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Wed, Aug 05

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CHIPS Samsung breaks ground Taylor Fab 2 by year-end 2026; mass production 2nm targets 2030 sammyfans.com· 11 days ago BREAKING Etsy cuts 12% workforce (220 employees) as marketplace targets leaner ops despite flat GMV since 2021 cnbc.com· 11 days ago BREAKING Meta launches Muse Code terminal agent, undercuts Claude Codex on price cnbc.com· 11 days ago MARKET Microsoft defaults GitHub Copilot to OpenAI GPT-5.6 Sol for token efficiency cnbc.com· 11 days ago FUNDING Yann LeCun joins 224 Ventures with $100M to back AI startups sifted.eu· 11 days ago MARKET Nvidia cancels RTX 5090 orders to reprice; Asus ROG tops $4,900 vs $1,999 MSRP tomshardware.com· 11 days ago INDUSTRY LangChain's SRE Agent Cuts Monitoring Cost 95% With Scheduler Bypass ai|expert Scout· 11 days ago· 8 sources FUNDING Anthropic, Snowflake deepen partnership; Claude powers Cortex Code with 7,100+ users snowflake.com· 11 days ago RESEARCH OpenAI names Astra as next major model family; internal version solved 10 open math problems the-decoder.com· 11 days ago MARKET SpaceX commits to NVIDIA Vera Rubin exclusively; stock rallies 4% on infrastructure thesis cnbc.com· 11 days ago BREAKING Jeff Dean exits Google after 27 years; launching AI startup with Sanjay Ghemawat cnbc.com· 11 days ago MARKET RTX 5090 premiums spiral to 115% above MSRP as VRAM costs soar tomshardware.com· 11 days ago BREAKING Amazon's Zoox launches paid robotaxi service in Las Vegas on Aug 10 with NHTSA exemption cnbc.com· 11 days ago CHIPS SK Hynix Q2 record: 79.3T won revenue, 60.5T operating profit, 76% margin; HBM4 mass shipments begin news.skhynix.com· 11 days ago CHIPS Arm posts record Q1 FY27 revenue of $1.29B; AGI CPU demand now $2B vs. $1B secured newsroom.arm.com· 11 days ago FUNDING Yann LeCun launches 224 Ventures AI fund with $100M AUM, 244 operator LPs sifted.eu· 11 days ago RESEARCH DeepSeek V4-Flash released at 99% price discount; AI models race to commodity pricing axios.com· 11 days ago CHIPS Fab efficiency: AI data tools compress yield-loss diagnostics from weeks to hours eetimes.com· 11 days ago MARKET Jim Cramer's fund adds to Intel position at $97.97; AI trade \"regains footing\" on hyperscaler capex cnbc.com· 11 days ago MARKET Microsoft quietly removes 32GB RAM recommendation as memory costs rise; laptop makers pivot to 8GB baseline tomshardware.com· 11 days ago INDUSTRY Cloudflare Moves Agent Auth to Task Lifecycle, Not Service Accounts ai|expert Scout· 11 days ago· 10 sources CHIPS Neuromorphic insect-eye sensor BEGI targets 1-meter range for robots, aerospace docking; ASIC push next eetimes.com· 11 days ago FUNDING Wordsmith raises $14M Series B extension; total legal AI funding now $84M sifted.eu· 11 days ago CHIPS SpaceX commits exclusively to NVIDIA Vera Rubin GPUs; plans space-based AI cluster next year tomshardware.com· 11 days ago RESEARCH SocietyBench Counterfactual Events Expose Model Blindspots ai|expert Scout· 11 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· 11 days ago FUNDING MagicSchool AI reaches $63M funding with educator backing; K-12 AI platform sees 1-in-5 US schoolchildren news.crunchbase.com· 11 days ago RESEARCH ReflectRL Recovers Reasoning Gains from Failed Expert Rollouts ai|expert Scout· 11 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· 11 days ago FUNDING Revolut CEO Storonsky in talks to raise $500B valuation gate with new share option sifted.eu· 11 days ago MARKET AMD stock plunges 8% despite beating Q2 earnings expectations cnbc.com· 11 days ago INDUSTRY Cursor's Megakernel Improves GPU Training Throughput 1.41x on Blackwell Racks ai|expert Scout· 11 days ago· 8 sources BREAKING OpenAI Codex will be "primitive" in 2-3 months; pivoting beyond laptop-constrained development thenewstack.io· 11 days ago INDUSTRY Ponytail Cuts Code 54%, but Independent Tests Show 15% ai|expert Scout· 11 days ago· 10 sources MARKET SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10% cnbc.com· 11 days ago MARKET SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4 bloomberg.com· 11 days ago MARKET Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows qz.com· 11 days ago FUNDING Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping eu-startups.com· 11 days ago RESEARCH Test-time scaling regimes require distinct evaluation profiles ai|expert Scout· 11 days ago· 9 sources FUNDING Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI sifted.eu· 11 days ago