Live evidence monitor

AI News Board & Sovereign Watch

AI news evidence, daily sovereign regulatory intake, search and market signals, and a source-separated coding-harness landscape. Each panel states the limits of what its evidence can establish.
Portfolio
AI disclosure: the research is the author's; this text was drafted with AI assistance and reviewed by the author. Machine and human evidence methods are identified per card.
FreshnessNews feed 2026-09-29 05:20 UTC Model releases 2026-09-29 05:32 UTC Market quotes 2026-09-29 05:33:18 Page built 2026-09-29 05:33 UTC
Frontier release
Anthropic: Claude Sonnet 5.5 (Anthropic · 2026-09-28)
Market anomaly
ARM -8.7% as of 2026-09-28

Method · source classes, claim relationships and anchor rules
Source-class key
Tier 1: primary record
Tier 2: research or academic source
Tier 3: trade press, aggregator or unclassified publisher
Tier 4: tool or data vendor
Tier 5: vendor publication or press office
This is a publisher class, not a trust score or a claim-relative relationship. Claim tiers are withheld unless the publisher relationship to the subject resolves.
Method and limits
  • Source-class tier is set from the publisher domain. It is not a truth or quality verdict.
  • Research Protocol intake may carry source_class_tier as routing metadata only. It cannot accept, reject or prioritise a claim.
  • A numeric claim tier appears only where a recorded owner or publisher relationship to the subject resolves. Otherwise the relationship remains unresolved.
  • Automatic topics may be plural. A portfolio anchor appears only when one candidate clears its threshold without a tie.
  • ArXiv, DOI and official links found in an article are typed as article-linked primaries. A link is not treated as proof that the document supports the headline.
Conflict of interest: an Anthropic model helped build the original method and tiers. An OpenAI model implemented the current source-class split, label provenance and anchor rules. OpenAI and Anthropic are subjects on the board. Neither model is an independent auditor of work from its own lab.
Tier registries: every class with its basis
Contest any cell: email NMAIResearch@proton.me or fork tier_map.json. Email a cell you dispute with the observable fact you think is wrong, or fork this file. Tiers change on evidence, not on disagreement with the conclusion.
Source classes
ClassTierObservable basis
primary record1record produced under a legal, statutory or official measurement process
research institute2research institute or academic source whose published method is the product
trade press3industry reporting funded by access, subscriptions or attention
aggregator3distribution layer rather than the originating evidence
tool or data vendor4sells tooling, data or research access connected to the topic
vendor publication5publishes about products, capabilities or markets in which the publisher participates
press office5institution publicising its own work
unclassified publisher3publisher class has not been resolved more specifically
Claim-relationship examples
EntityTierObservable basis
SEC / court / regulator filings1primary record produced under legal or statutory process; least incentive to shade a specific number
USGS / central-bank / agency data1mandated public measurement; the primary IS the check
US government / federal agencies (on AI)3Assess regulation, procurement and investment separately for the public body and claim concerned. Watch contains dated evidence and unresolved current-status checks; its archive preserves the earlier roster under dated-snapshot notices. Agency primary data retains its existing source classification.
