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OpenAI pulls back from China chip controls, Politico reports

OpenAI has stopped pushing for strict US limits on selling advanced chips to China, according to Politico. For much of last year the company openly called for such limits. Capitol Hill aides and lobbyists with direct knowledge of its position now say it has gone quiet. TNW has not independently verified the report. The shift […]

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DeepSeek open-sources DeepInfer, the engine that runs its AI models

DeepSeek has open-sourced DeepInfer, the software it uses to run its AI models in production. The Chinese AI lab announced the release on X on Tuesday and published the code on GitHub under the Apache 2.0 licence. For now, it supports only DeepSeek-V4.1-Flash. 🚀 Introducing DeepInfer, our in-house inference framework, now fully open source! Powering […]

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ByteDance, Alibaba and Tencent order $35bn of Nvidia chips, Reuters reports

ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia’s RTX PRO 5500 graphics cards. Their combined sticker price is over $35bn. Reuters reported the orders on Tuesday, citing two people familiar with the matter. TNW has not independently verified the report. Nvidia has told customers and partners it cannot guarantee it will […]

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US orders civilian federal agencies to remove DeepSeek from their systems

The Department of Homeland Security has ordered US civilian federal agencies to remove DeepSeek products from their IT systems and stop buying them, under a 2018 supply chain security law. The order covers third-party tools built on DeepSeek’s models, and cites the risk that sensitive data could be shared with the Chinese government. US government […]

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Accenture reportedly looks to sell its China business for up to $1.5B

Accenture is exploring a sale of its Greater China business, in a deal that could value the unit at up to $1.5bn, the Financial Times reported on Sunday. The consulting firm has hired JPMorgan to run a strategic review of the unit, according to the Financial Times report, which cited people familiar with the matter. The review […]

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Apple CEO John Ternus calls the memory chip shortage a crisis, TIME reports

Apple chief executive John Ternus told TIME that “all options should be on the table” on memory chips, after reports that Apple tested Chinese-made memory. Ternus took over as CEO on 1 September. He is on the cover of TIME’s 2026 Best Inventions issue, which features the iPhone Duo. “The constraints in memory are absolutely […]

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Microsoft disrupts Chinese-language phishing kits behind 1bn scam messages

Microsoft and Health-ISAC have seized and redirected domains behind three Chinese-language cybercrime services, YAM Store, CoGUI and Iron Man, Microsoft said on Wednesday. Since January 2026, the three services enabled more than 1bn malicious messages targeting over 75,000 organisations worldwide. More than 750 million of those messages targeted Microsoft customers, the company said. They targeted […]

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China’s CXMT swings to a nearly $20B profit as memory prices soar

Chinese memory chipmaker CXMT expects a net profit of 131B to 132.5B yuan ($19.6B to $19.8B) for January to September, compared with a 5.3B yuan loss a year earlier. Revenue jumped to 265B to 270B yuan as AI demand caused memory shortages. Its chairman also proposed a share buyback of up to 2B yuan. Chinese […]

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Qualcomm’s CEO says AI companies want phones running 100-billion-parameter models by 2028

“Some of the companies at the forefront of AI are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a hundred billion parameter model into a phone.’” Qualcomm chief executive Cristiano Amon said this on Sources, Alex Heath’s podcast. Heath recorded the interview at Qualcomm’s Snapdragon […]

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China proposes export controls on its advanced AI models and chip designs

China’s commerce and science ministries proposed adding 23 AI technologies, including large models, agents, chip designs, and computing clusters, to the country’s export control list. Open-source tech is exempt and overseas users can still access models through apps. A temporary export registration rule took effect on 16 October. China plans to limit exports of 23 […]

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