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Morning Overview

Author

Dorian Maddox

Latest Articles by Dorian Maddox

Huawei expects AI chip revenue to hit $12 billion in 2026 — up 60% as Nvidia stalls in China

Pentagon’s new AI platform GenAI.mil will run models from 7 companies on classified networks

Huawei’s new AI chip delivers 2.8x the performance of Nvidia’s H20 — and China is buying all of it

7 Pentagon AI deals went to SpaceX, OpenAI, Nvidia, Google, Microsoft, Amazon, and Reflection

Pentagon cuts Anthropic from classified AI deals after company refused to drop safety guardrails

China’s 15th Five-Year Plan calls for ‘multiple pathways’ to general AI

Study challenges ‘Centaur’ AI’s claim to human-like cognition — pattern-matching, not reasoning

Baidu releases ERNIE 5.1 preview, ranks No. 1 among Chinese AI labs

DeepSeek V4 released as open source but falls short of U.S. frontier models, analysts say

SoftBank launches Roze AI to deploy autonomous robots for data center construction

Amazon AWS revenue rises 28% to $37.6 billion as AI demand surges

AI system cuts archaeological site recording time by 70%

Musk testifies xAI trained Grok on OpenAI’s models, raising legal firestorm

AI discovers hidden physics rules inside plasma that challenge established models

Anduril wins $20 billion Army contract for Lattice AI platform

China blocks Meta’s $2 billion acquisition of AI startup Manus in rare outbound deal kill

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