Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET OpenAI Enterprise Revenue Now Exceeds Consumer, $40B Run Rate
CHIPS SMIC Q2 breaches $3B revenue, triples profit on AI peripheral chips; CEO raises prices for Q3 orders as 93.7% utilization signals tightness
RESEARCH Alibaba opens Qwen3.8-27B weights: 27B multimodal model for single-GPU local inference, licensed Apache 2.0
BREAKING NVIDIA Opens Indonesia's First University AI Center; Eyes Southeast Asia Talent Pipeline
FUNDING Wayve hits $8.6B on $1.5B raise; embodied AI AV gets Microsoft, NVIDIA, Uber, 3 automakers; London robotaxi trial 2026
FUNDING Oxylabs lands $130M from Warburg Pincus at $3.6B; 11-year bootstrap reaches $350M ARR in web-data for agentic AI
INDUSTRY Production Use, Not Hype, Drives Open-Model Adoption
RESEARCH Z.ai GLM-5.3: 6x long-horizon coding gains, emergent cyber 84.5% (CyberGym) from post-training alone on frozen 743B base
FUNDING Databricks raises $5B at $190B (42% jump in 8 months); hits $7B ARR with 80% YoY growth, Lakebase $100M+
BREAKING Cloudflare adds MCP protocol detection, user tracking, portal-only access enforcement to Cloudflare One
RESEARCH Meta open-sources Muse Glimmer: 30B agentic model optimized for local GPU; 4-bit quantization, 3.1x speculative decoding
MARKET OpenAI C-suite shakeup: Dresser (CRO) exits in 8 months, following Lightcap's departure ahead of $852B IPO
INDUSTRY SPARK Cuts Data Queries from 8 Clicks to Single Question
RESEARCH QuoteBench Exposes 55-Point Gap Hidden in Coding-Agent Benchmarks
FUNDING Northern Gritstone opens San Francisco office; £382M UK deep-tech fund pursues US capital for spinouts
CHIPS GeForce NOW exits Linux beta; 4,500+ titles, Flatpak auto-updates, Chromebook Fast Pass free-year promo
RESEARCH Google DeepMind Ships Sign Language AI to Pixel 11 Users
FUNDING LimX Dynamics raises $200M pre-IPO, hits $2.2B valuation on 50%+ international order share
FUNDING Kling AI closes $3B round at $18B valuation; IPO timing cuts to 18 months as Sora exits market
BREAKING AI hardware cargo thefts double in value; black-market DGX B300s now worth $1.1M in China
MARKET Drone stocks surge on Trump tariff order; 100% levy on military drones kicks off domestic push
INDUSTRY Cloudflare Maps Three-Layer Defense Against Unauthorized MCP Servers
INDUSTRY ASML, Amadeus Back Mistral's $50B European Compute Build
MARKET CXMT soars 466% on Shanghai debut, becomes China's most valuable company at $488B market cap
CHIPS Semiconductor OEMs shift to build-to-print manufacturing to unblock fab supply bottlenecks
CHIPS Intel signals memory pivot: hires SK Hynix ex-CEO, files XBM patent matching HBM4 footprint RESEARCH Agents Solve Only 27 of 43 Verified Code Tasks
FUNDING 40 companies hit unicorn status in July—highest monthly total in 4 years; AI and robotics lead
INDUSTRY NPO Gains Traction as Yield Challenges Dent CPO Economics
FUNDING Mistral Secures Enterprise Anchor Customers for 1GW European Data Center Build-Out by 2030
INDUSTRY Databricks Smart Routing cuts coding agent costs 56% on public benchmarks
MARKET Hyperscalers announce $775B+ AI capex in August; Meta, OpenAI, ByteDance break ground
CHIPS Qualcomm raises Snapdragon prices by double digits; Gen 6 Pro nears $300
MARKET Apple opens Houston fab for Mac Mini, AI servers under US manufacturing push
CHIPS Smartphone makers squeezed as DRAM quadruples, NAND triples on AI data-center demand
MARKET Workday stock surges 20% on Silver Lake takeover talks at $43B valuation INDUSTRY AWS and Hugging Face launch Strands, end-to-end robot learning SDK
FUNDING Dynatrace acquires Arize for $915M; targets AI observability market consolidation
FUNDING Anthropic in $6B talks to buy Decart AI; seeks compute efficiency ahead of IPO
MARKET AMD raises up to $5B in investment-grade debt amid AI chip demand surge