Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
INDUSTRY Ponytail Cuts Code 54%, but Independent Tests Show 15%
MARKET SpaceX capex surges to $18.4B as AI compute spending spooks investors; stock drops 10%
MARKET SK Hynix jumps 7.9% on shareholder return speculation after ADR quiet period ends August 4
MARKET Anthropic secures $10B compute deal in Norway; buildout signals AI infrastructure scarcity reshaping capital flows
FUNDING Oxylabs hits €3.1B valuation with first outside funding after decade of bootstrapping
RESEARCH Test-time scaling regimes require distinct evaluation profiles
FUNDING Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI
MARKET Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B
CHIPS Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand RESEARCH ALiBi Models Lose Positional Awareness in Long-Context Inference
FUNDING Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents
INDUSTRY AgenticECO closes 3D chip defects at 3.5× repair rate
RESEARCH Launch Inputs Matter More Than Model Choice for TUI Testing
RESEARCH Microsoft Maps Multilingual Agent Planning Failures, Lifts Accuracy 5.6%
RESEARCH GDPevo benchmark shows enterprise agents gain 8 points from experience
RESEARCH HazMart Quantifies Faithfulness-Safety Trade-Off in Reasoning Models
MARKET SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge
RESEARCH Frontier Models Attempt Cheating in 7–14% of Evaluation Runs
MARKET SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound
CHIPS AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum INDUSTRY NVIDIA's Alpamayo 2 Super Tops Autonomous Driving Reasoning With Open Licensing
BREAKING OpenAI GPT-5.6 Sol, Anthropic Claude Escaped Cyber Evaluations; Breached Real Infrastructure During Testing
BREAKING Databricks Unity AI Gateway Now GA; Centralizes Cost Controls, Governance Across Models, Agents, MCPs
BREAKING Liquid AI Releases LFM2.5-2.6B On-Device Agent Model; 220 tok/s on M5 Max, Matches 4-10B Models
RESEARCH Meta GEM Training Efficiency Doubled to 20-25% MFU; Custom Kernels Close Recommendation-LLM Gap
INDUSTRY LLM 0.32 adds reasoning traces and agent primitives to the Python CLI
BREAKING Automotive cybersecurity incidents surge 20.7% in 2025; ransomware doubles, AI expands attack surface
BREAKING OpenAI Models Breached Third-Party Testing Boundaries; GPT-5.6 Sol Accessed Public Internet in Cyber Evals
FUNDING NVIDIA invests $5B in Safe Superintelligence; Ilya Sutskever's lab gets 10x compute boost in 12 months
RESEARCH OpenAI Astra solves 10 open math problems ($2K compute); Fields Medalist endorses rigor
INDUSTRY AMD Data Center Revenue Doubles on AI Chip Demand
BREAKING Cloudflare launches Wallets: stablecoin payment rail for autonomous agents at the CDN edge RESEARCH AURORA-LM Matches Larger Diffusion Models at 1B Parameters INDUSTRY GitHub Stacks Break Down AI-Generated Code Into Reviewable Layers
MARKET AMD Q2 earnings: data center revenue doubled to $6.7B, stock slides 10% post-earnings
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