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Tue, Jul 14
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FUNDING Dream raises $260M at $3B valuation; sovereign AI for government defense amid AI-era cyber threats 
MARKET Cyber stocks surge on AI paranoia; IBM CEO flags Anthropic's Mythos as a top spending concern 
FUNDING Israeli startup Dream raises $260M at $3B for sovereign AI cyber defense 
FUNDING NinjaOne closes $400M Series C extension at $12.3B valuation 
POLICY New York enacts first statewide AI data center ban for 1 year 
INDUSTRY H200 Exports to China Stall as Beijing and Washington Create Double Choke 
MARKET U.S. confirms small Nvidia H200 shipments to China, licenses restart 
BREAKING Apple in talks with PrismML on iPhone AI model compression 
CHIPS EDA market hits $5.7B in Q1 2026 (12.7% growth); APAC leads 17.7% YoY as hyperscalers build in-house 
CHIPS NVIDIA Nemotron open models deliver 20x cheaper inference than frontier; Harvey, Glean ship post-trained agents 
MARKET IBM warns software spending shift to infrastructure; Cramer backs Intel foundry over Arm licensees 
MARKET Open-weight models now 10x cheaper than frontier APIs, closing capability gap to 7 months 
POLICY Q-Day countdown: NIST finalizes three post-quantum crypto standards; organizations must test by 2030 
FUNDING Together AI closes $800M Series C at $8.3B; Aramco Ventures leads as open-model infra consolidates 
POLICY Google, Microsoft, Salesforce, NVIDIA launch ARD spec for agent tool discovery and governance 
CHIPS NVIDIA Blackwell GB300 NVL72 hits $0.123/million tokens, 35x cheaper than Hopper, 50x per-watt gain 
RESEARCH Three Hours on $329 GPU Replaces Thousands of Hours of NAS Training 
MARKET Chamath: AI token costs double every 45 days; productivity gains plateau at 5% max 
CHIPS China chip exports surge 96% YoY to $177B in H1 2026, driven by memory price boom 
POLICY Demis Hassabis calls for U.S.-led AI standards body to test frontier models 
BREAKING Databricks showcases Lakebase as high-velocity stateful memory for agentic AI workflows 
RESEARCH Prime Intellect releases Verifiers v1; DAG trace format eliminates quadratic data growth in agentic RL 
FUNDING TerraFirma closes $115M for remote-operated construction; SpaceX, Anduril among backers 
STARTUPS Vimag Labs Raises $5M to Break China's Rare-Earth Motor Monopoly 
CHIPS Intel invests €5B in Ireland fab to boost Xeon 6, Intel 3 production 
POLICY New York enacts one-year data center moratorium for projects over 50 megawatts; first US state ban 
FUNDING Cyera raises $600M at $12B valuation on AI agent security infrastructure play 
FUNDING Cyera Raises $600M at $12B Valuation, Quadrupling Worth in 18 Months on AI Security Demand 
INDUSTRY Google's Genkit Agents API Brings Long-Running Workflows to Application Servers 
CHIPS NVIDIA halves authorized customer list in Asia to combat chip smuggling into China 
POLICY Hassabis Sets AGI Timeline to 2029, Proposes Compute-Based Governance 
CHIPS AMD Zen 6 debut July 22–23 with EPYC Venice; 2nm, 256-core, 70% perf boost 
BREAKING OpenAI Codex reaches 7 million active users; temporarily removes 5-hour usage cap 
FUNDING Secondary markets open late-stage private equity to retail: WHOOP secondary case study 
CHIPS Researchers develop programmable thermal material that remembers state without power 
FUNDING OpenAI acquires Northslope to expand forward-deployed AI engineering for enterprise customers 
CHIPS Meta starts Iris custom AI chip production in September; plans 14-gigawatt datacenter by 2027 
POLICY Spain Mobilizes €14.25B for Domestic AI Chip Roadmap, Still Years From Production 
MARKET TSMC Q2 revenue beats at $39.6B (+36% YoY); June sales surged 68% signaling sustained AI demand 
MARKET SK Hynix drops 15% in Seoul after Nasdaq IPO; chip sector rout triggered by memory cost concerns Load more stories Loading…