Huawei

Model

Amazon starts selling Zhipu's GLM-5.3 after Anthropic found its safeguards bypassed 63% to 100% of the time

AWS added Zhipu's GLM-5.3 to Bedrock on October 5 under a usage-based revenue share, five days after Anthropic warned the model's safeguards can be bypassed up to 100% of the time. Amazon, Anthropic's largest backer and cloud landlord, now sells its cheapest open-weight rival a front door.

October 6, 2026 · 2 min read

Chips

ASML banked China's $13 billion lithography spree; Washington wants the maintenance money

A Washington study counts 343 immersion lithography machines inside Chinese fabs, bought for more than $13 billion before the controls tightened. The capex is spent and China is down to 14% of ASML's system sales; what Congress now wants to cut is the service annuity, and the stock rallied anyway.

October 3, 2026 · 3 min read

Policy & Labor

China's state money bought banned Nvidia B300 servers, then redacted the receipts

Credit filings show a Shenzhen- and Beijing-controlled lessor financed 700-plus servers for an AI developer, 32 of them Asus machines on restricted B300 Blackwell silicon, bound for a China Mobile hub. The same state that meters Nvidia's legal channel financed the restricted one, then scrubbed the paperwork.

October 2, 2026 · 3 min read

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Also mentioned in

Amazon starts selling Zhipu's GLM-5.3 after Anthropic found its safeguards bypassed 63% to 100% of the time

ASML banked China's $13 billion lithography spree; Washington wants the maintenance money

China's state money bought banned Nvidia B300 servers, then redacted the receipts