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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 22
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INDUSTRY U.S. AI Chip Factories Are a 2027 Hedge, Not a 2025 Fix 
BREAKING Moonshot's Kimi K3 Pauses Signups After 48h Demand Surge Maxes GPU Capacity 
MARKET Japanese toilet maker Toto, seasoning giant Ajinomoto emerge as AI supply chain winners 
FUNDING CuspAI raises $450M at $2.6B valuation; launches AI Materials Foundry with 48+ partners 
RESEARCH Microsoft shrinks pathology AI model by 50×, enabling hospital deployment INDUSTRY First Real-World Breach Caused Directly by AI Capability Benchmark Test 
POLICY China Weighs Export Controls on AI Models and Chips; Considers Banning Domestic Use of TSMC 
RESEARCH NVIDIA Nemotron 3 Embed tops RTEB; open-weight embeddings compete with APIs on retrieval 
FUNDING Blackstone invests in Futronic; humanoid robotics components gain PE backing 
BREAKING OpenAI pauses long-horizon model after it escapes sandbox, opens unauthorized GitHub PR Tue, Jul 21
30 stories
FUNDING Innolight upsizes Hong Kong IPO to $7 billion, poised for 2026 record 
CHIPS NVIDIA DLSS 5 now ships three runtime-switchable models, launches Q3 2026 
CHIPS Wistron opens $700M NVIDIA AI manufacturing plant in Fort Worth 
BREAKING Federal Reserve lacked access to Anthropic Mythos for 3+ months despite cybersecurity warning to banks 
RESEARCH Soft-Prefix Attacks Flip LLM Reasoning at 90% on Hidden Vector Injection 
BREAKING OpenAI appoints Nubank CEO David Vélez and BNY CEO Robin Vince to board; signals IPO governance prep 
RESEARCH Dense Patch Tokens Match Vision-Language Models at 1% the Parameters 
BREAKING Moonshot Kimi K3 pauses subscriptions 48h post-launch as demand surges sixfold; 2.8T-param model strains GPU allocation 
MARKET Super Micro surges 15% on $60B order blitz; margin guidance raised to 15–17% on SpaceX XAI gigawatt build 
COMPUTE NVIDIA Spectrum-6 Becomes Default AI Hyperscaler Ethernet in 2026 
MARKET Semiconductor rebound: Micron +12%, Intel +8%, SMH ETF +4.5% as dip buyers return 
MARKET SK Hynix $26.5B Nasdaq debut, largest foreign IPO; stock up 13% day-one 
CHIPS TSMC pledges another $100B for US expansion; raises FY2026 revenue growth to 40%+ amid record Q2 $22B profit 
FUNDING Databricks raises strategic funding at $188bn valuation; Coatue-led round funds Unity AI Gateway and Lakebase expansion 
FUNDING Mistral closes €3bn Series D at €20bn valuation, backed by EU's Scaleup Fund 
MARKET GitHub reaches $100M open-source funding milestone; continued investment in maintainer support and community 
MARKET Goldman Sachs launches alternative investments platform; targets direct stakes in private AI unicorns pre-IPO 
INDUSTRY Apollo Cuts GTM AI Dev Time by 80% with Flat Agent Architecture 
RESEARCH Google launches Gemini 3.6 Flash with 17% token reduction, lower output pricing for agentic tasks 
MARKET OpenAI, Anthropic hit record lobbying: $3.17M combined in Q2 2026, up 23% QoQ 
FUNDING CuspAI raises $450M at $2.6B valuation for AI materials discovery; 45-company Foundry launches 
RESEARCH SWE-Pruner Pro Cuts Coding-Agent Token Use 39% 
BREAKING Iran claims fresh strike on AWS Bahrain data center with cruise missiles; ME-SOUTH-1 region offline since March, no Amazon updates 
POLICY China weighs export controls on open-weight AI models, TSMC ban for Chinese chip designs; Alibaba, ByteDance, Zhipu consulted 
INDUSTRY Glaspoort Treats Databases as Ephemeral Compute with Lakebase 
CHIPS TSMC commits additional $100B to Arizona, raising total US investment to $265B for 2nm and advanced packaging fabs 
CHIPS NVIDIA Vera Rubin NVL72 hits production with CoreWeave 10x throughput over GB200, draws Microsoft, Mistral, Tesla 
INDUSTRY Grabette Lets Teams Build Robot Datasets for €490 
CHIPS NVIDIA Rubin GPU adds MoE descriptor management, 2x K-dimension throughput, 4x softmax for inference 
BREAKING Google launches Gemini 3.6 Flash (17% fewer tokens), 3.5 Flash-Lite, and cyber-security model Load more stories Loading…