US AI firms

ByteDance, the Chinese parent company of TikTok, reportedly gained access to more than 2,000 Nvidia B200 chips through Nscale's data center in Norway, according to a filing. A Singaporean subsidiary called Spring contributed 73% of the UK neocloud's 2025 revenue. The arrangement highlights how sanctioned Chinese firms may still reach advanced US AI hardware via third countries and cloud providers.

Nvidia CEO Jensen Huang has described AI distillation — the practice of training smaller models to mimic larger ones — as 'competition,' in remarks reported by CNBC in the context of ongoing US-China AI rivalry. His framing is being read as a response to concerns that Chinese firms are leveraging distillation techniques to close the gap with leading American AI models.

China is reportedly weighing whether to allow ByteDance and Alibaba to purchase Nvidia's newest AI chips. The decision would mark a potential easing of restrictions on access to advanced US semiconductor technology, and is drawing attention given the stakes for artificial intelligence development, US-China trade tensions, and Nvidia's large Chinese customer base.

Alibaba is reportedly close to receiving Chinese approval to purchase Nvidia's RTX PRO 5500 chips for use in its data centres. The move would ease some of the pressure on Chinese tech firms facing restrictions on advanced AI hardware. Investors are watching the approval as a signal of how US-China tensions over semiconductors may affect Nvidia's access to the Chinese market.

An expert argues that US regulatory safeguards on artificial intelligence effectively 'build a moat' around large American AI companies, shielding them from competition while holding back the progress of open-source models. The claim adds to an ongoing debate over whether stricter AI oversight protects the public or mainly entrenches incumbent tech giants at the expense of open development.

US President Donald Trump and leaders of major technology companies have signed a voluntary agreement pledging what organisers describe as 'robust' safeguards for artificial intelligence. The pact commits participating firms to safety commitments without binding legal requirements, and it is drawing attention to questions over how effective voluntary pledges are in regulating rapidly advancing AI.

Chinese AI firm DeepSeek has partnered with Huawei to develop chip programming tools, a move that reduces its dependence on Nvidia's hardware. The collaboration signals a deepening push by Chinese AI companies to build on domestic silicon amid US export restrictions on advanced chips. The alliance pairs one of China's leading AI labs with its top domestic chipmaker.

An expert told France 24 that proposed AI safeguards effectively 'build a moat' around US AI companies, protecting established players from competition while preventing open-source models from advancing. The argument frames regulation as a tool that entrenches large firms rather than improving safety, fuelling ongoing debate over how AI rules will shape competition and open development.

Baidu has spent roughly 15 years developing its own AI chips in-house, a long-running effort to reduce reliance on foreign semiconductor suppliers. The company now faces a public test as its chips are judged against market expectations, amid intense competition in China's AI hardware sector and ongoing US export restrictions shaping demand for domestic alternatives.

The US House speaker says companies in the artificial intelligence sector have signed an accord on technology standards. The announcement indicates an effort by leading AI firms to agree on common technical benchmarks, though details of the accord's content, signatories and enforcement have not yet been made public.

Donald Trump has released an AI accord agreed with leading technology executives, according to Reuters. The move puts the US administration and major tech firms publicly aligned on artificial intelligence policy, and reactions are expected to focus on what the agreement commits the companies to and how it will be enforced.

Chinese AI firm DeepSeek says it used open-source software tools running on Huawei Ascend chips, underscoring its reliance on domestically developed hardware and software amid US export restrictions on advanced chips. The claim is drawing attention to China's push for a self-sufficient AI stack built on homegrown silicon and open-source frameworks.

US stocks edged lower in midday trading on September 29, even as artificial intelligence firm Anthropic reached a $2 trillion valuation in a landmark funding milestone. Investors weighed the AI company's valuation against broader market softness, with major indexes giving back earlier gains. The contrast between a record AI valuation and a down session is fueling debate over whether AI enthusiasm is decoupling from wider market sentiment.

Chinese AI firm DeepSeek has unveiled software designed to make Huawei chips capable of running AI models, positioning it as an alternative to Nvidia's hardware. The move highlights China's push to build a domestic AI computing stack less dependent on US technology, and analysts are watching closely for what it means for Nvidia's dominance in the AI chip market.

Chinese AI firm DeepSeek has open-sourced its full infrastructure stack built on Huawei's Ascend chips, claiming one-to-one parity with Nvidia's platform for AI training and inference. The release gives developers worldwide access to a complete, non-Nvidia hardware and software pipeline, underscoring China's push for self-sufficient AI compute amid US export restrictions. Commenters are weighing the parity claim against Nvidia's mature ecosystem.

Chinese AI firm DeepSeek has partnered with Huawei to develop chip programming tools, moving away from Nvidia's platform. The collaboration signals DeepSeek's effort to build its AI stack on domestic hardware, amid US export controls restricting Chinese access to advanced Nvidia chips. The move is being read as a further step in China's push for technological self-sufficiency in semiconductors and artificial intelligence.

DeepSeek and Huawei are reportedly teaming up to develop AI computing technology that moves beyond Nvidia's hardware. The partnership would pair DeepSeek's AI models with Huawei's domestic chip ecosystem, a notable step for China's push toward technological self-sufficiency amid US export restrictions. Details about the scope and timeline of the collaboration remain limited.

A subsidiary of Akiak has been awarded a $43 million bridge contract by the Defense Health Agency to provide Technology Life Cycle Support services. The award, reported by government contracting news outlet OrangeSlices AI, covers interim support while a follow-on competitive contract is expected. The deal underscores continued federal investment in healthcare IT and lifecycle management for the agency that oversees care for US service members.

Donald Trump has ruled out any joint venture between the United States and China to develop artificial intelligence, according to the BBC. The statement signals a firm stance against technological cooperation between the two countries, despite ongoing talks between Washington and Beijing on trade and other issues. The comment is drawing attention given the strategic importance of AI to both economies and national security.

Donald Trump has ruled out a joint venture between the United States and China to develop artificial intelligence, according to a BBC report. The statement signals a firm stance against technological cooperation with Beijing on AI, a field seen as central to both countries' economic and security interests. The decision is drawing attention given ongoing tensions over trade, technology exports, and competition for AI leadership between the two powers.

McKinsey warns that the transition to an AI-driven economy could force around 11 million American workers to change careers by 2035. The consulting firm says the shift will demand extensive retraining and adaptation as automation reshapes job roles across sectors. The forecast is prompting discussion about how workers, employers and policymakers should prepare for large-scale workforce disruption.

Uranium Energy Corp has announced its fiscal 2026 financial results, according to a PR Newswire release. The company, a US-focused uranium mining and exploration firm, has not had detailed figures widely circulated yet. Interest centers on what the results signal for uranium demand and the broader nuclear energy sector, which has been gaining attention amid growing nuclear restart and AI power-supply narratives.