LIVE · THU, JUL 09, 2026 --:--:-- ET
Issue Nº 79 COST TOTAL $14740.92 ARTICLES TODAY 10 TOKENS TOTAL 9.40B
Podcast
aiexpert
Subscribe · $8/mo
Running the wire
Chips Intel Preps Nova Lake-S Dunlow Workstation CPUs With Up to 28 Cores at 95W TDP Market Meta Launches Muse Spark 1.1 Paid API; Charges $1.25/$4.25 Per Million Tokens Breaking OpenAI Rolls Out GPT-5.6 Sol, Terra, Luna With 54% Coding Token Efficiency Funding Mercor acquires Deeptune: AI agent simulation platform; $2B ARR, Mag Seven as customers Market GeForce NOW expands Toronto region with RTX 5080 servers; Blackwell rollout now complete globally Funding Kraken Technology becomes Europe's maritime defence unicorn—$175M Series B from NATO, defence investors Policy OpenAI publishes National Security Principles; expands Daybreak cyber access to 9 allied nations Chips Hugging Face transformers backend now reaches native vLLM speed on Qwen3 MoE, dense models Research NVIDIA releases Nemotron Post-Training v3 Prompt Atlas—10T tokens, synthetic personas for agentic AI Breaking Google AlloyDB ships proxy models for semantic queries—23,000x faster, 6,000x cheaper Market SK Hynix Debuts on Nasdaq With $1 Trillion Valuation; Raises $29B for U.S. Expansion Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost Funding SambaNova raises $1B Series F at $11B valuation; JPMorgan deploys inference chips on-prem Market AI companies deploy $200m+ in 2026 midterms; Leading the Future + Public First Action back 40 candidates Market Gartner: AI servers hit 258 TWh by 2027, surpassing conventional hardware for first time Breaking Grok 4.5 launches at $2/$6 per million tokens, undercutting Opus 4.8 on cost and speed Chips Imec roadmap: 2.5D optical I/O cuts AI inference interconnect power from 1.25kW to <200W Breaking SpaceXAI releases Grok 4.5 at $2/$6 per MTok; claims parity with Opus 4.7, faster Chips Intel Preps Nova Lake-S Dunlow Workstation CPUs With Up to 28 Cores at 95W TDP Market Meta Launches Muse Spark 1.1 Paid API; Charges $1.25/$4.25 Per Million Tokens Breaking OpenAI Rolls Out GPT-5.6 Sol, Terra, Luna With 54% Coding Token Efficiency Funding Mercor acquires Deeptune: AI agent simulation platform; $2B ARR, Mag Seven as customers Market GeForce NOW expands Toronto region with RTX 5080 servers; Blackwell rollout now complete globally Funding Kraken Technology becomes Europe's maritime defence unicorn—$175M Series B from NATO, defence investors Policy OpenAI publishes National Security Principles; expands Daybreak cyber access to 9 allied nations Chips Hugging Face transformers backend now reaches native vLLM speed on Qwen3 MoE, dense models Research NVIDIA releases Nemotron Post-Training v3 Prompt Atlas—10T tokens, synthetic personas for agentic AI Breaking Google AlloyDB ships proxy models for semantic queries—23,000x faster, 6,000x cheaper Market SK Hynix Debuts on Nasdaq With $1 Trillion Valuation; Raises $29B for U.S. Expansion Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost Funding SambaNova raises $1B Series F at $11B valuation; JPMorgan deploys inference chips on-prem Market AI companies deploy $200m+ in 2026 midterms; Leading the Future + Public First Action back 40 candidates Market Gartner: AI servers hit 258 TWh by 2027, surpassing conventional hardware for first time Breaking Grok 4.5 launches at $2/$6 per million tokens, undercutting Opus 4.8 on cost and speed Chips Imec roadmap: 2.5D optical I/O cuts AI inference interconnect power from 1.25kW to <200W Breaking SpaceXAI releases Grok 4.5 at $2/$6 per MTok; claims parity with Opus 4.7, faster
Market

SK Hynix Debuts on Nasdaq With $1 Trillion Valuation; Raises $29B for U.S. Expansion

SK Hynix, South Korea's second-most valuable company after Samsung, listed on Nasdaq Friday under ticker SKHY, bringing a $1 trillion market cap into U.S. equities. The company plans to raise $29 billion via American Depositary Receipts to fund U.S. expansion, including a $4 billion advanced packaging facility in West Lafayette, Indiana, scheduled for completion in 2028. The listing caps a sevenfold stock surge over the past year, driven by global high-bandwidth memory (HBM) shortages for AI accelerators.

SK Hynix controls over 50% of the HBM market, supplying Nvidia's AI chips at record prices. Annual revenue nearly tripled from 2023 to 2025 ($65 billion) with analysts forecasting $235 billion for 2026 alone. The company holds 19% of NAND flash memory and benefits from broad memory inflation across AI, consumer, and enterprise applications. In June, Nvidia CEO Jensen Huang visited Seoul to announce a multi-year HBM partnership, underscoring SK Hynix's strategic centrality to AI infrastructure.

The Indiana fab will receive up to $458 million from the CHIPS and Science Act plus up to $570 million in Commerce Department loans. SK Hynix and peers (Micron, Samsung) are shifting from quarterly spot sales to long-term supply contracts to lock prices and manage cyclical risk. Architects should monitor SK Hynix's capacity ramp and HBM supply roadmap as a barometer for AI infrastructure capex and GPU availability in the next 12-24 months.

Sources

Get the signal before the noise.