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Tue, Jul 28
6 stories
MARKET Global chip selloff accelerates on China competition and AI capex doubts; SK Hynix down 14.7%, Samsung off 13.4% 
BREAKING Diagrid Catalyst 2.0 adds automatic recovery and cryptographic attestation to AI agents 
BREAKING Open Secure AI Alliance launches with 35+ companies including Adobe, Microsoft, Salesforce 
FUNDING AI-focused seed funding surges to $855M across 150+ rounds in 2026 
MARKET Semiconductor stocks plunge on AI spending doubts and China chip advances 
FUNDING Dwelly raises $170M for AI property-management rollup strategy Mon, Jul 27
4 stories
CHIPS NVIDIA deploys Vera CPU across EDA design workflows; Cadence & Synopsys show 1.5x gains 
CHIPS Samsung Foundry breaks even: 2nm yields hit 55-60%; Tesla contract signals customers are willing to diversify 
BREAKING OpenAI ships Presence: Enterprise agent platform with Codex-driven improvements; resolves 75% of support issues without human handoff 
CHIPS NVIDIA Vera Rubin ramps full production; 10x token throughput vs Blackwell, Q3 2026 deployments Sun, Jul 26
29 stories
CHIPS NVIDIA shelves RTX 50 Super indefinitely; GDDR7 shortage forces gaming GPU cuts for AI demand 
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
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