Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
INDUSTRY Google and Blackstone Launch $5 Billion TPU Cloud Venture
MARKET Google's TPUs emerge as viable NVIDIA alternative; Google Cloud revenue seen surging 64% to $96B
CHIPS onsemi to acquire Synaptics for $7B to expand physical AI edge compute
INDUSTRY Power, not chips, is now the limiting factor in data center buildout
CHIPS Commodore drops Callback flip phone to $399 by using recycled memory amid crunch
MARKET GE Vernova turbine order book full through 2029 as AI data centers line up
MARKET Memory shortage hits Apple, Microsoft; existential crisis for smaller players
RESEARCH Original-Language Context Recovers Accuracy Lost in Multilingual Cascades
BREAKING Andrej Karpathy joins Anthropic's pre-training team, signal of talent competition
MARKET Amazon custom silicon crosses $20B run rate; CEO estimates standalone $50B opportunity
MARKET Samsung commits $648B to chips, AI, memory over decade in South Korea bet
FUNDING Onsemi acquires Synaptics for $7B in all-stock deal, bet on physical AI edge
RESEARCH GLM-5.2 from Chinese startup Z.ai beats GPT-5.5 on coding at 1/6th cost
FUNDING Baseten hits $13B valuation on $1.5B Series F for AI inference
POLICY OpenAI limits GPT-5.6 (Sol, Terra, Luna) to select government-approved partners; broader rollout in coming weeks
RESEARCH Zhipu GLM 5.2 closes gap on Claude Opus 4.8; open-weight coding enters frontier tier
CHIPS Cerebras and OpenAI sign $20B+ deal for 750MW high-speed AI inference capacity deployment
FUNDING Mirendil raises $200M seed at $1B valuation: ex-Anthropic researchers build AI for AI R&D INDUSTRY Zhipu's GLM-5.2 Matches Frontier Models as US Restrictions Spur Open-Source Adoption RESEARCH ENS Hits 10× Accuracy on Tough PDE Benchmarks Without Correction Loops
MARKET Tech mega-caps lose $2.7T in June as AI capex concerns mount
RESEARCH Mechanism Taxonomy Lifts LLM Moderation F1 by 5.4%
BREAKING Vercel launches Eve, open-source framework for building production AI agents
POLICY BIS Becomes Gatekeeper for Frontier AI Model Access
BREAKING Trump admin grants Anthropic export license for Mythos 5, ending 2-week standoff
FUNDING Groq raises $650M, pivots to neocloud inference after Nvidia's $20B license deal
CHIPS Apple releases container 1.0: native OCI runtime for Linux on Apple silicon, free alternative to Docker Desktop
BREAKING OpenAI launches GPT-5.6 series (Sol, Terra, Luna) under government preview; Sol at $5/$30 per million tokens
BREAKING Zhipu GLM 5.2 lands within percentage point of Anthropic Opus 4.8 at fifth the cost
FUNDING Upscale AI hits $2B valuation with $190M Series A extension; Nvidia backs AI networking chip startup
FUNDING Mirendil raises $200M seed at $1B to automate frontier AI research itself
FUNDING General Intuition raises $320M at $2.3B to train agents on gameplay action data
FUNDING Baseten closes $1.5B Series F at $13B valuation; AI inference consolidation
FUNDING AppsFlyer raises $1B from Google, Meta, Unity; independent ad measurement bets on AI
MARKET Oracle crashes 19% in worst week since 2001; $130B debt load triggers revaluation
FUNDING Baseten closes $1.5B Series F at $13B valuation, 20x revenue growth
MARKET Meta stock slides on capex concerns; $125–145B 2026 spend fails to move investors
CHIPS GlobalPlatform launches Pavona: open-source silicon with production-grade post-quantum cryptography
BREAKING Vercel launches Eve, open-source agent framework with durable execution and sandboxing built-in
CHIPS Onsemi acquires Synaptics for $7B to build Physical AI platform