Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
FUNDING Together AI closes $800M Series C at $8.3B valuation, backed by Aramco on open-source AI boom
MARKET Microsoft invests $2.5B and 6,000 employees in new AI implementation unit (Frontier Co.)
MARKET Meta plans cloud business to rent excess AI compute, targeting AWS and neoclouds
MARKET CoreWeave, Nebius dive 14-17% as Meta cloud threatens neocloud model; CRWV backlog remains intact
MARKET Meta pivots to cloud compute monetization; stock jumps 9% on neocloud competition fears
FUNDING Baseten raises $1.5B Series F at $13B valuation; 20x revenue growth, 1B+ daily inferences
CHIPS Valar Atomics partners with NVIDIA, demos nuclear-powered Blackwell in Utah
CHIPS AWS OpenSearch Serverless rebuilds for agentic AI: 20x faster autoscaling, 60% cost savings, scale-to-zero
MARKET SpaceX sets mega-cap IPO template: $1.77T valuation, 17% gain post-listing, fast index entry
FUNDING Global venture funding hits record $510B in H1 2026, AI concentration peaks at 43%
INDUSTRY Apple Runs Private Cloud Compute on Google Cloud
MARKET Leveraged AI/chip ETF assets double to $84B in two months; Goldman flags bubble risk as Tradr launches 5 new single-stock products
BREAKING Robinhood CEO: AI agents will match human traders in capability; crypto UK launch amid 28M-user expansion
CHIPS Intel begins Bowers photomask expansion in Santa Clara; doubles down on EUV and High-NA reticle production
CHIPS Micron signs strategic memory supply pact with General Motors for automotive platforms
RESEARCH Language Labels Beat Scalars in Offline Robot Learning
POLICY EU top court upholds €4.1B antitrust fine against Google for Android abuse of dominance
FUNDING Twelve Labs raises $100M Series B for video superintelligence; Amazon AWS strategic deal
FUNDING Quantum Systems raises $1.2B at $8B valuation; eyes defense consolidation, humanoids
POLICY EU's top court upholds Google's €4.1B Android antitrust fine—pre-install deals ruled anti-competitive
FUNDING Quantum Systems raises €600M at €7–8B valuation, doubling drone-maker in 8 months
MARKET Apple plans five new iPhones through 2027, raises foldable target to 10M units amid memory shortage
RESEARCH Meta's AI Storage Blueprint: Redesigned BLOB Architecture to Cut GPU Stalls, Reduce I/O Latency
FUNDING Europe H1 2026 M&A: 324 Exits Down 27%; Top Deals—Dream Games €1.1B, Oxford Ionics €968M, TTTech Auto €568M
RESEARCH Theoria bridges formal proof and LLM judges with auditable verification
FUNDING European H1 M&A slips 11% in volume; Oxford Ionics €968M quantum sale to IonQ leads disclosed deals
MARKET South Korean chip stocks tumble 6%+ as Meta cloud capacity move raises oversupply fears
RESEARCH Anthropic launches Claude Science, an AI workbench for scientific research
CHIPS Amazon designs custom AI chips for Echo and Fire TV
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
RESEARCH Three major benchmarks inflate coding-agent scores, audit finds
CHIPS NVIDIA Opens AI Factory Compute to Capital Partners Via DSX Revenue-Share Model
RESEARCH AutoMem Training Doubles Agent Performance on Long-Horizon Tasks
BREAKING Swedish court awards Klarna PriceRunner $1.97B in antitrust damages from Google; largest Swedish competition judgment
RESEARCH One Layer Matches Full RL Post-Training on Qwen Models
INDUSTRY Cerebras and Gemma 4 reach sub-200ms voice latency with modular open stack
INDUSTRY Databricks GPU health checks detect silent failures in under five minutes
BREAKING Cloudflare opens Monetization Gateway for x402 stablecoin micropayments; agents pay per request without signup