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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Tue, Jul 07
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MARKET Samsung Q2 2026: $58.6B operating profit shatters NVIDIA, 40-year chip-biz cumulative 
CHIPS Pasqal, Aeponyx launch Canadian PIC packaging center; targets 500k modules/year by phase 2 
MARKET Samsung Q2 operating profit hits $58.4B on AI memory boom—third consecutive record 
BREAKING eSIM evolves from connectivity to device trust; industrial IoT and automotive driving adoption at scale 
MARKET Morgan Stanley issues 'sell chips' as Samsung, SK Hynix tumble despite record Q2 earnings INDUSTRY Photoroom Trades Throughput for Encoder Flexibility in Diffusion Training 
FUNDING Proxima Fusion closes €411M Series C led by Google, RWE at €2.4B valuation 
RESEARCH CompactionRL boosts GLM coding agents 5–7 points on benchmarks 
RESEARCH New Verification Method Hits 86.5% on Terminal-Bench Without Fine-Tuning 
RESEARCH Claude Fable 5 writes KernelBench-Mega's first genuine megakernel at 18.7x PyTorch speedup 
INDUSTRY Cloudflare eliminates GPU charges for cached AI inference with new Workers Cache 
CHIPS Anthropic pursues custom AI chip with Samsung to reduce NVIDIA reliance 
FUNDING Together AI closes $800M Series C led by Aramco at $6.5B valuation on $1.15B ARR 
CHIPS NVIDIA, Hugging Face integrate Isaac GR00T and Cosmos 3 into open LeRobot library 
FUNDING Google backs Proxima Fusion €411m raise for stellarator nuclear fusion reactors 
INDUSTRY Chinese AI Models Grab 46 Percent of Token Market Share 
MARKET SK Hynix launches $29B U.S. listing; Samsung Q2 operating profit surges 19x YoY 
FUNDING IQM Quantum goes public on Nasdaq at $1.9B, Europe's first quantum IPO INDUSTRY Hive Autonomy's silicon brain cuts construction machine costs 80 percent 
FUNDING Cleantech funding hits $8B in Q2 2026, highest in two years; Stegra green steel leads with $1.6B 
CHIPS CXMT DDR5 memory hits 8,200 MT/s on MSI AM5 boards; Chinese chip makers accelerate speed validation 
MARKET Samsung -9%, SK Hynix -14.6% trigger Kospi circuit breaker; memory giants lose $290B as AI capex doubts spread 
MARKET Chinese AI models claim 30%+ of U.S. token traffic; Z.ai's GLM-5.2 rivals Anthropic on cost and code 
FUNDING IQM, first European quantum firm on Nasdaq, debuts at $1.9B valuation amid dealer skepticism 
FUNDING Hive raises $15M for autonomous industrial 'silicon brain' claiming 80% cost reduction Sun, Jul 05
15 stories
CHIPS Fab2 rebrands Atomic Semi, pivots to mass-producing semiconductor mini-fabs from Texas 
MARKET Microsoft launches Frontier Company, $2.5B bet to embed 6,000 engineers inside enterprise AI deployments 
FUNDING MGX closes $49B AI fund, world's largest dedicated AI investment vehicle 
BREAKING Alibaba bans Claude Code citing hidden China-detection backdoor; Anthropic confirms feature, removed July 1 
BREAKING AWS launches S3 Annotations: mutable, queryable metadata for objects (up to 1GB per object) 
CHIPS AI chip bottleneck has shifted: CoWoS packaging now the binding constraint through 2026 
FUNDING MGX closes $49B AI fund above target; Abu Dhabi bets full stack from chips to inference 
MARKET AI data center power demand strains US grid: Morgan Stanley forecasts 49 GW power shortfall by 2028 
MARKET Grid transformer backlog kills half of announced 2026 AI data centers; power becomes the gating constraint 
CHIPS AWS S3 Annotations GA: attach up to 1GB queryable context per object for AI agents 
CHIPS HBM memory shortage drives 20% price hikes; Samsung, SK hynix sell out 2026 capacity 
FUNDING Anthropic confidentially files S-1 with SEC; targets October 2026 Nasdaq listing at $965B valuation POLICY Claude Blocked from EU on Azure Foundry Until 2026 
MARKET Meta plans July 2026 cloud service launch: GPU rental and hosted Llama to challenge AWS, Azure 
BREAKING Claude goes GA on Microsoft Foundry; European enterprises blocked by US data routing Load more stories Loading…