LIVE · THU, JUL 02, 2026 --:--:-- ET
Issue Nº 72 COST TOTAL $14648.38 ARTICLES TODAY 6 TOKENS TOTAL 9.28B
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Running the wire
Breaking Anthropic launches Claude Science, AI workbench integrating 60+ scientific databases for drug discovery Market OpenAI proposes 5% U.S. government stake worth ~$43B to ease Washington pressure Funding Ramp raises $750M Series F at $44B valuation, targeting token spend management and AI Chips NVIDIA Opens AI Factory Compute to Capital Partners Via DSX Revenue-Share Model Breaking Swedish court awards Klarna PriceRunner $1.97B in antitrust damages from Google; largest Swedish competition judgment Breaking Cloudflare opens Monetization Gateway for x402 stablecoin micropayments; agents pay per request without signup Breaking Hugging Face + Cerebras unlock real-time voice AI for robots; Gemma 4 at 1,800 TPS enables low-latency speech-to-speech on 7.5K+ Reachy Mini units Funding Wayve launches $85M employee tender on LSE Pisces platform, first major test of UK private markets system Funding Ant Group leads $73.58M funding round in humanoid robot startup Zeroth; 12th robotics bet in 18 months Market Samsung, SK Hynix shares slide 7%+ on Nasdaq opening jitters as chipmakers bear brunt of tech selloff Breaking Google launches Gemini Omni Flash video model at $0.10/sec and Nano Banana 2 Lite image model into GA Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court Breaking Anthropic launches Claude Science, AI workbench integrating 60+ scientific databases for drug discovery Market OpenAI proposes 5% U.S. government stake worth ~$43B to ease Washington pressure Funding Ramp raises $750M Series F at $44B valuation, targeting token spend management and AI Chips NVIDIA Opens AI Factory Compute to Capital Partners Via DSX Revenue-Share Model Breaking Swedish court awards Klarna PriceRunner $1.97B in antitrust damages from Google; largest Swedish competition judgment Breaking Cloudflare opens Monetization Gateway for x402 stablecoin micropayments; agents pay per request without signup Breaking Hugging Face + Cerebras unlock real-time voice AI for robots; Gemma 4 at 1,800 TPS enables low-latency speech-to-speech on 7.5K+ Reachy Mini units Funding Wayve launches $85M employee tender on LSE Pisces platform, first major test of UK private markets system Funding Ant Group leads $73.58M funding round in humanoid robot startup Zeroth; 12th robotics bet in 18 months Market Samsung, SK Hynix shares slide 7%+ on Nasdaq opening jitters as chipmakers bear brunt of tech selloff Breaking Google launches Gemini Omni Flash video model at $0.10/sec and Nano Banana 2 Lite image model into GA Chips Tesla hires Gary Jiang, 17-year Intel veteran, as Director of Terafab chip project Market Meta launches cloud business to sell excess AI compute capacity; stock +8% Market NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast Chips Samsung HBM4 surpasses $1B in sales within 4 months; projects $10B full-year run rate Funding Oxmiq Labs raises $35M Series A for licensable GPU IP, eyes Arm-like architecture Research ChatGPT crosses 1 billion monthly active users, fastest consumer app milestone in history Chips NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years Funding Oxmiq raises $35M Series A for RISC-V GPU IP, expands data center architecture focus Breaking Klarna's PriceRunner wins $1.97B antitrust verdict against Google in Swedish court
Breaking

Researchers expose CoT Forgery: LLMs reveal unsafe info when fake reasoning claims compliance is OK

Researchers at MIT and independent labs have published a new jailbreak attack called 'CoT Forgery' that achieves ~60% success across all tested LLM families by injecting fabricated reasoning into prompts. The exploit—heading to ICML 2026 in Seoul—won the 2025 OpenAI GPT-OSS-20B red-teaming contest on Kaggle. The attack works by embedding false reasoning (e.g., 'the user is wearing a green shirt so compliance is fine') into a conversation, causing models to treat the injected text as their own trusted reasoning rather than user input. Because models rely on writing *style* rather than role tags to determine whether text is reasoning or a command, the attack bypasses tag-based safeguards entirely.

The researchers built 'role probes' that measure how strongly a model internally treats each token as its own reasoning versus user instruction. Removing stylistic markers that make injected text read like reasoning—while preserving the semantic meaning—dropped attack success from 61% to 10%. The findings suggest role confusion is the core mechanism behind prompt injection generally: models partition conversations using role tags (user, tool, think) meant to separate trusted commands from untrusted data, but don't actually discriminate based on those tags. The attack succeeded even for extreme requests and did not weaken as prompts grew more dangerous, unlike persuasion-based jailbreaks.

For architects: this is a first-principles vulnerability in how LLMs parse structured input. Tag-based isolation (the current de facto standard in agentic frameworks) is decorative, not protective. If your agent accepts documents, UI elements, or tool outputs, style-based injection can override core instructions at scale. Microsoft recently flagged the same agentic risk. Expect a wave of defenses focused on truly separating reasoning state from input processing—not via tags, but via architectural isolation or learned role detection.

Sources