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2026-09-22

Anthropic CEO Dario Amodei is scheduled to brief the UN Security Council on Wednesday on the future development of artificial intelligence; OpenAI CEO Sam Altman will also participate. Amodei will speak remotely. Other scheduled speakers include Yosh

Anthropic CEO Dario Amodei is scheduled to brief the UN Security Council on Wednesday on the future development of artificial intelligence; OpenAI CEO Sam Altman will also participate. Amodei will speak remotely. Other scheduled speakers include Yoshua Bengio and Hugging Face CEO Clement Delangue. The session takes place during the UN General Assembly world leaders week as warnings about AI-related security risks and calls for coordinated global AI regulation intensify.
2026-09-22

U.S. will provide security for Iran's foreign minister during the United Nations General Assembly.

U.S. will provide security for Iran's foreign minister during the United Nations General Assembly.
2026-09-22

Market news: The United States will provide security for the Iranian foreign minister during the UN General Assembly.

Market news: The United States will provide security for the Iranian foreign minister during the UN General Assembly.
2026-09-22

AI investment is no longer limited to GPUs; it's expanding into the entire data center infrastructure. Nvidia management emphasizes that AI opportunities have extended from GPUs to CPUs, networks, and system-on-a-chip (SoCs); Bernstein believes its

AI investment is no longer limited to GPUs; it's expanding into the entire data center infrastructure. Nvidia management emphasizes that AI opportunities have extended from GPUs to CPUs, networks, and system-on-a-chip (SoCs); Bernstein believes its data center opportunities remain enormous. Broadcom better exemplifies a "second AI theme": its custom AI chip business is expanding from Google to more customers like Anthropic, and management expects related demand to continue growing in 2027. In other words, future beneficiaries of AI will not only be companies selling GPUs, but also custom chip, network interconnect, and data center system manufacturers. However, the real limiting factor is shifting from "whether there are AI chips available" to "whether the entire supply chain can scale up production together." Nvidia mentions that current constraints already involve wafers, CoWoS advanced packaging, HBM and other memory components, optical modules/transceivers, and data center power and server room space. (Bernstein report, September 21)
2026-09-22

Kremlin says Russian President Putin discussed Yemen and broader Middle East issues with the Saudi crown prince.

Kremlin says Russian President Putin discussed Yemen and broader Middle East issues with the Saudi crown prince.
2026-09-22

Kremlin: Russian President Vladimir Putin discusses Yemen and the Middle East with Saudi Crown Prince.

Kremlin: Russian President Vladimir Putin discusses Yemen and the Middle East with Saudi Crown Prince.
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