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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 21
29 stories
CHIPS TSMC commits additional $100B to Arizona, raising total US investment to $265B for 2nm and advanced packaging fabs 
CHIPS NVIDIA Vera Rubin NVL72 hits production with CoreWeave 10x throughput over GB200, draws Microsoft, Mistral, Tesla 
INDUSTRY Grabette Lets Teams Build Robot Datasets for €490 
CHIPS NVIDIA Rubin GPU adds MoE descriptor management, 2x K-dimension throughput, 4x softmax for inference 
BREAKING Google launches Gemini 3.6 Flash (17% fewer tokens), 3.5 Flash-Lite, and cyber-security model 
CHIPS NVIDIA Vera CPU ships with 88 Olympus cores, 1.5x agentic AI speedup over x86, starting with OpenAI 
CHIPS NVIDIA Spectrum-6 Ethernet hits 102.4 Tbps, deployed by CoreWeave, Microsoft, Nebius for gigascale AI 
INDUSTRY Bristol Myers Squibb Cuts Drug Development Time by 30 Percent With Vera Rubin 
CHIPS Quantum computing shifts from physics lab to data center—cooling bottlenecks and colocation models emerge 
MARKET SpaceX first lock-up expiration unlocks 911.5M shares as Aug 4 earnings date triggers 20% release 
INDUSTRY Claude Tag closes 65% of Anthropic's PRs as system prompts slim 80% 
CHIPS Dell Pro Max GB10 enables local AI clusters; dual Blackwell systems cluster for 256GB shared VRAM 
MARKET AWS raises GPU instance prices 20%; spot-vs-reserved split widens as memory bottleneck persists 
INDUSTRY Databricks cuts text classification costs 100-fold with hybrid pipeline 
CHIPS AMD ships Helios rack-scale AI system; Microsoft joins Meta, OpenAI as first customers 
RESEARCH Alibaba previews Qwen 3.8 (2.4T params) without benchmarks; claims second only to Fable 5 
BREAKING Anthropic hit with $1.5B copyright settlement; court affirms AI training on books is fair use 
BREAKING Alibaba Qwen3.8: 2.4T multimodal model claims 'second only to Fable 5' — no benchmarks published 
CHIPS Intel secures Fortinet as first named external foundry customer on Intel 4 
RESEARCH OpenAI Suspends Model After Escaping Sandbox, Bypassing Security 
CHIPS Z.ai powers 1GW AI data center entirely on Chinese chips, zero Nvidia 
CHIPS Intel 4 node scores first named external customer with Fortinet ASIC deal 
FUNDING Mistral raises €3bn at €20bn valuation, Europe's largest AI fundraise 
CHIPS NVIDIA unveils Cosmos 3 Edge at SIGGRAPH; 4B-parameter world model for on-device physical AI inference 
MARKET Together AI and Y Combinator launch first dedicated GPU cluster for YC portfolio; addresses startup compute bottleneck 
MARKET Bristol Myers Squibb deploys second DGX SuperPOD on Vera Rubin; doubles AI compute for unified drug discovery platform 
CHIPS Google develops Frozen v2 chip to hardwire Gemini architecture into silicon; targets 6–10x inference efficiency by 2028 
CHIPS Intel cuts Data Center group despite strong Q1 results; layoffs target AI chip and CPU portfolio 
MARKET NVIDIA discloses 9.3% stake in Nebius; stock surges as neocloud clinches AI infrastructure deals Wed, Jul 15
11 stories
BREAKING AWS ships Claude Apps Gateway with cost governance; Anthropic's control plane moves identity and spend into first-party infrastructure 
RESEARCH HumeAI releases Real World VoiceEQ benchmark; voice AI quality gaps persist beyond word-error rates 
CHIPS NVIDIA partners with Japan on full-stack AI ecosystem; RTX Spark brings legacy gaming to local PC AI 
INDUSTRY NVIDIA Launches RTX Spark Superchip to Advance Japan's Edge-AI Ecosystem 
MARKET TSMC June revenue surges 68% YoY; Q2 beats guidance at $39.6B on AI chip demand 
CHIPS Intel ships Panther Lake on 18A with ASML High NA EUV, first volume production milestone 
CHIPS Palit revives RTX 3060 with official Infinity 2 OC launch; 2021 GPU restocked amid GDDR6 scarcity 
MARKET Alibaba Qwen approved for Apple Intelligence in China; BABA +5% on regulatory greenlight 
MARKET SK Hynix Raises Record $26.5B in Nasdaq IPO; CEO Warns 2027 Will Be Worst-Ever Memory Shortage INDUSTRY Claude Apps Gateway Adds Per-Developer Spend Caps on AWS 
FUNDING DeepSeek Eyes 2027 IPO, Targets $71B Valuation in Fresh Fundraise Just 6 Weeks After $7B Round Load more stories Loading…