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A Memory Shortage Triggered $950B in AI Deals

A Memory Shortage Triggered $950B in AI Deals

Nvidia, SK Group, Samsung and Broadcom signed close to a trillion dollars in AI chip and memory deals in San Francisco, and the memory shortage behind them means someone outside the room ends up paying.

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Models

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POCKET-35B

POCKET-35B

VIDRAFT quantizes its Darwin-36B-Opus MoE model into a 35B GGUF that runs on stock llama.cpp with no GPU, trading GPQA Diamond score for CPU and phone portability.

Claude Opus 5

Claude Opus 5

Anthropic's July 2026 release prices near-Fable-5 coding and agentic performance at Opus 4.8 rates, doubling Frontier-Bench scores and landing within 0.5 points of Fable 5 on CursorBench at half the cost.

SWE-1.7

SWE-1.7

Cognition's proprietary coding model powering Devin, scoring 42.3% on FrontierCode 1.1 Main at $1.97/task via Cerebras inference at 1000 tokens/sec.

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Shopify CEO Uses AI Agent to Make Liquid 53% Faster

Shopify CEO Uses AI Agent to Make Liquid 53% Faster

Tobi Lütke ran Karpathy's autoresearch loop against the Liquid templating engine he created 20 years ago, producing 93 commits from 120 experiments that cut parse+render time by 53% and allocations by 61%.

Microsoft Patches 84 Flaws - AI Found the Worst One

Microsoft Patches 84 Flaws - AI Found the Worst One

Microsoft's March 2026 Patch Tuesday fixes 84 vulnerabilities including a CVSS 9.8 RCE discovered by XBOW's autonomous AI agent, an Azure MCP Server SSRF, and an Excel XSS that hijacks Copilot to exfiltrate data.