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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Sun, Jul 26
28 stories
RESEARCH Google ships Gemini 3.6 Flash at 17% fewer tokens, $7.50 output price; 3.5 Pro still delayed 
RESEARCH Physicists demonstrate reservoir computing with 400 oscillating particles in liquid; F1 0.90 on anomaly detection 
FUNDING Anthropic begins IPO investor roadshow; October 2026 Nasdaq debut targeted at $965B–$1T valuation 
MARKET Server DRAM prices set to rise 13–18% in Q3 2026 as AI demand outpaces supply; shortage extends into 2027 
CHIPS TSMC commits $265B to Arizona, adds advanced packaging; US still ships chips to Taiwan for CoWoS 
MARKET Kioxia plunges 16% as memory sector rout spreads; market cap halved in a month 
MARKET AI cluster power, not GPUs, is now the bottleneck; grid approval queues hit 24–36 months 
CHIPS TSMC Arizona Fab 2 equipment install begins Q3 2026; 3nm production targeted for 2027 
CHIPS TSMC A14 progress hits ~90% yield three months ahead of N2 schedule; mass production target 2H 2028 
FUNDING Chai Discovery closes $400M Series C at $3.8B; AI antibody design now used by Lilly, Pfizer, Novartis 
FUNDING Fireworks AI raises $1.5B Series D at $17.5B; surpasses $1B ARR with 40T+ tokens/day, 95% custom models 
BREAKING Neo emerges from stealth with $100M to control agentic AI; Gartner says 40% of enterprise apps will be agentic by EOY 
POLICY Hassabis, Nadella, Altman converge on AI regulation; three rival CEOs back independent model review 
POLICY FCC expands submarine cable licensing to SLTE; shields U.S. tech giants, blocks Chinese access 
BREAKING MCP 2026-07-28 spec removes sessions, adds OAuth hardening; ships July 28 with breaking changes 
BREAKING Anthropic launches Claude Opus 5: near-Fable performance at half the price, effort toggle for cost control 
MARKET CME launches single-stock futures on 50+ U.S. names including Nvidia, Apple, SpaceX starting July 27 
MARKET Alphabet pushes capex to $205B for AI, hits negative free cash flow for first time since IPO 
CHIPS CXMT DRAM enters consumer market but undercuts neither Samsung nor SK hynix on price; subsidy effects muted 
MARKET Big Tech earnings hit by AI spending concerns; Nasdaq drops 2% as Alphabet, Tesla report cash burn 
MARKET Alphabet raises 2026 CapEx guidance to $205B amid AI infrastructure crunch—stock falls despite cloud beat 
CHIPS CXMT IPO launches July 27 at $8.6B; Chinese DRAM maker prices above Samsung despite overcapacity fears 
CHIPS Zeiss expands Oberkochen site as ASML's EUV bottleneck lingers 
POLICY FCC finalizes submarine cable security rules with SLTE licensing and foreign-adversary controls 
FUNDING Atoms closes $1.7B funding led by Andreessen Horowitz; Ben Horowitz joins board 
BREAKING DeepSeek pauses second fundraising round after viral comments on US-China AI competition 
FUNDING Fireworks AI raises $1.5B Series D at $17.5B valuation; enterprise AI inference surpasses $1B ARR 
CHIPS Anthropic in early talks to run Claude inference on Microsoft Maia 200 custom silicon via Azure Sat, Jul 25
12 stories
RESEARCH Ruff 0.16.0 expands default lint rules 7× — and Astral's new OpenAI home makes it a natural AI-agent pairing 
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 Load more stories Loading…