Infra
Japan Bets $4 Billion on Rapidus: Can a Government-Backed Startup Beat TSMC?
Japan approved an additional $4 billion for chipmaker Rapidus, bringing total government support to over $16 billion. The state-backed startup aims to produce 2nm AI chips by 2027, competing with TSMC, Samsung, and Intel in a high-stakes bid to restore Japan's semiconductor glory....
2026-04-12
Infra
DeepSeek V4: China's 1 Trillion Parameter Bet on Huawei Chips
DeepSeek V4 is targeting a late April 2026 launch with 1 trillion parameters and Huawei Ascend chip optimization. If successful, it would be the first frontier AI model built entirely on Chinese domestic silicon — potentially proving that US export controls failed to slow China's AI progress....
2026-04-12
Policy
China's AI Propaganda Machine Just Dropped a Martial Arts Movie Mocking America
China's state media is using AI-generated animations to mock America on social media — and the content is going viral. From martial arts movies depicting the US as a villainous eagle to music videos about Greenland, Beijing has found a new way to spread its worldview....
2026-04-12
Infra
Meta Poaches OpenAI's Stargate Brain Trust: The $135 Billion Infrastructure War Is On
Meta hires three top OpenAI infrastructure leaders including the Stargate project architect, as the social media giant commits $135 billion to AI infrastructure while OpenAI scales back its own ambitious data center plans....
2026-04-12
Industry
$7.9 Billion Floods Back Into Asian AI Stocks as Middle East Tensions Ease: The AI Trade Is Back On
Global investors pour $7.9 billion into Taiwan and South Korea AI stocks as Middle East tensions ease, snapping a month of outflows. TSMC reports record Q1 revenue up 35%, while Samsung and SK Hynix ride the HBM memory boom....
2026-04-11
Industry
Alibaba Bets $293 Million on ShengShu: The Chinese Startup Building 'World Models' That Could Unlock the Next AI Revolution
Alibaba leads $293M investment in Chinese startup ShengShu, betting on "world models" that understand physical reality — the next frontier beyond large language models....
2026-04-11
Industry
ByteDance's Seedance 2.0 Lands in the US: The AI Video Tool That Terrified Hollywood Is Here
ByteDance's Seedance 2.0 AI video tool, which triggered legal threats from Hollywood studios in February, officially launched in the US today through a partnership with Oracle and CapCut....
2026-04-10
Policy
The Anthropic "Mythos" Scare: Why the US Government Just Called an Emergency Meeting Over AI
Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell convened an unprecedented emergency meeting with Wall Street bank CEOs over cybersecurity risks posed by Anthropic's new "Mythos" AI model....
2026-04-10
Infra
Meta Drops $21 Billion on CoreWeave: The AI Infrastructure Arms Race Just Went Nuclear
Meta commits $21 billion to CoreWeave through 2032, bringing their total partnership to $35 billion in the largest AI infrastructure deal of 2026....
2026-04-10
Industry
China's AI Champion Just Open-Sourced Its Best Model Yet — And It's Gunning for OpenAI's Crown
Zhipu AI released GLM-5.1 as open-source MIT license, raised prices 8-17%, and continues to undercut Western competitors by 70-80%. Founded by Tsinghua researchers, now valued at $6.7B after January 2026 IPO....
2026-04-09