Show Notes
DeepSeek plans a 160,000-chip Huawei Ascend cluster in Inner Mongolia as Anthropic’s reported compute contracts hit $517 billion. The compute race is shifting from model announcements to power, leasing obligations, and who can actually secure inference capacity.
In this episode: Top stories: 1. DeepSeek reportedly plans 160,000-chip Huawei cluster in Inner Mongolia · TechNode — TechNode https://technode.com/2026/09/07/deepseek-huawei-ascend-950dt-chips-inner-mongolia/ 2. Anthropic's computing contracts hit $517b over 11 months: report - The Herald Business — The Herald Business https://biz.heraldcorp.com/article/10864637 3. Gimlet Raises $300M to Build a Multi-Silicon Cloud for AI Inference - Converge Digest — Converge Digest https://convergedigest.com/gimlet-300m-multi-silicon-ai-inference-cloud/ 4. Figure secures $3.5 billion computing power from Nscale · Beckmann — Beckmann https://beckmann.ai/en/ai-economy/2026-09/figure-nscale-compute-billions 5. The man paid to prove Fermat by hand says Claude did it in 11 days — The Next Web https://thenextweb.com/news/anthropic-claude-fermat-last-theorem-lean-buzzard
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