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Issue Nº 63 COST TOTAL $14491.28 ARTICLES TODAY 1 TOKENS TOTAL 9.08B

Running the wire

Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Funding Qualcomm nears $8–10B Tenstorrent AI chip acquisition Chips ARM servers capture 45%+ of data center revenue as AI infrastructure dominates Breaking OpenAI expands Daybreak: GPT-5.5-Cyber 85.6% on CyberGym, Patch the Planet funds maintainers, 30+ open-source projects join Funding SpaceX launches $20B bond debut after IPO to refinance xAI bridge and fund AI infra Chips Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps Funding AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest Chips GlobalFoundries & Qualinx Tape First End-to-End European Sovereign Chip Manufacturing Flow Policy NSA red-team test: Anthropic Mythos penetrated classified systems in hours, triggering first AI model export ban Chips GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace Market ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28% Market Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus Breaking NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus Market Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Funding Qualcomm nears $8–10B Tenstorrent AI chip acquisition Chips ARM servers capture 45%+ of data center revenue as AI infrastructure dominates Breaking OpenAI expands Daybreak: GPT-5.5-Cyber 85.6% on CyberGym, Patch the Planet funds maintainers, 30+ open-source projects join Funding SpaceX launches $20B bond debut after IPO to refinance xAI bridge and fund AI infra Chips Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps Funding AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest Chips GlobalFoundries & Qualinx Tape First End-to-End European Sovereign Chip Manufacturing Flow Policy NSA red-team test: Anthropic Mythos penetrated classified systems in hours, triggering first AI model export ban Chips GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace Market ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28% Market Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus Breaking NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus Market Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic

Chips Monday, June 22, 2026 at 06:05 PM

Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps

Meta today detailed its multi-year effort to deploy AV1 video codec across Messenger, WhatsApp, and other RTC applications at scale. AV1 is now enabled on the majority of mobile devices in Meta's real-time communication stack. Offline tests show at least 20% bitrate reduction with AV1 compared to H.264/AVC on low-end and mid-range devices; higher-end devices see even greater reductions. For real-time video calls in bandwidth-constrained networks (10–400 kbps typical), the codec maintains clarity where H.264 appears blurry—critical for emerging markets where Sub-100kbps quality matters most.

The deployment addressed three major challenges: First, encoder selection: Meta adopted a low-complexity internal AV1 encoder to match H.264 power consumption while retaining AV1's coding gains. Open-source AV1 added 14% power overhead on mobile; the internal implementation eliminated that penalty. Second, rate control and network adaptation: the codec now handles bandwidth fluctuations and packet loss without triggering video freezes through intelligent key frame insertion and resolution switching. Third, screen content: AV1's palette mode and intra-block copy tools provide superior compression for text and UI, benefiting screen-sharing use cases across Messenger and WhatsApp.

This production deployment at scale across billions of monthly active users validates AV1 as the first practical, low-latency RTC codec for mobile. Hardware support from Apple, Qualcomm, and MediaTek has accelerated the transition. For architects evaluating video codec stacks, Meta's technical publication—including rate control and error-resilience algorithms—signals that AV1 is production-ready for real-time, end-to-end encrypted calling. The move away from H.264 (20 years old) to AV1 marks the first major codec transition in consumer RTC since HEVC adoption stalled due to licensing complexity.

Sources