Overview

• OpenAI and Broadcom announced a multi‑year deal to co‑develop and deploy roughly 10 GW of custom AI chips and systems, with OpenAI leading design and Broadcom handling development and manufacturing from H2 2026 through the end of 2029.
• Nvidia confirmed its DGX Spark desktop AI supercomputer goes on sale October 15 for $3,999, with units available via Nvidia and major OEM partners, following a high‑profile handoff to Elon Musk.
• Tesla reported a Q3 global delivery record of 497,000 vehicles, and a company vice president said the Shanghai factory has begun a fourth‑quarter production ramp.
• Arcfox opened pre‑sales for the new Alpha T5 on October 14 from RMB 123,800, offering range‑extended models with CATL’s Xiaoyao battery (215 km EV, 1,215 km combined) and pure‑electric trims on an 800V platform supporting 5C fast charging.
• China’s rollout calendar tightened: Zeekr began first 001 deliveries nationwide (Oct 12); Wuling’s Starlight 730 pre‑sale starts Oct 15 with ICE, BEV and PHEV options; Beijing Hyundai’s EO pre‑sale and JMC’s Yichi 05S launch are set for Oct 16; and Buick’s Zijing L7 deliveries begin Oct 20 with 302 km EV range and 1,420 km combined.