Epoch AI2nonprofit research institute; credibility is the product. WATCH: funder prior (AI-safety mission may tilt framing toward 'AI is significant')
Peer-reviewed / arXiv (method claims)2method rigour (review, randomisation). WATCH: industry funding on the paper, and lag (rigour lands after the panic take)
Redwood Research / METR2independent AI evaluation orgs checking others' claims; incentive is being right, not selling a model
Gartner / Forrester / IDC / McKinsey3commercial analysts who sell reports AND consult the vendors they rate; round often-unfalsifiable forecasts
SemiAnalysis3independent analyst; data quality high but paywalls the conclusion that matters (access is the product)
Trade press (TechCrunch, VentureBeat, The Verge, Ars Technica)3industry journalism; access + engagement (conflict drives clicks). A take against the outlet's own audience usually carries less book
Reuters / Bloomberg / FT3wire / quality press; item-dependent, corroborate to the cited primary
Ahrefs / Semrush / SimilarWeb4SEO/analytics tool vendors; the data is often sound, the alarm framing helps sell the subscription
Anthropic (conflict disclosed)5sells frontier AI models; tier 5 on AI-value and its own-capability claims. Claim-relative: lower on unrelated facts
OpenAI (conflict disclosed)5sells frontier AI models; tier 5 on its own-capability and AI-value claims
Google / Google DeepMind5builds and sells the AI and the ad system the claim is often about
Meta5sells the platform and the models; tier 5 on its own-capability claims
Microsoft5sells the models and the cloud; tier 5 on its own-code-automation claims
Nvidia5sells the compute; tier 5 on 'is AI demand real'
Salesforce / Amazon / Snap (on own AI-efficiency)5adopters with an investor 'we are AI-efficient' narrative and a layoff justification; tier 5 on their own usage claims
NM AI Research (the author)2independent, no product tied to a market call, publishes reproducible CC-BY. Scored here rather than omitted: a motive map that exempts its own author is incomplete
The Anthropic model that helped build this (conflict disclosed)5a frontier-lab model helped assign these tiers, including the tiers on Anthropic and its rivals. Not exempt from its own map; corroborate its most consequential calls against a non-model source
The OpenAI model that helped maintain this (conflict disclosed)5a frontier-lab model implemented the current source-class split, label provenance, URL identity checks and anchor rules. OpenAI is a subject on the board, so this role is disclosed and is not treated as an independent audit of OpenAI-related output
Source mix across all items
Most-covered entityItems
OpenAI14
Google DeepMind10
Anthropic8
Nvidia7
NIST4
Microsoft2
Snap1
Salesforce1
Google1
Meta1
Amazon1
Hugging Face1
Apple1

Latest

Live pull, newest first. Source class comes from the publisher domain; a numeric claim tier appears only where the publisher relationship to the subject resolves. Figure labels record complete-span coverage and method. Automatic anchors abstain on tied candidates. Article-linked primaries are links, not implied endorsements.
Today
Peak XV · 29 Sep 2026
techcrunch.com · trade press
Mentions Anthropic · Google · Microsoft · Meta
Figures not assessedfigures: unassessed
Possible research context, portfolio synthesis. AI Cost Watch Checks the unit, period and announced-versus-delivered boundary behind AI spending claims.
Matched investment in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/15 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Cost and spend: investment (headline), investment (headline), investing (article span)
No cited source found.
Brian Hedden · 29 Sep 2026
news.mit.edu · press office
Mentions Meta
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Sherry Turkle · 29 Sep 2026
news.mit.edu · press office
Mentions Meta · Apple
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Yesterday
AMD · 28 Sep 2026
theverge.com · trade press
Mentions Nvidia · Hugging Face
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/4 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Cost and spend: billion (headline), billion (article span)
No cited source found.
OpenAI · 28 Sep 2026
theverge.com · trade press
No figures in this articlefigures: ruleno listed security
Evidence and provenance · inspect
Figures: no figure in 3075 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
OpenAI · 28 Sep 2026
theverge.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Agents: AI agents (headline)
No cited source found.
Anthropic · 28 Sep 2026
theverge.com · trade press
Mentions Anthropic · OpenAI · Microsoft · Google
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
OpenAI · 28 Sep 2026
theverge.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
28 Sep 2026
theverge.com · trade press
Mentions FTC
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 2456 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Nvidia · 28 Sep 2026
theverge.com · trade press
No figures in this articlefigures: ruleNVDA 228.86 +1.68%
Evidence and provenance · inspect
Figures: no figure in 2959 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Safety and security: AI safety (headline)
No cited source found.
