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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Wed, Jun 24
15 stories
INDUSTRY Microsoft AKS on Bare Metal Cuts GPU Latency 12–18% at Build 2026 
POLICY U.S. power grid runs at 40-55% utilization; technologies exist to unlock capacity amid AI demand surge 
POLICY Federal Contractors Encrypt Systems Post-Quantum by 2030 Under Trump Order 
RESEARCH GPT-5 Pro helps immunologist solve 3-year-old T cell mystery in minutes 
CHIPS Meta engineers 7mm ultra-narrow steel-can batteries for AI glasses 
MARKET SoftBank seeking stake in Japan's top utility to secure AI data center power 
RESEARCH OpenThoughts-Agent Dataset Hits 44.8% on Agentic Benchmarks 
CHIPS Synopsys debuts Multiphysics Fusion tools post-Ansys; unifies EDA and physics analysis for advanced nodes 
FUNDING Eight European startups reached $1bn+ valuations in H1 2026, breaking all-time record for mega-rounds 
INDUSTRY IBM CUGA hits #1 on benchmarks with a 4-argument API 
CHIPS Synopsys ships first Multiphysics Fusion tools post-Ansys: EDA now embeds power, thermal, EM analysis into design closure 
CHIPS NVIDIA, AWS expand EC2 G7 instances with RTX Blackwell for production AI; vector search now 10x faster on OpenSearch Serverless 
MARKET Cerebras tumbles 10% on margin squeeze despite 92% revenue growth in first earnings since IPO 
FUNDING Menlo Ventures closes $3B AI fund, largest in 50-year history, on Anthropic windfall 
INDUSTRY Reliance Jio Bets $110B on AI Embedded in Every Phone Call Tue, Jun 23
1 story
Mon, Jun 22
24 stories
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 
INDUSTRY Cloudflare Fixed a Critical Hyper Race Condition in Four Lines 
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 INDUSTRY Meta Ships Custom AV1 Codec to Billions of Mobile Users 
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 
RESEARCH Claude Opus 4.8 tops Artificial Analysis leaderboard; first frontier model to complete every agentic case end-to-end 
CHIPS Intel appoints former SK hynix CEO Seok-Hee Lee to lead foundry advanced packaging, signaling HBM integration push Load more stories Loading…