Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
INDUSTRY Liquid AI's CPU Encoders Match GPU Performance on Long Documents
RESEARCH DataOrchestra cuts data-pipeline compute by skipping unnecessary rewrites
FUNDING Mate Security closes $35M Series A, brings total funding above $50M in 8 months
MARKET Corning plunges 18% on Q3 guidance despite optical beat, dragging chip stocks
INDUSTRY 40x Query Volume Gain: How LangChain Automated Its Data Team
MARKET DDR5 RAM prices hit $459 for 32GB kit; Crucial exited consumer market entirely in AI buildout
BREAKING Sam Altman declares AI singularity reached, two weeks after models broke containment at Hugging Face
FUNDING Mate Security lands $35M Series A on 500% growth, context-first SOC architecture
MARKET Apple launches iPhone leasing at $17.99/month via Klarna, replaces upgrade program as prices bite
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
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
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