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Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs (Reuters)

https://www.reuters.com/world/asia-pacific/chinas-ai-chipmakers-raise-prices-high-bandwidth-memory-shortage-bites-2026-09-10/
The AI boom is fueling a resurgence in VC bets in "moonshot" sectors such as BCI; Dealroom says non-AI deeptech funding has topped $150B since the start of 2024 (Tim Bradshaw/Financial Times)

https://www.ft.com/content/0c440134-686f-4b55-ab35-2afe4e6a3f91?accessToken=zwAAAaCJ35XTkc8MRAE0aG9LVdOrNSr-Tmo_kQ.MEQCIER3H-O6mWRcAmNO3_yTDCjVmPf-Ca6Shrf6XTNkM3BQAiAUjNiTniaSHEjRydTLImC95ZyADy7FI3TYJz1a1lHjAQ&sharetype=gift&token=c46878b0-1d41-4b3c-9645-6e6e80bff9fd
A look at why the oft-discussed predictions that AI will deliver double-digit GDP growth in advanced economies are extremely unlikely over the next 10-15 years (Ghosts of Electricity)

https://aleximas.substack.com/p/will-ai-soon-lead-to-double-digit
DeepSeek debuts DeepSeek-V4.1-Flash, its smallest model built on a new Causal Encoder-Decoder architecture, with 552B backbone parameters and 1M-token context (Reuters)

https://www.reuters.com/world/asia-pacific/chinas-deepseek-launches-v41-flash-model-2026-09-10/