Samsung zHBM 3D memory targets 8x HBM5 performance to leapfrog SK Hynix and Micron

Samsung zHBM 3D memory stacks HBM on AI accelerators for 8x HBM5 performance and 10x density, plus a 400-layer NAND first at FMS 2026.

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AgiBot Hong Kong IPO Targets Up to $6.4 Billion as Robotics Rivals Queue Up

The AgiBot Hong Kong IPO targets up to $6.4 billion with Citic Securities, CICC and Morgan Stanley as sponsors. How it compares with Unitree and the robotics queue.

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Anthropic's Claude Distillation Campaign Claims Land as Alibaba Ships Qwen3.8-Max

Anthropic says Alibaba ran the largest Claude distillation campaign: 25,000 fake accounts, 28.8 million exchanges, and Qwen3.8-Max claiming near-parity.

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Pentagon's AI Counter-Drone Marketplace Puts Procurement Speed to the Test

The Pentagon's AI counter-drone marketplace, built by Kaizen Laboratories under a $15M OTA, compresses drone-defense procurement from years to weeks.

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Meta AI Cloud Business Turns Capex Surplus Into Revenue as 2026 Spending Nears $145B

Meta AI cloud business will sell surplus compute, APIs and agents as 2026 capex guidance hits $130-145B. Can monetizing excess capacity make the spend pay off?

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ServiceNow AI Restructuring Trims 300 Silicon Valley Jobs, With 1,000 Cuts Planned

ServiceNow's AI restructuring removes nearly 300 Silicon Valley jobs, with up to 1,000 roles planned as headcount shifts toward AI skills.

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Sarvam AI Funding Round: Nvidia's $74M Investment Fuels India's Sovereign Model Plans

Nvidia leads the $74M Sarvam AI funding round, valuing the startup near $1.5 billion as it plans a trillion-parameter sovereign model under IndiaAI Mission.

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Who Wins the DHS Counter-Drone IDIQ: Drone Defense Economics

The DHS counter-drone IDIQ names 12 winners across two tracks. Leidos and BAE took both; Anduril, Booz Allen and GDIT lead services. Who wins the economics?

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Japan Defense AI Command and Control: Tokyo Weighs Palantir and Anduril

Japan defense AI command and control moves toward Palantir and Anduril as Tokyo pairs US systems with homegrown AI oversight.

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Voluntary AI Oversight Framework Final, Thresholds Secret [Update]

White House finalized its voluntary AI oversight framework by the Aug 1 deadline; thresholds stay classified as Anthropic reviews the text Tuesday.

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Humanoid Robot Soldiers: How $24M Became an Arms Pitch

Foundation Future Industries turned $24M in Pentagon research and a Ukraine field test into a humanoid robot soldiers roadmap with lethal capabilities planned.

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Valar Atomics $1B Raise Fuels Nuclear Factory Push

The Valar Atomics $1B raise, led by Sequoia, funds factory-built SMRs after its Ward 250 reactor powered an Nvidia Blackwell system.

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Anthropic Volta Compute Deal: $10 Billion, a Week-Old Startup and a Bitcoin Miner

The Anthropic Volta compute deal commits $10B to an Nvidia-backed startup and a bitcoin miner for 133MW of Vera Rubin capacity in Norway. Analysis inside.

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Visa job cuts: 2,600 roles trimmed as AI reshapes tech and product teams

Visa job cuts of 2,600 roles, about 7% of the workforce, target tech and product teams as CEO Ryan McInerney's AI efficiency push reshapes the payments giant.

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Google's $150B Anthropic Chip Financing Machine Beats Nvidia on Borrowing Costs

Google's $150B Anthropic chip financing machine leases TPUs to Anthropic at 5.75%, undercutting Nvidia's ecosystem by 2.2 points and forcing Nvidia to become a lender.

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SMR Data Center Deals Mount as Rolls-Royce Raises Outlook

Rolls-Royce's SMR data center deals are accelerating: another hyperscaler framework agreement is due within days and power orders are up 50%.

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Palantir Q2 Earnings: Can a 61x Multiple Survive the Slide?

Palantir Q2 earnings arrive August 3 with eight straight beats, 80% growth, and a 61x sales multiple. Can defense-AI momentum hold the valuation?

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Hyundai's Atlas Humanoid Robots: The Unit Economics of a 25,000-Unit Factory Fleet

Hyundai will deploy 25,000+ Atlas humanoid robots in its own plants by 2028. We analyze unit costs, the labor clause, and the race with Tesla and Figure.

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OpenAI 1 billion users: a milestone bought with price cuts

OpenAI 1 billion users milestone: what the adoption record means for margins and the race with Anthropic and open-weight rivals.

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MediaTek AI Data-Center Chip Expansion: Inside the $5B Bet and the 20% Phone Slump

MediaTek's AI data-center chip expansion backs a $5B financing framework as phone revenue falls 20% and 2027 custom-chip targets rise to $80B.

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BYD humanoid robot debut puts showrooms before factories

The BYD humanoid robot debuts in August at Di Space showrooms, a showroom-first bet against Tesla's Optimus built on the EV maker's manufacturing scale.

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The Waymo Uber Robotaxi Split Signals the End of the Aggregator Era

The Waymo Uber robotaxi split ends the Austin and Atlanta deal as Waymo launches its own app in 2028, making the D.C. labor fight the real battleground.

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Musk Calls China Split Report Fake News, but the Tesla SpaceX Merger Logic Holds

Musk dismissed the China split report as fake news, but the Tesla SpaceX merger logic is real: half of Tesla's volume is the obstacle and the price.

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Anthropic Supply-Chain Risk Case: Judge Signals Overreach

Judge Rita Lin signaled the Anthropic supply-chain risk case may end in a ruling against the Trump administration's ban on Claude.

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Amazon OpenAI Investment Complete: $50B Stake, AWS, IPO

Amazon OpenAI investment is fully funded: $50 billion for a 5% stake, exclusive AWS rights to Frontier, and a clear pre-IPO signal.

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EU AI Act Enforcement Is Underway: What Enterprises Face From August 2 [Update]

EU AI Act enforcement began Aug 2: chatbots must disclose machine origins, deepfakes get machine-readable labels, and GPAI fines are now possible across the EU.

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K2 Space Series D: The $6.8B Bet on Bigger Satellites

K2 Space Series D raises $500M at a $6.8B valuation to scale high-power satellites, betting falling launch costs favor big spacecraft over small-satellite orthodoxy.

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Space Force Picks 15 Contractors for $981M NITE-STAR Training Range

Space Force's NITE-STAR training range contract puts 15 vendors on a $981M pool to fix simulator shortages and protect GPS from training downtime.

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Unitree IPO Creates the First Public Valuation Benchmark for Humanoid Robots

The Unitree IPO opens August 10 on Shanghai's STAR Market at a 42 billion yuan valuation, giving humanoid robotics its first daily-priced benchmark.

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Zoox Robotaxi Exemption: Landmark U.S. Approval for Steering-Wheel-Free Rides

The Zoox robotaxi exemption lets Amazon's steering-wheel-free taxi charge for rides in Las Vegas, with up to 2,500 vehicles a year under adaptive oversight.

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