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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Tue, Aug 04
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MARKET Pinterest shares fall 7% on tepid Q3 guidance despite Q2 beat and $4B AWS AI deal 
POLICY NSF launches $100M AI Infrastructure Hubs program; NVIDIA, AMD, Intel pledge support 
FUNDING Nvidia invests $5B in Safe Superintelligence, grants Vera Rubin compute access 
POLICY FCC drafting ban on Chinese optical transceivers for U.S. data centers; Coherent, Lumentum gain 
MARKET GPU price hikes 20–40% looming in Asia; Japanese distributor warns of August increases 
INDUSTRY Three Fortune 500 Teams Reveal What Breaks First in Production AI Agents 
RESEARCH AtumAI Cuts Datacenter Policy Design from Months to Plain Text 
POLICY NIST joins Genesis Mission with AI centers for manufacturing drones, critical infrastructure cybersecurity 
POLICY NSF launches TechAccess program: $224M for 56 state AI coordination hubs, workforce readiness 
POLICY FCC moves toward ban on Chinese optical transceivers for U.S. data centers; Innolight holds 27% global share 
RESEARCH PRECOG Cuts RAG Latency 4500× on Edge SSM Hardware 
CHIPS Kioxia and SanDisk hit record 3D NAND density: 332 layers, 37 Gb/mm², 4,800 MT/s I/O INDUSTRY LiquidAI's 2.6B LFM Model Runs Agents On-Device at 220 Tokens/Sec 
RESEARCH Alibaba Qwen 3.8-Max (2.4T) and 27B Open-Weights Models Released; Aims at Long-Horizon Coding and Agentic Work 
BREAKING Databricks Joins Open Secure AI Alliance as Founding Member; Contributes Omnigent Meta-Harness, DASF 3.0 Security Framework 
CHIPS NVIDIA Open-Sources cuFile APIs for GPU-to-Storage Direct Access; Launches Storage-Next Initiative 
INDUSTRY Stripe Built a Company-Wide Knowledge Agent in One Week 
CHIPS NVIDIA Alpamayo 2 Super open reasoning model now available for commercial AV deployment 
FUNDING EU's €5B Scaleup Europe Fund now operational; targets AI, quantum, clean energy 
MARKET Texas halts 1,800 data center approvals; 474 GW power queue stalls pending audits 
INDUSTRY Meta's Ad Model Hits 20% GPU Efficiency at LLM Scale 
BREAKING Tata Electronics hack exposes Apple supply secrets; India pivot risks amid China competition 
FUNDING EU's €5bn Scaleup Fund opens investment window; Mistral, Exploration Company rumored targets 
CHIPS SanDisk & SK hynix unveil HBF spec: 512GB GPU memory at 3 TB/s bandwidth via UCIe 
MARKET Texas halts 1,800 data center projects pending power audit; 474 GW pending requests 5x peak 
FUNDING HappyRobot hits $1.2B unicorn status with $150M Series C from Prysm & Eurazeo 
FUNDING July broke venture records: 14 billion-dollar rounds, $65B capital, 53% to AI Sun, Aug 02
5 stories
FUNDING ThreatLocker closes $190M Series F at $2B+ valuation; AI security controls and UK expansion 
INDUSTRY Kimi K3 Reaches #1 on Code Arena at 2.8 Trillion Parameters 
POLICY OpenAI endorses EU AI Act GPAI Code ahead of enforcement; TAC cyber program launches in Europe 
FUNDING AMD invests $5B in Anthropic, launches 2GW MI450 deployment in Helios racks 
MARKET KOSPI posts 22% July loss then records 18% single-day rebound as AI memory demand holds Sat, Aug 01
8 stories
FUNDING Greenjets raises $40M Series A for NATO-backed low-cost drone interceptor propulsion 
MARKET AI lending tightens: CoreWeave, Proofpoint sweetening debt terms as money managers overwhelmed 
RESEARCH DeepSeek V4-Flash 0731 exits preview with 50 intelligence score, 60% cheaper than GPT-5.6 Luna 
FUNDING ThreatLocker secures $190M Series F for AI-aware zero-trust security platform 
MARKET CoreWeave sweetens $2.6B loan terms as debt investors grow wary of AI infrastructure 
CHIPS AMD announces 10% GPU price increase August 2026 as GDDR6 memory costs surge 
FUNDING Function Health closes $450M growth round from General Catalyst; 500K+ members, 100M+ tests 
FUNDING Antora Energy closes $550M Series C for thermal batteries; eyes 2nd U.S. manufacturing hub Load more stories Loading…