Five items this morning, and four of them are really one item wearing different clothes: who gets to decide how fast AI moves, and on whose hardware. China’s AI Plan Now Runs on Huawei’s Delivery Calendar Liang Wenfeng rarely says anything in public, so the framing matters. Training DeepSeek’s models on Huawei silicon is, in his words, one of the company’s biggest bets. He called it a bet, which is a stronger word than a company hedging against tighter export controls would reach for.