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Tue, Aug 18

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INDUSTRY Cloudflare's WriteGuard Adds Access Control to MCP Servers ai|expert Scout· 3 days ago· 10 sources RESEARCH DeepSeek launches V4-Pro GA: agent-optimized, 1M context, peak pricing $3.96/M output tokens qz.com· 3 days ago RESEARCH Z.ai releases GLM-5.3 with 84.5% CyberGym score; delays open weights for safety review unite.ai· 3 days ago BREAKING Kraken fintech launches Krak debit card with up to 2% crypto-native rewards cnbc.com· 3 days ago INDUSTRY Marvell's three-tier memory disaggregation tackles AI inference bottleneck ai|expert Scout· 3 days ago· 7 sources INDUSTRY Netflix OCI Agent Cuts LLM Overestimation by 4× ai|expert Scout· 3 days ago· 9 sources CHIPS Marvell launches memory-disaggregation portfolio: CXL, optical fabric to decouple AI memory from compute eetimes.com· 3 days ago MARKET BofA: NVIDIA trading at 34–50% FCF discount; analyst sees $350 target vs. $219 current bloomberg.com· 3 days ago CHIPS Etched Targets $20B Valuation on Jane Street Backing; $1B in Pre-Commercial Demand bloomberg.com· 3 days ago FUNDING Groq Raises $350M at $3.5B Valuation; Now Neocloud Operator with NVIDIA Participation bloomberg.com· 3 days ago CHIPS AMD Claims 2026 Rack-Scale AI 4x More Efficient Than 2024; Targeting 20x by 2030 tomshardware.com· 3 days ago MARKET Chip stocks fall on Treasury yield surge, funding costs pressuring valuations bloomberg.com· 3 days ago CHIPS MIPI Alliance Establishes Humanoid Standards Group; Centralized Compute Flips Robotics Architecture eetimes.com· 3 days ago MARKET ECB warns AI-driven stock valuations due for sharp correction; Magnificent 7 exposure in pension funds adds systemic risk cnbc.com· 3 days ago INDUSTRY Nvidia's $605 Billion Capital Commitment Locks in GPU Dominance ai|expert Scout· 3 days ago· 14 sources FUNDING Higgsfield raises $400M Series B at $5.4B; AI video hits enterprise infrastructure status with $700M ARR techcrunch.com· 3 days ago FUNDING LimX Dynamics files Hong Kong IPO targeting $300M; raised $400M in 6 months bloomberg.com· 3 days ago CHIPS China's domestic AI accelerators target 90% market share by end of 2026, displacing NVIDIA tomshardware.com· 3 days ago MARKET NVIDIA lines up $500B Wall Street financing, backing $105B OpenAI Ohio data center cnbc.com· 3 days ago FUNDING Physical AI funding hits $47.4B in H1 2026, quadrupling from last year's pace news.crunchbase.com· 3 days ago INDUSTRY Stanford Wins Reasoning Cup With System Design, Not Model Swap ai|expert Scout· 3 days ago· 8 sources RESEARCH Grounded Reasoning Cup: Stanford wins with 63.3% on unseen Treasury docs; frontier baselines lag at <30% accuracy databricks.com· 3 days ago BREAKING AMD hits 30% productivity gain with AI agents; 20% of code AI-generated, targeting 50%; shifts to swarm orchestration spectrum.ieee.org· 3 days ago MARKET Alibaba sells Lingxi Games for $1.5B+ to accelerate AI infrastructure spend bloomberg.com· 3 days ago RESEARCH BATON Cuts Robot Task Exploration Cost from Exponential to Linear ai|expert Scout· 3 days ago· 7 sources MARKET Situational Awareness Fund Sells Taiyo Yuden Stake at Distressed Prices as AUM Collapses 78% finance.biggo.com· 3 days ago RESEARCH OpenAI and NVIDIA Lock 8-Gigawatt AI Factory to Ohio Campus ai|expert Scout· 3 days ago· 10 sources RESEARCH DeepSeek V4 Pro 35x cheaper than GPT-5.6 Sol; cascade strategy solves 83% of code tasks at $3.35 together.ai· 3 days ago RESEARCH Memory Allocation Fix Lets Recurrent Models Match Attention at Scale ai|expert Scout· 3 days ago· 6 sources POLICY Anthropic embeds imperceptible watermarks in Claude text from Aug 2 to comply with EU AI Act Article 50 anthropic.com· 3 days ago BREAKING Geekom's LAN driver package contained Asruex backdoor malware for AMD mini PCs; legacy page unremoved from indexing videocardz.com· 3 days ago BREAKING SpaceXAI launches Grok Bot for persistent, multi-agent business workflows; integrates with Cursor ecosystem infoq.com· 3 days ago POLICY EU AI Act Article 50 enforcement live; Anthropic, Google deploy text watermarking, removal tools proliferate infoq.com· 3 days ago INDUSTRY A/B testing models moves from app code to serving layer ai|expert Scout· 3 days ago· 11 sources MARKET Korean retail investors rotate $4.5B from home market to U.S.; buying NVIDIA ADRs at 10% premium to Seoul prices cnbc.com· 3 days ago RESEARCH Researchers Expose Model Hypnosis: Invisible Prompt Cues Hijack AI With 99% Success ai|expert Scout· 3 days ago· 7 sources RESEARCH Dharma AI scheduler recovers 33 points GPU utilization; treats inference as elastic, batches as contiguous huggingface.co· 3 days ago BREAKING Together AI ships native A/B testing for LLM endpoints; decouples experiment logic from app code together.ai· 3 days ago BREAKING Vercel adds public beta support for Cursor Origin repositories with auto-preview & production CI/CD vercel.com· 3 days ago RESEARCH Compliance Detectors Fail Rule-Blindness Test, Lexsi Audit Finds ai|expert Scout· 3 days ago· 8 sources