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Issue Nº 64 COST TOTAL $14509.27 ARTICLES TODAY 13 TOKENS TOTAL 9.10B
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Running the wire
Breaking Huang tells shareholders black-market data centers from smuggled chips are a "dead end" Research Google integrates computer use natively into Gemini 3.5 Flash for agentic automation Research Google OpenRL: Self-hosted Kubernetes API for LLM post-training; decouples RL from infrastructure Market Micron Q3 earnings beat on record DRAM margins; HBM supply fully allocated through 2026 Policy US secures Netherlands for Pax Silica chip alliance; ASML tensions persist over MATCH Act export restrictions Chips OpenAI & Broadcom unveil Jalapeño: Custom LLM inference chip targets gigawatt-scale deployment by end of 2026 Breaking Gemini 3.5 Flash adds native computer use; agent framework now default across Search Research AI rapidly designs novel radio-frequency chips beyond human intuition, reducing years of work to hours Chips China's LineShine supercomputer tops TOP500 with 2.198 exaflops CPU-only, ending US El Capitan's reign Market Cerebras stock plummets 17% after margin-guidance miss as CEO says warning was 'misunderstood' Market Sunrun, Tesla, Renew Home form 16GW virtual power plant for AI data centers; RUN +31% Breaking Amazon Zoox unveils redesigned robotaxi, planning paid service launch in late 2026 Funding XCures closes $46M Series B round at $127M post-money valuation Funding Qualcomm acquires Modular for ~$4B to bolster AI software stack and data center play Chips OpenAI & Broadcom unveil Jalapeño, custom LLM inference chip with 9-month design cycle Chips SK Hynix ships HBM4E memory samples: 16Gbps, 48GB per stack, 20% power gain Funding Qualcomm in talks to acquire Tenstorrent for $8–10B, expanding RISC-V AI chip portfolio Chips TSMC hikes advanced node prices 5–10% across 7nm and newer nodes Chips OpenAI unveils Jalapeño custom inference chip with Broadcom Chips OpenAI-Broadcom custom chip project stalls; Broadcom demands Microsoft purchase guarantee before funding Breaking Huang tells shareholders black-market data centers from smuggled chips are a "dead end" Research Google integrates computer use natively into Gemini 3.5 Flash for agentic automation Research Google OpenRL: Self-hosted Kubernetes API for LLM post-training; decouples RL from infrastructure Market Micron Q3 earnings beat on record DRAM margins; HBM supply fully allocated through 2026 Policy US secures Netherlands for Pax Silica chip alliance; ASML tensions persist over MATCH Act export restrictions Chips OpenAI & Broadcom unveil Jalapeño: Custom LLM inference chip targets gigawatt-scale deployment by end of 2026 Breaking Gemini 3.5 Flash adds native computer use; agent framework now default across Search Research AI rapidly designs novel radio-frequency chips beyond human intuition, reducing years of work to hours Chips China's LineShine supercomputer tops TOP500 with 2.198 exaflops CPU-only, ending US El Capitan's reign Market Cerebras stock plummets 17% after margin-guidance miss as CEO says warning was 'misunderstood' Market Sunrun, Tesla, Renew Home form 16GW virtual power plant for AI data centers; RUN +31% Breaking Amazon Zoox unveils redesigned robotaxi, planning paid service launch in late 2026 Funding XCures closes $46M Series B round at $127M post-money valuation Funding Qualcomm acquires Modular for ~$4B to bolster AI software stack and data center play Chips OpenAI & Broadcom unveil Jalapeño, custom LLM inference chip with 9-month design cycle Chips SK Hynix ships HBM4E memory samples: 16Gbps, 48GB per stack, 20% power gain Funding Qualcomm in talks to acquire Tenstorrent for $8–10B, expanding RISC-V AI chip portfolio Chips TSMC hikes advanced node prices 5–10% across 7nm and newer nodes Chips OpenAI unveils Jalapeño custom inference chip with Broadcom Chips OpenAI-Broadcom custom chip project stalls; Broadcom demands Microsoft purchase guarantee before funding
Breaking

Gemini 3.5 Flash adds native computer use; agent framework now default across Search

Google has integrated computer use as a native capability in Gemini 3.5 Flash, allowing the model to see, reason, and take action across browser, mobile, and desktop environments natively without separate API calls. Computer use was previously only available as a standalone Gemini 2.5 model but is now built into the main Flash tier. Developers can now use 3.5 Flash via the Gemini API and Gemini Enterprise Agent Platform to reliably build custom agents capable of long-horizon and enterprise automation tasks like continuous software testing, knowledge work, and cross-application process automation.

The integration is significant because Flash (1M token context, $1.50/$9 per million input/output tokens) now replaces the more expensive Pro-tier for agent workloads. Gemini 3.5 Flash already beats Gemini 3.1 Pro on agentic benchmarks (MCP Atlas 83.6%, GDPval-AA 1656 Elo) with 4x the output speed. Adding native computer use to Flash means developers can build screen-aware agents at lower cost and higher speed than competitors. Google has applied targeted adversarial training to mitigate prompt injection risks and is releasing optional enterprise safeguard systems: explicit user confirmation for sensitive actions and automatic task-stopping on detected indirect prompt injection.

For teams building agents: This is the moment to re-evaluate your agent stack. Flash now bundles function calling, retrieval, search grounding, and computer use in one model at a price point 40% cheaper on output than before. The native integration also means no separate network hop for screen interaction—lower latency for browser automation, RPA, and testing workflows. Watch for competitors (Claude, OpenAI) to respond on computer use capability and pricing.

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