Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET Micron blowout Q3 earnings beat, raises FY2026 guidance on HBM demand surge
BREAKING AI token spend spiraling out of control; Accenture calls for guardrails
CHIPS ASUS rolls out beta BIOS for Ryzen 9000, restores TSME memory encryption ahead of AMD's July timeline INDUSTRY Cloudflare Cuts Saga Boilerplate from Agent Workflows
BREAKING Anthropic accuses Alibaba of illicitly distilling Claude via 25,000 fake accounts
RESEARCH Models Shed Learned Rules During Training
MARKET N26 digital bank hits profitability for first time in 2025 after founder exit and regulatory overhaul
CHIPS Qualcomm plans Dragonfly data center chips for China, targeting export-compliant AI accelerators
MARKET Apple raises MacBook and iPad prices due to AI-driven memory crunch; CEO warns of more to come
FUNDING Qualcomm acquires Modular for $3.9B to expand AI software stack across edge-to-cloud
CHIPS Micron inks $100B memory supply agreements; CEO: no line of sight to end of RAM crisis
FUNDING SpaceX acquires Cursor for record $60B, largest startup acquisition ever; US M&A on pace for record year
FUNDING Alan raises €480M Series G at €5.5B valuation; profitable health tech expands globally
CHIPS IBM unveils world's first sub-1nm chips; 100B transistors on fingernail-sized die
BREAKING Langdock co-CEO hire signals European AI governance: Judith Dada joins Berlin startup
MARKET Micron stock surges 16% on blockbuster earnings; revenue 4.4x YoY amid AI memory boom
CHIPS IBM and Lam Research team up on sub-1nm logic with High-NA EUV for 2030s production
CHIPS Qualcomm reveals HBC near-memory AI architecture with 6x bandwidth per watt vs HBM
RESEARCH Free Scoring Signal Emerges from Standard RL Post-Training Runs
CHIPS Qualcomm targets $15B in data center chip revenue by 2029; announces Meta, hyperscaler deals
MARKET Qualcomm projects $15B data center revenue by 2029, $5B coming in fiscal 2027; raises FY29 non-handset target to $40B
RESEARCH DeepMind Forensic Protocol Diagnoses Confused vs. Misaligned AI
RESEARCH Multimodal Models Flip Answers When Evidence Order Changes
BREAKING Visionaries GP Judith Dada joins Langdock as co-CEO; AI model platform hits $40M ARR, eyes 2026 fundraise
MARKET Anthropic aggressively expands Asia-Pacific data centers: hiring 13 compute roles in Australia, Japan amid infrastructure strain
CHIPS OpenAI, Broadcom unveil Jalapeño: custom LLM inference chip designed in 9 months
RESEARCH Production Voice AIs Ignore Emotion, Approving Fraud and Ending Care Calls
RESEARCH Qwen's 397B Model Simulates Agent Environments Better Than GPT-5.4
FUNDING British Business Bank commits £90M to 10 first-time UK VCs backing deeptech, defence, climate at pre-seed/seed
FUNDING SK Hynix files for record $29.4B Nasdaq ADR listing; stock surges 12% on Micron supply-tight signal
INDUSTRY Grab Treats Autonomous Agents as Untrusted by Design
MARKET Micron hits record 84.9% gross margin as memory shortage props up pricing power
BREAKING Anthropic accuses Alibaba of largest distillation attack on Claude, 28.8M model queries via 25K fake accounts
MARKET Micron posts $41.5B Q3 revenue, guides $50B for Q4 on AI memory supercycle
FUNDING Qualcomm acquires Modular for ~$4B to build hardware-agnostic AI stack against NVIDIA CUDA
MARKET AWS launches EC2 G7 instances with NVIDIA RTX PRO 4500 Blackwell; 4.6x inference gains
RESEARCH FFASR Benchmark Exposes Far-Field Speech Recognition Gap
CHIPS Qualcomm unveils Dragonfly C1000 data-center CPU; Meta commits to 2028 production volumes
CHIPS OpenAI unveils Jalapeño inference chip with Broadcom, targets late-2026 deployment
INDUSTRY Daikin Turns Data Pipeline Rules Into Workspace Skills