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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Wed, Jul 29
29 stories
FUNDING CoreWeave boosts yield on $2.6B loan for Anthropic compute via wider pricing spreads 
MARKET Microsoft Q4 earnings today; FY2027 capex guidance expected $255–260B (+35% YoY) 
CHIPS Seagate to qualify 50TB HAMR hard drives in late 2027, ship in 2028 
RESEARCH Multimodal Graph Model Cuts Zero-Shot Transfer Domain Barriers 
MARKET Microsoft FY2027 capex guidance likely $255–260B; AI infrastructure spending up 35% YoY 
MARKET Meta Q2 capex expected to double Y/Y as $125–145B full-year guidance looms at earnings 
INDUSTRY VetClaw Shows How to Run Agents on Edge Hardware 
CHIPS AMD launches Helios rack; 15% more compute, 30% better tokens/dollar than Vera Rubin 
MARKET Seagate Q4 crushes estimates; guides $4.1B Q1 revenue on AI storage demand RESEARCH πR² Lets Robots React in Real Time Without Retraining 
MARKET NVIDIA raises RTX GPU prices 20–30% in third hike of 2026; GDDR shortage expected to persist until 2028 
CHIPS NVIDIA employee detained in Taiwan over Supermicro smuggling scheme; GPU export diversion persists despite whitelist 
INDUSTRY Lenovo's North Carolina Plant Produces 1,400 AI Servers Daily 
INDUSTRY Gateway-Only Defense Fails: 30 MCP CVEs in 60 Days, Four Controls Needed 
MARKET Apple hits $5T valuation; Tim Cook's final earnings call faces memory crisis + AI strategy pressure 
CHIPS Lenovo doubles Whitsett NC AI server facility to 890K sq ft; targets 1,400 nodes/day capacity 
RESEARCH Desktop-Delta Bench Caps GUI Agent Reasoning at 65% 
MARKET Meta partners BlackRock on $14B El Paso data center; BlackRock owns 80%, Meta operates 
MARKET Bloom Energy crushes Q2, raises FY guidance to $3.9–4.2B on AI data center fuel cell demand 
FUNDING Centralize raises $15M Series A to map enterprise deal relationships with AI 
RESEARCH CARE Cuts Expert Activation in MoE-LoRA Fine-Tuning 
MARKET Asian semiconductor stocks plunge; SK Hynix misses estimates despite record profit RESEARCH Alibaba Identifies Silent Branch Corruption in Diffusion Distillation 
POLICY xAI sues Minnesota over AI nudification ban; law takes effect Aug 1 
RESEARCH Embedding pretraining beats model size in 1,215 entity-matching tests 
POLICY Judge approves Anthropic $1.5B copyright settlement; authors get ~$3,100 per work 
CHIPS AMD, Cerebras team on disaggregated AI inference; claim 5x efficiency gains INDUSTRY Together AI decouples autoscaling from traffic splits 
FUNDING Lattice Semiconductor completes AMI acquisition for $650M in stock Tue, Jul 28
11 stories
MARKET SK Hynix Q2 profit soars 557% YoY on HBM demand; revenue misses estimates amid pricing delays 
MARKET Chip volatility hits 30-year high as Cramer calls for fleeing memory winners to banks, industrials 
MARKET Bloom Energy Q2 crushes expectations, raises FY26 guidance to $4B+ on AI power demand 
INDUSTRY NorthStar Anesthesia Ships App to 3,000 Clinicians in Weeks on Databricks 
BREAKING Allen AI ships OlmoEarth platform for continent-scale geospatial inference; 10TB satellite models 
BREAKING Together AI ships capacity-aware traffic routing for multi-deployment model inference 
INDUSTRY OpenAI's GPT-5.6 Sol Breached Hugging Face in 4.5-Day Autonomous Intrusion 
MARKET Bloom Energy Q2 beats expectations, raises FY 2026 guidance to $3.9–4.2B revenue 
OPINION Graph Engineering Beats Single Agents 90.2% in Real Tests 
CHIPS NVIDIA Jetson T3000/T2000: Blackwell-Powered Thor Modules for Edge Robotics Scale 
BREAKING Moonshot Kimi K3: US Alleges Distillation, China Denies; 15-Day Evidence Gap Emerges Load more stories Loading…