Huawei has signalled a renewed push into South Korea’s AI infrastructure market, outlining plans to introduce its next-generation AI processor — widely expected to be the Ascend 950 — packaged with an end-to-end stack spanning hardware, software, networking, and storage.

Bao Yungang, vice director of the Chinese Academy of Sciences’ Institute of Computing Technology and chief scientist at the Beijing Open Source Chip Academy, predicts RISC-V will become the world’s third mainstream CPU ecosystem alongside x86 and Arm within five to ten years.

AI startup Anthropic is taking a different approach to the AI infrastructure competition by prioritizing algorithmic efficiency and high-quality data rather than expanding compute capacity like rivals such as OpenAI. CNBC reported that Daniela Amodei, Anthropic’s president and co-founder, stated that although the Scaling Law governing compute and model size remains valid, it is not the only route to success in AI development. Amodei emphasized that sustainable economic models will determine long-term leadership in the sector.