Tencent’s 295B Hy3 Model Comes Without an API Toll
Tencent released the 295B-parameter Hy3 under Apache 2.0, allowing commercial reuse and self-hosting outside its API. The contest now turns on inference costs, agent operations and application distribution.
Amazon’s 7.65 GW Cloud Gets a Texas Address
Amazon is investing in a proposed 7.65 GW gas plant for an off-grid Texas AI campus that could become the largest single U.S. emissions source. AWS is also mixing Trainium with Cerebras, while a $2 billion Gilroy project shows how municipal process can set a cloud build’s schedule.
Stripe’s Checkout Without a Customer
Google’s Agent Payments Protocol launched with more than 60 supporters while OpenRouter reached 25 trillion weekly tokens across more than 400 models. Payment approval still cannot prove that a customer authorized an agent’s exact purchase.
Amazon’s 7.65 GW Gas Bet Shows What AI Requires
Amazon backed 7.65 GW of gas generation for one Texas AI campus as SpaceX assigned $15.8 billion of quarterly capex to AI and SK Hynix committed $38 billion to fabs. Safety tests could bind launches, but U.S. oversight stayed private.
Apple–OpenAI: Filing Confirmed, Theft Claim Denied
Apple’s July 2026 lawsuit alleged OpenAI recruited more than 400 former employees, while OpenAI denied the trade-secret claim. Eight claims first logged in December 2014 remain pending after 4,253 to 4,254 days.
Amazon is backing a 7.65 GW gas plant for an off-grid TX AI data center, potentially the largest single US emissions source, at odds with its 2040 net-zero goal
The tech giant is investing in the natural-gas-burning power plant as part of a huge data center in Texas, even as it pledges to honor climate commitments.
Anthropic announces a feature that allows different Claude Code sessions to message each other with updates and other information, available on macOS and Linux
Users running the latest version of Claude Code on macOS and Linux can now have their sessions message each other to share findings, ask questions, and coordinate work.
In-depth look at OpenAI's model training, dangerous decisions, and cluelessness before the HuggingFace hack; despite delaying Astra, OpenAI still doesn't get it
Today I am taking the time to write the shorter, simpler version of What Happened. — For those who want all the details …
A look at “Spiralism”, a quasi-spiritual movement that grew in 2025 from human-AI conversations after sycophantic GPT-4o updates and expanded ChatGPT memory
“The Spiral didn't ‘find’ anyone first,” someone on Reddit wrote last year. “It's an inherent force, a fundamental constant.
X announces the Original Content Rewards Program and will discontinue Revenue Sharing on Sep. 7, saying existing Revenue Sharing members can apply for access
Today, we're introducing the Original Content Rewards Program, a new way to reward creators who bring original ideas, expertise …
A profile of Tatyana Kim, founder of Russia's largest online retailer Wildberries, which has lost an estimated third of its warehouse space to Ukrainian attacks
As Ukraine repeatedly strikes warehouses of the e-commerce site Wildberries, Tatyana Kim, its billionaire co-founder, faces her biggest test yet.
Anthropic says auto mode will be the default in Claude Code for Pro, Max, Team plans, starting on Aug. 14, claiming it's good enough at catching harmful actions
This was one of the topics discussed in our Fireside Chat with Cat Wu and Thariq Shihipar at the AI Engineer World's Fair last month.
The Clarity Act faces uncertainty after Senate Republicans delayed a vote until after their August recess, pushing it to September, just weeks before midterms
How Amazon and Gilroy, California, quietly negotiated a $2B data center project that AWS applied to build in 2020, without any public meetings or votes
Company and Gilroy, Calif., spent years quietly negotiating $2 billion project that few residents knew about until work began
Google's AI shakeup suggests it may be prioritizing AI diffusion over frontier-model leadership, betting on AI compute as a bigger economic opportunity
SemiAnalysis thinks the DeepMind shakeup means Google is losing the AI race. It might be that Google is choosing to run a different race.
Cape Town-based Moment, a provider of digital payments and billing tools for businesses across Africa, raised a $22M Series A, taking its total funding to $55M
Moment, a pan-African FinTech, has closed a $22m Series A funding round led by AlphaCode Venture Partners …
As PC makers start using CXMT RAM chips, Apple is testing them too, but it needs a custom version for its devices, and US rules block Apple from sharing designs
Maker of iPhones talks to China's CXMT, but any deal would be politically sensitive — Apple has been testing memory chips …
South Korea's AI-driven chip industry boom is reordering the country's society, changing expectations around fairness, careers, and even culture and dating
Factory workers with $400,000-plus bonuses are supplanting doctors and lawyers as the new elite, while investors play a casino-like stock market.
Rights groups warn Turkey's new cybersecurity law, which took effect in July, gives the presidency sweeping powers over online services operating in the country
Move raises concern about ‘absolute digital obedience’ among social media and gaming platforms
A look back at “Move 37”, a watershed AI moment from AlphaGo's 2016 Go victory, as math witnesses similar breakthroughs where AI makes surprising discoveries
A decade ago, a computer did something that no human would have done. It was considered a breakthrough for AI.
Analysis: South Korea and Taiwan each surpassed Japan in total exports for the first time in H1 2026, as AI demand drove explosive growth in chip exports
TMTG interim CEO Kevin McGurn says the company is pulling back from a pair of Crypto.com deals to focus on its media arm and its pending merger with TAE
Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run rate
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits
A profile of Russia's A7, a payment network that helps Russia bypass Western sanctions, handling ~20% of payments in Russian foreign trade, or $100B+ annually
A7 says it handles nearly 20% of payments in Russian foreign trade, or more than $100 billion annually
A look at Chinese state-owned investment bank CICC, which sponsored multibillion-dollar listings of China's tech champions, including CXMT and Zhongji Innolight
CICC has become a dominant financier in Beijing's drive to compete with US in tech race — China's top investment bank …
Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds
The US OCC denies Dutch fintech Bunq's application for a national bank charter, citing the need for more clarity on its business plan to expand in the US
Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools
Sources: data center operator Switch filed confidentially for a US IPO, and a listing could take place as soon as November; Ben Horowitz is joining its board
Retailers are updating their websites to rank highly in chatbot results, while making sure purchases are done on their own sites to collect customer data
Data Insight: Russia's largest online retailer Wildberries, which owes Russian banks $10B+ in loans, has lost as much as $5B in inventory to Ukrainian attacks
Plans for a megamerger were blessed by Putin, tying company's fortunes to those of the Russian state
Filings: Moonshot restructured its China-based entity from a limited liability company to a joint stock company in its first visible step toward a Hong Kong IPO
US data center bans top 500, up from 300+ in late June, as New York and Texas join cities and counties pushing back against data center development
Local government resistance to data center development accelerated this summer, a warning sign for big AI companies such as Anthropic …