Topic
Chips & compute
The chips and compute that power AI, and the export controls around them.
Amodei's export-controls essay draws Beijing fire and a Trump rebuke
China's Foreign Ministry called Anthropic's CEO a fearmonger, adding political risk to the company's Washington-facing strategy.
Anthropic accuses seven Chinese AI labs of copying Claude via fraud
A threat report ties Alibaba, DeepSeek and five other labs to mass fake-account scraping, as Anthropic says attackers now run entire cyberattacks through Claude.
DeepSeek bets $2.5bn on Huawei to run its models at scale
A 160,000-chip Ascend order in Inner Mongolia shows China's AI leaders building inference capacity around Nvidia, not through it.
Z.ai ships GLM-5.3 open — but hyperscalers now need its permission
A Chinese lab's new licence forces companies over $10bn revenue through a security review before they can host its most capable open-weight model.
China locks up 97% of humanoid robot shipments as US moves to ban imports
Agibot and Unitree control three-quarters of a market that tripled in a year, just as Washington tries to shut Chinese robots out.
DeepSeek's V4-Flash runs 100x cheaper than Claude Fable 5
Artificial Analysis finds the Chinese model averages 3 cents per benchmark test against $3.15 for Anthropic's flagship, sharpening the price war over routine AI work.
Chinese open models cut US firms' AI bills in half
Coinbase, DoorDash and Airbnb are routing routine AI work to Moonshot, Z.ai and DeepSeek, squeezing the margins Anthropic and OpenAI charge for commodity work.
AMD didn't buy compute demand. It bought someone to fix ROCm
Up to $5bn into Anthropic, two gigawatts of MI450, and a clause putting Claude to work on AMD's software stack. Guess which part AMD actually needed.
China builds a 29-nation AI bloc that leaves Washington out
Beijing's new World AI Cooperation Organization courts the Global South as chip export curbs harden the US-China divide.
Fable 5 is back after 18 days. Don't celebrate the precedent.
The controls are gone. The loaded gun Washington put on the shelf isn't.
LongCat-2.0 'beats GPT-5.5' by 0.9 points. That's not the story.
A food-delivery company trained a 1.6-trillion-parameter model with zero Nvidia chips and gave it away. Everyone's reading the wrong number.
The government switched off the world's best AI model over a bug it won't show us
Three days. That's how long Fable 5 lasted before Washington pulled the plug.
The US just made the chip ban follow the owner, not the address
Spin up a subsidiary in Singapore? Doesn't matter anymore. The rule asks who your parent is — and Commerce quietly admitted it failed to ask for a year.
Anthropic and Microsoft are 'in talks' about Maia 200. Here's what that actually means.
Early-stage talks are not a deal. Before you write the chip-war headline, read what's actually on the table.
Nvidia made $81.6bn in a quarter. The boom is extremely real.
Every AI debate eventually runs into one company's income statement. Here's what the numbers actually say — and the part that should unsettle you.