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Issue Nº 77 COST TOTAL $14684.29 ARTICLES TODAY 6 TOKENS TOTAL 9.33B
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Running the wire
Breaking eSIM evolves from connectivity to device trust; industrial IoT and automotive driving adoption at scale Market Morgan Stanley issues 'sell chips' as Samsung, SK Hynix tumble despite record Q2 earnings Funding Proxima Fusion closes €411M Series C led by Google, RWE at €2.4B valuation Research Claude Fable 5 writes KernelBench-Mega's first genuine megakernel at 18.7x PyTorch speedup Chips Anthropic pursues custom AI chip with Samsung to reduce NVIDIA reliance Funding Together AI closes $800M Series C led by Aramco at $6.5B valuation on $1.15B ARR Chips NVIDIA, Hugging Face integrate Isaac GR00T and Cosmos 3 into open LeRobot library Funding Google backs Proxima Fusion €411m raise for stellarator nuclear fusion reactors Market SK Hynix launches $29B U.S. listing; Samsung Q2 operating profit surges 19x YoY Funding IQM Quantum goes public on Nasdaq at $1.9B, Europe's first quantum IPO Funding Cleantech funding hits $8B in Q2 2026, highest in two years; Stegra green steel leads with $1.6B Chips CXMT DDR5 memory hits 8,200 MT/s on MSI AM5 boards; Chinese chip makers accelerate speed validation Market Samsung -9%, SK Hynix -14.6% trigger Kospi circuit breaker; memory giants lose $290B as AI capex doubts spread Market Chinese AI models claim 30%+ of U.S. token traffic; Z.ai's GLM-5.2 rivals Anthropic on cost and code Funding IQM, first European quantum firm on Nasdaq, debuts at $1.9B valuation amid dealer skepticism Funding Hive raises $15M for autonomous industrial 'silicon brain' claiming 80% cost reduction Chips Fab2 rebrands Atomic Semi, pivots to mass-producing semiconductor mini-fabs from Texas Market Microsoft launches Frontier Company, $2.5B bet to embed 6,000 engineers inside enterprise AI deployments Funding MGX closes $49B AI fund, world's largest dedicated AI investment vehicle Breaking Alibaba bans Claude Code citing hidden China-detection backdoor; Anthropic confirms feature, removed July 1 Breaking eSIM evolves from connectivity to device trust; industrial IoT and automotive driving adoption at scale Market Morgan Stanley issues 'sell chips' as Samsung, SK Hynix tumble despite record Q2 earnings Funding Proxima Fusion closes €411M Series C led by Google, RWE at €2.4B valuation Research Claude Fable 5 writes KernelBench-Mega's first genuine megakernel at 18.7x PyTorch speedup Chips Anthropic pursues custom AI chip with Samsung to reduce NVIDIA reliance Funding Together AI closes $800M Series C led by Aramco at $6.5B valuation on $1.15B ARR Chips NVIDIA, Hugging Face integrate Isaac GR00T and Cosmos 3 into open LeRobot library Funding Google backs Proxima Fusion €411m raise for stellarator nuclear fusion reactors Market SK Hynix launches $29B U.S. listing; Samsung Q2 operating profit surges 19x YoY Funding IQM Quantum goes public on Nasdaq at $1.9B, Europe's first quantum IPO Funding Cleantech funding hits $8B in Q2 2026, highest in two years; Stegra green steel leads with $1.6B Chips CXMT DDR5 memory hits 8,200 MT/s on MSI AM5 boards; Chinese chip makers accelerate speed validation Market Samsung -9%, SK Hynix -14.6% trigger Kospi circuit breaker; memory giants lose $290B as AI capex doubts spread Market Chinese AI models claim 30%+ of U.S. token traffic; Z.ai's GLM-5.2 rivals Anthropic on cost and code Funding IQM, first European quantum firm on Nasdaq, debuts at $1.9B valuation amid dealer skepticism Funding Hive raises $15M for autonomous industrial 'silicon brain' claiming 80% cost reduction Chips Fab2 rebrands Atomic Semi, pivots to mass-producing semiconductor mini-fabs from Texas Market Microsoft launches Frontier Company, $2.5B bet to embed 6,000 engineers inside enterprise AI deployments Funding MGX closes $49B AI fund, world's largest dedicated AI investment vehicle Breaking Alibaba bans Claude Code citing hidden China-detection backdoor; Anthropic confirms feature, removed July 1
Funding

Google backs Proxima Fusion €411m raise for stellarator nuclear fusion reactors

Munich-based fusion startup Proxima Fusion closed a €411m Series B round at a €2.5bn valuation, led by XTX Ventures and East X Ventures with participation from Google, German energy giant RWE, and others. The funding marks Google's first investment in a European fusion company; Google has previously backed U.S. fusion builders including Commonwealth Fusion Systems (CFS), from which it has agreed to purchase future energy. Combined with €400m in Bavarian state funding, Proxima now has €800m committed toward its €2bn Alpha demonstrator stellarator, scheduled for completion in the early 2030s.

Proxima plans to build Alpha — a net-energy-gain stellarator (a twisted magnetic confinement vessel) — near the Max Planck Institute in Garching, then move to Stellaris, a commercial fusion plant targeting Gundremmingen, a decommissioned nuclear fission site in Germany. The company aims to secure the remaining €1.2bn for Alpha from German federal grants expected to be tendered later in 2026. Stellarators differ from tokamaks in their geometry: they twist to accommodate plasma quirks, enabling longer plasma stability without relying on the plasma's self-generated current for confinement.

The round reflects broader momentum in European fusion: in February 2026, the EU committed €330m to fusion energy research and deployment. Less than 5% of the global €7bn+ in private fusion funding since 2021 has gone to European companies; this investment signals a strategic push to close the gap. Proxima employs 200 people across Munich, Zurich, and Oxford and has raised €1.05bn total (including prior €650m rounds), making it Europe's best-capitalized private fusion company.

For infrastructure and energy teams watching grid decarbonization, Proxima's timeline (Alpha in early 2030s, commercial power in mid-2030s) and backing from industrial partners (RWE) and major cloud operators (Google) suggest stellarator technology is shifting from research to engineering deployment. Google's visible energy purchase commitments across fusion (CFS, now Proxima) signal corporate appetite for firm baseline nuclear-fusion power to support AI and data-center loads.

Sources