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Key PlayersNVIDIA, AWS, CoreWeave

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DeepSeek to train V5 AI model on 160,000 Huawei Ascend 950DT chips in full domestic stack shift

DeepSeek plans to train its upcoming V5 AI model using 160,000 Huawei Ascend 950DT chips at a new data center in Ulanqab, Inner Mongolia. This marks China's first attempt at domestic full-stack AI model training, reducing dependence on Nvidia hardware while testing the TileLang compiler ecosystem.

Technology2 sources

DeepSeek to train V5 AI model on 160,000 Huawei Ascend 950DT chips in full domestic stack shift

Technology2 sources

Oracle Cancels $7bn Tencent AI Deal After Trump Administration Raises National Security Concerns

Oracle has terminated a five-year, $7bn chip leasing contract with Tencent following intervention from US officials. The deal would have given the Chinese tech giant access to 100,000 advanced AI chips across Southeast Asia data centres. The cancellation underscores growing geopolitical tensions as both nations compete for AI supremacy.

Business5 sources

Oracle Cancels $7bn Tencent AI Deal After Trump Administration Raises National Security Concerns

Business5 sources

AMD Posts 97% Data Center Growth as CEO Lisa Su Dismisses Market Doubts on AI Spending

AMD reported third-quarter data center revenue of $8.55 billion, up 97% year-over-year, while CEO Lisa Su defended long-term AI infrastructure investments despite a 17% stock drop. The chipmaker forecasts revenue growth exceeding 80% through 2027, positioning itself as a leading alternative to Nvidia in the AI market.

Business13 sources

AMD Posts 97% Data Center Growth as CEO Lisa Su Dismisses Market Doubts on AI Spending

Business13 sources

Super Micro Computer Crushes Estimates as AI Server Demand Drives $19.95 Billion in Revenue

Super Micro Computer reported first-quarter fiscal 2027 revenue of $19.95 billion, nearly quadrupling year-over-year sales and crushing Wall Street estimates. Strong demand for AI-optimized servers and Nvidia-powered systems drove the performance, with the company raising its full-year outlook to $72-$82 billion amid the AI infrastructure boom.

Business10 sources

Super Micro Computer Crushes Estimates as AI Server Demand Drives $19.95 Billion in Revenue

Business10 sources

Revolut Cuts AI Coding Costs 90% by Ditching Claude for Self-Hosted Chinese Models

British fintech giant Revolut slashed its AI coding costs by roughly 90% in under a year by switching from commercial services like Claude to self-hosted open-weight models from China's Z.ai. The move improved engineering lead times by 70% and coding time by 60% across 2,000 engineers while eliminating unpredictable billing.

Technology3 sources

Revolut Cuts AI Coding Costs 90% by Ditching Claude for Self-Hosted Chinese Models

Technology3 sources

Fal Secures $1.3B Series F Round, Doubling Valuation to $16B as AI Inference Demand Explodes

San Francisco-based Fal, which hosts AI video, image, and audio models, raised $1.3 billion led by Bessemer Venture Partners with participation from Nvidia and T. Rowe Price. The deal doubles the company's valuation to $16 billion from $8 billion in April. Demand grew so rapidly that Fal had to rate limit customers this summer, prompting the massive funding round to expand computing power.

Startups3 sources

Fal Secures $1.3B Series F Round, Doubling Valuation to $16B as AI Inference Demand Explodes

Startups3 sources

Apollo Global Lends Record $114bn as AI Financing Boom Accelerates

Apollo Global achieved record lending of $114bn in Q3 2024, surging over 50% from the previous quarter as it aggressively financed AI infrastructure. The private capital group provided funding to Anthropic and Nvidia through complex chip-backed loans, reaching $350bn in annual lending that rivals major commercial banks like HSBC and Citigroup.