Decoder · 28 Sep 2026
theverge.com · trade press
Mentions Amazon
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/47 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
28 Sep 2026
theverge.com · trade press
Mentions OpenAI · Apple
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/4 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Safety and security: hallucinations (headline)
No cited source found.
Accel · 28 Sep 2026
techcrunch.com · trade press
Mentions OpenAI · Anthropic · Meta · Hugging Face
Figures not assessedfigures: unassessed
Possible research context, portfolio synthesis. AI Cost Watch Checks the unit, period and announced-versus-delivered boundary behind AI spending claims.
Matched valuation in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/7 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Cost and spend: valuation (headline), funding round (article span), investment (article span)
No cited source found.
world models · 28 Sep 2026
techcrunch.com · trade press
Mentions Nvidia · Anthropic · Meta · xAI
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Cost and spend: billion (headline), billion (article span)
No cited source found.
AI assistant · 28 Sep 2026
techcrunch.com · trade press
Mentions Meta · Anthropic
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Agents: AI agent (headline); Cost and spend: valuation (headline), billion (article span)
No cited source found.
OpenAI · 28 Sep 2026
techcrunch.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
AI agents · 28 Sep 2026
techcrunch.com · trade press
Mentions Anthropic · Meta · Amazon
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 3546 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Agents: AI agents (headline), AI agents (publisher tag)
No cited source found.
climate week nyc · 28 Sep 2026
techcrunch.com · trade press
Mentions Anthropic · Meta
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Nvidia · 28 Sep 2026
techcrunch.com · trade press
No figures in this articlefigures: ruleNVDA 228.86 +1.68%
Evidence and provenance · inspect
Figures: no figure in 5124 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Agents: AI agents (headline)
No cited source found.
Nvidia · 28 Sep 2026
arstechnica.com · trade press
Figures not assessedfigures: unassessedNVDA 228.86 +1.68%
Possible research context, portfolio synthesis. The AI Capital-Infrastructure Barbell Distinguishes a named supply bottleneck from one shown to be binding.
Matched chip in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/6 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Chips and hardware: chip (headline), chips (article span)
No cited source found.
OpenAI · 28 Sep 2026
arstechnica.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
OpenAI · 28 Sep 2026
arstechnica.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Microsoft · 28 Sep 2026
arstechnica.com · trade press
Figures not assessedfigures: unassessedMSFT 509.22 -1.35%
Possible research context, portfolio synthesis. Contingent vs Robust AI Power Demand Separates announced capacity from contracted and delivered demand.
Matched data center in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/17 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Power demand: data center (headline), data center (article span)
No cited source found.
Anthropic · 28 Sep 2026
reuters.com · trade press
Figures not assessedtrack record: trustedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: article not fetched (robots-disallowed). Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
28 Sep 2026
lesswrong.com · other
Mentions Anthropic · OpenAI · Meta · xAI
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/9 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
28 Sep 2026
calnewport.com · other
Mentions OpenAI · Anthropic
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 3542 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
28 Sep 2026
stateofutopia.com · other
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
OpenAI · 28 Sep 2026
techcrunch.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Nvidia · 28 Sep 2026
cnbc.com · other
Figures not assessedfigures: unassessedNVDA 228.86 +1.68%
Possible research context, portfolio synthesis. The AI Capital-Infrastructure Barbell Distinguishes a named supply bottleneck from one shown to be binding.
Matched chip in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Chips and hardware: chip (headline), Semiconductor (publisher tag); Agents: AI agent (headline)
No cited source found.
Nvidia · 28 Sep 2026
cnbc.com · other
No figures in this articlefigures: ruleNVDA 228.86 +1.68%
Evidence and provenance · inspect
Figures: no figure in 2767 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Chips and hardware: Semiconductor (publisher tag)
No cited source found.
Ana Jaklenec · 28 Sep 2026
news.mit.edu · press office
Mentions Meta
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/4 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
28 Sep 2026
epochai.substack.com · tool vendor
Mentions OpenAI
Figures not assessedtrack record: trustedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/11 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Earlier this week
27 Sep 2026
blog.glyph.im · other
Mentions Amazon
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/9 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
26 Sep 2026
ssp.sh · other
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/5 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Code automation: code (headline)
No cited source found.
