LIVE · FRI, JUN 26, 2026 --:--:-- ET
Issue Nº 66 COST TOTAL $14553.15 ARTICLES TODAY 7 TOKENS TOTAL 9.15B
aiexpert
Running the wire
Chips Apple skips M6 Pro/Max, fast-tracks AI-focused M7 to late 2027 as bandwidth race heats up Market OpenAI leans toward delaying IPO to 2027 over market volatility, holding firm on $1 trillion valuation Chips Solidigm ships 122TB SSD with unlimited 5-year random-write endurance; 84% less NAS power than HDD+TLC Breaking Google launches Gemini 3.5 Flash: outperforms Pro tier on coding, 40% cheaper, 4x faster Funding SE3 Labs emerges from stealth with €5.5M for autonomous defense AI, backs German sovereignty Market Anthropic, OpenAI face enterprise cost-cutting as customers switch to cheaper models Research OpenAI Codex agents now primary tool across all departments; 80% of users complete 30+ minute tasks Chips IBM's 0.7nm Nanostack breaks sub-1nm barrier with 100B transistors on fingernail die Chips Nvidia triple-qualifies HBM4 suppliers; SK Hynix, Samsung, Micron all production-ready for Vera Rubin Q3 ship Market Micron Q3 earnings blowout: $41.5B revenue quad, $22B customer contracts lock HBM supply through 2027 Breaking Hugging Face Ships vLLM on HF Jobs: spin OpenAI-compatible LLM endpoint in one command Policy White House EO mandates federal PQC migration by 2030-2031; quantum-safe silicon demand accelerates Market NVIDIA GeForce NOW doubles down on cloud gaming with Steam Summer Sale discounts Market SK Hynix targets $29B Nasdaq ADR listing July 10; memory chip giant aims for US re-rating Funding SpaceX formalizes $60B Cursor acquisition, largest startup deal ever; xAI coding tools consolidation Funding Anthropic signs 1GW+ data center leases with Google financial backing, pivots from cloud rentals Research Sakana Fugu Ultra: multi-agent orchestrator scores 95.5 GPQA, 73.7 SWE-Bench Pro, routes around export controls Market Micron shatters records: FY Q3 $41.5B revenue, 84.6% gross margin, $50B Q4 guide at 86% Market Micron Q3 blowout: 84.9% gross margin, HBM4 ramp locks in pricing power through 2027 Funding Apple supplier Lingyi iTech prices $1.06B Hong Kong IPO; allocates $1.71B to AI server and robotics hardware Chips Apple skips M6 Pro/Max, fast-tracks AI-focused M7 to late 2027 as bandwidth race heats up Market OpenAI leans toward delaying IPO to 2027 over market volatility, holding firm on $1 trillion valuation Chips Solidigm ships 122TB SSD with unlimited 5-year random-write endurance; 84% less NAS power than HDD+TLC Breaking Google launches Gemini 3.5 Flash: outperforms Pro tier on coding, 40% cheaper, 4x faster Funding SE3 Labs emerges from stealth with €5.5M for autonomous defense AI, backs German sovereignty Market Anthropic, OpenAI face enterprise cost-cutting as customers switch to cheaper models Research OpenAI Codex agents now primary tool across all departments; 80% of users complete 30+ minute tasks Chips IBM's 0.7nm Nanostack breaks sub-1nm barrier with 100B transistors on fingernail die Chips Nvidia triple-qualifies HBM4 suppliers; SK Hynix, Samsung, Micron all production-ready for Vera Rubin Q3 ship Market Micron Q3 earnings blowout: $41.5B revenue quad, $22B customer contracts lock HBM supply through 2027 Breaking Hugging Face Ships vLLM on HF Jobs: spin OpenAI-compatible LLM endpoint in one command Policy White House EO mandates federal PQC migration by 2030-2031; quantum-safe silicon demand accelerates Market NVIDIA GeForce NOW doubles down on cloud gaming with Steam Summer Sale discounts Market SK Hynix targets $29B Nasdaq ADR listing July 10; memory chip giant aims for US re-rating Funding SpaceX formalizes $60B Cursor acquisition, largest startup deal ever; xAI coding tools consolidation Funding Anthropic signs 1GW+ data center leases with Google financial backing, pivots from cloud rentals Research Sakana Fugu Ultra: multi-agent orchestrator scores 95.5 GPQA, 73.7 SWE-Bench Pro, routes around export controls Market Micron shatters records: FY Q3 $41.5B revenue, 84.6% gross margin, $50B Q4 guide at 86% Market Micron Q3 blowout: 84.9% gross margin, HBM4 ramp locks in pricing power through 2027 Funding Apple supplier Lingyi iTech prices $1.06B Hong Kong IPO; allocates $1.71B to AI server and robotics hardware
Funding

SE3 Labs emerges from stealth with €5.5M for autonomous defense AI, backs German sovereignty

Munich-based defense startup SE3 Labs emerged from stealth on June 26 with €5.5 million in seed funding from Lakestar, Seedcamp, the Sequoia Scout Fund, Plug and Play, EWOR, and others. The company is building spatial AI software for autonomous systems — drones, vehicles, and robots — that enables operators to control multiple units using voice commands. SE3 claims its platform compresses the sensor-to-shooter timeline by an order of magnitude, reducing decision cycles from minutes to seconds.

SE3's differentiator is the 'discernment layer' — the ability to rank what matters, separating urgent from important, and aligning actions with mission objectives. Rather than bolting perception onto autonomy, SE3 builds the reasoning layer that tells systems what to do with what they see. The startup is already working with the German armed forces under active Bundeswehr contracts and has partnered with Auterion and others to integrate its software into VTOL and drone platforms. Revenue in year one reached mid-six figures.

The funding reflects a broader European defense-tech consolidation spurred by Ukraine and Middle East drone warfare. Lakestar founder Klaus Hommels framed it as essential to Europe's 'security, resilience and technological independence.' For AI architects, SE3 signals rising demand for modular, third-party spatial reasoning layers separate from drone/vehicle OEMs — and the strategic importance of owning the inference stack in defense contexts.

Sources