DeepSeek V4 Is Coming on Huawei Chips

PLUS: Google Gemma 4 Beats 400B Rivals at 31B, and OpenAI Buys a Media Company

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China’s most controversial AI lab is about to ship its biggest model yet — on Huawei chips, bypassing NVIDIA entirely. Google just dropped an open-weight model that punches way above /its weight class. And OpenAI made its first-ever media acquisition. Here’s what you need to know.

Today in AI:
  • DeepSeek V4 targets late April launch — 1 trillion parameters on Huawei’s Ascend chips

  • Google’s Gemma 4 ranks #3 open model worldwide at just 31B parameters

  • OpenAI acquires TBPN, its first media company purchase

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What’s new? DeepSeek is preparing to launch V4, a 1-trillion-parameter Mixture-of-Experts model built entirely on Huawei’s Ascend 950PR chips — the first frontier model to bypass NVIDIA’s CUDA ecosystem. The model features a 1M-token context window, native multimodal generation, and only 37B parameters active per token to keep inference costs low.

What matters?

  • DeepSeek spent months working with Huawei and Cambricon Technologies to rewrite core pieces of V4’s code for Huawei’s CANN architecture, proving frontier AI can be built outside the NVIDIA ecosystem.

  • V4-Lite has been live-tested on API nodes since early April, with developers reporting 30% inference speed increases and 94% context recall at 128K tokens — up from 45%.

  • At roughly $0.28 per million input tokens, V4 is 20–50x cheaper than GPT-5.4 or Claude Opus 4.6 — a pricing earthquake for the industry.

Why it matters?

This is the model that proves China’s AI independence is real, not theoretical. If DeepSeek can train and serve a frontier model on domestic chips at 20x lower cost, the entire Western assumption that export controls would slow Chinese AI development is wrong. The geopolitical implications are enormous.

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What’s new? Google released Gemma 4, a family of open-weight models from 2B to 31B parameters under Apache 2.0 with zero commercial restrictions. The 31B Dense model ranks #3 on the Arena AI text leaderboard — outperforming Meta’s Llama 4 on math, coding, and reasoning despite being a fraction of the size.

What matters?

  • This is the first Gemma family that handles text, image, audio, and video natively across all sizes — true multimodal at the edge.

  • Available in four sizes (2B, 4B, 26B MoE, 31B Dense) with 256K context windows and 140+ language support, making it viable for everything from phones to enterprise servers.

  • Apache 2.0 license means no usage restrictions, no commercial gates, no phone-home requirements — the most permissive licensing of any frontier-class open model.

Why it matters?

Google just commoditized a capability that cost millions to develop a year ago. A 31B model matching 400B rivals means the performance gap between open and closed models is collapsing. For startups and enterprises, Gemma 4 eliminates the biggest argument for paying frontier API prices — and it runs on your own hardware.

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What’s new? OpenAI acquired TBPN (Technology Business Programming Network), a daily live 3-hour tech talk show founded by John Coogan and Jordi Hays. The deal, reportedly valued in the low hundreds of millions, marks OpenAI’s first acquisition of a media company. TBPN will sit within OpenAI’s strategy org under chief global affairs officer Chris Lehane.

What matters?

  • TBPN is one of the fastest-growing media companies in tech, with a daily live format that convenes influential voices across tech, business, and culture.

  • OpenAI says TBPN will maintain full editorial independence — choosing their own guests and making their own editorial decisions, with that protection written into the agreement.

  • The acquisition gives OpenAI a direct media channel to shape narratives around AI development at a time when public opinion is increasingly polarized on the technology.

Why it matters?

This is OpenAI playing the long game beyond model development. Owning a media platform gives them something no API can buy — cultural influence. As AI regulation debates heat up globally, having a trusted editorial voice in the room matters more than another benchmark score.

Everything else in AI

Perplexity hit $450M ARR after a 50% revenue surge in a single month, driven by its Computer agent platform that orchestrates 19 frontier models — the fastest monthly revenue jump in the company’s history.

Anthropic’s Model Context Protocol crossed 97 million installs in March, with every major AI provider now shipping MCP-compatible tooling as the default mechanism for agents to connect to external tools.

Microsoft announced a $10 billion investment in Japan’s AI infrastructure, following its $17.5 billion India commitment — signaling a massive bet on Asian AI compute capacity.

The USGS unveiled AI technology capable of predicting drought conditions with unprecedented accuracy up to 90 days in advance — one of the most impactful real-world AI applications this year.

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