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U.S. President Trump Meets With China's President Xi And Attends State Banquet
Tesla CEO Elon Musk applauds during a state banquet hosted by Chinese President Xi Jinping on May 14, 2026, in Beijing, China (Alex Wong/Getty Images)

Tesla says FSD is “available” in China. What does that actually mean?

We’ll let you know when someone besides Tesla — like China — confirms.

Wednesday evening, Tesla declared on X that its Full Self-Driving (Supervised) technology is “now available” in a number of countries, including its second-biggest market, China — news that prompted a fresh round of headlines.

The thing is, while a limited version of Tesla’s supervised FSD has been available in China since last year, it’s not clear regulators have approved the full suite of technology there. As Tesla commentator Sawyer Merritt pointed out, Tesla’s website has described FSD as “available” in China since last year, where it’s known as “Intelligent Assisted Driving.” Meanwhile, China’s Ministry of Industry and Information Technology, the agency that oversees autonomous driving permissions, has not publicly issued a statement detailing any new approvals.

According to Chinese media Ningbo Evening News, a reporter posing as a customer contacted Tesla customer service in China asking about FSD and was told, “The company is actively advancing the approval process in accordance with relevant national regulatory requirements.”

Tesla itself has said it isn’t expecting approval until the third quarter.

“The broader approval is still not there, but we’re working with the regulators in the country, and we’re hoping that we can get approval by Q3,” CFO Vaibhav Taneja said on the company’s earnings call last month. “With these approvals coming through, we expect the broader adoption of the software in the existing fleet and incremental demand for our vehicles.”

Tesla’s announcement came after CEO Elon Musk traveled to China last week amid ongoing trade discussions between the US and China. Tesla has been struggling to compete with EV rivals in China, some of which already have approval for autonomous driving operations, and Musk has said it’s essential for his company’s next stage of growth there. Tesla did not immediately respond to a request for comment.

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Report: Anthropic is in talks to use Microsoft’s custom AI chips

Anthropic is in talks to rent custom AI chips from Microsoft, according to a report from The Information.

During the first wave of the generative-AI boom, companies scrambled to get their hands on Nvidia’s GPUs, as they were the only game in town if you wanted to build new models.

But as the role of inference has shifted to a top priority with companies focusing on actually running models to make money, companies have started shopping around, buying chips tailored for the task, and in some cases decided to make their own.

Amazon and Google have both seen hot demand for their custom inference chips. But Microsoft is still trying to get its custom Maia chips into the mix, after encountering delays.

If Microsoft lands Anthropic as a customer for its Azure-based Maia computing services, it could open the door for other companies seeking another option for meeting the sky-high demand for AI inference, as agentic models gobble up trillions of tokens.

But as the role of inference has shifted to a top priority with companies focusing on actually running models to make money, companies have started shopping around, buying chips tailored for the task, and in some cases decided to make their own.

Amazon and Google have both seen hot demand for their custom inference chips. But Microsoft is still trying to get its custom Maia chips into the mix, after encountering delays.

If Microsoft lands Anthropic as a customer for its Azure-based Maia computing services, it could open the door for other companies seeking another option for meeting the sky-high demand for AI inference, as agentic models gobble up trillions of tokens.

tech

WSJ: OpenAI IPO filing could be coming as soon as this week

According to a report from The Wall Street Journal, OpenAI could file for an IPO as soon as this week. The company is working with Goldman Sachs and Morgan Stanley on the IPO, which is widely expected to be one of the largest ever. OpenAI is racing against rival Anthropic to be the first startup of the current generative-AI boom to go public.

OpenAI is targeting an IPO as soon as September, per the report.

US-TECHNOLOGY-AI-GOOGLE

Google announces new models, glasses, agents, but investors are not impressed

At Google’s I/O developer conference, the company announced a bevy of new products, but none of it helped the stock one bit.

Jon Keegan5/19/26

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