Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing and rising global defense budgets that boosted defense-related shipments. Revenue from these segments doubled, the company said. Winmate added that the industry has entered a new growth cycle, providing clear momentum for operations and profitability in 2026.

Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek V4 is now moving to another topic: OpenClaw and the developer practice known as "raising the lobster," which has triggered wide discussion across AI communities.

Anthropic PBC has filed a lawsuit against the US government after the Pentagon designated the AI startup a national security supply-chain risk, escalating a dispute over the company's refusal to lift restrictions on the military use of its technology. In a complaint filed March 9 in federal court in California, the San Francisco-based company alleged the designation was unlawful and requested that a judge block federal agencies from enforcing related directives. The move follows a decision by the US Department of Defense to shift its AI work away from Anthropic and its Claude chatbot.

Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity at TSMC to its next-generation Vera Rubin platform, as regulatory barriers in both the US and China continue to cloud prospects for sales to Chinese customers, the Financial Times reported.