Tencent's largest-ever overseas compute deal - about $7bn over five years, roughly 30% paid upfront - rents some 100,000 advanced chips inside Oracle's South-east Asian data centres, because US rules bar China from buying the silicon but still let it lease the machines abroad.
Employees with access say Argon falls short on real coding work - front-end design in particular - and two people familiar with it call the model 'benchmaxxed'; Google says that is inaccurate, and Alphabet pared its after-hours gain once the report landed.
Proofpoint says a Beijing-aligned group impersonated an Anthropic employee and former US officials to reach the inboxes of AI export-control and military-AI specialists at universities, think tanks and law firms - no breach confirmed, and the firm warns it may have seen only part of it.
The agency confirmed the probe publicly a day after the Post broke it, and is drafting civil investigative demands to compel testimony from Anthropic, OpenAI and the watchdog METR - three days after those same executives signed Trump's voluntary accord.