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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Wed, Aug 05
21 stories
MARKET Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B 
CHIPS Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand RESEARCH ALiBi Models Lose Positional Awareness in Long-Context Inference 
FUNDING Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents 
INDUSTRY AgenticECO closes 3D chip defects at 3.5× repair rate 
RESEARCH Launch Inputs Matter More Than Model Choice for TUI Testing 
RESEARCH Microsoft Maps Multilingual Agent Planning Failures, Lifts Accuracy 5.6% 
RESEARCH GDPevo benchmark shows enterprise agents gain 8 points from experience 
RESEARCH HazMart Quantifies Faithfulness-Safety Trade-Off in Reasoning Models 
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 Tue, Aug 04
19 stories
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 Load more stories Loading…