93 related articles
Industry InsightsChina's internet giants collectively increase AI CapEx as computing infrastructure shifts from expectations to delivery. Analysis of six key beneficiary sectors including AI data centers, chips, and storage.
Industry InsightsThis week's AI highlights: Anthropic partners with SpaceX for compute, OpenAI launches GPT 5.5 Instant with fewer hallucinations, DeepSeek V4 challenges closed-source giants at 1/50th the cost, and Chinese humanoid robots stun.
Product ReviewsMoore Threads launches AI Coding Plan powered by its MTT S5000 GPU and GLM-4 code model, achieving full-stack domestic AI coding. Compatible with VS Code and Cursor, with a 30-day free trial.
Deep DivesDeep analysis of DeepSeek V4's core architecture: Hybrid Compressed Attention, Manifold-Constrained Hyperconnection, and MUON optimizer—how they cut inference costs by 10x and enable million-token context processing.
Tech FrontiersDeep analysis of OpenAI Codex agent and its Codex-1 model, comparing Windsurf's SW1E1 and Anthropic's new reasoning model, exploring how AI programming leaps from single-file assistance to full-repository autonomous understanding.
Tech FrontiersOpenAI launches Rosalind Biodefense, offering GPT-Rosalind to government agencies to accelerate pathogen surveillance, vaccine R&D, and pandemic preparedness using AI.
Industry InsightsAnthropic leases xAI's Colossus 1 data center, sparking environmental concerns, supply chain risks, and industry debate. Musk's "reclaim compute if it harms humanity" clause highlights AI's compute crisis.
Industry InsightsAnthropic's white paper on US-China AI competition analyzes America's frontier AI lead, key challenges, and strategic paths to maintain advantage including chip controls and alliances.
Product ReviewsDeep dive into DeepSeek V4's three core innovations: Hybrid Attention for million-token context, Manifold-Constrained Hyperconnections, and MOM Optimizer. Pro model rivals Claude Opus 4.6 at 1/7 the cost.
Tech FrontiersNVIDIA CEO Jensen Huang calls Huawei "very powerful" and admits NVIDIA has ceded China's AI chip market to domestic players. A deep dive into the implications.
Tech FrontiersOpenAI partners with SoftBank and Oracle on the $500B Stargate project in Abilene, Texas. Deep dive into site selection, computing scale, jobs, and AI strategy.
Deep DivesIn 2026, the AI industry shifts from generative to Agentic AI. Deep dive into GPT-5.5 agent capabilities, Claude's autonomous learning, Physical AI deployment, DeepSeek V4, inference optimization, and the global AI competition landscape.