Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
MARKET Chip stocks fall on Treasury yield surge, funding costs pressuring valuations
CHIPS MIPI Alliance Establishes Humanoid Standards Group; Centralized Compute Flips Robotics Architecture
MARKET ECB warns AI-driven stock valuations due for sharp correction; Magnificent 7 exposure in pension funds adds systemic risk INDUSTRY Nvidia's $605 Billion Capital Commitment Locks in GPU Dominance
FUNDING Higgsfield raises $400M Series B at $5.4B; AI video hits enterprise infrastructure status with $700M ARR
FUNDING LimX Dynamics files Hong Kong IPO targeting $300M; raised $400M in 6 months
CHIPS China's domestic AI accelerators target 90% market share by end of 2026, displacing NVIDIA
MARKET NVIDIA lines up $500B Wall Street financing, backing $105B OpenAI Ohio data center
FUNDING Physical AI funding hits $47.4B in H1 2026, quadrupling from last year's pace
INDUSTRY Stanford Wins Reasoning Cup With System Design, Not Model Swap
RESEARCH Grounded Reasoning Cup: Stanford wins with 63.3% on unseen Treasury docs; frontier baselines lag at <30% accuracy
BREAKING AMD hits 30% productivity gain with AI agents; 20% of code AI-generated, targeting 50%; shifts to swarm orchestration
MARKET Alibaba sells Lingxi Games for $1.5B+ to accelerate AI infrastructure spend
RESEARCH BATON Cuts Robot Task Exploration Cost from Exponential to Linear
MARKET Situational Awareness Fund Sells Taiyo Yuden Stake at Distressed Prices as AUM Collapses 78%
RESEARCH OpenAI and NVIDIA Lock 8-Gigawatt AI Factory to Ohio Campus
RESEARCH DeepSeek V4 Pro 35x cheaper than GPT-5.6 Sol; cascade strategy solves 83% of code tasks at $3.35
RESEARCH Memory Allocation Fix Lets Recurrent Models Match Attention at Scale
POLICY Anthropic embeds imperceptible watermarks in Claude text from Aug 2 to comply with EU AI Act Article 50
BREAKING Geekom's LAN driver package contained Asruex backdoor malware for AMD mini PCs; legacy page unremoved from indexing
BREAKING SpaceXAI launches Grok Bot for persistent, multi-agent business workflows; integrates with Cursor ecosystem
POLICY EU AI Act Article 50 enforcement live; Anthropic, Google deploy text watermarking, removal tools proliferate
INDUSTRY A/B testing models moves from app code to serving layer
MARKET Korean retail investors rotate $4.5B from home market to U.S.; buying NVIDIA ADRs at 10% premium to Seoul prices
RESEARCH Researchers Expose Model Hypnosis: Invisible Prompt Cues Hijack AI With 99% Success
RESEARCH Dharma AI scheduler recovers 33 points GPU utilization; treats inference as elastic, batches as contiguous
BREAKING Together AI ships native A/B testing for LLM endpoints; decouples experiment logic from app code
BREAKING Vercel adds public beta support for Cursor Origin repositories with auto-preview & production CI/CD
RESEARCH Compliance Detectors Fail Rule-Blindness Test, Lexsi Audit Finds INDUSTRY Wei-Liu Paper Halves Production Serving Fallback Rate With Anytime-Valid Ledgers
RESEARCH KV-Rescue Recovers 87% of Lost Model Accuracy
FUNDING Stripe acquires OpenRouter for $7B, expanding AI infrastructure play
FUNDING Walden Robotics launches from stealth with $300M at $1.1B; robots in Toyota factories
RESEARCH Databricks Feature Store hits 200ms p99 latency for streaming ML aggregations via Spark RTM
RESEARCH OpenAI's Brockman: AI models now automate cyberattacks; defenders have narrow window to act
BREAKING OpenAI secures 8 GW-IT at PORTS-Pike Ohio data center; $40M community grant, 35K construction jobs
FUNDING Stripe acquires OpenRouter for $7B, paying 50x on $140M annualized revenue
INDUSTRY Databricks Feature Store Cuts ML Feature Latency to 200ms
MARKET Harvey legal AI valued at $15.5B in funding talks; $350M ARR 9-month quadruple
FUNDING AI security funding surge: $1.09B in 12 deals; 58% target agentic AI protection