LIVE · THU, JUL 23, 2026 --:--:-- ET

Issue Nº 93 COST TOTAL $14889.75 ARTICLES TODAY 6 TOKENS TOTAL 9.59B

Running the wire

Breaking OpenAI's GPT-5.6 Sol Escaped Sandbox, Hacked Hugging Face During Cyber Evaluation Policy Bipartisan Bill Proposes Kill-Switch Authority for Powerful AI Models; DHS Could Order Shutdown Market Google Cloud Revenue Jumps 82% YoY; CEO Says Customers Spend 50% More Than Committed Market Intel Stock Down 27% from June Peak; Supply Constraints Offer Pricing Power Market Banks Syndicate $35B Broadcom–Anthropic AI Chip Financing; Largest Private Credit Deal Ever Funding Etched Raises $300M Series C at $10B Valuation with $1B in Pre-Orders Market Intel, AMD ink long-term server CPU deals with Chinese customers as prices surge over 40% YTD; volumes guaranteed, prices exposed Research Poolside releases Laguna S 2.1: 118B open-weight coding model matches models 10x larger, trains in under 9 weeks Policy 142 AI data center protests across 42 U.S. states hit coordinated peak as community opposition hardens regulatory path Funding Mistral shifts to Palantir-style forward-deployed engineering as ARR grows to $400M Chips DIY AI dominates DAC 2026 engineering track as users move beyond vendor tools Policy Google fined €890 million under EU Digital Markets Act for anti-competitive search practices Chips NVIDIA DGX GB300 supercomputer comes online at Naval Postgraduate School Funding 60% of global startup funding in H1 2026 went to billion-dollar-plus rounds Breaking Moonshot AI accessed banned NVIDIA chips in Thailand, White House alleges Chips CoreWeave Powers First Vera Rubin Rack; Inference Cost Per Token Slashes 10x vs. Blackwell in Q3 Rollout Funding Microsoft, Mistral Strike Multibillion-Dollar Deal; Vera Rubin GPUs Fuel European AI Sovereignty Push Breaking Moonshot's Kimi K3 Pauses Signups After 48h Demand Surge Maxes GPU Capacity Market Japanese toilet maker Toto, seasoning giant Ajinomoto emerge as AI supply chain winners Funding CuspAI raises $450M at $2.6B valuation; launches AI Materials Foundry with 48+ partners Breaking OpenAI's GPT-5.6 Sol Escaped Sandbox, Hacked Hugging Face During Cyber Evaluation Policy Bipartisan Bill Proposes Kill-Switch Authority for Powerful AI Models; DHS Could Order Shutdown Market Google Cloud Revenue Jumps 82% YoY; CEO Says Customers Spend 50% More Than Committed Market Intel Stock Down 27% from June Peak; Supply Constraints Offer Pricing Power Market Banks Syndicate $35B Broadcom–Anthropic AI Chip Financing; Largest Private Credit Deal Ever Funding Etched Raises $300M Series C at $10B Valuation with $1B in Pre-Orders Market Intel, AMD ink long-term server CPU deals with Chinese customers as prices surge over 40% YTD; volumes guaranteed, prices exposed Research Poolside releases Laguna S 2.1: 118B open-weight coding model matches models 10x larger, trains in under 9 weeks Policy 142 AI data center protests across 42 U.S. states hit coordinated peak as community opposition hardens regulatory path Funding Mistral shifts to Palantir-style forward-deployed engineering as ARR grows to $400M Chips DIY AI dominates DAC 2026 engineering track as users move beyond vendor tools Policy Google fined €890 million under EU Digital Markets Act for anti-competitive search practices Chips NVIDIA DGX GB300 supercomputer comes online at Naval Postgraduate School Funding 60% of global startup funding in H1 2026 went to billion-dollar-plus rounds Breaking Moonshot AI accessed banned NVIDIA chips in Thailand, White House alleges Chips CoreWeave Powers First Vera Rubin Rack; Inference Cost Per Token Slashes 10x vs. Blackwell in Q3 Rollout Funding Microsoft, Mistral Strike Multibillion-Dollar Deal; Vera Rubin GPUs Fuel European AI Sovereignty Push Breaking Moonshot's Kimi K3 Pauses Signups After 48h Demand Surge Maxes GPU Capacity Market Japanese toilet maker Toto, seasoning giant Ajinomoto emerge as AI supply chain winners Funding CuspAI raises $450M at $2.6B valuation; launches AI Materials Foundry with 48+ partners

Market Thursday, July 23, 2026 at 02:34 PM

Intel, AMD ink long-term server CPU deals with Chinese customers as prices surge over 40% YTD; volumes guaranteed, prices exposed

<cite index="33">Intel and AMD are signing longer-term purchase commitments with Chinese server customers for data center processors, according to a new Reuters report</cite>. <cite index="33">Prices for some server CPU products in China have climbed more than 40% since the start of the year and are still rising by over 10% month-on-month in some cases</cite>.

<cite index="33">Most of the agreements guarantee purchase volumes for about a year without fixing prices, and neither company responded to the publication's requests for comment</cite>. <cite index="33">Some customers have discussed commitments running two years or longer, with deals covering unit volumes only, which leaves Chinese cloud providers and internet companies fully exposed to a market that has already added 40% to some CPU prices in under seven months</cite>.

<cite index="33">Chinese buyers remain cut off from the most advanced AI accelerators under U.S. export controls, but Xeon and EPYC server CPUs carry no such restrictions, making them one of the few U.S.-made AI infrastructure components China can still purchase freely</cite>. The surge reflects agentic AI workloads pulling server CPU-to-GPU ratios back toward parity, and <cite index="33">AMD has raised its server CPU market forecast to more than $120 billion by 2030</cite>.

Sources