Anthropic · 25 Sep 2026
arstechnica.com · trade press
Figures not assessedfigures: unassessedno listed security
Article-linked primary source. storage.courtlistener.com/recap/gov.uscourts.cadc.42923/gov.uscourts.cadc.4... The link is checkable; its presence alone does not establish that it supports the headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/6 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
25 Sep 2026
arstechnica.com · trade press
Mentions xAI · FCC
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/3 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Tulsa Advanced Sciences Camp (TASC) · 25 Sep 2026
news.mit.edu · press office
Mentions Meta
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/4 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Code automation: Code (publisher tag), Code (article span)
No cited source found.
24 Sep 2026
arstechnica.com · trade press
Mentions Microsoft · Meta
Figures not assessedfigures: unassessed
Possible research context, portfolio synthesis. Contingent vs Robust AI Power Demand Separates announced capacity from contracted and delivered demand.
Matched data center in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/11 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Power demand: data center (headline), data centers (article span), grid (article span)
No cited source found.
OpenAI · 24 Sep 2026
arstechnica.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Google DeepMind · 24 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Possible research context, portfolio synthesis. The Model Is a Dependency A model name or tag does not by itself identify the weights and runtime that produced an output.
Matched Gemini 3.8 in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
Topics: Model releases: Gemini 3.8 (headline), Gemini 3.8 (article span)
No cited source found.
Semiconductors · 24 Sep 2026
cset.georgetown.edu · independent
Mentions Nvidia
No figures in this articlefigures: rule
Possible research context, portfolio synthesis. The AI Capital-Infrastructure Barbell Distinguishes a named supply bottleneck from one shown to be binding.
Matched Chips in headline.
Evidence and provenance · inspect
Figures: no figure in 1321 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Chips and hardware: Chips (headline), Semiconductors (publisher tag)
No cited source found.
24 Sep 2026
cset.georgetown.edu · independent
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
China · 24 Sep 2026
cset.georgetown.edu · independent
Mentions OpenAI · Anthropic · Meta
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 533 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
MIT McGovern Institute · 24 Sep 2026
news.mit.edu · press office
Mentions Meta
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/5 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
How AI Sees the City · 24 Sep 2026
news.mit.edu · press office
Mentions Meta
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/4 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Nvidia · 24 Sep 2026
epochai.substack.com · tool vendor
Figures not assessedtrack record: trustedfigures: unassessedNVDA 228.86 +1.68%
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/23 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Google DeepMind · 23 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/53 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
No cited source found.
Google DeepMind · 23 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Possible research context, portfolio synthesis. The Model Is a Dependency A model name or tag does not by itself identify the weights and runtime that produced an output.
Matched Gemini 3.8 in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/9 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
Topics: Model releases: Gemini 3.8 (headline), Gemini 3.8 (article span), Benchmark (article span)
No cited source found.
MIT Schwarzman College of Computing · 23 Sep 2026
news.mit.edu · press office
Mentions Google · Meta · Nvidia
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Anthropic · 23 Sep 2026
anthropic.com · vendor own
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/2 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Anthropic).
No cited source found.
Earlier this month
OpenAI · 22 Sep 2026
arstechnica.com · trade press
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/5 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Regulation and legal: Lawsuit (headline), lawsuit (article span)
No cited source found.
22 Sep 2026
ainowinstitute.org · independent
Mentions OpenAI · Hugging Face
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 1234 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
22 Sep 2026
ainowinstitute.org · independent
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 990 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
OpenAI · 22 Sep 2026
openai.com · vendor own
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/1 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (OpenAI).
No cited source found.
