Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET Airbnb stock surges 14% as AI drives customer support costs down 16% YoY
MARKET Amazon cracks down on internal EC2 CPU use as agentic AI drives shortage
BREAKING Kraken, Coinbase, Circle expand AI agent crypto infrastructure; stablecoins poised as agent payment rails
FUNDING Whatnot hits $20B valuation on $545M Series G for livestream commerce platform
INDUSTRY Instacart Open-Sources Blueberry, Incident Triage Agent for Slack
CHIPS China's Shanghai Aishengna begins DUV lithography mass production; targets 5 units in 2026
BREAKING Moonshot's Kimi K3 reaches frontier on open weights; ranks #1 in Frontend Code Arena, ties GPT-5.6 Sol broadly
FUNDING AMD acquires Taalas to hardwire AI models into specialized inference silicon
MARKET AI revenue clears depreciation hurdle; $25B exceeds $21B capex write-off in Q1 2026
FUNDING Khosla, Coatue, Nvidia led $14B venture rounds in July; Y Combinator most prolific
INDUSTRY AI Handles Incident Triage, but Humans Still Win the Hard Calls
MARKET Nvidia RTX 50-series selling at MSRP at QuakeCon signals extreme GPU scarcity; prices doubled in some regions
MARKET China closing AI capability gap with US; Hugging Face CEO: Beijing will dominate frontier models by end-2026 INDUSTRY Spotify's AI Coding Agent Cuts Migration Time 60–90%
BREAKING Azure AI Gateway tier enters preview: unified model/MCP routing, content safety, token metering at gateway
FUNDING AMD acquires Taalas to embed AI models in custom silicon for inference
BREAKING Meta Muse Spark 1.2 + Muse Code ships: 54 on Intelligence Index, claims 82.9% Terminal-Bench, $0.69/task
CHIPS Elon's Terafab breaks ground: $16.8B Texas chip fab for SpaceX, Tesla AI inference
CHIPS Anthropic builds custom AI inference chip with Samsung on 2nm process
MARKET China quant crash sends DeepSeek founder's $10B fund down 20% in July; AI bubble fears grip hedge funds
MARKET SK Hynix approves ₩54T capex for Y2 DRAM and M17 NAND fabs amid HBM surge
INDUSTRY STMicroelectronics ST54M Adds Hardware Post-Quantum Crypto for Edge Agents
CHIPS STMicroelectronics adds post-quantum crypto accelerator to ST54M secure element
BREAKING Meta launches Muse Code AI agent and Muse Spark 1.2 with aggressive pricing for coding tasks
INDUSTRY Azure API Management Adds Multi-Model AI Control Plane
RESEARCH CalibForge Trains Models to 30-Point Gains with Solver-Calibrated Tasks
BREAKING OpenAI moves GPT-5.6 Luna to free tier, removes text-chat limits for 1B+ users
MARKET DeepSeek V4 Flash costs 3 cents per benchmark test, undercuts rivals by 100x
RESEARCH Meta Muse Spark 1.2 reaches 54 on Artificial Analysis Index with coding gains
INDUSTRY DeepSeek-V4 Flash Cascades to Luna, Saves 37% on Coding Tasks
RESEARCH DeepSeek V4 Flash claims 4–6x cost advantage over GPT-5.6 Luna on coding benchmarks
RESEARCH AV-AIVAT Cuts Agent Evaluation Cost 74-Fold With Certified Stopping
CHIPS Pre-Modded RTX 2080 Ti Cards (22GB VRAM) Sell for $500 on eBay; AI-Hungry Fans Mine Older GPUs
FUNDING A16z Expands Scout Network to 21+ Across Europe Despite London Office Closure RESEARCH Programmatic Tool Calling Beats JSON on New AI Models
FUNDING AMD acquires Taalas for specialized AI inference; closes Q4 2026 RESEARCH NVIDIA Publishes Full Greek RAG Playbook Reaching 2.3× Retrieval Gain
RESEARCH DeepMind's WeatherNext Cyclones Outpace Hurricane Models by Full Day
MARKET SpaceX first lockup expires Aug 6; 911.5M shares worth ~$100B become eligible for trade, doubling public float
INDUSTRY Grindr's AI Engineers Cost $6M, Saved $60M