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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Wed, Jul 15
19 stories
CHIPS Intel 18A yields hit 85%, secures design wins from AMD, NVIDIA, OpenAI as TSMC capacity crunch widens foundry market 
BREAKING Meta cuts ads serving p99 latency 28% with custom kernel scheduler built on sched_ext; 3.3MW power savings 
MARKET SK Hynix raises $26.5B in record Nasdaq IPO; CEO warns HBM shortage will extend beyond 2030 
FUNDING Chai Discovery raises $400M Series C at $3.8B valuation; AI drug discovery reaches pharma scale 
FUNDING Motorola acquires D-Fend for $1.5B to build end-to-end counter-drone stack amid Safer Skies Act expansion 
MARKET SK Hynix shares surge 13% on softer inflation, renewed AI memory demand strength 
CHIPS TSMC breaks ground on Phase II Chiayi advanced packaging plants; CoWoS capacity to grow 80%+ through 2027 
MARKET ASML raises full-year guidance again on AI chip demand; expects €43–45B revenue, gross margin to 54–56% 
RESEARCH Android Agent Framework Cuts Mobile Task Time by 95 Percent 
INDUSTRY ARD Standard Cuts Agent Context by 88.7%, Yet Adoption Remains Minimal 
FUNDING H1 2026 global VC hits $412.7B, 86% to AI; investors bet on inference chip wars 
RESEARCH E3 Method Cuts LLM Agent Token Use by 91% on Code Edits 
RESEARCH Researcher exposes systemic LLM jailbreaks across OpenAI, Google, Meta; obtains nuke/bioweapon details with simple prompting 
RESEARCH TerraZero Tops InterPlan Benchmark Without Human Data 
RESEARCH LLM Judges Reverse 85% of Verdicts When Given Reference Answers 
MARKET SK Hynix shares surge 11% as Asia chip rally bounces back from sell-off 
FUNDING NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth 
MARKET OpenAI Codex Hits 8M Users in 5 Days Post–GPT-5.6; Forced to Reset Usage Caps 
MARKET IBM Q2 Miss: Clients Rush Memory, Delay Software Deals as AI Scarcity Spreads Tue, Jul 14
21 stories
MARKET IBM stock tanks 25% on Q2 miss; corporate IT budgets shifting from software to AI security 
RESEARCH Simon Willison reverse-engineers Codex Desktop's animated pet feature — gpt-image-2 generates chroma-keyed sprite sheets under the hood 
CHIPS Anthropic in talks with Samsung to design custom AI chip; plans October S-1 filing 
FUNDING DeepSeek in advanced talks for Series B at $71B valuation; AI agents drive data center capex 
MARKET IBM stock craters 25% on Q2 revenue miss; customer capex shifted to AI hardware 
BREAKING 26 Meta employees sue over AI-assisted layoff discrimination targeting workers on medical leave 
CHIPS ZTE gets US approval to buy NVIDIA H200 chips; Kingsoft cleared for AMD equivalents 
MARKET OpenAI Codex hits 5M weekly users, passes Anthropic's Claude Code as scaling tool 
FUNDING Dream raises $260M at $3B valuation; sovereign AI for government defense amid AI-era cyber threats 
MARKET Cyber stocks surge on AI paranoia; IBM CEO flags Anthropic's Mythos as a top spending concern 
FUNDING Israeli startup Dream raises $260M at $3B for sovereign AI cyber defense 
FUNDING NinjaOne closes $400M Series C extension at $12.3B valuation 
POLICY New York enacts first statewide AI data center ban for 1 year 
INDUSTRY H200 Exports to China Stall as Beijing and Washington Create Double Choke 
MARKET U.S. confirms small Nvidia H200 shipments to China, licenses restart 
BREAKING Apple in talks with PrismML on iPhone AI model compression 
CHIPS EDA market hits $5.7B in Q1 2026 (12.7% growth); APAC leads 17.7% YoY as hyperscalers build in-house 
CHIPS NVIDIA Nemotron open models deliver 20x cheaper inference than frontier; Harvey, Glean ship post-trained agents 
MARKET IBM warns software spending shift to infrastructure; Cramer backs Intel foundry over Arm licensees 
MARKET Open-weight models now 10x cheaper than frontier APIs, closing capability gap to 7 months 
POLICY Q-Day countdown: NIST finalizes three post-quantum crypto standards; organizations must test by 2030 Load more stories Loading…