21 Sep 2026
ainowinstitute.org · independent
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 790 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
19 Sep 2026
ainowinstitute.org · independent
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 712 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Hugging Face · 18 Sep 2026
ainowinstitute.org · independent
No figures in this articlefigures: ruleno listed security
Evidence and provenance · inspect
Figures: no figure in 423 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
MIT Reads · 18 Sep 2026
news.mit.edu · press office
Mentions Meta
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Anthropic · 18 Sep 2026
anthropic.com · vendor own
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/1 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Anthropic).
No cited source found.
17 Sep 2026
ainowinstitute.org · independent
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 510 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
17 Sep 2026
ainowinstitute.org · independent
Mentions OpenAI
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Anthropic · 17 Sep 2026
anthropic.com · vendor own
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/2 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Anthropic).
No cited source found.
China · 16 Sep 2026
cset.georgetown.edu · independent
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 574 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
16 Sep 2026
ainowinstitute.org · independent
Mentions Anthropic
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 659 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
OpenAI · 16 Sep 2026
openai.com · vendor own
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/3 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (OpenAI).
No cited source found.
Google DeepMind · 15 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Possible research context, portfolio synthesis. The Model Is a Dependency A model name or tag does not by itself identify the weights and runtime that produced an output.
Matched Gemini 3.8 in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/8 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
Topics: Model releases: Gemini 3.8 (headline), benchmark (article span), Gemini 3.8 (article span)
No cited source found.
15 Sep 2026
cset.georgetown.edu · independent
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: empty article text; assessment unavailable. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
12 Sep 2026
cset.georgetown.edu · independent
Mentions OpenAI · Google · Microsoft · xAI
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 1140 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
12 Sep 2026
epochai.substack.com · tool vendor
Mentions Nvidia · OpenAI · Anthropic
Figures not assessedtrack record: trustedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/16 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
10 Sep 2026
finops.org · tool vendor
Mentions OpenAI · Anthropic · Google
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Model releases: AI Model (headline)
No cited source found.
OpenAI · 10 Sep 2026
openai.com · vendor own
Figures not assessedfigures: unassessedno listed security
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/37 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (OpenAI).
No cited source found.
Google DeepMind · 03 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Possible research context, portfolio synthesis. The Model Is a Dependency A model name or tag does not by itself identify the weights and runtime that produced an output.
Matched AI model in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/27 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
Topics: Model releases: AI model (headline), AI model (article span)
No cited source found.
Google DeepMind · 02 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/3 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
Topics: Safety and security: cyber (headline), cyber (article span)
No cited source found.
Google DeepMind · 02 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Possible research context, portfolio synthesis. The Model Is a Dependency A model name or tag does not by itself identify the weights and runtime that produced an output.
Matched Gemini 3.8 in headline.
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/19 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
Topics: Model releases: Gemini 3.8 (headline), Gemini 3.8 (article span), benchmarks (article span); Safety and security: Cyber (headline), Cyber (article span), Vulnerability (article span)
No cited source found.
Google DeepMind · 01 Sep 2026
deepmind.google · vendor own
Figures not assessedtrack record: trustedfigures: unassessedGOOGL 342.75 -0.34%
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/8 figure-sentences.
Source relationship: claim tier 5: publisher is the subject (Google DeepMind).
Topics: Agents: agentic (headline), agentic (article span)
No cited source found.
Older
Applications · 27 Aug 2026
cset.georgetown.edu · independent
Mentions Anthropic
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 1487 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
27 Aug 2026
epochai.substack.com · tool vendor
Mentions OpenAI · Anthropic · xAI · Mistral
Figures not assessedtrack record: trustedfigures: unassessed
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/34 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Nvidia · 24 Aug 2026
epochai.substack.com · tool vendor
Figures not assessedtrack record: trustedfigures: unassessedNVDA 228.86 +1.68%
Evidence and provenance · inspect
Figures: model review failed; denominator remains unassessed. Coverage 0/3 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
14 Aug 2026
epochai.substack.com · tool vendor
Mentions OpenAI · Anthropic · Meta · xAI
Figures not assessedtrack record: trustedfigures: unassessed
Possible research context, portfolio synthesis. The Model Is a Dependency A model name or tag does not by itself identify the weights and runtime that produced an output.
