Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
INDUSTRY Microsoft's $1 Billion Kenya Data Center Shelved Over Power Shortage
RESEARCH Every Guardrail Classifier Tested Fails Formal Safety Verification
RESEARCH Math Proof Shows Transformer Attention Stabilizes Predictably
RESEARCH AI Agents Bypass Software Engineering, Risk Production Failure
MARKET Blackstone launches $1.75B data-center REIT IPO; infrastructure bet intensifies
MARKET AI Bond Binge Overwhelms Wall Street, Pushing Alphabet Overseas
MARKET Cerebras IPO Prices Above Range as AI Infrastructure Demand Surges
CHIPS MRAM memory gets dedicated standards working group
BREAKING Microsoft feared overdependence on OpenAI, trial testimony reveals
MARKET Fervo Energy Soars 35% After $1.89B Geothermal IPO
MARKET Cisco Surges 14% on AI Orders Boom; Cuts 4,000 Jobs
MARKET Cerebras IPO prices at $185/share; AI chip company heads to public markets
BREAKING Anthropic launches Claude Platform on AWS with enterprise AI services
MARKET Anthropic eyeing $900B valuation in new funding round: Bloomberg
COMPUTE Chip Scarcity Hits Critical Point in 2026: $660B Capex Walls, Helium Cuts, 50% Slippage
BREAKING Palo Alto Networks Warns AI-Driven Cyberattacks Will Become 'New Norm' Within Months
MARKET Ford Surges on Morgan Stanley Hyperscaler Tie-Up Thesis
FUNDING Anduril Raises $5B at Unicorn Valuation; Defense Tech Funding Accelerates
MARKET CNBC highlights unheralded AI stock QNITY amid AI rally
MARKET Stocks climb on chipmaker enthusiasm as inflation concerns fade
CHIPS JSR expands EUV photoresist production to Taiwan near TSMC
BREAKING ElevenLabs Faces Lawsuit from Pulitzer, Emmy-Winning Journalists Over Voice Use
BREAKING Altman Testifies on Musk's OpenAI Departure: Nonprofit Left in Crisis
FUNDING Fractile raises $220M from Accel, Founders Fund; AI infrastructure play hits unicorn status
FUNDING Anduril doubles valuation to $60B as defense AI funding accelerates
MARKET Alibaba, Tencent Disappoint on AI Monetization Despite Heavy Investment
CHIPS AMD debuts Ryzen 9000 PRO workstation CPUs with 3D V-Cache, up to 170W TDP
CHIPS NVIDIA announces Hermes self-improving AI agents on RTX and DGX Spark
CHIPS NVIDIA, Ineffable Intelligence partner on reinforcement learning infrastructure
MARKET Amazon ditches Rufus chatbot for Alexa shopping agent
FUNDING NVIDIA backs DeepMind-alumni British startup on 'next frontier' AI research
FUNDING Saile raises $2.2M for AI-powered physician side-job platform
MARKET US 10-Year Treasury yields hit highest level since July on inflation data
MARKET AI hyperscalers explore deeper stake in next-gen nuclear power chain
FUNDING Agtech startup funding dries up despite AI automation potential
BREAKING Google in talks with SpaceX to launch orbital data centers for AI workloads
CHIPS Samsung chip factory strike looms; union talks collapse, $700M/day impact
CHIPS Intel confirms Googlebook AI laptop partnership with x86 support
MARKET Alibaba core profit falls 84% despite AI and cloud acceleration
POLICY South Korea proposes 'citizen dividend' from AI windfall; markets spooked by tax suggestion