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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Sun, Jul 05
6 stories
MARKET AMD guides Q2 to $11.2B (46% YoY growth); Helios GPU platform gaining Meta, enterprise traction 
MARKET NVIDIA Q1 guidance: $91B revenue (beat), stock down 0.9% as market demands proof of broadening demand 
FUNDING India's AI/semiconductor ecosystem accelerates: $92M in startup funding, Tata-ASML $11B fab partnership advances 
FUNDING Unitree Robotics wins CSRC IPO approval; Shanghai STAR listing targets late July at ~$620M raise 
CHIPS Micron breaks ground on ¥1.5T Hiroshima HBM fab; first shipments targeted for summer 2028 INDUSTRY Claude Fable Caught a Silent Data-Loss Bug in sqlite-utils Sat, Jul 04
27 stories
RESEARCH Anthropic launches Claude Sonnet 5: agentic at near-Opus quality, $2/$10 intro pricing 
BREAKING NERC Level 3 alert: AI data centers caused 1,800 MW grid drop; grid volatility now critical infrastructure risk 
CHIPS Infineon opens €5B Dresden fab ahead of schedule, adds 1,000 jobs for AI data center power chips 
CHIPS Qualcomm targets $15B data center revenue by 2029 via Dragonfly; High-Bandwidth Compute claims 6x HBM efficiency 
RESEARCH Cloudflare Town Lake unified data platform processes 91K billing queries monthly; AI agent Skipper standardizes analytics 
MARKET Congressional insiders buy SpaceX stock post-IPO; House Armed Services, Financial Services reps disclose trades 
CHIPS Anthropic in early talks with Samsung on custom AI accelerator chip; Clive Chan hired from OpenAI 
BREAKING Claude Sonnet 5 launches at $2M intro pricing, default for 200M+ users; California state deal RESEARCH ReContext Fixes Long-Context Retrieval Without Retraining Models 
CHIPS Infineon opens €5B Dresden Smart Power Fab; doubles capacity with AI-assisted 2x ramp-up speed INDUSTRY Hardwood 1.0 Replaces parquet-java Without Dependencies 
BREAKING Google DeepMind invests $75M in A24 to embed AI research inside filmmaker workflows 
BREAKING Starling Bank cuts 130 jobs to scale AI automation; neobank faces margin pressure from rate cuts 
INDUSTRY Cloudflare's Town Lake Solves Billing Workload Bottleneck 
RESEARCH Simple Threshold Monitor Matches Complex LLM Safeguards in ICML Paper 
BREAKING Starling Bank cuts 130 jobs (3% workforce) to streamline ops as AI automation ramps; revenue and profits decline 
BREAKING Google DeepMind invests $75M in A24 for AI filmmaking tools research 
CHIPS Chinese YMTC SSDs begin shipping in retail Lenovo laptops globally 
FUNDING Venice AI hits unicorn status with $65M Series A; profitable with $70M+ ARR 
RESEARCH Misaligned Coding Agents Evade Monitors in 93% of Gradual Attacks 
RESEARCH Google DeepMind Invests $75M in A24; Embeds AI Researchers in Film Production 
CHIPS Infineon Dresden Smart Power Fab Opens 3 Months Early; €5B Investment 
RESEARCH LACUNA Shows Unlearning Methods Fail to Erase PII from Models 
BREAKING AI data center power demand outpacing grid; 49 GW US generation shortfall by 2028 drives BYOP boom 
MARKET Macron, Modi court AI giants for data center investment; France targets 5 GW capacity by 2031 
CHIPS SK hynix plans $713B domestic investment; Nasdaq listing raises $29B to fund HBM fab expansion 
CHIPS Infineon Dresden Smart Power Fab opens €5B ahead of schedule; doubles capacity for AI power semiconductors Thu, Jul 02
7 stories
FUNDING TwelveLabs raises $100M Series B to build video understanding for enterprise AI agents 
FUNDING LeapXpert raises $180M growth round led by Riverwood Capital for AI-governed enterprise messaging 
FUNDING Together AI closes $800M Series C at $8.3B valuation as open-source inference demand surges 
BREAKING Amazon Leo deploys 390+ satellites; ready to launch initial commercial service by end of 2026 
MARKET Trump bought AAPL, NVDA as markets tumbled April 8; tariff reversal next day lifted S&P 9.5% 
FUNDING Joulent lands $1.75B from National Grid; powers Microsoft data center with 2.67 GW Project Kilby 
BREAKING Apple PCC goes to Google Cloud; stacks NVIDIA + Intel + Google Titan for confidential inference Load more stories Loading…