A Eye on AI - September 18, 2026, 12 PM Eastern
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Xpeng plans to license tech to overseas automakers beyond Volkswagen
Meta's Muse AI assistant hits Mac with voice calling, Instinct raises at $10B
A Eye on AI - 12:30 PM
In this briefing, Huawei announces commercial availability of its Ascend 950 AI cluster cloud service in China and globally, a direct challenge to Nvidia's dominance. Xpeng is expanding tech licensing to overseas automakers, and Tesla begins supplier audits for its Optimus robot. A CBRE survey reveals AI's mixed impact on office space, Salesforce's Agentforce shows a 7x ROI at Southwest, and Nvidia's open vs. proprietary debate takes center stage at Disrupt. Plus, Meta's Muse arrives on Mac, entering a fast-moving race with Instinct as both add voice calling.
Sources:
- TechCrunch AI: https://techcrunch.com/2026/09/18/open-or-closed-ai-nvidias-nader-khalil-and-sydney-sykes-take-on-one-of-the-decisions-shaping-next-gen-startups-at-techcrunch-disrupt-2026/
- MarkTechPost: https://www.marktechpost.com/2026/09/18/salesforce-agentforce-bridging-the-enterprise-ai-gap-from-vibe-coding-to-battle-tested-orchestration/
- SCMP — Business (Greater China): https://www.scmp.com/business/companies/article/3368053/tesla-auditing-chinese-suppliers-ahead-optimus-roll-out-sources?utm_source=rss_feed
- SCMP — Business (Greater China): https://www.scmp.com/business/article/3367940/will-ai-adoption-shrink-office-space-asia-pacific-firms-are-fence-survey?utm_source=rss_feed
- TechNode: https://technode.com/2026/09/18/xpeng-plans-to-offer-its-technology-stack-to-more-overseas-automakers/
- TechNode: https://technode.com/2026/09/18/huawei-sets-commercial-launch-dates-for-ascend-950-ai-cluster-cloud-service/
- TechCrunch AI: https://techcrunch.com/2026/09/18/metas-muse-hits-mac-letting-the-ai-take-actions-on-your-computer/
https://www.spreaker.com/podcast/a-eye-on-ai--7245888
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