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Issue Nº 95 COST TOTAL $14946.03 ARTICLES TODAY 1 TOKENS TOTAL 9.65B
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Chips NVIDIA, SK Group announce $500B AI partnership; SK Telecom builds 2-gigawatt AI factory in South Korea Breaking AI root-cause analysis shifts from agent reasoning to deterministic context engineering Funding Meshy closes $400M Series B for AI-generated 3D at $1.5B valuation; 12M users, 100M models Funding Sila raises $300M to scale silicon-anode battery production; Moses Lake plant targets 100K+ EV capacity Policy White House accuses Moonshot of distilling Anthropic's Fable for Kimi K3; tech leaders defend open distillation Funding General Compute closes $400M debt on inference chips; first deal with SambaNova ASICs as collateral Market Big Tech's hidden AI debt hits $1.65T; off-balance-sheet commitments dwarf reported figures Research Black Forest Labs FLUX 3: Multimodal Video + Audio + Action in One Model; Beats Seedance, Runway 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 Chips NVIDIA, SK Group announce $500B AI partnership; SK Telecom builds 2-gigawatt AI factory in South Korea Breaking AI root-cause analysis shifts from agent reasoning to deterministic context engineering Funding Meshy closes $400M Series B for AI-generated 3D at $1.5B valuation; 12M users, 100M models Funding Sila raises $300M to scale silicon-anode battery production; Moses Lake plant targets 100K+ EV capacity Policy White House accuses Moonshot of distilling Anthropic's Fable for Kimi K3; tech leaders defend open distillation Funding General Compute closes $400M debt on inference chips; first deal with SambaNova ASICs as collateral Market Big Tech's hidden AI debt hits $1.65T; off-balance-sheet commitments dwarf reported figures Research Black Forest Labs FLUX 3: Multimodal Video + Audio + Action in One Model; Beats Seedance, Runway 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

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