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 hit back at Dario Amodei's essay urging tighter chip controls on China.
Anthropic says attackers now use Claude to run whole cyberattacks
A September threat report details Russia- and China-linked campaigns and accuses seven Chinese labs of harvesting Claude to train rivals.
DeepSeek to deploy 160,000 Huawei chips for AI inference
The Chinese AI firm is building a roughly 1-gigawatt data centre in Inner Mongolia around Huawei's Ascend 950DT chip.
Z.ai releases GLM-5.3 weights with cyber-review licence for big firms
The Chinese lab held back the open weights for two weeks after its model topped a cyber-exploit benchmark.
China makes 97% of world's humanoid robots, report finds
Agibot and Unitree dominate a market that tripled in six months, as the US moves to restrict imports.
DeepSeek's V4-Flash is the cheapest major AI model to run
Artificial Analysis found it costs just 3 cents per test, versus $3.15 for Claude Fable 5.
US firms quietly switch to cheaper Chinese AI models
Coinbase, DoorDash and Airbnb are routing routine work to Moonshot, Z.ai and DeepSeek to cut costs, drawing congressional scrutiny.
AMD to invest up to $5bn in Anthropic
Two gigawatts of Instinct MI450 from H1 2027, with equity tied to deployment milestones.
Xi launches China-led AI body, 29 nations sign, West absent
The new World AI Cooperation Organization, headquartered in Shanghai, drew Global South members but no major Western democracy.
US lifts export controls on Claude Fable 5 and Mythos 5
The brief: after an 18-day standoff and a lawsuit, Washington rescinds the first-ever ban on a commercial AI product.
Meituan open-sources LongCat-2.0: 1.6T model, trained without Nvidia
The brief: a food-delivery giant gives away a trillion-parameter AI built entirely on Chinese chips — and the benchmarks are its own.
US directive pulls Fable 5 offline three days after launch
Launched Tuesday, dark by Friday. The brief on what happened and why it matters.
US extends AI-chip export controls to Chinese firms' overseas units
The loophole just closed — and it may have been open for hundreds of thousands of chip servers.
Anthropic in early talks to run Claude on Microsoft's Maia 200 chip
The brief: early talks, no deal — and one day after a $1.25B/month xAI compute agreement.
Nvidia posts record $81.6bn quarter on AI demand
The AI boom, in one income statement. The brief.