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AI Infra Weekly

President Trump Calls AI Oversight a "Globalist Scheme" at the UN, Two Days Before Altman and Amodei Take Their Case to the Security Council; DeepSeek Bets Its Next Models on Huawei Chips as Opus 5.5 Cuts Price 40% to Meet Grok 4.7

Trump opposes international AI oversight at the UN, while Altman and Amodei call for global safety standards before the Security Council. The article reports DeepSeek’s push to train future models on Huawei and other domestic chips. Meanwhile, Anthropic says Claude Opus 5.5 costs 40% less to run than Opus 5 on typical workloads, and xAI launches Grok 4.7.

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AI Infra Weekly

Amodei Proposes Pacing the Frontier, the White House Calls It a Hoax Two Days Later; Anthropic Sets an October Listing With Two Profitable Quarters; Cohere Merges With Aleph Alpha at $20 Billion

Amodei proposes slowing frontier AI development and embedding third-party evaluators, drawing White House opposition and FTC scrutiny of industry coordination. Anthropic reportedly targets an October IPO and signals a second quarter of adjusted operating profit, while OpenAI discusses new private funding. Cohere signs a merger agreement with Aleph Alpha at a combined valuation of roughly $20 billion, emphasizing sovereign AI deployment.

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AI Infra Weekly

WAIC lays out China's full stack (Ascend 950 in the flesh, Kimi K3's 2.8T open weights, a 29-nation governance body); the same week Gemini cuts prices, Microsoft bets on Mistral's air-gapped deployment, and OpenAI's pre-release models autonomously breach Hugging Face — two AI stacks calibrate in the same week

This edition covers China’s AI stack at WAIC 2026, Kimi K3, Gemini price cuts, Mistral air-gapped deployment, the OpenAI–Hugging Face incident, and compute constraints.