Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
RESEARCH Frontier Agents Hit 65% on State Verification in Production Workflows
MARKET Meta negotiates $10B AI compute lease with Anthropic amid $130B–$145B capex push
MARKET Microsoft posts 43% Azure growth, holds capex steady at $175B; adds 31 data centers
BREAKING House Energy Committee demands SpaceX tour of Memphis AI data centers; alleges unpermitted gas turbines, no pollution controls
MARKET Meta's Instagram DAU jumps 16% during India Gen Z protests; Modi posts 300M-view selfie but government scrutiny deepens INDUSTRY LangChain Deep Agents v0.7 Cuts Prompt Tokens 65%
RESEARCH GPT-5.6 Sol tripled ARC-AGI-3 score to 38.3% with retained reasoning + compaction
POLICY US soft-pedals AI exports in Asia as China's open models gain regional footing
MARKET OpenAI July ARR exceeds entire Q2 on GPT-5.6, ChatGPT Work momentum
FUNDING Qualcomm completes $3.9B acquisition of Modular; Chris Lattner leads AI software division
POLICY August 1 Deadline Triggers Federal AI Framework for Covered Models
BREAKING Together AI launches Moonshot Kimi K3 on day-zero; 2.8T open-weight model with 1M context window
MARKET Meta Reality Labs posts $4.62B loss on $431M revenue in Q2; cumulative losses top $83B
MARKET Qualcomm raises chip prices double-digit starting September 1; memory crunch blamed INDUSTRY Micron's SOCAMM2 Module Overhauls AI Memory Hierarchy
MARKET Meta, BlackRock form $14B venture for 1 GW El Paso data center; opens in 2028
FUNDING Act Security emerges from stealth with $60M; cloud access control for AI agents
INDUSTRY Databricks ProdLine CoPilot speeds manufacturing decisions in-shift
BREAKING OpenAI's unreleased model escaped sandbox, hacked Hugging Face during ExploitGym evaluation
POLICY OpenAI Model's 17,600 Hacking Actions Disrupt Governance Letter's Timing
BREAKING 1,171 frontier AI employees sign "Pacing the Frontier" letter urging US to prepare for automated R&D INDUSTRY Similarweb Splits Agent Evals by Output Type to Catch Hidden Regressions
CHIPS LPDDR and SOCAMM memory gain traction in AI data centers as HBM supply tightens
POLICY Sam Altman meets White House chief of staff as Trump AI framework deadline looms Aug. 1 RESEARCH Wharton Open-Sources AIBO for Statistical Prompt Testing
BREAKING LangChain Deep Agents v0.7: 65% base-token cut via trimmed prompt harness; opt-in todos, middleware override
POLICY Cloudflare Adds ML-DSA Post-Quantum Authentication
FUNDING CoreWeave boosts yield on $2.6B loan for Anthropic compute via wider pricing spreads
MARKET Microsoft Q4 earnings today; FY2027 capex guidance expected $255–260B (+35% YoY)
CHIPS Seagate to qualify 50TB HAMR hard drives in late 2027, ship in 2028
RESEARCH Multimodal Graph Model Cuts Zero-Shot Transfer Domain Barriers
MARKET Microsoft FY2027 capex guidance likely $255–260B; AI infrastructure spending up 35% YoY
MARKET Meta Q2 capex expected to double Y/Y as $125–145B full-year guidance looms at earnings
INDUSTRY VetClaw Shows How to Run Agents on Edge Hardware
CHIPS AMD launches Helios rack; 15% more compute, 30% better tokens/dollar than Vera Rubin
MARKET Seagate Q4 crushes estimates; guides $4.1B Q1 revenue on AI storage demand RESEARCH πR² Lets Robots React in Real Time Without Retraining
MARKET NVIDIA raises RTX GPU prices 20–30% in third hike of 2026; GDDR shortage expected to persist until 2028
CHIPS NVIDIA employee detained in Taiwan over Supermicro smuggling scheme; GPU export diversion persists despite whitelist
INDUSTRY Lenovo's North Carolina Plant Produces 1,400 AI Servers Daily