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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Fri, Jul 31
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MARKET Amazon hikes 2026 capex to $220B on memory costs; Big Tech capex race hits $725B 
FUNDING Antora Energy closes $550M Series C at $2.47B valuation; thermal batteries for AI power 
CHIPS Lumentum warns indium phosphide shortage worse than DRAM crisis; 30% supply gap looms 
MARKET OpenAI cuts GPT-5.6 Luna by 80%, undercutting rivals as price war intensifies Thu, Jul 30
15 stories
RESEARCH No frontier model exceeds 2.6% on eight-step accounting tasks 
FUNDING Zhongji Innolight raises HK$53.4B in Hong Kong's largest IPO since 2019 on AI optics 
MARKET Samsung Q2 2026 operating profit hits ₩89.4T, 1,800% YoY surge on AI HBM demand 
BREAKING China threatens retaliation as FCC restricts humanoid robot imports for cybersecurity 
INDUSTRY Meta Considers $10B Compute Lease to Anthropic as GPU Demand Swells 
CHIPS AI chip shortage moves upstream: CoWoS packaging bottleneck deepens into 2028 
FUNDING Quanta Computer seeks $2.2B in GDS sale as AI server demand soars 
MARKET Innolight raises $6.8B in Hong Kong listing; second-largest Asia IPO in 2026 RESEARCH OpenAI's API tweak lifts GPT-5.6 Sol to 38.3% on ARC-AGI-3 
RESEARCH Frontier Agents Hit 65% on State Verification in Production Workflows 
MARKET Meta negotiates $10B AI compute lease with Anthropic amid $130B–$145B capex push 
MARKET Microsoft posts 43% Azure growth, holds capex steady at $175B; adds 31 data centers 
BREAKING House Energy Committee demands SpaceX tour of Memphis AI data centers; alleges unpermitted gas turbines, no pollution controls 
MARKET Meta's Instagram DAU jumps 16% during India Gen Z protests; Modi posts 300M-view selfie but government scrutiny deepens INDUSTRY LangChain Deep Agents v0.7 Cuts Prompt Tokens 65% Wed, Jul 29
21 stories
RESEARCH GPT-5.6 Sol tripled ARC-AGI-3 score to 38.3% with retained reasoning + compaction 
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 Load more stories Loading…