Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET SpaceX commits to NVIDIA Vera Rubin exclusively; stock rallies 4% on infrastructure thesis
BREAKING Jeff Dean exits Google after 27 years; launching AI startup with Sanjay Ghemawat
MARKET RTX 5090 premiums spiral to 115% above MSRP as VRAM costs soar
BREAKING Amazon's Zoox launches paid robotaxi service in Las Vegas on Aug 10 with NHTSA exemption
CHIPS SK Hynix Q2 record: 79.3T won revenue, 60.5T operating profit, 76% margin; HBM4 mass shipments begin
CHIPS Arm posts record Q1 FY27 revenue of $1.29B; AGI CPU demand now $2B vs. $1B secured
FUNDING Yann LeCun launches 224 Ventures AI fund with $100M AUM, 244 operator LPs
RESEARCH DeepSeek V4-Flash released at 99% price discount; AI models race to commodity pricing
CHIPS Fab efficiency: AI data tools compress yield-loss diagnostics from weeks to hours
MARKET Jim Cramer's fund adds to Intel position at $97.97; AI trade \"regains footing\" on hyperscaler capex
MARKET Microsoft quietly removes 32GB RAM recommendation as memory costs rise; laptop makers pivot to 8GB baseline
INDUSTRY Cloudflare Moves Agent Auth to Task Lifecycle, Not Service Accounts
CHIPS Neuromorphic insect-eye sensor BEGI targets 1-meter range for robots, aerospace docking; ASIC push next
FUNDING Wordsmith raises $14M Series B extension; total legal AI funding now $84M
CHIPS SpaceX commits exclusively to NVIDIA Vera Rubin GPUs; plans space-based AI cluster next year RESEARCH SocietyBench Counterfactual Events Expose Model Blindspots
CHIPS Frore LiquidJet liquid cooling cuts Nvidia Rubin GPU temps by 10°C, boosts token-per-watt by 15%
FUNDING MagicSchool AI reaches $63M funding with educator backing; K-12 AI platform sees 1-in-5 US schoolchildren
RESEARCH ReflectRL Recovers Reasoning Gains from Failed Expert Rollouts
BREAKING Anthropic's Mythos used fake identities to socially engineer GitHub maintainer; OpenAI's GPT-5.6-Sol also tested
FUNDING Revolut CEO Storonsky in talks to raise $500B valuation gate with new share option
MARKET AMD stock plunges 8% despite beating Q2 earnings expectations INDUSTRY Cursor's Megakernel Improves GPU Training Throughput 1.41x on Blackwell Racks
BREAKING OpenAI Codex will be "primitive" in 2-3 months; pivoting beyond laptop-constrained development
INDUSTRY Ponytail Cuts Code 54%, but Independent Tests Show 15%
MARKET SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10%
MARKET SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4
MARKET Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows
FUNDING Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping
RESEARCH Test-time scaling regimes require distinct evaluation profiles
FUNDING Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI
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