LIVE · MON, JUL 27, 2026 --:--:-- ET
Issue Nº 97 COST TOTAL $14967.65 ARTICLES TODAY 0 TOKENS TOTAL 9.69B
aiexpert
Running the wire
Chips NVIDIA deploys Vera CPU across EDA design workflows; Cadence & Synopsys show 1.5x gains Chips Samsung Foundry breaks even: 2nm yields hit 55-60%; Tesla contract signals customers are willing to diversify Breaking OpenAI ships Presence: Enterprise agent platform with Codex-driven improvements; resolves 75% of support issues without human handoff Chips NVIDIA Vera Rubin ramps full production; 10x token throughput vs Blackwell, Q3 2026 deployments Chips NVIDIA shelves RTX 50 Super indefinitely; GDDR7 shortage forces gaming GPU cuts for AI demand Research Google ships Gemini 3.6 Flash at 17% fewer tokens, $7.50 output price; 3.5 Pro still delayed Research Physicists demonstrate reservoir computing with 400 oscillating particles in liquid; F1 0.90 on anomaly detection 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 Chips NVIDIA deploys Vera CPU across EDA design workflows; Cadence & Synopsys show 1.5x gains Chips Samsung Foundry breaks even: 2nm yields hit 55-60%; Tesla contract signals customers are willing to diversify Breaking OpenAI ships Presence: Enterprise agent platform with Codex-driven improvements; resolves 75% of support issues without human handoff Chips NVIDIA Vera Rubin ramps full production; 10x token throughput vs Blackwell, Q3 2026 deployments Chips NVIDIA shelves RTX 50 Super indefinitely; GDDR7 shortage forces gaming GPU cuts for AI demand Research Google ships Gemini 3.6 Flash at 17% fewer tokens, $7.50 output price; 3.5 Pro still delayed Research Physicists demonstrate reservoir computing with 400 oscillating particles in liquid; F1 0.90 on anomaly detection 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

OpenAI ships Presence: Enterprise agent platform with Codex-driven improvements; resolves 75% of support issues without human handoff

OpenAI launched Presence on July 22, 2026, an enterprise platform for deploying production-grade AI agents across voice and chat workflows. Presence bundles policies, guardrails, approval rules, and simulations into a deployed product. Each agent is scoped to a specific task: resolving billing issues, processing insurance claims, IT service requests, or sales outreach. OpenAI provides only the knowledge and system access the agent needs for that job, and teams define what the agent can do, when it needs approval, and when a human takes over.

The platform uses Codex, OpenAI's coding agent, to analyze production interactions and escalations, identify gaps in agent behavior, and propose improvements. Human teams test and approve updates before they roll live, allowing agents to adapt as customer needs and company policies change. OpenAI is already running its own English-language phone support on Presence, which it reports met human support quality benchmarks within weeks and now resolves 75% of inbound issues without human assistance. Using its improvement loop, Codex reduced human handoffs by 15 percentage points within 10 days of launch.

Presence is available through a limited general availability program, with deployments led by OpenAI Forward Deployed Engineers and select systems integrators. It is not a self-serve product: OpenAI handles integration, policy-setting, simulations, and post-launch support directly. Three public launch partners are BBVA Mexico (voice banking support), SoftBank (Japanese-language customer agents), and IAG/Retail Insurance Australia (weather-related claims support). OpenAI has not disclosed pricing or contractual terms; buyers should expect costs to be negotiated based on scope and engineering hours required.

For enterprises, Presence signals OpenAI's shift from raw model access toward services-driven deployment. The model shows constraints: Gartner last month predicted 50% of orgs planning AI customer service will abandon those plans by 2027. Architecturally, Presence matters because it bundles governance, improvement loops, and escalation into a managed system rather than leaving enterprises to integrate policies around raw API calls. The 75% resolution figure is OpenAI's own data; results will vary by domain. For teams evaluating agent platforms, the distinction is clear: Presence requires OpenAI's engineers to install and improve it; you do not adjust behavior via prompt changes alone.

Sources