News
AI, at newsroom pace.
INDUSTRY
Intel's Foundry Fix Lags As Hyperscalers Hold Back Volume
MARKET
BlackRock markets $12.3B bonds for Meta El Paso data center as AI debt fuels infrastructure buildout
INDUSTRY
Airbus Picks Scaleway for EU-Only Aircraft Design and Manufacturing
FUNDING
Atoms raises $1.7B from a16z for physical AI in mining, food, transport
POLICY
OpenAI, Anthropic absent from open-weights coalition as Huang debuts on X
RESEARCH
Kimi K3 achieves 68.5% on DeepSWE, costs 2.8x less per task than Claude Fable 5
INDUSTRY
Kimi K3 Delivers 2.8× More Solved Tasks per Dollar Than Fable 5
MARKET
Google Cloud backlog hits $514B, up $54B in one quarter; operating income tripled to $8.8B
FUNDING
Atoms raises $1.7B Series from Andreessen Horowitz for physical AI robotics
MARKET
Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab
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
FUNDING
Augustus closes $180M Series B at $1B valuation; OCC charter enables AI-native clearing bank
FUNDING
Meshy AI closes $400M Series B at $1.5B valuation; ARR up 12x YoY with 12M users
MARKET
Alphabet pushes capex to $205B; bond market signals AI spending limits
FUNDING
Moonshot AI targets $50B valuation in pre-IPO round, eyes Hong Kong listing by year-end 2026
MARKET
Alphabet raises capex guidance to $190–205B for 2026; posts first-ever negative quarterly FCF
INDUSTRY
Telco Multi-Agent AI Cuts 5G Security Response Time 40 Percent