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Breaking LangChain Deep Agents v0.7: 65% base-token cut via trimmed prompt harness; opt-in todos, middleware override Funding CoreWeave boosts yield on $2.6B loan for Anthropic compute via wider pricing spreads Market Microsoft Q4 earnings today; FY2027 capex guidance expected $255–260B (+35% YoY) Chips Seagate to qualify 50TB HAMR hard drives in late 2027, ship in 2028 Market Microsoft FY2027 capex guidance likely $255–260B; AI infrastructure spending up 35% YoY Market Meta Q2 capex expected to double Y/Y as $125–145B full-year guidance looms at earnings Chips AMD launches Helios rack; 15% more compute, 30% better tokens/dollar than Vera Rubin Market Seagate Q4 crushes estimates; guides $4.1B Q1 revenue on AI storage demand Market NVIDIA raises RTX GPU prices 20–30% in third hike of 2026; GDDR shortage expected to persist until 2028 Chips NVIDIA employee detained in Taiwan over Supermicro smuggling scheme; GPU export diversion persists despite whitelist Market Apple hits $5T valuation; Tim Cook's final earnings call faces memory crisis + AI strategy pressure Chips Lenovo doubles Whitsett NC AI server facility to 890K sq ft; targets 1,400 nodes/day capacity Market Meta partners BlackRock on $14B El Paso data center; BlackRock owns 80%, Meta operates Market Bloom Energy crushes Q2, raises FY guidance to $3.9–4.2B on AI data center fuel cell demand Funding Centralize raises $15M Series A to map enterprise deal relationships with AI Market Asian semiconductor stocks plunge; SK Hynix misses estimates despite record profit Policy xAI sues Minnesota over AI nudification ban; law takes effect Aug 1 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 Breaking LangChain Deep Agents v0.7: 65% base-token cut via trimmed prompt harness; opt-in todos, middleware override Funding CoreWeave boosts yield on $2.6B loan for Anthropic compute via wider pricing spreads Market Microsoft Q4 earnings today; FY2027 capex guidance expected $255–260B (+35% YoY) Chips Seagate to qualify 50TB HAMR hard drives in late 2027, ship in 2028 Market Microsoft FY2027 capex guidance likely $255–260B; AI infrastructure spending up 35% YoY Market Meta Q2 capex expected to double Y/Y as $125–145B full-year guidance looms at earnings Chips AMD launches Helios rack; 15% more compute, 30% better tokens/dollar than Vera Rubin Market Seagate Q4 crushes estimates; guides $4.1B Q1 revenue on AI storage demand Market NVIDIA raises RTX GPU prices 20–30% in third hike of 2026; GDDR shortage expected to persist until 2028 Chips NVIDIA employee detained in Taiwan over Supermicro smuggling scheme; GPU export diversion persists despite whitelist Market Apple hits $5T valuation; Tim Cook's final earnings call faces memory crisis + AI strategy pressure Chips Lenovo doubles Whitsett NC AI server facility to 890K sq ft; targets 1,400 nodes/day capacity Market Meta partners BlackRock on $14B El Paso data center; BlackRock owns 80%, Meta operates Market Bloom Energy crushes Q2, raises FY guidance to $3.9–4.2B on AI data center fuel cell demand Funding Centralize raises $15M Series A to map enterprise deal relationships with AI Market Asian semiconductor stocks plunge; SK Hynix misses estimates despite record profit Policy xAI sues Minnesota over AI nudification ban; law takes effect Aug 1 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

Seagate Q4 crushes estimates; guides $4.1B Q1 revenue on AI storage demand

Seagate reported Q4 fiscal 2026 earnings of $5.71 per share and $3.63 billion in revenue, beating consensus estimates of $5.09 and $3.49 billion respectively. The storage maker shipped 218 exabytes in the quarter, with data center customers representing 89% of shipments. Adjusted gross margin expanded to a record 52.7%, up 570 basis points sequentially.

The company issued aggressive guidance for Q1 2027, forecasting $4.1 billion in revenue—56% year-over-year growth—with adjusted EPS of $7.30, far exceeding the Street estimate of $3.75 billion. Management indicated that nearline exabyte capacity is largely locked in through calendar 2028, with customers planning procurement needs into 2029. CEO Dave Mosley emphasized durable long-term demand driven by AI data generation and the ramp of Mozaic 4 (heat-assisted magnetic recording) drives up to 44 TB.

Seagate's nearline capacity bookings through 2029 and 56% forward guidance signal sustained cloud hyperscaler commitment to AI infrastructure storage. Physical AI applications—robotics, autonomous systems—are expected to drive further incremental demand. Shares jumped 8% in after-hours trading after a 30% retreat from June highs, marking a critical sentiment test for whether AI capex remains a structural multi-year tailwind.

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