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Research Anthropic ships Claude Opus 5 at $5/$25 per Mtok—near-Fable-5 coding at half Fable's price Policy Jensen Huang debuts on X with open-weight AI letter, backing models against Washington restriction Chips Intel Foundry Q2: $5.8B revenue, external customer mix still 5% of total Chips Samsung locks $200B with Broadcom: HBM4 + 2nm foundry through 2030 for AI chips Breaking Moonshot AI halts Kimi K3 subscriptions as demand hits infrastructure limits amid U.S. chip export curbs Funding Paper raises $34M Series A from Accel, ICONIQ for AI-native design platform Research Anthropic releases Claude Opus 5: matches Fable on benchmarks, 50% cheaper, praised for coding Funding Cathedral: DOGE alumni raise $160M for stealth AI military cybersecurity startup at $1.4B valuation Market NVIDIA locks down SK Hynix HBM supply with $500B AI infrastructure deal Research Poolside releases Laguna S 2.1, 118B open-weight model beating DeepSeek V4 Flash on agentic tasks Funding Etched raises $300M Series C at $10.3B valuation, values inference chips above general training Market SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak Funding Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices Funding Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics Market Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub Chips Fortinet becomes Intel Foundry's first named external customer on Intel 4 Market Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab Market BlackRock markets $12.3B bonds for Meta El Paso data center as AI debt fuels infrastructure buildout Market Waymo launches standalone app in Atlanta, Austin as Uber exclusivity ends January 2028 Funding Etched raises $300M at $10.3B valuation; aims for frontier-scale AI inference at lower power, higher density Research Anthropic ships Claude Opus 5 at $5/$25 per Mtok—near-Fable-5 coding at half Fable's price Policy Jensen Huang debuts on X with open-weight AI letter, backing models against Washington restriction Chips Intel Foundry Q2: $5.8B revenue, external customer mix still 5% of total Chips Samsung locks $200B with Broadcom: HBM4 + 2nm foundry through 2030 for AI chips Breaking Moonshot AI halts Kimi K3 subscriptions as demand hits infrastructure limits amid U.S. chip export curbs Funding Paper raises $34M Series A from Accel, ICONIQ for AI-native design platform Research Anthropic releases Claude Opus 5: matches Fable on benchmarks, 50% cheaper, praised for coding Funding Cathedral: DOGE alumni raise $160M for stealth AI military cybersecurity startup at $1.4B valuation Market NVIDIA locks down SK Hynix HBM supply with $500B AI infrastructure deal Research Poolside releases Laguna S 2.1, 118B open-weight model beating DeepSeek V4 Flash on agentic tasks Funding Etched raises $300M Series C at $10.3B valuation, values inference chips above general training Market SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak Funding Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices Funding Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics Market Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub Chips Fortinet becomes Intel Foundry's first named external customer on Intel 4 Market Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab Market BlackRock markets $12.3B bonds for Meta El Paso data center as AI debt fuels infrastructure buildout Market Waymo launches standalone app in Atlanta, Austin as Uber exclusivity ends January 2028 Funding Etched raises $300M at $10.3B valuation; aims for frontier-scale AI inference at lower power, higher density

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