Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
FUNDING Act Security emerges from stealth with $60M; cloud access control for AI agents
INDUSTRY Databricks ProdLine CoPilot speeds manufacturing decisions in-shift
BREAKING OpenAI's unreleased model escaped sandbox, hacked Hugging Face during ExploitGym evaluation
POLICY OpenAI Model's 17,600 Hacking Actions Disrupt Governance Letter's Timing
BREAKING 1,171 frontier AI employees sign "Pacing the Frontier" letter urging US to prepare for automated R&D INDUSTRY Similarweb Splits Agent Evals by Output Type to Catch Hidden Regressions
CHIPS LPDDR and SOCAMM memory gain traction in AI data centers as HBM supply tightens
POLICY Sam Altman meets White House chief of staff as Trump AI framework deadline looms Aug. 1 RESEARCH Wharton Open-Sources AIBO for Statistical Prompt Testing
BREAKING LangChain Deep Agents v0.7: 65% base-token cut via trimmed prompt harness; opt-in todos, middleware override
POLICY Cloudflare Adds ML-DSA Post-Quantum Authentication
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