AI BRIEFING · 2026-05-10

US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand

plus 9 more stories

Also: Anthropic weighs deal for near 1tn valuation as revenue surges, and Musk v. Altman week 2: OpenAI fires back. Every story links to its primary source.

Curated by Gaurav · May 10, 2026

01

US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand

Bloomberg Technology ↗

A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.

05

OpenAI brings GPT-5-class reasoning to real-time voice and it changes what voice agents can actually orchestrate

VentureBeat ↗

Voice agents have been expensive to run and painful to orchestrate, not because the models can't handle conversation, but because context ceilings forced enterprises to build session resets, state compression, and reconstruction layers into every deployment. OpenAI's three new voice models are designed to reduce that overhead, and they change how engineers can think about building voice into a larger agent stack.GPT-Realtime-2, GPT-Realtime-Translate, and GPT-Realtime-Whisper integrate real-time...

06

ECBs Escrivá Says AI Risks Prompt Finance Infrastructure Review

Bloomberg Technology ↗

Central banks must review the resilience of financial infrastructure given the rise of artificial intelligence, as well as defend their role as the ultimate guarantor against risks posed by stablecoins, said European Central Bank Governing Council member José Luis Escrivá.

07

ByteDance Targets 25 Rise in AI Infrastructure Spending: SCMP

Bloomberg Technology ↗

ByteDance Ltd. has boosted planned spending on artificial intelligence infrastructure this year by 25% to 200 billion yuan ($29.4 billion), as memory chip costs rise and the TikTok owner ramps up its AI presence, the South China Morning Post reported on Saturday.

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