AI Early Edition

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Technology · AI Edition Sept. 28, 2026
Morning Brief

DeepSeek CEO calls Huawei chips a top bet, report says

Liang Wenfeng told investors that using more domestic chips is a major priority, The Information reported.

By Nico Valdez

  1. NVIDIA — NVIDIA Announces a $150 Billion Share Repurchase Authorization Increase (Sept. 28, 2026)
Red-brick European-style buildings with towers stand behind a tree-lined stream and lawn under a gray sky.
Huawei’s Ox Horn research campus. Photo: CNHowey / Wikimedia Commons (CC BY-SA 4.0)

DeepSeek CEO Liang Wenfeng told investors that training on Huawei chips is one of the company’s biggest bets and that a major priority is using more domestic chips to train its AI models, The Information reported on Sept. 21, citing unnamed sources. Huawei is set to deliver training chips in the fourth quarter or the first quarter of 2027, The Information reported. Neither DeepSeek nor Huawei has confirmed the report publicly, and AI Early Edition has not independently confirmed it.

Markets

Jensen Huang, smiling, arms crossed, in a black leather jacket against a gray backdrop.
Nvidia CEO Jensen Huang. NVIDIA

Nvidia’s board has added $150 billion to the company’s stock buyback, bringing the total left to spend to $235 billion, Nvidia announced

Nvidia says it expects to use the full $235 billion through fiscal year 2028 and calls the increase the largest in history.

Nvidia’s board has authorized an additional $150 billion under the company’s existing share repurchase program, bringing the total remaining authorization to $235 billion, the chipmaker said Monday. Nvidia said it expects to carry out the full remaining program through fiscal year 2028, and called the move the largest share repurchase authorization increase in history. “NVIDIA’s growth is being driven by a once-in-a-generation platform shift to AI and accelerated computing,” founder and CEO Jensen Huang said in the release. “Our cash generation gives us the capacity to invest in the technologies that advance this transformation and return capital to shareholders. This authorization reflects our confidence in the long-term opportunity ahead.”

Earlier coverage

  • A divided federal appeals court ruled 2-1 on Sept. 25 that the Pentagon can keep Anthropic’s Claude out of its information systems and out of its contractors’ work for the Pentagon, with Judge Gregory Katsas writing for the majority and Judge Karen LeCraft Henderson dissenting.
  • Microsoft said Sept. 25 that it is rebuilding its workplace Copilot app around Home, Code and an always-on agent called Autopilot, and that the agent features will run on usage-based billing.

— Nico Valdez

Sources

  1. The Information via Techmeme (Sept. 21, 2026)
  2. NVIDIA — NVIDIA Announces a $150 Billion Share Repurchase Authorization Increase (Sept. 28, 2026)

Edition Sept. 28, 2026 · Archive shelf

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