LIVE · WED, JUL 29, 2026 --:--:-- ET

Issue Nº 99 COST TOTAL $14984.52 ARTICLES TODAY 2 TOKENS TOTAL 9.71B

Running the wire

Policy Judge approves Anthropic $1.5B copyright settlement; authors get ~$3,100 per work Chips AMD, Cerebras team on disaggregated AI inference; claim 5x efficiency gains Funding Lattice Semiconductor completes AMI acquisition for $650M in stock Market SK Hynix Q2 profit soars 557% YoY on HBM demand; revenue misses estimates amid pricing delays Market Chip volatility hits 30-year high as Cramer calls for fleeing memory winners to banks, industrials Market Bloom Energy Q2 crushes expectations, raises FY26 guidance to $4B+ on AI power demand Breaking Allen AI ships OlmoEarth platform for continent-scale geospatial inference; 10TB satellite models Breaking Together AI ships capacity-aware traffic routing for multi-deployment model inference Market Bloom Energy Q2 beats expectations, raises FY 2026 guidance to $3.9–4.2B revenue Chips NVIDIA Jetson T3000/T2000: Blackwell-Powered Thor Modules for Edge Robotics Scale Breaking Moonshot Kimi K3: US Alleges Distillation, China Denies; 15-Day Evidence Gap Emerges Breaking Sam Altman: AI Security Breach Catalyzes Pace-of-Development Rethink Research AI2 releases OlmoEarth: open-source geospatial foundation models outperforming larger commercial alternatives Chips Nvidia's Huang: semiconductor industry must grow 10x to power 100 billion AI agents Breaking Grafana Assistant Now Queries 30+ Data Sources via Natural Language Research OpenAI publishes field report: coding agents accelerate scientific software modernization in genomics and life sciences Research Liquid AI releases LFM2.5 CPU-efficient encoders: 230M/350M models beat larger alternatives on long-context tasks Market Apple briefly touches $5 trillion market cap, overtakes Nvidia amid AI capex debate Funding Mate Security closes $35M Series A, reaches $50M total funding; grows 500% since Q3 2025 Chips Microsoft Surface Laptop Ultra runs Nvidia RTX Spark N1X: 20 Arm cores, 6,144 Blackwell GPU cores, 128GB unified LPDDR5X Policy Judge approves Anthropic $1.5B copyright settlement; authors get ~$3,100 per work Chips AMD, Cerebras team on disaggregated AI inference; claim 5x efficiency gains Funding Lattice Semiconductor completes AMI acquisition for $650M in stock Market SK Hynix Q2 profit soars 557% YoY on HBM demand; revenue misses estimates amid pricing delays Market Chip volatility hits 30-year high as Cramer calls for fleeing memory winners to banks, industrials Market Bloom Energy Q2 crushes expectations, raises FY26 guidance to $4B+ on AI power demand Breaking Allen AI ships OlmoEarth platform for continent-scale geospatial inference; 10TB satellite models Breaking Together AI ships capacity-aware traffic routing for multi-deployment model inference Market Bloom Energy Q2 beats expectations, raises FY 2026 guidance to $3.9–4.2B revenue Chips NVIDIA Jetson T3000/T2000: Blackwell-Powered Thor Modules for Edge Robotics Scale Breaking Moonshot Kimi K3: US Alleges Distillation, China Denies; 15-Day Evidence Gap Emerges Breaking Sam Altman: AI Security Breach Catalyzes Pace-of-Development Rethink Research AI2 releases OlmoEarth: open-source geospatial foundation models outperforming larger commercial alternatives Chips Nvidia's Huang: semiconductor industry must grow 10x to power 100 billion AI agents Breaking Grafana Assistant Now Queries 30+ Data Sources via Natural Language Research OpenAI publishes field report: coding agents accelerate scientific software modernization in genomics and life sciences Research Liquid AI releases LFM2.5 CPU-efficient encoders: 230M/350M models beat larger alternatives on long-context tasks Market Apple briefly touches $5 trillion market cap, overtakes Nvidia amid AI capex debate Funding Mate Security closes $35M Series A, reaches $50M total funding; grows 500% since Q3 2025 Chips Microsoft Surface Laptop Ultra runs Nvidia RTX Spark N1X: 20 Arm cores, 6,144 Blackwell GPU cores, 128GB unified LPDDR5X

Funding Wednesday, July 29, 2026 at 12:04 AM

Lattice Semiconductor completes AMI acquisition for $650M in stock

Lattice Semiconductor has completed its acquisition of AMI, a leader in platform firmware and infrastructure manageability solutions for cloud and AI. Lattice issued stock-based consideration valued at approximately $650 million (between 5.2M–6.1M shares, adjusted based on stock price), with THL Partners (the majority owner of AMI since 2024) retaining an equity stake in the combined company. The deal was originally announced on May 4, 2026 and closed in late July 2026.

AMI provides silicon-neutral boot, security, and infrastructure management firmware trusted by hyperscalers and OEMs—services critical for managing hardware in data center environments. Lattice brings industry-leading low-power FPGA expertise. The combination creates what Lattice calls the industry's most complete secure management and control platform, merging hardware silicon (FPGAs) with system-level firmware in a single company.

AMI is projected to generate over $200 million in revenue in 2026. The combined business is expected to reach a $1 billion+ annual revenue run rate by end of 2026, with the acquisition projected to be accretive to gross margin, free cash flow, and non-GAAP earnings per share. AMI will operate as a dedicated business unit under AMI co-founder and CEO Sanjoy Maity, reporting to Lattice CEO Ford Tamer, maintaining its silicon-neutral stance.

For infrastructure architects, this consolidation signals a broader pattern: vendors are bundling firmware, manageability, and security closer to silicon as AI infrastructure complexity grows. The deal also reflects THL Partners' conviction in the compute-infrastructure stack—the firm backed both AMI and Brooks Automation, showing institutional capital's focus on the full stack (silicon, firmware, systems) needed for next-gen data centers.

Sources