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Fri, Jul 31
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RESEARCH Netflix GenRec: LLM-native recommendation ranker matches production systems with fewer features, uses reward-weighted training 
BREAKING LangSmith launches LLM Gateway for agent governance; enforces spend caps and redacts PII at request layer 
FUNDING Seed funding cluster around proptech, cancer biotech, space tech, robotics; $5M-$10M deals still viable 
MARKET Big tech capex accelerates: $1.1T spent on AI infra since 2023, $745B more expected in 2026 alone RESEARCH OSReward exposes systematic bias in VLM judges for agent evaluation 
BREAKING Moonshot Kimi K3 hits capacity limits as U.S. enterprises adopt Chinese open-weight at scale 
FUNDING AI chip startups raised $4.16B YTD 2026, 40× 2025 pace; median round hits $350M 
POLICY Commerce Dept awards $874M CHIPS Act funds to 7 companies for AI semiconductor R&D 
CHIPS CEA-Leti 3D stacking roadmap tackles AI memory bottleneck with sub-micron interconnects 
INDUSTRY Indium Phosphide Shortage Deepens as Nvidia Pumps $4 Billion Into Laser Makers 
POLICY Commerce Department awards $874M in CHIPS Act R&D incentives to 7 AI infrastructure companies 
POLICY U.S. lawmakers demand DoorDash disclose Chinese AI model usage 
INDUSTRY Netflix Cuts Ranking Labels 40× by Switching to LLM-Native System 
MARKET Aschenbrenner's Situational Awareness fund collapses from $45B to $10B on margin calls, leverage blowup 
MARKET Apple battles 'hundred-year flood' on memory pricing; inventory doubles to $11.09B 
INDUSTRY LightOn's LateOn outperforms 4× larger models while open-source 
RESEARCH AI Teammates Dominate Talks, Cut Human-to-Human Exchange 
MARKET Tech megacaps post negative free cash flow; memory crisis forcing 2026 capex higher 
MARKET Semiconductor index jumps 8.5%–5.4% as Microsoft, Amazon earnings revive AI capex appetite 
RESEARCH First office benchmark to price agent work reveals productivity gap 
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
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