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Analysis Mar 15, 2026

DeepSeek V4 Is the AI Industry's Biggest Tease: Inside China's Delayed Trillion-Parameter Bet

Five missed release windows, a mysterious V4 Lite appearance, and silence from DeepSeek. What's really happening with China's most anticipated AI model?

Analysis Mar 4, 2026

DeepSeek V4 Arrives This Week: A Trillion Parameters, Huawei Chips, and Nvidia Locked Out

China's DeepSeek is releasing V4 - a trillion-parameter multimodal model optimized for domestic chips - while blocking US chipmakers and facing distillation accusations from OpenAI and Anthropic.

Analysis Feb 27, 2026

DeepSeek Shuts Out Nvidia from V4 Model, Gives Huawei Weeks-Long Head Start

The Chinese AI lab is withholding its flagship model from US chipmakers while the Trump administration alleges it was trained on banned Blackwell chips.

Local AI Feb 22, 2026

GLM-5: China's 744B Open-Source Model Trained Entirely on Huawei Chips

Zhipu AI releases GLM-5 under MIT license, a frontier model rivaling Claude and GPT-5 while proving China can build top-tier AI without NVIDIA hardware.

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