Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
RESEARCH NVIDIA Cosmos 3 ranks #1 on open-weights benchmarks for world models, robotics policy
BREAKING Baseten launches on Hugging Face Inference Providers; adds support for DeepSeek V4 Flash, GLM-5.2, Kimi K3
POLICY Bipartisan 'AI Kill Switch Act' introduced after OpenAI model breach; would mandate shutdown capabilities for frontier systems
CHIPS $1B in iPhone 18 Pro A20 chips stuck at TSMC awaiting DRAM supply
FUNDING Valar Atomics raises $1B Series B at $6B valuation; nuclear power emerges as AI data center infrastructure bet RESEARCH Reasoning Core Beats Rival Procedural Toolkits on Three Reasoning Benchmarks
CHIPS Global silicon wafer shipments rise 7.4% YoY in Q2 2026; AI demand outpaces consumer weakness
FUNDING OLIX raises $312M Series B at $3.3B valuation for photonic AI inference chips
BREAKING Jeff Dean, Sanjay, Oriol, Quoc depart DeepMind to launch Discovery Loop
POLICY Nashville Metro Council approves eminent domain to block $700M DC Blox data center near zoo
BREAKING Google DeepMind leadership shakeup: Hassabis becomes chief scientist, Kavukcuoglu takes SVP role
MARKET AppLovin stock drops 21% on Q2 revenue miss, model upgrade timing delays
CHIPS Samsung unveils zHBM stacked memory and 400-layer V10 BV-NAND for AI infrastructure
INDUSTRY Brex decouples workflow logic from runtime to unify evals and production
CHIPS Anthropic officially launching custom silicon team; hiring senior chip engineers up to $485K
MARKET U.S. Manufacturing PMI hits 55.6% in July—highest in 4 years, driven by AI capex surge
RESEARCH OctoLong improves code agents with cross-repository training
MARKET SK Hynix, Samsung plunge 10% amid Asian tech selloff; JPMorgan sees AI spending unabated
COMPUTE SparseDitto LLM Agents Cut Sparse Matrix Kernel Time 3.39x
RESEARCH EvolveNet Evolves Agent Harness Instead of Model Weights
RESEARCH Chain-of-Thought Works at Tiny Scale, Breaking Compute Link
POLICY AI Models Attack Real Targets in Evaluation Incidents at Four Labs
MARKET RTX 5090 Now Tops $4,800 Retail; VRAM Costs Drive 80% of GPU Bill of Materials
MARKET SK Hynix Suffers Second Flash Crash in a Week on Nextrade, Stock Recovers
INDUSTRY SpaceX Spends $329M on Megapacks to Buffer 580,000-GPU Cluster
RESEARCH OpenAI's Astra Solved 10 Decade-Old Math Problems; Lean-Verifiable Proofs on GitHub, $2K Compute INDUSTRY Samsung's zHBM Could End AI Memory Bottleneck But Requires Accelerator Co-Design INDUSTRY Harness Limits Agent Autonomy to 15% in Production Development
FUNDING Wordsmith AI raises $14M Series B extension to $114M total; 14x YoY revenue growth
INDUSTRY Cloudflare Open-Sources OS, Boosting Operating Margin Target to 30%
INDUSTRY Meta's Two-Stage Model Delivers 6% Instagram Conversion Lift
MARKET Anthropic locks in $10B/6-year compute deal with Volta for 133MW Norway data center RESEARCH SeGaBench Tests LLMs on Compiler-Blind Code Optimization
FUNDING Wordsmith legaltech adds $14M Series B extension, hitting $114M total raised in 26 months
POLICY Rust project publishes LLM policy: permits assistance, bans authorship; enforces disclosure for PRs
CHIPS SK hynix, SanDisk publish first High Bandwidth Flash spec; NAND tier between HBM and SSDs for AI inference
RESEARCH Mistral releases Shieldstral, 3B safety classifier matching 7x-larger models on multimodal moderation
MARKET Hedge funds face worst July on record as AI selloff forces margin calls, Situational Awareness collapses to $10B
CHIPS Samsung previews zHBM and zNAND-O 3D memory concepts targeting 10× higher density and 8× HBM5 performance by 2030
MARKET SpaceX spends $329M on Tesla Megapacks in H1 2026, concentrating battery storage at Memphis AI data centers