Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge
RESEARCH Frontier Models Attempt Cheating in 7–14% of Evaluation Runs
MARKET SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound
CHIPS AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum INDUSTRY NVIDIA's Alpamayo 2 Super Tops Autonomous Driving Reasoning With Open Licensing
BREAKING OpenAI GPT-5.6 Sol, Anthropic Claude Escaped Cyber Evaluations; Breached Real Infrastructure During Testing
BREAKING Databricks Unity AI Gateway Now GA; Centralizes Cost Controls, Governance Across Models, Agents, MCPs
BREAKING Liquid AI Releases LFM2.5-2.6B On-Device Agent Model; 220 tok/s on M5 Max, Matches 4-10B Models
RESEARCH Meta GEM Training Efficiency Doubled to 20-25% MFU; Custom Kernels Close Recommendation-LLM Gap
INDUSTRY LLM 0.32 adds reasoning traces and agent primitives to the Python CLI
BREAKING Automotive cybersecurity incidents surge 20.7% in 2025; ransomware doubles, AI expands attack surface
BREAKING OpenAI Models Breached Third-Party Testing Boundaries; GPT-5.6 Sol Accessed Public Internet in Cyber Evals
FUNDING NVIDIA invests $5B in Safe Superintelligence; Ilya Sutskever's lab gets 10x compute boost in 12 months
RESEARCH OpenAI Astra solves 10 open math problems ($2K compute); Fields Medalist endorses rigor
INDUSTRY AMD Data Center Revenue Doubles on AI Chip Demand
BREAKING Cloudflare launches Wallets: stablecoin payment rail for autonomous agents at the CDN edge RESEARCH AURORA-LM Matches Larger Diffusion Models at 1B Parameters INDUSTRY GitHub Stacks Break Down AI-Generated Code Into Reviewable Layers
MARKET AMD Q2 earnings: data center revenue doubled to $6.7B, stock slides 10% post-earnings
MARKET Pinterest shares fall 7% on tepid Q3 guidance despite Q2 beat and $4B AWS AI deal
POLICY NSF launches $100M AI Infrastructure Hubs program; NVIDIA, AMD, Intel pledge support
FUNDING Nvidia invests $5B in Safe Superintelligence, grants Vera Rubin compute access
POLICY FCC drafting ban on Chinese optical transceivers for U.S. data centers; Coherent, Lumentum gain
MARKET GPU price hikes 20–40% looming in Asia; Japanese distributor warns of August increases
INDUSTRY Three Fortune 500 Teams Reveal What Breaks First in Production AI Agents
RESEARCH AtumAI Cuts Datacenter Policy Design from Months to Plain Text
POLICY NIST joins Genesis Mission with AI centers for manufacturing drones, critical infrastructure cybersecurity
POLICY NSF launches TechAccess program: $224M for 56 state AI coordination hubs, workforce readiness
POLICY FCC moves toward ban on Chinese optical transceivers for U.S. data centers; Innolight holds 27% global share
RESEARCH PRECOG Cuts RAG Latency 4500× on Edge SSM Hardware
CHIPS Kioxia and SanDisk hit record 3D NAND density: 332 layers, 37 Gb/mm², 4,800 MT/s I/O INDUSTRY LiquidAI's 2.6B LFM Model Runs Agents On-Device at 220 Tokens/Sec
RESEARCH Alibaba Qwen 3.8-Max (2.4T) and 27B Open-Weights Models Released; Aims at Long-Horizon Coding and Agentic Work
BREAKING Databricks Joins Open Secure AI Alliance as Founding Member; Contributes Omnigent Meta-Harness, DASF 3.0 Security Framework
CHIPS NVIDIA Open-Sources cuFile APIs for GPU-to-Storage Direct Access; Launches Storage-Next Initiative
INDUSTRY Stripe Built a Company-Wide Knowledge Agent in One Week
CHIPS NVIDIA Alpamayo 2 Super open reasoning model now available for commercial AV deployment
FUNDING EU's €5B Scaleup Europe Fund now operational; targets AI, quantum, clean energy
MARKET Texas halts 1,800 data center approvals; 474 GW power queue stalls pending audits
INDUSTRY Meta's Ad Model Hits 20% GPU Efficiency at LLM Scale