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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Sat, Jul 25
35 stories
MARKET Wall Street raises bar on AI capex: Alphabet falls 7% despite strong growth, CFO warning incoming 
RESEARCH DAC 2026: Microsoft Artour Levin keynotes EDA bottlenecks at AI accelerator scale; hardware-software boundaries become the pain point 
FUNDING Sila raises $300M for Moses Lake silicon anode plant; targets 250 GWh capacity to domicile US battery supply chain 
CHIPS Hyundai Motor Group commits 50,000 NVIDIA Blackwell GPUs for AI factory; $3B physical AI investment in Korea 
CHIPS Azure rolls out AMD Helios 72-GPU racks and 500-core Venice CPUs for AI inference; H2 2026 rollout 
CHIPS NVIDIA Blackwell ramp delayed; GB200A rework uses single die for CoWoS-S packaging 
MARKET NVIDIA H200 shipments to China begin; 700K inventory vs 2M+ chip orders for 2026 
MARKET Microsoft discloses $190B 2026 capex plan; $25B attributed to chip price inflation 
MARKET General Catalyst tops Y Combinator in Q2 fintech mega-rounds; $28.6B global fintech raised H1 2026 
RESEARCH Google Achieves Record Quantum Error Rate Without Pausing Computation 
MARKET NAVER-NVIDIA Korea AI factory expands to 200MW; SK Group $500B partnership announced 
RESEARCH Swapping Image and Text Order Shifts VLM Accuracy by 26 Points 
CHIPS NVIDIA, SK Group announce $500B AI partnership; SK Telecom builds 2-gigawatt AI factory in South Korea 
BREAKING AI root-cause analysis shifts from agent reasoning to deterministic context engineering 
FUNDING Meshy closes $400M Series B for AI-generated 3D at $1.5B valuation; 12M users, 100M models 
FUNDING Sila raises $300M to scale silicon-anode battery production; Moses Lake plant targets 100K+ EV capacity 
POLICY White House accuses Moonshot of distilling Anthropic's Fable for Kimi K3; tech leaders defend open distillation 
FUNDING General Compute closes $400M debt on inference chips; first deal with SambaNova ASICs as collateral 
MARKET Big Tech's hidden AI debt hits $1.65T; off-balance-sheet commitments dwarf reported figures 
RESEARCH Black Forest Labs FLUX 3: Multimodal Video + Audio + Action in One Model; Beats Seedance, Runway 
RESEARCH Anthropic ships Claude Opus 5 at $5/$25 per Mtok—near-Fable-5 coding at half Fable's price 
POLICY Jensen Huang debuts on X with open-weight AI letter, backing models against Washington restriction 
INDUSTRY Context Curation Solves AI Root Cause Analysis, Not Model Reasoning 
CHIPS Intel Foundry Q2: $5.8B revenue, external customer mix still 5% of total 
CHIPS Samsung locks $200B with Broadcom: HBM4 + 2nm foundry through 2030 for AI chips 
BREAKING Moonshot AI halts Kimi K3 subscriptions as demand hits infrastructure limits amid U.S. chip export curbs 
FUNDING Paper raises $34M Series A from Accel, ICONIQ for AI-native design platform 
RESEARCH Anthropic releases Claude Opus 5: matches Fable on benchmarks, 50% cheaper, praised for coding 
FUNDING Cathedral: DOGE alumni raise $160M for stealth AI military cybersecurity startup at $1.4B valuation 
MARKET NVIDIA locks down SK Hynix HBM supply with $500B AI infrastructure deal 
RESEARCH Poolside releases Laguna S 2.1, 118B open-weight model beating DeepSeek V4 Flash on agentic tasks 
FUNDING Etched raises $300M Series C at $10.3B valuation, values inference chips above general training 
MARKET SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak 
FUNDING Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices 
FUNDING Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics Fri, Jul 24
5 stories
MARKET Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub 
CHIPS Fortinet becomes Intel Foundry's first named external customer on Intel 4 
INDUSTRY Intel's Foundry Fix Lags As Hyperscalers Hold Back Volume 
MARKET Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab 
MARKET BlackRock markets $12.3B bonds for Meta El Paso data center as AI debt fuels infrastructure buildout Load more stories Loading…