All companiesCOMPANY / FRONTIER COVERAGESemiAnalysisTYPECompanySIGNALS4FIRST SEENOct 8, 2026LAST SEENOct 29, 2026Recent signalsAnthropic is asking Wall Street to believe in AGI Oct 29, 2026A look at Huawei and DeepSeek's mutual reliance, where Huawei provides compute hardware while DeepSeek contributes model workloads and kernel optimization (SemiAnalysis) Oct 22, 2026Analysis of 857 releases from nine Chinese AI labs from 2021 to September 2026: just 3.6% included safety results from the developer and only 1.1% did at launch (SemiAnalysis) Oct 9, 2026SemiAnalysis: China has 24 GW of operational compute capacity and another 50 GW planned or under construction, compared to 56 GW operational in the US (Financial Times) Oct 8, 2026RELATEDDario AmodeiHuaweiAI ChipsAI infrastructureNasdaqDeepSeekAI SafetyAnthropicALL COMPANIESLATEST SIGNAL