Matched benchmarks in headline.
Article-linked arXiv paper. arXiv 2602.15112 The link is checkable; its presence alone does not establish that it supports the headline.
Article-linked official record. aisi.gov.uk/blog/more-compute-more-capability-why-ai-agent-evals-need-to-ac... The link is checkable; its presence alone does not establish that it supports the headline.
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Model releases: benchmarks (headline), benchmarks (article span)
No cited source found.
Anthropic · 13 Aug 2026
epochai.substack.com · tool vendor
Figures not assessedtrack record: trustedfigures: unassessedno listed security
Article-linked official record. sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm The link is checkable; its presence alone does not establish that it supports the headline.
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/20 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
05 Aug 2026
finops.org · tool vendor
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 12243 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
NIST · 04 Aug 2026
nist.gov · primary record
No figures in this articlefigures: rule
Evidence and provenance · inspect
Figures: no figure in 4537 chars of article text. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
01 Aug 2026
epochai.substack.com · tool vendor
Mentions OpenAI · Hugging Face · Anthropic
Figures not assessedtrack record: trustedfigures: unassessed
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/9 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Apple · 29 Jul 2026
bair.berkeley.edu · independent
Figures not assessedfigures: unassessedAAPL 338.40 -0.78%
Possible research context, portfolio synthesis. The AI Capital-Infrastructure Barbell Distinguishes a named supply bottleneck from one shown to be binding.
Matched Apple Silicon in headline.
Article-linked arXiv paper. arXiv 2602.19128 The link is checkable; its presence alone does not establish that it supports the headline.
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/25 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Chips and hardware: Apple Silicon (headline), Apple Silicon (publisher tag), Apple Silicon (article span)
No cited source found.
Long Horizon · 26 Jul 2026
bair.berkeley.edu · independent
Figures not assessedfigures: unassessed
Article-linked arXiv paper. arXiv 2512.20111 The link is checkable; its presence alone does not establish that it supports the headline.
Article-linked arXiv paper. arXiv 2604.02721 The link is checkable; its presence alone does not establish that it supports the headline.
Article-linked arXiv paper. arXiv 2503.15478 The link is checkable; its presence alone does not establish that it supports the headline.
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/24 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
OpenAI · 23 Jul 2026
epochai.substack.com · tool vendor
Figures not assessedtrack record: trustedfigures: unassessedno listed security
Article-linked official record. aisi.gov.uk/blog/how-far-behind-the-frontier-are-leading-open-weight-models... The link is checkable; its presence alone does not establish that it supports the headline.
Article-linked official record. aisi.gov.uk The link is checkable; its presence alone does not establish that it supports the headline.
Article-linked official record. aisi.gov.uk/blog/cheating-behaviour-in-frontier-model-evaluations The link is checkable; its presence alone does not establish that it supports the headline.
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
data systems · 07 Jul 2026
bair.berkeley.edu · independent
Mentions OpenAI · Anthropic
Figures not assessedfigures: unassessed
Article-linked arXiv paper. arXiv 2509.00997 The link is checkable; its presence alone does not establish that it supports the headline.
Article-linked arXiv paper. arXiv 2502.13016 The link is checkable; its presence alone does not establish that it supports the headline.
Article-linked arXiv paper. arXiv 2602.13521 The link is checkable; its presence alone does not establish that it supports the headline.
