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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Mon, Aug 17
13 stories
MARKET Nvidia breaks $225 on Ohio backstop clarity, $91B guidance, hyperscaler spending signals 
RESEARCH OpenAI Races to Weaponize Defenses Before AI Goes Open 
MARKET Anthropic hits $65B annualized run rate; 7x growth since last year 
INDUSTRY Reordered GPU Scheduling Lifts Utilization 33 Percentage Points 
FUNDING QuantumLight closes $500M for second fund; Storonsky's algorithmic VC doubles down 
FUNDING NVIDIA guarantees $105B in lease support for OpenAI's Ohio AI campus; invests $1.5B in SB Energy 
INDUSTRY Grab cuts mechanical analytics work to 30% with agent delegation 
CHIPS Geekom admits shipping malware-infected LAN drivers for AMD mini-PCs 
CHIPS NVIDIA positions for quantum-classical hybrid computing; ships CUDA-Q programming model 
FUNDING Semiconductor giants at record investment pace; NVIDIA leads with 59 known deals in 2026 
MARKET Alibaba sells gaming studio for $1.5B+ to fund AI infrastructure buildout 
FUNDING Gravis Robotics hits $1bn valuation with $200m SoftBank Series A 
MARKET NVIDIA backs $105B financing for OpenAI Ohio data center Sun, Aug 16
13 stories
INDUSTRY AWS Dogwood Adds Sequence-Aware Agent Policy Language 
CHIPS Intel raises $20B upsized stock sale to fund chip manufacturing expansion; demand hit $100B 
FUNDING River AI raises $1.1B seed/Series A led by General Catalyst, AMP PBC; Nvidia, AMD Ventures invest 
INDUSTRY AWS Adds Vector Search to DynamoDB, Eliminating Sync Pipelines 
FUNDING Zenity secures $125M Series C for AI agent governance; Gartner-recognized category lead 
MARKET Grok 4.6 matches Fable 5 on benchmarks at 85% discount; post-training unlocks cost 
INDUSTRY Flue 2.0 Ships Agent Hooks for Runtime Tool Swapping 
MARKET Google Gemini crosses 1B monthly users, fastest-growing Google product ever; voice drives 63% of interactions 
MARKET Nvidia mobilizes $500B financing with Wall Street giants to treat GPU compute as infrastructure 
RESEARCH Grok 4.6 debuts at 61 AI Index score; 50% turn-efficient vs Claude Opus 5 
CHIPS Intel eyes memory return with XBM, ZAM stacking; hires SK Hynix ex-CEO 
FUNDING Form Energy raises $750M Series G; 100-hour iron-air batteries for Google, Crusoe; backlog hits 80 GWh 
FUNDING Neros Technologies raises $250M Series C at $2.5B; Sequoia backs 1M drones/year plan for Archer AI and Bandit Sat, Aug 15
14 stories
FUNDING Kling AI raises $3B at $18B; largest video-generation funding with $500M ARR and Hong Kong IPO planned 
MARKET Intel upsizes stock offering to $20B, priced at $95/share; raises $19.7B net for manufacturing expansion 
INDUSTRY Oracle accumulates $273 billion in hidden AI debt to OpenAI 
MARKET Bond traders flag $70B in hidden AI credit backstops amid residual value concerns 
MARKET $70B in shadow credit backstops for AI companies buried in GPU debt deals 
MARKET AI Infrastructure's $70B Shadow Debt: Off-Balance Guarantees Exceed Hyperscaler Official Leverage 
FUNDING Cognition seeks $40B valuation as Devin usage hits $1B ARR run-rate target 
BREAKING Meta launches Muse Code terminal agent + Muse Spark 1.2 at $0.10/$0.20 contributor pricing 
CHIPS Samsung, SK Hynix warn HBM shortage will worsen through 2027, last into 2028 
RESEARCH Peer-reviewed study: HGST, WD drives outperform Seagate, Toshiba in enterprise HDD reliability 
MARKET Intel $20B equity raise, Nvidia $500B GPU financing platform signal AI capex confidence 
MARKET Anthropic posts $11.5B Q2 revenue, 14x YoY growth as IPO planning advances 
MARKET NVIDIA turns $5B Intel bet into $30B windfall; adds $21B SpaceX stake 
CHIPS India advances semiconductor roadmap: 3 fabs operational, 5–8 more planned by 2034; Semicon 2.0 backs ₹1.27 trillion ecosystem Load more stories Loading…