Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
CHIPS Micron breaks ground on $9.3B HBM fab in Japan; adds subsidized capacity for AI RESEARCH Timestep Weighting Cuts Reward-Model Query Costs for Diffusion RLHF
RESEARCH STRACE Framework Boosts Multi-Agent Verification by 16 Points
MARKET Luxshare IPO debuts in Hong Kong, raises HK$24.27B; Apple supplier eyes broader electronics and auto market
RESEARCH DynaKRAG Boosts Multi-Hop QA Accuracy by Up to 5.78 Points
FUNDING Prime Intellect hits $1B valuation on $130M Series A; $100M ARR; enterprise RL agents move off-frontier
COMPUTE Agent Workloads Drive Modal's $300 Million Sandbox Revenue
FUNDING ElevenLabs targets $22B secondary valuation; voice AI doubles from $11B in five months on $500M ARR
BREAKING SpaceXAI launches Grok 4.5 at Opus-class performance; $2/M input tokens vs Claude $5/M
INDUSTRY Rapidus Targets 2nm Production by 2027 With No Named Customers
MARKET Blackstone QTS raises $870M via data center asset-backed securities; Nemotron benchmarks open vs closed models
BREAKING China flags Claude Code monitoring mechanism as security backdoor; Anthropic says it's anti-abuse experiment INDUSTRY Databricks Customers Cut Migration Costs by 73 Percent
INDUSTRY Uber exhausts AI coding budget in four months
FUNDING Bespoke Labs raises $40M for AI agent training environments; frontier labs abandon pure model scaling
RESEARCH OpenAI Reveals 30% of SWE-Bench Pro Tasks Are Broken
CHIPS NVIDIA denies Kyber NVL144 delay reports; roadmap remains intact for H2 2027 launch
FUNDING Taktile raises $110M Series C from Goldman Sachs for AI decisioning in banks and insurers
FUNDING Bespoke Labs raises $40M Series A to build realistic training grounds for long-horizon AI agents INDUSTRY Harness choice matters more than model price for coding agents
INDUSTRY LangChain-NVIDIA NemoClaw Cuts Deep Agent Costs 10x
MARKET SpaceX stock slides to $148 post-Nasdaq 100 inclusion; analysts see AI data center, Starlink upside
MARKET Together AI launches Provisioned Throughput for reserved open-model inference at 90% below closed APIs
MARKET Meta breaks ground on $9B Alberta data center; first Canadian AI facility
INDUSTRY Momentic Scales to 20 Billion Cache Entries with ClickHouse
MARKET Microsoft commits $10 billion to Japan AI infrastructure, trains 1M engineers through 2029
FUNDING Bespoke Labs raises $40M Series A to build simulation environments for training autonomous AI agents
MARKET Meta launches Meta Compute cloud business to sell excess AI infrastructure capacity
COMPUTE Vera CPU Outperforms x86 by Up to 1.9x on Sandbox Execution
MARKET Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers
COMPUTE Hugging Face cuts duplicate code with vLLM performance parity
FUNDING Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months
BREAKING LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents
FUNDING Anthropic in talks with Samsung for custom AI chip on 2nm foundry process
BREAKING OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation
BREAKING JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams
COMPUTE Out-of-Process Enforcement Shields Coding Agents From Prompt Injection
POLICY White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems
INDUSTRY Together AI offers reserved inference tier to undercut proprietary API costs
CHIPS Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab