Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET Cerebras tumbles 10% on margin squeeze despite 92% revenue growth in first earnings since IPO
FUNDING Menlo Ventures closes $3B AI fund, largest in 50-year history, on Anthropic windfall
INDUSTRY Reliance Jio Bets $110B on AI Embedded in Every Phone Call
MARKET Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race
CHIPS Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia
FUNDING Anthropic confidentially files for IPO at $965B; closes $65B Series H funding
RESEARCH NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes
FUNDING Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation
MARKET NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs
CHIPS TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc
FUNDING Qualcomm nears $8–10B Tenstorrent AI chip acquisition
CHIPS ARM servers capture 45%+ of data center revenue as AI infrastructure dominates
BREAKING OpenAI expands Daybreak: GPT-5.5-Cyber 85.6% on CyberGym, Patch the Planet funds maintainers, 30+ open-source projects join
INDUSTRY Cloudflare Fixed a Critical Hyper Race Condition in Four Lines
FUNDING SpaceX launches $20B bond debut after IPO to refinance xAI bridge and fund AI infra
CHIPS Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps
FUNDING AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest
CHIPS GlobalFoundries & Qualinx Tape First End-to-End European Sovereign Chip Manufacturing Flow
POLICY NSA red-team test: Anthropic Mythos penetrated classified systems in hours, triggering first AI model export ban
CHIPS GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace INDUSTRY Meta Ships Custom AV1 Codec to Billions of Mobile Users
MARKET ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28%
MARKET Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus
BREAKING NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus
MARKET Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic
RESEARCH Claude Opus 4.8 tops Artificial Analysis leaderboard; first frontier model to complete every agentic case end-to-end
CHIPS Intel appoints former SK hynix CEO Seok-Hee Lee to lead foundry advanced packaging, signaling HBM integration push
CHIPS MIPS S8200 RISC-V NPU samples for physical AI robotics at the edge
MARKET SpaceX signs $6.3B compute deal with Reflection AI for Colossus 2 INDUSTRY DDR2 Prices Surge 60% as AI Redirects Memory Wafer Capacity
CHIPS JUPITER, Europe's First Exascale Supercomputer, Goes Live on NVIDIA Grace Hopper; Maps Brain at Cellular Scale, Climate at 1km Resolution
CHIPS DDR2 Memory Prices Surge 55–60% as AI DRAM Reallocation Cascades Down to 2003-Era Chips
MARKET SpaceX discloses $100.8B cash pile after IPO, launches bond offering for AI datacenter buildout
RESEARCH PP-OCRv6 Lightweight OCR Beats Vision-Language Models on Text Recognition with 34.5M Parameters
CHIPS JUPITER Exascale Supercomputer Live: Europe's First 1-Exaflop System Breaks 50-Qubit Quantum Record
FUNDING Seedcamp closes $320M across two funds, pivots to physical AI and embodied robotics in European deep-tech bet
FUNDING Robotics startups hit record $18.8B in 2026 funding, surpassing full-year 2025 with embodied AI driving mega-rounds
MARKET Meta deploys tens of millions of AWS Graviton5 cores for agentic AI at multibillion-dollar scale
CHIPS AWS Graviton5 GA: 192 cores on TSMC 3nm, 25% perf gain at 9% price premium; Meta commits tens of millions of cores