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3 CÈ pieces since 12 May 2026: 1 intel item, 2 essays. Newest first. All companies →
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Beijing Will Not Wall Off Its AI (Even Now That It Leads)
Days after an open-weight Chinese model took the top of the coding charts, Beijing began consulting its champions on export-controlling AI, the same weapon it called economic bullying when Washington aimed it the other way.
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Tensordyne exits stealth with a logarithmic-math inference chip in TSMC production
The startup rearchitects the math inside the silicon. Its 72-chip inference pod fits in 13 rack units and draws 30 kilowatts against 150 for a comparable Nvidia system, with the first chip already in production at TSMC.
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MTI raised the 2026 forecast. Manufacturing had its worst quarter since 2023.
Singapore posted Q1 GDP up 4.6 percent year on year. Manufacturing fell 4.9 percent quarter on quarter, the steepest single-quarter drop since 2023. The AI hardware tailwind has rolled off.