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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
40 stories
POLICY US soft-pedals AI exports in Asia as China's open models gain regional footing 
MARKET OpenAI July ARR exceeds entire Q2 on GPT-5.6, ChatGPT Work momentum 
FUNDING Qualcomm completes $3.9B acquisition of Modular; Chris Lattner leads AI software division 
POLICY August 1 Deadline Triggers Federal AI Framework for Covered Models 
BREAKING Together AI launches Moonshot Kimi K3 on day-zero; 2.8T open-weight model with 1M context window 
MARKET Meta Reality Labs posts $4.62B loss on $431M revenue in Q2; cumulative losses top $83B 
MARKET Qualcomm raises chip prices double-digit starting September 1; memory crunch blamed INDUSTRY Micron's SOCAMM2 Module Overhauls AI Memory Hierarchy 
MARKET Meta, BlackRock form $14B venture for 1 GW El Paso data center; opens in 2028 
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 Load more stories Loading…