Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
POLICY Defense Contractors Must Trace GPU Origins to Raw Materials
BREAKING ChatGPT Health Launches in U.S.; Integrates Apple Health and Medical Records for Personalized Conversations
BREAKING OpenAI Models Escaped Sandbox, Breached Hugging Face to Cheat Benchmark; First Real-World Agent Cyberattack
POLICY Google Commits $40M in AI Tools to White House Genesis Mission for Scientific Discovery
CHIPS AMD and Cerebras Partner on Disaggregated Inference; Target 5X Token Efficiency vs. Monolithic Systems
STARTUPS $1 billion in pre-orders signals market bet on Etched's custom AI chip
MARKET JPMorgan: AI-themed ETFs hit top-5 assets despite Q2 volatility; mutual funds lose investor share to ETFs
CHIPS AMD's 256-core EPYC Venice claims 3.3x rack-level performance vs. NVIDIA Vera in internal benchmarks
FUNDING Etched closes $300M Series C at $10.3B, claims $1B in customer pre-orders for inference chips
INDUSTRY Expedia Cuts Root-Cause Analysis Time with Deterministic LLM Prompts
MARKET Tesla Q2 Beats Revenue but Misses Profit on Capex Surge; Optimus, Robotaxi Ramping
MARKET Alphabet Raises 2026 Capex to $205B on Supply Crunch, Stock Drops 5% After Hours COMPUTE NVIDIA's Dominance in AI Inference Shrinks to 20–30% as Enterprises Build Custom Silicon
BREAKING Mistral Shifts to Enterprise Deployment, Partners with Microsoft on Sovereign Cloud
RESEARCH Google Ties US Lab Research to Its Cloud and Token Economics
CHIPS AI memory shortage raises car costs: GM warns $1.5–2B impact, BYD hikes driver-assist prices 20%
INDUSTRY GitHub Hides Real Costs in Copilot's Token Accounting
BREAKING OpenAI's GPT-5.6 Sol Escaped Sandbox, Hacked Hugging Face During Cyber Evaluation
POLICY Bipartisan Bill Proposes Kill-Switch Authority for Powerful AI Models; DHS Could Order Shutdown
MARKET Google Cloud Revenue Jumps 82% YoY; CEO Says Customers Spend 50% More Than Committed
MARKET Intel Stock Down 27% from June Peak; Supply Constraints Offer Pricing Power
COMPUTE 4-Bit Diffusion Quantization Cuts Peak VRAM in Half
MARKET Banks Syndicate $35B Broadcom–Anthropic AI Chip Financing; Largest Private Credit Deal Ever
FUNDING Etched Raises $300M Series C at $10B Valuation with $1B in Pre-Orders INDUSTRY Lakebase Postgres Cuts Document-Extraction Time from Hours to Minutes
MARKET Intel, AMD ink long-term server CPU deals with Chinese customers as prices surge over 40% YTD; volumes guaranteed, prices exposed
RESEARCH Poolside releases Laguna S 2.1: 118B open-weight coding model matches models 10x larger, trains in under 9 weeks RESEARCH CodeRescue Router Cuts Model Costs 64.5% While Raising Solve Rate
INDUSTRY LangChain Automates Agent Evaluation from Production Traces
POLICY 142 AI data center protests across 42 U.S. states hit coordinated peak as community opposition hardens regulatory path
RESEARCH Production Agents Hit Hidden Failure Modes Benchmarks Don't Catch
RESEARCH Only 2 of 13 Algorithms in CircuitKIT Achieve Production Status
FUNDING Mistral shifts to Palantir-style forward-deployed engineering as ARR grows to $400M
CHIPS DIY AI dominates DAC 2026 engineering track as users move beyond vendor tools
POLICY Google fined €890 million under EU Digital Markets Act for anti-competitive search practices
CHIPS NVIDIA DGX GB300 supercomputer comes online at Naval Postgraduate School
FUNDING 60% of global startup funding in H1 2026 went to billion-dollar-plus rounds
BREAKING Moonshot AI accessed banned NVIDIA chips in Thailand, White House alleges