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How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia

19 October 2026 at 17:00

DeepSeek is working closely with Huawei Technologies to shape the design of future AI chips, two people familiar with the matter said, in a collaboration that could help China build frontier AI models without Nvidia’s technology.

The relationship goes beyond the kinds of conversations companies have with chip suppliers about their semiconductor road maps. Huawei engineers are incorporating DeepSeek’s requests and suggestions into design decisions, such as how models calculate and move data between processors, for chips that will come out next year and beyond, the people said. To do this work, the Huawei engineers have been stationed at DeepSeek’s offices for an extended period, one of the people said.

Anthropic Readies Model That Reads Users' Intentions Better

19 October 2026 at 15:00

In the last month, OpenAI, Anthropic and Google have released more than a dozen new models. If you thought that pace was crazy, don’t expect things to slow down anytime soon.

Anthropic is preparing to release a new model that is better in its reasoning and intuition than the Anthropic models that are currently available commercially, according to a person who has used it. The unreleased model is especially good at discerning a person’s underlying intentions and goals even if they don’t give the model much information, such as explicitly stating those goals, the person said. 

For instance, a person might ask the model to fix a single bug, and the model might go off and instead identify the underlying class of problems that caused the bug and ask whether it should fix the whole class of problems, said the person who has used it.

The Anthropic model is also better at thinking outside of the box rather than regurgitating common sense advice or solutions, the person said. For instance, if a user asks for advice on how to invest in stocks, rather than providing generic advice like looking at price-to-earnings ratios, the model might come up with its own creative algorithms to predict future stock performance, the person said.

Pentagon’s Emil Michael Vows Export Controls if AI Labs Don’t Cooperate With Government

19 October 2026 at 14:00

Emil Michael, a senior Department of Defense official and member of President Trump’s “super intelligence” task force, vowed in an interview to use a range of executive tools including export controls to check the behavior of AI companies if they don’t cooperate with the government, while comparing frontier labs calling for more regulation to drunk drivers who demand someone else pull them over.

Michael drew widespread attention as the Trump administration official leading a public feud with Anthropic, pushing for the Defense Department to label the AI company a supply chain risk after it refused to remove safety guardrails. Now, as one of the four senior administration officials leading the Super Intelligence Force that Trump announced this month, Michael is charged with serving as the government’s liaison to Anthropic and other AI companies to develop protocols for handling cyber breaches, hacks and other critical incidents.

Meta, Tesla and Netflix Q3 Updates Coming This Week

18 October 2026 at 23:00

Tech earnings season is back (yes, I know it feels like it never ends). This time, we’ve got a slight twist: Meta Platforms has broken with the pack and is reporting its September-quarter earnings on Wednesday, a week ahead of its big tech counterparts, Google, Microsoft and Amazon. (Apple is even later, on Nov. 2.) By reporting earlier than the others, Meta ensures it will grab more of the spotlight, for better or worse.

Until last week’s market sell-off, Meta had been riding a wave of enthusiasm on Wall Street, thanks to chatter about its Muse personal agent and recently released Muse Wonder AI models. Things changed last week, particularly on Friday, as renewed jitters about the AI expansion tanked most tech stocks. Given Meta’s gargantuan spending on AI development, this week’s update will provide a new test of investor sentiment toward Meta shares.

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