DeepSeek is building a proprietary AI accelerator to reduce its dependence on Nvidia, according to sources. The report rattled semiconductor markets — the Nasdaq opened lower, Samsung's record profit failed to reassure, and Korea's KOSPI fell nearly 5% on chip-sector fears.
A cost analysis argues that open-weight models like Zhipu's GLM 5.2, running at a fraction of frontier-lab API prices, are about to compress inference margins across the industry. The claim: token pricing has much further to fall than the incumbents' economics assume.
Investment in U.S. and Canadian startups hit $392 billion in the first half of 2026 — a record, and dwarfing prior years — almost entirely on the strength of AI megarounds concentrated in a handful of companies.
Anthropic research probes whether large language models develop something like a 'global workspace' — a shared internal channel where information from different parts of the network is broadcast and integrated, echoing a leading theory of human consciousness.