts.
Meituan's LongCat-2.0: the first trillion-parameter model built without Nvidia
A 1.6-trillion-parameter open model is the smaller story. The compute stack underneath it — 50,000 domestic chips, no Nvidia — is the one that changes the map.
Three days after launch, Washington pulls Fable 5 — and the precedent is the story
An export-control directive reaching every foreign national forced Anthropic to switch its best model off for everyone. The mechanism matters more than the model.
Washington closes the subsidiary loophole — and the chip controls just got harder to route around
Guidance tying the rules to a company's parent, not its address, redraws where advanced AI chips can legally go.
Anthropic's Maia 200 talks and the logic of compute diversification
If Anthropic runs Claude on Microsoft's custom silicon, it won't just be a chip story — it will be a strategic repositioning of how frontier AI labs manage infrastructure risk.
Nvidia's record quarter is the AI boom's clearest scoreboard
$81.6bn in three months. The question isn't whether demand is real — it's how long it compounds, and what it means for every firm that depends on this one supply chain.