Skip to contentAUGUST 202630 DAYS · 207 BRIEFS
MONAUG 31
Seoul fills AI leadership vacuum, bets on supply-chain indispensability10 BRIEFSSUNAUG 30
Tencent and Alibaba open-source drops compress China's frontier model cycle3 BRIEFSSATAUG 29
Private Debt Fuels GPU Arms Race as AI Borrowing Tests Wall Street6 BRIEFSFRIAUG 28
OpenAI Layers Ads and Venture Capital onto Its Platform Model13 BRIEFSTHUAUG 27
Emerald AI's $1B bet that data centers can bend to the grid10 BRIEFSWEDAUG 26
Gates Pairs Robot Tax with Xi Outreach, Forcing Dual AI-Policy Debate10 BRIEFSTUEAUG 25
Mistral-HUMAIN Saudi Deal and ChapsVision Palantir Replacement Drive European Sovereign AI Bids10 BRIEFSMONAUG 24
Hugging Face Explores Sale at $13B+ Valuation7 BRIEFSSUNAUG 23
OpenAI and Anthropic Split on Which State AI Safety Model Should Win2 BRIEFSSATAUG 22
Nvidia Strikes $6B Poolside License, Opens Rebellions Talks8 BRIEFSFRIAUG 21
AI Model Routing Becomes a Standalone Infrastructure Layer7 BRIEFSTHUAUG 20
Cognition Rebuffs SpaceX Acquisition Approach, Talks Shift to Compute Partnership7 BRIEFSWEDAUG 19
Inference Silicon Draws Billions as Three Startups Reprice the AI Chip Stack10 BRIEFSTUEAUG 18
Groq's Down Round and Stripe's OpenRouter Deal Reprice the AI Stack3 BRIEFSMONAUG 17
Nvidia Scales Back Ohio Data Center Backstop as AI Megaproject Risks Mount7 BRIEFSSUNAUG 16
India and Nigeria Race to Build AI Human Capital Amid US Supply-Chain Controls4 BRIEFSSATAUG 15
Anthropic Withholds Superior Model, Documents Agent Risks3 BRIEFSFRIAUG 14
OpenAI Ships Fast, Loses Leaders, and Faces Safety Questions — All at Once9 BRIEFSTHUAUG 13
Lovable Doubles to $13.3B, Cognition Eyes $40B as AI Coding Valuations Surge9 BRIEFSWEDAUG 12
OpenAI's Leadership Drain Deepens as Lightcap Exits After $7B Share Sale9 BRIEFSTUEAUG 11
Sanders Pause Demand Tests AI Labs Already Losing Control of Their Own Models8 BRIEFSMONAUG 10
Cambridge Aerospace Hits $3.4B Valuation in $300M Series C4 BRIEFSSATAUG 8
OpenAI Pauses Astra Over Critical Cyber Capabilities, Launches GPT-5.6-Cyber for Defenders4 BRIEFSFRIAUG 7
Dean, Ghemawat, Vinyals, Le Exit Google to Found Discovery Loop; Hassabis Steps Back as DeepMind CEO7 BRIEFSTHUAUG 6
Stanford Team Uses AI to Design First Synthetic Viruses10 BRIEFSWEDAUG 5
Tesla's Earnings Calls Now Run on AI Rhetoric, Not Car Sales9 BRIEFSTUEAUG 4
Olix's $3.3B Raise Bets Inference Era Demands Purpose-Built Silicon6 BRIEFSMONAUG 3
US AI Regulation Converges From Five Directions at Once2 BRIEFSSUNAUG 2
EU AI Act Enters Binding Enforcement Phase on August 23 BRIEFSSATAUG 1
AI Capex Cycle Splits Big Tech: Amazon Surges, Apple Stumbles on Same Supply Chain7 BRIEFSJULY 202619 DAYS · 109 BRIEFS
FRIJUL 31
AI Economics Diverge: Capex Climbs, Prices Crash, Apple Moves to Charge8 BRIEFSTHUJUL 30
Over 1,100 AI Workers Petition US Government to Pace AI Development8 BRIEFSWEDJUL 29
AI Capital Rotation: Chip Stocks Crater as Nvidia Writes $250B Checks and Apple Hits $5T4 BRIEFSTUEJUL 28
Google AI Overviews Now Appear in 43% of Searches, Up From 15% a Year Ago4 BRIEFSMONJUL 27
Hyundai Stakes Corporate Future on Physical AI, From Robots to Cities7 BRIEFSSUNJUL 26
Nvidia Binds Korea's Memory and Cloud Giants Into $500B+ AI Supply Chain1 BRIEFSATJUL 25
Alphabet Posts 24% Q2 Revenue Growth as Gemini Nears 1 Billion Users7 BRIEFSFRIJUL 24
OpenAI Sandbox Escape Triggers Bipartisan AI Kill Switch Bill7 BRIEFSTHUJUL 23
AI Kill Switch Act Would Grant DHS Authority to Shut Down AI Systems4 BRIEFSWEDJUL 22
US-China AI Decoupling Goes Mutual as Both Sides Build Export Walls5 BRIEFSTUEJUL 21
Kimi K3's Demand Surge Exposes China's Open-Weight AI Paradox9 BRIEFSMONJUL 20
Chinese AI Labs Shift From Price War to Performance Race8 BRIEFSSUNJUL 19
Kimi K3 and the Chip Selloff Collide, Testing the AI Capex Thesis7 BRIEFSSATJUL 18
Netflix Paid $587M in Cash for Affleck's AI Startup InterPositive4 BRIEFSFRIJUL 17
Apple Intelligence Clears China Regulators, Taps Alibaba and Baidu7 BRIEFSTHUJUL 16
NVIDIA GeForce NOW Launches Publicly in India, Exits Beta4 BRIEFSWEDJUL 15
DeepSeek Seeks $1.5B at $71B Valuation, Prepares Mainland IPO6 BRIEFSTUEJUL 14
Apple Escalates Trade Secrets Case Against OpenAI, Seeks Injunction on Hardware Plans5 BRIEFSMONJUL 13Helsing Closes $1.8B Series E at $18B Valuation4 BRIEFS