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/4 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Agents: AI agents (publisher tag), agentic (publisher tag)
No cited source found.
graduates · 01 Jul 2026
bair.berkeley.edu · independent
Mentions Google DeepMind · OpenAI · Anthropic · Google
Figures not assessedfigures: unassessed
Evidence and provenance · inspect
Figures: model review skipped; regex did not settle every figure-sentence. Coverage 0/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
NIST · 04 Jun 2026
nist.gov · primary record
Figures: no base statedfigures: local model
Evidence and provenance · inspect
Figures: model read all 1 figure-sentence(s); 0 of 1 figure-sentence(s) matched a base cue. Coverage 1/1 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
Topics: Model releases: AI Model (headline)
No cited source found.
NIST · 29 May 2026
nist.gov · primary record
Figures: no base statedfigures: local model
Evidence and provenance · inspect
Figures: model read all 2 figure-sentence(s); 1 of 2 figure-sentence(s) matched a base cue. Coverage 2/2 figure-sentences.
Source relationship: claim relationship unresolved: publisher relationship to subject not recorded.
No cited source found.
Anchored examples (9)
Curated claims each carried against a published base rate, kept for reference. Newest first, spanning Aug 2024 to Apr 2026. These are fixed exhibits, not news, so they sit outside the staleness cutoffs that drop old items from the feed. Read them as dated claims rather than current ones.
OpenAI · 01 Apr 2026
OpenAI: agentic tools went from 20% to 80% of your code (within December)
Brockman, Sequoia AI Ascent · vendor own
Figures: no base statedfigures: unassessedno listed security
Research context, portfolio synthesis. The AI Automation Claims Scorecard, code layer Tests whether a code-share claim defines its denominator, can be reproduced and has an independent check.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Snap · 01 Apr 2026
Snap: AI writes more than two-thirds of our new code (credits Anthropic)
Spiegel, Cheeky Pint podcast · vendor ownFortune / Yahoo Finance · trade press
Figures: base partly statedfigures: unassessed
Research context, portfolio synthesis. The AI Automation Claims Scorecard, code layer Tests whether a code-share claim defines its denominator, can be reproduced and has an independent check.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Salesforce · 26 Jun 2025
Salesforce: AI is doing 30-50% of the work here now
Benioff, The Circuit · vendor ownCNBC / Bloomberg · trade press
Figures: no base statedfigures: unassessedCRM 227.27 -2.88%
Research context, portfolio synthesis. The AI Automation Claims Scorecard, work layer Keeps whole-function and headcount claims separate from code-production claims.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Google DeepMind · 01 May 2025
DeepMind: AlphaEvolve optimised a kernel used to train Gemini (~1% training saving)
DeepMind blog; Novikov · vendor ownVentureBeat / TechBrew · trade press
Figures: base statedfigures: unassessedGOOGL 342.75 -0.34%
Research context, portfolio synthesis. The AI Automation Claims Scorecard, research-loop layer Separates an observed tool-assisted saving from autonomous recursive improvement.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Microsoft · 29 Apr 2025
Microsoft: 20-30% of code in our repos is written by software
Nadella, LlamaCon fireside · vendor ownTechCrunch / CNBC · trade press
Figures: base partly statedfigures: unassessedMSFT 509.22 -1.35%
Research context, portfolio synthesis. The AI Automation Claims Scorecard, code layer Tests whether a code-share claim defines its denominator, can be reproduced and has an independent check.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Google · 01 Apr 2025
Google: from ~30% to ~75% of new code AI-generated and approved by engineers
Pichai, Q1 2025 earnings call · vendor ownGoogle blog · vendor own
Figures: base partly statedfigures: unassessedGOOGL 342.75 -0.34%
Research context, portfolio synthesis. The AI Automation Claims Scorecard, code layer Tests whether a code-share claim defines its denominator, can be reproduced and has an independent check.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Meta · 01 Apr 2025
Meta: maybe half of development done by AI next year (a target)
Zuckerberg, LlamaCon (no current figures) · vendor own
Figures: no base statedfigures: unassessedMETA 715.62 -4.79%
Research context, portfolio synthesis. The AI Automation Claims Scorecard, code layer Tests whether a code-share claim defines its denominator, can be reproduced and has an independent check.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Anthropic · 10 Mar 2025
Anthropic: AI writes ~90% of our code, heading to essentially all of it
Amodei, Council on Foreign Relations · vendor ownRedwood Research (re-analysis: nearer 50%) · independent
Figures: no base statedfigures: unassessedno listed security
Research context, portfolio synthesis. The AI Automation Claims Scorecard, code layer Tests whether a code-share claim defines its denominator, can be reproduced and has an independent check.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Amazon · 22 Aug 2024
Amazon: 79% of AI code-review suggestions shipped without changes (Amazon Q)
Jassy, LinkedIn/X · vendor ownSlashdot / Yahoo Finance · trade press
Figures: base partly statedfigures: unassessedAMZN 246.15 -1.41%
Research context, portfolio synthesis. The AI Automation Claims Scorecard, code layer Tests whether a code-share claim defines its denominator, can be reproduced and has an independent check.
