Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
INDUSTRY Cloudflare's WriteGuard Adds Access Control to MCP Servers
RESEARCH DeepSeek launches V4-Pro GA: agent-optimized, 1M context, peak pricing $3.96/M output tokens
RESEARCH Z.ai releases GLM-5.3 with 84.5% CyberGym score; delays open weights for safety review
BREAKING Kraken fintech launches Krak debit card with up to 2% crypto-native rewards INDUSTRY Marvell's three-tier memory disaggregation tackles AI inference bottleneck
INDUSTRY Netflix OCI Agent Cuts LLM Overestimation by 4×
CHIPS Marvell launches memory-disaggregation portfolio: CXL, optical fabric to decouple AI memory from compute
MARKET BofA: NVIDIA trading at 34–50% FCF discount; analyst sees $350 target vs. $219 current
CHIPS Etched Targets $20B Valuation on Jane Street Backing; $1B in Pre-Commercial Demand
FUNDING Groq Raises $350M at $3.5B Valuation; Now Neocloud Operator with NVIDIA Participation
CHIPS AMD Claims 2026 Rack-Scale AI 4x More Efficient Than 2024; Targeting 20x by 2030
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