Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
FUNDING
MARKET
BREAKING Anthropic in talks with Microsoft to run Claude on custom Maia 200 chips via Azure
MARKET Nvidia raises GPU server prices 15%+ for largest customers, citing memory cost surge
INDUSTRY GLM-5.3 Beats Sol on Cost; Cascade Reaches 85.9% at $6.61
MARKET AI Data Center Bonds Hit Junk-Level Yields as Funding Costs Surge
FUNDING Castelion hits $13B on $1B Series C for hypersonic missile production
FUNDING Anthropic Eyes October IPO at $2T Valuation; Q2 Hits Operating Profit
POLICY Texas Orders Statewide Data Center Audit; 27 States Push Back on AI Infrastructure Costs
CHIPS Marvell partners with Google on TPU ecosystem silicon; $12.2B warrant through 2033
FUNDING Broadcom in talks for $60B+ SPV debt deal for AI chip financing to Anthropic, others
MARKET Broadcom seeks $60B+ debt to finance AI chips for Anthropic, signaling scaling constraints
MARKET AI stocks face data center regulation headwinds as yields rise; GE Vernova, infrastructure names pressured
MARKET Chinese AI models DeepSeek, Qwen close US performance gap at 90% lower cost
CHIPS Desktop CPU shipments crater 20% YoY; AMD hits record 34.9% share despite market collapse
MARKET Chinese AI models cut token costs 5–12x below Claude/GPT; developers shifting defaults by August 2026
FUNDING Wispr Flow raises $280M at $2B; Canto speech model drops error rates to 5-10% in noise
INDUSTRY DoorDash Cuts Safety Incidents 50% With Cascade Moderation
BREAKING CISA: Ray CVE-2025-62593 (RCE via browser) actively exploited; federal patch deadline Aug 20
MARKET Google commits $12.2B to Marvell for custom AI chips through 2033; $120B revenue potential
FUNDING Muon Space raises $250M Series C at $1.5B; 100% launch success, 500 sat/year capacity by 2027
BREAKING Spline V2 integrates MCP; Claude Code can now edit 3D scenes live in real-time with full undo/sync
FUNDING Rillet raises $100M Series C at $1B; doubles ARR in 3 months, replaces legacy ERPs with agentic finance
RESEARCH GLM-5.3 + GPT-5.6 Sol cascade: 85.9% solve rate, 21% cheaper than Sol alone
RESEARCH GLM-5.3 vs Claude Fable 5 on DeepSWE: 69% accuracy at 5.4x lower cost; routing strategy wins
FUNDING Emesent closes $17M ($10M equity + $7M NRFC venture debt) for Cortex AI and Aura; GPS-denied autonomy deployed 200+ mine sites globally
BREAKING Anthropic deploys Claude Mythos 5 in Claude Security; $35M open-source vulnerability fund, enterprise access expands
RESEARCH LangSmith Trace Judge via Fireworks: Qwen Fine-Tune Hits Frontier Performance at 100x Lower Cost
FUNDING NVIDIA pays $6B to license Poolside's AI model factory; founders stay to run infrastructure play INDUSTRY LangChain cuts evaluation cost 100x with a fine-tuned open model
CHIPS Velaura AI raises $110M at $1B+ valuation; Titan Core platform promises 2-4x AI power efficiency
MARKET Anthropic eyes $2T October IPO; annualized revenue hits $65B; data-center backlash flagged as risk
FUNDING Wispr Flow reaches $2B on Canto speech model; $280M raises enterprise dictation to 10K+ companies
FUNDING Etched doubles to $21B valuation in a month; Jane Street leads $700M round and becomes first customer
MARKET China's YMTC Files $4.9B IPO for Shanghai; World's #3 NAND Maker Capitalizes on AI Memory Boom
RESEARCH Anthropic brings Claude Mythos 5 to Claude Security for enterprise vulnerability scanning; managed access rolls out
BREAKING NVIDIA in early talks with Rebellions for inference chip deal; licensing, investment, or acquisition
FUNDING Twin1 AI launches from stealth with $20M seed for employee digital twins
INDUSTRY Ora's benchmark shows Vercel's eve harness cuts agent costs 15%
INDUSTRY How Netflix Split Autoscaling Into Two Systems