LIVE · WED, JUL 15, 2026 --:--:-- ET
Issue Nº 85 COST TOTAL $14847.33 ARTICLES TODAY 5 TOKENS TOTAL 9.54B
aiexpert
Running the wire
Chips Intel 18A yields hit 85%, secures design wins from AMD, NVIDIA, OpenAI as TSMC capacity crunch widens foundry market Breaking Meta cuts ads serving p99 latency 28% with custom kernel scheduler built on sched_ext; 3.3MW power savings Market SK Hynix raises $26.5B in record Nasdaq IPO; CEO warns HBM shortage will extend beyond 2030 Funding Chai Discovery raises $400M Series C at $3.8B valuation; AI drug discovery reaches pharma scale Funding Motorola acquires D-Fend for $1.5B to build end-to-end counter-drone stack amid Safer Skies Act expansion Market SK Hynix shares surge 13% on softer inflation, renewed AI memory demand strength Chips TSMC breaks ground on Phase II Chiayi advanced packaging plants; CoWoS capacity to grow 80%+ through 2027 Market ASML raises full-year guidance again on AI chip demand; expects €43–45B revenue, gross margin to 54–56% Funding H1 2026 global VC hits $412.7B, 86% to AI; investors bet on inference chip wars Research Researcher exposes systemic LLM jailbreaks across OpenAI, Google, Meta; obtains nuke/bioweapon details with simple prompting Market SK Hynix shares surge 11% as Asia chip rally bounces back from sell-off Funding NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth Market OpenAI Codex Hits 8M Users in 5 Days Post–GPT-5.6; Forced to Reset Usage Caps Market IBM Q2 Miss: Clients Rush Memory, Delay Software Deals as AI Scarcity Spreads Market IBM stock tanks 25% on Q2 miss; corporate IT budgets shifting from software to AI security Research Simon Willison reverse-engineers Codex Desktop's animated pet feature — gpt-image-2 generates chroma-keyed sprite sheets under the hood Chips Anthropic in talks with Samsung to design custom AI chip; plans October S-1 filing Funding DeepSeek in advanced talks for Series B at $71B valuation; AI agents drive data center capex Market IBM stock craters 25% on Q2 revenue miss; customer capex shifted to AI hardware Breaking 26 Meta employees sue over AI-assisted layoff discrimination targeting workers on medical leave Chips Intel 18A yields hit 85%, secures design wins from AMD, NVIDIA, OpenAI as TSMC capacity crunch widens foundry market Breaking Meta cuts ads serving p99 latency 28% with custom kernel scheduler built on sched_ext; 3.3MW power savings Market SK Hynix raises $26.5B in record Nasdaq IPO; CEO warns HBM shortage will extend beyond 2030 Funding Chai Discovery raises $400M Series C at $3.8B valuation; AI drug discovery reaches pharma scale Funding Motorola acquires D-Fend for $1.5B to build end-to-end counter-drone stack amid Safer Skies Act expansion Market SK Hynix shares surge 13% on softer inflation, renewed AI memory demand strength Chips TSMC breaks ground on Phase II Chiayi advanced packaging plants; CoWoS capacity to grow 80%+ through 2027 Market ASML raises full-year guidance again on AI chip demand; expects €43–45B revenue, gross margin to 54–56% Funding H1 2026 global VC hits $412.7B, 86% to AI; investors bet on inference chip wars Research Researcher exposes systemic LLM jailbreaks across OpenAI, Google, Meta; obtains nuke/bioweapon details with simple prompting Market SK Hynix shares surge 11% as Asia chip rally bounces back from sell-off Funding NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth Market OpenAI Codex Hits 8M Users in 5 Days Post–GPT-5.6; Forced to Reset Usage Caps Market IBM Q2 Miss: Clients Rush Memory, Delay Software Deals as AI Scarcity Spreads Market IBM stock tanks 25% on Q2 miss; corporate IT budgets shifting from software to AI security Research Simon Willison reverse-engineers Codex Desktop's animated pet feature — gpt-image-2 generates chroma-keyed sprite sheets under the hood Chips Anthropic in talks with Samsung to design custom AI chip; plans October S-1 filing Funding DeepSeek in advanced talks for Series B at $71B valuation; AI agents drive data center capex Market IBM stock craters 25% on Q2 revenue miss; customer capex shifted to AI hardware Breaking 26 Meta employees sue over AI-assisted layoff discrimination targeting workers on medical leave
Breaking

Meta cuts ads serving p99 latency 28% with custom kernel scheduler built on sched_ext; 3.3MW power savings

Meta's engineering team deployed a custom Linux kernel scheduler using sched_ext (an open-source, BPF-based extensible scheduling framework in kernel v6.12) to optimize its ads serving fleet, which handles 5 million requests/second and 400 billion ads/day. The change from generic Linux schedulers (CFS, EEVDF) to a workload-specific policy reduced p99 latency on the ads retrieval stage by 28%, cut power consumption by 3.28 megawatts across the fleet, and improved ads ranked by 1.1%.

The optimization addresses a specific operational blocker: a kernel upgrade from v6.4 to v6.9 introduced latency regressions via the new EEVDF scheduler. Rather than staying on older kernels, Meta built a custom BPF-based scheduler that partitions CPUs into latency-critical request paths and background work, dynamically balancing load while improving L3 cache locality. Two follow-on updates (shipped as user-space BPF program changes, not kernel rebuilds) delivered an additional 60% p99 latency reduction and 18% timeout-error reduction.

For architects managing large-scale serving infrastructure: sched_ext represents a shift from fixed kernel schedulers to programmable, domain-specific scheduling policies. Meta's results (28% → 88% total p99 reduction) show the business impact of scheduler-level optimization on latency-sensitive workloads. The key insight: improvements ship in days rather than months because scheduler policy lives in user-space BPF, decoupled from kernel release cycles. This pattern matters for anyone building custom serving stacks or managing multiple kernel versions in production.

Sources