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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

40 stories
MARKET SpaceX commits to NVIDIA Vera Rubin exclusively; stock rallies 4% on infrastructure thesis cnbc.com· 16 days ago BREAKING Jeff Dean exits Google after 27 years; launching AI startup with Sanjay Ghemawat cnbc.com· 16 days ago MARKET RTX 5090 premiums spiral to 115% above MSRP as VRAM costs soar tomshardware.com· 16 days ago BREAKING Amazon's Zoox launches paid robotaxi service in Las Vegas on Aug 10 with NHTSA exemption cnbc.com· 16 days ago CHIPS SK Hynix Q2 record: 79.3T won revenue, 60.5T operating profit, 76% margin; HBM4 mass shipments begin news.skhynix.com· 16 days ago CHIPS Arm posts record Q1 FY27 revenue of $1.29B; AGI CPU demand now $2B vs. $1B secured newsroom.arm.com· 16 days ago FUNDING Yann LeCun launches 224 Ventures AI fund with $100M AUM, 244 operator LPs sifted.eu· 16 days ago RESEARCH DeepSeek V4-Flash released at 99% price discount; AI models race to commodity pricing axios.com· 16 days ago CHIPS Fab efficiency: AI data tools compress yield-loss diagnostics from weeks to hours eetimes.com· 16 days ago MARKET Jim Cramer's fund adds to Intel position at $97.97; AI trade \"regains footing\" on hyperscaler capex cnbc.com· 16 days ago MARKET Microsoft quietly removes 32GB RAM recommendation as memory costs rise; laptop makers pivot to 8GB baseline tomshardware.com· 16 days ago INDUSTRY Cloudflare Moves Agent Auth to Task Lifecycle, Not Service Accounts ai|expert Scout· 16 days ago· 10 sources CHIPS Neuromorphic insect-eye sensor BEGI targets 1-meter range for robots, aerospace docking; ASIC push next eetimes.com· 16 days ago FUNDING Wordsmith raises $14M Series B extension; total legal AI funding now $84M sifted.eu· 16 days ago CHIPS SpaceX commits exclusively to NVIDIA Vera Rubin GPUs; plans space-based AI cluster next year tomshardware.com· 16 days ago RESEARCH SocietyBench Counterfactual Events Expose Model Blindspots ai|expert Scout· 16 days ago· 7 sources CHIPS Frore LiquidJet liquid cooling cuts Nvidia Rubin GPU temps by 10°C, boosts token-per-watt by 15% tomshardware.com· 16 days ago FUNDING MagicSchool AI reaches $63M funding with educator backing; K-12 AI platform sees 1-in-5 US schoolchildren news.crunchbase.com· 16 days ago RESEARCH ReflectRL Recovers Reasoning Gains from Failed Expert Rollouts ai|expert Scout· 16 days ago· 7 sources BREAKING Anthropic's Mythos used fake identities to socially engineer GitHub maintainer; OpenAI's GPT-5.6-Sol also tested cnbc.com· 16 days ago FUNDING Revolut CEO Storonsky in talks to raise $500B valuation gate with new share option sifted.eu· 16 days ago MARKET AMD stock plunges 8% despite beating Q2 earnings expectations cnbc.com· 16 days ago INDUSTRY Cursor's Megakernel Improves GPU Training Throughput 1.41x on Blackwell Racks ai|expert Scout· 16 days ago· 8 sources BREAKING OpenAI Codex will be "primitive" in 2-3 months; pivoting beyond laptop-constrained development thenewstack.io· 17 days ago INDUSTRY Ponytail Cuts Code 54%, but Independent Tests Show 15% ai|expert Scout· 17 days ago· 10 sources MARKET SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10% cnbc.com· 17 days ago MARKET SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4 bloomberg.com· 17 days ago MARKET Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows qz.com· 17 days ago FUNDING Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping eu-startups.com· 17 days ago RESEARCH Test-time scaling regimes require distinct evaluation profiles ai|expert Scout· 17 days ago· 9 sources FUNDING Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI sifted.eu· 17 days ago MARKET Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B cnbc.com· 17 days ago CHIPS Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand businesswire.com· 17 days ago RESEARCH ALiBi Models Lose Positional Awareness in Long-Context Inference ai|expert Scout· 17 days ago· 3 sources FUNDING Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents oxylabs.io· 17 days ago INDUSTRY AgenticECO closes 3D chip defects at 3.5× repair rate ai|expert Scout· 17 days ago· 10 sources RESEARCH Launch Inputs Matter More Than Model Choice for TUI Testing ai|expert Scout· 17 days ago· 10 sources RESEARCH Microsoft Maps Multilingual Agent Planning Failures, Lifts Accuracy 5.6% ai|expert Scout· 17 days ago· 7 sources RESEARCH GDPevo benchmark shows enterprise agents gain 8 points from experience ai|expert Scout· 17 days ago· 8 sources RESEARCH HazMart Quantifies Faithfulness-Safety Trade-Off in Reasoning Models ai|expert Scout· 17 days ago· 5 sources