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Issue Nº 96 COST TOTAL $14965.37 ARTICLES TODAY 0 TOKENS TOTAL 9.68B

Running the wire

Funding Anthropic begins IPO investor roadshow; October 2026 Nasdaq debut targeted at $965B–$1T valuation Market Server DRAM prices set to rise 13–18% in Q3 2026 as AI demand outpaces supply; shortage extends into 2027 Chips TSMC commits $265B to Arizona, adds advanced packaging; US still ships chips to Taiwan for CoWoS Market Kioxia plunges 16% as memory sector rout spreads; market cap halved in a month Market AI cluster power, not GPUs, is now the bottleneck; grid approval queues hit 24–36 months Chips TSMC Arizona Fab 2 equipment install begins Q3 2026; 3nm production targeted for 2027 Chips TSMC A14 progress hits ~90% yield three months ahead of N2 schedule; mass production target 2H 2028 Funding Chai Discovery closes $400M Series C at $3.8B; AI antibody design now used by Lilly, Pfizer, Novartis Funding Fireworks AI raises $1.5B Series D at $17.5B; surpasses $1B ARR with 40T+ tokens/day, 95% custom models Breaking Neo emerges from stealth with $100M to control agentic AI; Gartner says 40% of enterprise apps will be agentic by EOY Policy Hassabis, Nadella, Altman converge on AI regulation; three rival CEOs back independent model review Policy FCC expands submarine cable licensing to SLTE; shields U.S. tech giants, blocks Chinese access Breaking MCP 2026-07-28 spec removes sessions, adds OAuth hardening; ships July 28 with breaking changes Breaking Anthropic launches Claude Opus 5: near-Fable performance at half the price, effort toggle for cost control Market CME launches single-stock futures on 50+ U.S. names including Nvidia, Apple, SpaceX starting July 27 Market Alphabet pushes capex to $205B for AI, hits negative free cash flow for first time since IPO Chips CXMT DRAM enters consumer market but undercuts neither Samsung nor SK hynix on price; subsidy effects muted Market Big Tech earnings hit by AI spending concerns; Nasdaq drops 2% as Alphabet, Tesla report cash burn Market Alphabet raises 2026 CapEx guidance to $205B amid AI infrastructure crunch—stock falls despite cloud beat Chips CXMT IPO launches July 27 at $8.6B; Chinese DRAM maker prices above Samsung despite overcapacity fears Funding Anthropic begins IPO investor roadshow; October 2026 Nasdaq debut targeted at $965B–$1T valuation Market Server DRAM prices set to rise 13–18% in Q3 2026 as AI demand outpaces supply; shortage extends into 2027 Chips TSMC commits $265B to Arizona, adds advanced packaging; US still ships chips to Taiwan for CoWoS Market Kioxia plunges 16% as memory sector rout spreads; market cap halved in a month Market AI cluster power, not GPUs, is now the bottleneck; grid approval queues hit 24–36 months Chips TSMC Arizona Fab 2 equipment install begins Q3 2026; 3nm production targeted for 2027 Chips TSMC A14 progress hits ~90% yield three months ahead of N2 schedule; mass production target 2H 2028 Funding Chai Discovery closes $400M Series C at $3.8B; AI antibody design now used by Lilly, Pfizer, Novartis Funding Fireworks AI raises $1.5B Series D at $17.5B; surpasses $1B ARR with 40T+ tokens/day, 95% custom models Breaking Neo emerges from stealth with $100M to control agentic AI; Gartner says 40% of enterprise apps will be agentic by EOY Policy Hassabis, Nadella, Altman converge on AI regulation; three rival CEOs back independent model review Policy FCC expands submarine cable licensing to SLTE; shields U.S. tech giants, blocks Chinese access Breaking MCP 2026-07-28 spec removes sessions, adds OAuth hardening; ships July 28 with breaking changes Breaking Anthropic launches Claude Opus 5: near-Fable performance at half the price, effort toggle for cost control Market CME launches single-stock futures on 50+ U.S. names including Nvidia, Apple, SpaceX starting July 27 Market Alphabet pushes capex to $205B for AI, hits negative free cash flow for first time since IPO Chips CXMT DRAM enters consumer market but undercuts neither Samsung nor SK hynix on price; subsidy effects muted Market Big Tech earnings hit by AI spending concerns; Nasdaq drops 2% as Alphabet, Tesla report cash burn Market Alphabet raises 2026 CapEx guidance to $205B amid AI infrastructure crunch—stock falls despite cloud beat Chips CXMT IPO launches July 27 at $8.6B; Chinese DRAM maker prices above Samsung despite overcapacity fears

Breaking Sunday, July 26, 2026 at 05:04 PM

MCP 2026-07-28 spec removes sessions, adds OAuth hardening; ships July 28 with breaking changes

The Model Context Protocol's largest revision since launch drops as final specification on July 28, 2026. MCP 2026-07-28 removes the session model that powered the 2025-11-25 spec: no more Mcp-Session-Id headers, no initialize/initialized handshake, no sticky-session load-balancer routing. Protocol version, client capabilities, and metadata now travel in a _meta field on every request, making every request self-contained. A remote MCP server can now run behind a plain round-robin load balancer instead of requiring sticky sessions and shared session stores.

Six Specification Enhancement Proposals (SEPs) work together to deliver a stateless core, an Extensions framework (MCP Apps for server-rendered UIs, Tasks extension for long-running work), hardened OAuth 2.0/OIDC-aligned authorization, and a formal deprecation policy. Three features are deprecated, not removed: Roots, Sampling, and Logging have a minimum 12-month grace period before removal. The 10-week validation window between release candidate (locked May 21) and final spec (July 28) is for SDK maintainers and production servers to test against real workloads.

Architects running remote MCP servers need to migrate off session affinity before July 28. The stateless model is a major operability win — no more Redis session stores, no more layer-7 packet inspection. However, the breaking changes are real: servers using Sampling (allowing tool calls to request LLM inference directly) must plan migration paths, and Roots-based file system declarations are being phased out. The spec now covers 10,000+ public servers and 97 million monthly SDK downloads. OpenAI, Google, Microsoft, and AWS have all integrated MCP into their agent stacks.

Sources