Business2 sources

Apollo Global Lends Record $114bn as AI Financing Boom Accelerates

Business2 sources

Apple Warns AI Agents Could Behave in Unintended or Unpredictable Ways, Threaten Business

Apple disclosed in its annual financial filing that AI agents acting autonomously could take unauthorized actions, manipulate information, or generate deceptive outputs. The warning highlights growing concerns about rogue AI agents as the company navigates expanding Siri's capabilities while protecting user privacy and security.

Business4 sources

Apple Warns AI Agents Could Behave in Unintended or Unpredictable Ways, Threaten Business

Business4 sources

E2E Networks Launches Blaze Pay-Per-Token AI Inference Service on 14.6 MW Sovereign AI Factory

E2E Networks launched Blaze, a pay-per-token AI inference service offering access to open AI models through a single OpenAI-compatible API. Built on NVIDIA GPU infrastructure hosted in India, the platform addresses rising demand for cost-efficient, low-latency inference as Indian enterprises shift from pilots to production deployments.

Technology2 sources

E2E Networks Launches Blaze Pay-Per-Token AI Inference Service on 14.6 MW Sovereign AI Factory

Technology2 sources

India Overtakes US as ChatGPT's Largest Market With Doubled User Base Since January 2026

India has surpassed the United States to become ChatGPT's largest market globally by weekly active users, with OpenAI India reporting its user base has doubled since January 2026. Managing Director Prabhjeet Singh attributes this growth to practical integration into daily workflows, but the company faces challenges converting free users into paying subscribers in India's price-sensitive market.

Business7 sources

India Overtakes US as ChatGPT's Largest Market With Doubled User Base Since January 2026

Business7 sources

Bull and Schwarz Digits Partner to Build Sovereign European AI Computing Infrastructure

French supercomputer manufacturer Bull and Schwarz Digits signed a preliminary agreement to develop AI computing services operating entirely under European jurisdiction. The partnership combines Bull's supercomputing expertise with Schwarz Digits' STACKIT cloud platform to create a sovereign European AI and cloud stack targeting regulated sectors.

Technology2 sources

Bull and Schwarz Digits Partner to Build Sovereign European AI Computing Infrastructure

Technology2 sources

China Launches World's First 800V DC Power System for AI Data Center in Inner Mongolia

Envision Energy has deployed the world's first commercial 800-volt DC power system at its Galaxy AI campus in Ulanqab, Inner Mongolia. The system converts 10kV AC electricity directly to 800V DC, eliminating multiple conversion stages while integrating solid-state transformers and battery storage to handle AI workload power demands with millisecond-level response times.

Technology4 sources

China Launches World's First 800V DC Power System for AI Data Center in Inner Mongolia

Technology4 sources

Zalando Unveils AI Shopping Agent Amid Margin Squeeze and Agentic Commerce Concerns

Zalando introduced its first AI shopping agent through Zalando Extended, allowing users to purchase from other online retailers via AI agents within its app. Despite third-quarter revenue growing 5.1% to €3.17 billion, shares fell 5% as gross margins dropped to 38.7%, raising concerns about AI-driven retail disruption and the future of traditional online shopping platforms.

Technology4 sources

Zalando Unveils AI Shopping Agent Amid Margin Squeeze and Agentic Commerce Concerns

Technology4 sources

84% Report AI Productivity Gains, Yet Only 10% Grant Agent Autonomy Amid ROI Struggles

Two major studies expose a critical gap in enterprise AI deployment. While 84% of executives report AI productivity gains, only 10% allow AI agents to execute decisions autonomously. Security concerns and governance challenges drive this cautious approach, even as 75% of Indian companies struggle to prove financial returns on AI investment.

Business4 sources

84% Report AI Productivity Gains, Yet Only 10% Grant Agent Autonomy Amid ROI Struggles

Business4 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

An investigation uncovered that Chinese companies approved to purchase Nvidia's H200 chips operate from empty offices and have connections to sanctioned entities. Meanwhile, 600,000 chips remain stockpiled in Hong Kong as Beijing restricts imports, highlighting how geopolitical tensions are reshaping global AI hardware trade.

Policy24 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

Policy24 sources

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