Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET Meta launches Meta Compute cloud business to sell excess AI infrastructure capacity
COMPUTE Vera CPU Outperforms x86 by Up to 1.9x on Sandbox Execution
MARKET Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers
COMPUTE Hugging Face cuts duplicate code with vLLM performance parity
FUNDING Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months
BREAKING LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents
FUNDING Anthropic in talks with Samsung for custom AI chip on 2nm foundry process
BREAKING OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation
BREAKING JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams
COMPUTE Out-of-Process Enforcement Shields Coding Agents From Prompt Injection
POLICY White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems
INDUSTRY Together AI offers reserved inference tier to undercut proprietary API costs
CHIPS Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab
RESEARCH DepthWeave-KV cuts LLM cache memory by 8.3x without retraining
FUNDING EdVisorly closes $13.3M Series A for college transfer AI automation
INDUSTRY Imperial College Cuts Sensor Integration to One Month on Databricks
INDUSTRY Oregon Locks AI Data Centers Into 29.7% Rate Hike With 10-Year Contracts
MARKET Together AI launches Provisioned Throughput: reserved capacity for open models at 90% below Claude Opus list
CHIPS NVIDIA Nemotron 3 Ultra matches closed-model performance at 10x lower cost via LangChain harness tuning
CHIPS Budget smartphone sales collapse 22% as memory costs hit 64% of BOM amid HBM supply crunch
CHIPS DeepSeek developing in-house inference chip to cut Nvidia, Huawei reliance
CHIPS SiPearl Rhea CPU enters bring-up; Europe's first HPC processor on track for end-2026
INDUSTRY $3.5B VC2 Order Validates SambaNova's Bet Against GPU-Centric AI
MARKET Waymo Begins Driverless Operations in San Diego, Las Vegas, Tampa, Denver
INDUSTRY SkyPilot and Hugging Face eliminate cloud egress costs with unified storage layer
MARKET Oregon utility raises data center rates 29.7% under POWER Act; residential bills cut 1.3%
FUNDING Gradium voice AI startup extends seed to $100M+ with $30M NVIDIA-backed tranche
FUNDING SambaNova raises $1B at $11B valuation; JPMorganChase deploys SN50 for on-prem AI inference
FUNDING Blue Origin closes first outside funding round at $130B valuation; raises $10B led by Coatue
BREAKING OpenAI releases GPT-5.6 Sol, Terra, Luna publicly after ending government preview limits
MARKET Anthropic revenue hits $30B ARR, overtakes OpenAI at $25B; enterprise focus drives efficiency gap
MARKET SK Hynix launches $28B Nasdaq IPO; HBM supplier pricing Friday as second-largest offering ever
BREAKING Meta launches Muse Image, native AI image model to reduce third-party dependence
FUNDING SK Hynix launches $28B Nasdaq IPO; second-largest after SpaceX, proceeds to fund South Korea fab expansion
CHIPS South Korea's $880B fab megacluster faces critical power shortage: needs 15–16 GW, has only 1.9 GW local supply
MARKET Samsung chip profit surges but stock tumbles 8% as AI demand concerns override earnings beat
INDUSTRY Barracuda Uses Databricks Genie to Cut Analyst Workload
MARKET SpaceX Colossus lands $26B in multi-year GPU contracts from Google, Anthropic; TSMC ships first US-made Blackwell
CHIPS Longsys posts 61,800% profit jump as AI memory demand crushes DRAM/NAND supply
MARKET Samsung's 19x profit surge fails to satisfy; chip stocks tumble on AI sustainability fears