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Fri, Jul 24

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MARKET Google Cloud backlog hits $514B, up $54B in one quarter; operating income tripled to $8.8B businessmodelanalyst.com· 32 days ago MARKET Alphabet raises capex guidance to $190–205B for 2026; posts first-ever negative quarterly FCF cnbc.com· 32 days ago FUNDING Atoms raises $1.7B Series from Andreessen Horowitz for physical AI robotics news.crunchbase.com· 32 days ago INDUSTRY Telco Multi-Agent AI Cuts 5G Security Response Time 40 Percent ai|expert Scout· 32 days ago· 10 sources CHIPS Intel commits to 14A mass production in 2028, posts 25% revenue growth on strong data center demand tomshardware.com· 32 days ago POLICY NVIDIA + 24 companies sign open-weights letter opposing AI model restrictions as Jensen Huang joins X tomshardware.com· 32 days ago FUNDING SoftBank weighs deal for Gravis Robotics at $500M valuation, doubling down on construction autonomy sifted.eu· 32 days ago POLICY Trump launches Section 301 probe into EU tech fines, threatens 'substantial' tariffs on bloc cnbc.com· 32 days ago MARKET Moody's warns AI capex boom eroding credit quality at hyperscalers, projects $1T spending by 2027 cnbc.com· 32 days ago COMPUTE Vera Rubin Cuts Inference Token Cost to One-Tenth of Blackwell ai|expert Scout· 32 days ago· 7 sources BREAKING Anthropic upgrades Claude Voice to Opus/Sonnet models; turn-based architecture competes with OpenAI's full-duplex GPT-Live on tool access, not speech naturalness techcrunch.com· 32 days ago RESEARCH LangChain publishes Deep Agents benchmark framework; three eval suites (Harbor-Index, τ³-bench, ContextBench) set long-horizon agent autonomy standard langchain.com· 32 days ago RESEARCH Black Forest Labs FLUX 3: unified multimodal model generates video, audio, and robot actions from single architecture manilatimes.net· 32 days ago BREAKING NVIDIA, KAIST launch first joint AI lab in Korea; SK memory co-dev expanded blogs.nvidia.com· 32 days ago POLICY US Genesis Mission deploys $5B+ for 278 AI-for-science projects across 50 states whitehouse.gov· 32 days ago FUNDING NVIDIA commits $300M ($50M/year) to KAIST agentic AI lab; first joint lab with Korean university nvidianews.nvidia.com· 32 days ago BREAKING Expedia's STAR platform uses LLMs for incident root-cause analysis; deterministic workflows reduce mean-time-to-recover infoq.com· 32 days ago BREAKING Siemens Fuse EDA AI system automates chip design workflows; transforms hours-long tasks into seconds eetimes.com· 32 days ago POLICY UK dismantles DSIT, elevates AI minister to cabinet; AI brief moves closer to prime minister sifted.eu· 32 days ago FUNDING AMD secures 2GW Anthropic deal, invests $5B in Claude maker to rival Nvidia in AI chips tomshardware.com· 32 days ago RESEARCH Nvidia launches DNA genomics model; learns what token prediction misses in biological data thenewstack.io· 32 days ago RESEARCH Microsoft's OpenForgeRL Trains Agents in Production Harnesses ai|expert Scout· 32 days ago· 7 sources BREAKING Black Forest Labs launches FLUX 3 unified multimodal model for image, video, audio, and robot action latent.space· 32 days ago BREAKING Microsoft Project Perception: multi-model security routing cuts Anthropic Mythos cost by 50% techrepublic.com· 32 days ago RESEARCH Moonshot Kimi K3: Chinese open-weight model tops Arena benchmark, outranks Claude on code techstartups.com· 32 days ago FUNDING Anthropic in early talks with Meta for $10B compute deal; third major infrastructure partnership cnbc.com· 32 days ago FUNDING Anthropic Files for IPO; Claude's ARR Hit $47B in May, Overtakes OpenAI Valuation at $965B Series H fool.com· 32 days ago POLICY 21 APEC Economies Endorse Open-Source AI with 'Strong Security Assurance' at Chengdu Summit cnbc.com· 32 days ago BREAKING OpenAI Project Camellia: 3.2GW Georgia datacenter, $80M community benefits, $71M Codex credits for students through 2032 openai.com· 33 days ago BREAKING FDA's ELSA AI platform reaches 85% staff adoption in two months; governed data and agents reduce drug review from days to 3 minutes databricks.com· 33 days ago RESEARCH NVIDIA research at ICML 2026: 145 papers cite Nemotron open models; 2,000 papers use NVIDIA GPUs blogs.nvidia.com· 33 days ago CHIPS Japan launches Vera Rubin AI factory with NVIDIA: 27,500 Rubin GPUs, 140MW for FRONTia multimodal robotics models nvidianews.nvidia.com· 33 days ago MARKET CXMT raises $8.6B in Shanghai IPO on July 27; China memory chip competition accelerates cnbc.com· 33 days ago RESEARCH Poolside releases Laguna S 2.1, 118B-parameter open-weight model matching closed competitors latent.space· 33 days ago BREAKING OpenAI rolls out ChatGPT Health to all U.S. users; 300M weekly health queries amid litigation openai.com· 33 days ago RESEARCH 98 Percent of Activation Explanations Don't Ground Claims ai|expert Scout· 33 days ago· 4 sources BREAKING Together AI launches Dedicated Model Inference with canary deploy, A/B testing, and auto-rollback together.ai· 33 days ago BREAKING Together AI ships DeepSeek V4 Pro with 512K context and cached input pricing together.ai· 33 days ago BREAKING DeepSeek V4 Stable Release Transitions from Preview; Legacy API IDs Retire July 24 api-docs.deepseek.com· 33 days ago RESEARCH Nunchaku brings SVDQuant 4-bit diffusion inference to Hugging Face, Diffusers ecosystem huggingface.co· 33 days ago