East/West AIpha Daily |
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Today's East and West AI news and trends relevant to builders and allocators. Lands every day at 5 am Silicon Valley time and 8 am Wall Street time.
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Highlights
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THE DAY IN ONE HEADLINE
China and Silicon Valley Race to Loosen Nvidia's Grip, and the Money Follows
East
PBOC pledges AI financing; DeepSeek on Huawei chips is unconfirmed. | | West
Tenstorrent raises $1.5bn; Amazon puts PyTorch on Trainium. | | OPINION
Inference is diversifying; cheap tokens may run off Nvidia. | |
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| Top 5 China and EastCHINA FIRST | |
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| Top 5 US and WestUS AND EUROPE | |
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IDIOM OF THE DAY
自力更生
zì lì gēng shēng
Self reliance: rising again by your own strength.
Why today: DAMO on RISC-V and Amazon on Trainium both bet on owning their compute. |
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MONEY MOVES TODAY
Amounts as disclosed; yuan not converted.
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OPINION
Implications for AI builders and allocators
Builders
Keep your stack chip portable: PyTorch on Trainium, RISC-V and Ascend mean cheap inference may not be Nvidia. | Allocators
Commandment Eight: Diversify...Just Enough ↗. Capital is pricing Nvidia alternatives, from Tenstorrent at $6.2bn to MemSilicon's 400m+ yuan Series A. | Both
PBOC and NBS signals favour policy backed China chip rounds; Town's $1bn in four months shows distribution wins. |
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| Coming 8 Nov: the East/West AIpha Monthly. A 15-minute deep dive, with the final section for Premium readers. |
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| Research and opinion, not investment advice. No position recommendations. WorkOptional and its authors may hold positions in names mentioned. Compiled with AI tools; every item checked against its source. Sources dated 18 to 20 Oct 2026, as of 10:30 ICT. WorkOptional.ai | 中文版 PDF | Subscribe |