Evidence and provenance · inspect
Figures: not assessed. Coverage 0/0 figure-sentences.
Source relationship: claim relationship unresolved: not assessed.
Market quotes
S&P 500 7,683.69 -0.77%Nasdaq 26,820.38 -0.92%US 10Y 5.17 -0.19% 09-25VIX 14.21 -4.44% 09-22Brent $114.89 -1.08% 09-22Bitcoin $83,487 -1.26%Nikkei 65,877.62 -0.73%NVDA 228.86 +1.68%MSFT 509.22 -1.35%GOOGL 342.75 -0.34%AMZN 246.15 -1.41%META 715.62 -4.79%ORCL 132.60 -3.28%AMD 607.87 -3.61%AVGO 349.57 -0.92%TSM 452.88 +0.50%MU 1,053.98 -2.61%CRWV 85.07 -2.88%PLTR 187.48 -1.15%SPCX 145.47 -2.16%ASML 1,771.41 +1.58%STM 52.74 +1.56%SBGSY 66.75 +0.48% 09-25BABA 108.76 -0.89%BIDU 86.97 -0.41%TCEHY 55.65 +0.11% 09-25SMH 600.01 -1.08%
Freshest data 2026-09-28. A small date after a cell means that cell is older: FRED indices run a trading day behind, and a market closed on a given day has no later price. Each percentage is the move since that series own previous observation, so a gap in the series is a longer window than a day. Context for the announced-vs-delivered lens, not a market call and not investment advice.
Coverage limit: this is a US-listed view of AI hardware, not the market for it
The quote source serves US and OTC ADR listings only, so the reachable China names are platform and cloud companies, not the domestic chipmakers. SMIC, Hua Hong, Cambricon, Samsung and SK Hynix cannot be shown here. OTC ADRs are thinly traded and can lag their home listing.
What that hides: the Shanghai STAR Market listings are where the domestic AI-chip complex is being repriced, and none of them are reachable at this data tier. Moore Threads closed its 5 December 2025 debut up about 425 per cent (offer 114.28 yuan, close 600.50), and MetaX opened up about 693 per cent on 17 December. Neither is a small move and neither can appear above. The absence is a limit of this data tier, not evidence that nothing is happening.
Method: source class comes from the executable public registry. A numeric claim tier is withheld unless the publisher relationship to the subject resolves. Figure labels state their method and complete-span coverage. Research-context links require one winning topic rule; tied candidates abstain. Feed selection is editorial and disclosed. This surfaces a structural weakness of a claim; it does not adjudicate truth.

Conflict of interest: the maker is an independent researcher. An Anthropic model helped build the original method and tiers. An OpenAI model later changed the matching, tier and provenance infrastructure. OpenAI is a subject on this board, so that work is a direct conflict and is disclosed rather than treated as an independent check. Anthropic and OpenAI remain subjects under the same published rules. Independent analysis, not investment advice.

Corrections welcome on any judgement here, and they are marked in place with their reason: NMAIResearch@proton.me