Oracle has sent a force majeure notice to the developer of the Project Jupiter campus. The company wants the right to hold back payments if the site does not come online by 2028. Its quarterly capital spending has climbed to 28.5 billion dollars.
Making 1 mm² of DRAM wafer in the 1b node costs 54 percent more than 1 mm² of an N2 wafer at TSMC. Netlist, meanwhile, is suing memory makers and the companies that import their products into the US.
"One and a half 6000D cards beat one B300," a Chinese cloud compute supplier sums up its inference optimisation. Inspur points to a compute gap worth 381 billion dollars by 2030.
Seven Anthropic founders are asking shareholders to approve shares carrying 50.1 percent of votes on most matters. The lab has also signed an 11.6 billion dollar deal with Akamai that runs seven years.
Analysts at The Information say DeepSeek's annual revenue has passed a billion dollars, and the second round is to raise 50 billion yuan at a valuation of 500 billion yuan. The company is preparing a Shanghai listing.
Zhipu and MiniMax, two Hong Kong-listed model labs, lost between 16 and 31 percent of their value this month. The immediate cause was a price cut at DeepSeek.
ARR for the corporate version of Baidu Dazi grew several times over month on month for two months running. Management has raised the annual target to three to five times its original level.
Polcom is expanding its Polcom AI Cloud platform, where the infrastructure, models and data are to fall under Polish jurisdiction. The company will spend around PLN 150 million on the new data centre.
Yan Wentao, until recently a partner at Hillhouse Venture Capital, joined DeepSeek on 21 September. The hire ends a three-year stretch with no chief financial officer, just as the company prepares to go public.
Anthropic cut the price of Opus 5.5 by 20 percent and cache reads by 60 percent. OpenAI answers with Sol and Luna. DeepSeek is cutting Flash prices in China.
A CESifo paper finds no evidence of widespread displacement of recent graduates. Meanwhile, Adecco is handing an AI assistant to 27,000 employees in more than 40 countries.
The Polish company is expanding Polcom AI Cloud, where the infrastructure, models and training data fall under Polish jurisdiction. Data Center 3 in Skawina is scheduled to open in 2030.
Jensen Huang is talking up 70 percent revenue growth next year. He also says "one GPU" no longer means a 399 dollar card. It means an 8.5 million dollar system built from 2 million parts.
New Flash rates took effect on 10 September 2026: off-peak, 0.02 yuan per million cached input tokens and 4 yuan per million output tokens. Peak hours cost twice as much.
The Information reports that DeepSeek's annual revenue has passed $1 billion and that its second funding round stands at $7.5 billion. The company is preparing a listing in Shanghai.
China's publishing sector has been handed a platform that promises to cut repetitive work by more than 80 percent. At the same time, half the illustrations in a photography guide turned out to be machine-generated, anatomy errors and all.